Companies

Companies Overview

The Companies page provides a CRM-like view of every external organization your team interacts with. Each company profile aggregates all meetings, participants, and AI insights related to that organization, regardless of which team member had the meeting.

Companies are especially valuable for sales teams tracking deal progress, customer success teams monitoring account health, and leadership teams maintaining visibility across client relationships.

Auto-Detection from Email Domains

Karnyx automatically creates company records by analyzing participant email domains from your calendar events. When a meeting participant has an email like sarah@acmecorp.com, Karnyx creates or updates the "Acme Corp" company record and associates Sarah with it.

How Detection Works

1. Domain extraction: Karnyx extracts the email domain from each meeting participant.
2. Internal domain filtering: Your organization's domains are excluded. Participants from your own company are not grouped as an external company.
3. Free email filtering: Common free email providers (gmail.com, outlook.com, yahoo.com, etc.) are excluded to avoid creating meaningless company records.
4. Company name resolution: Karnyx resolves the domain to a company name using public business data. If no match is found, the domain itself is used as the company name until you rename it.
5. Participant grouping: All participants sharing the same email domain are grouped under the same company record.

Company View

Each company profile page contains three tabs that give you a complete picture of your relationship with that organization.

People Tab

Lists every person from that company you have met with. For each person, you see:

• Name, email, and job title (when available from calendar data)
• Number of meetings and total meeting time
• Date of first and most recent meeting
• Quick link to their individual People profile

Meetings Tab

Shows a chronological list of all meetings involving anyone from that company. Each meeting entry includes the title, date, duration, attendees, and a link to the full meeting detail with transcript and summary.

Chat Tab

The Company Chat interface, powered by Ask the Chief, scoped to all meetings involving that company. See the AI Chat documentation for details on how to use Company Chat effectively.

Managing Companies

While companies are auto-detected, you can refine and manage them to keep your data organized.

Rename a Company

If the auto-resolved name is not correct (e.g., Karnyx shows the domain instead of the real company name), click the company name in the profile header and type the correct name. The change applies retroactively to all associated meetings and participants.

Merge Companies

To merge two company records (e.g., when a company uses multiple email domains):

1. Open the company you want to keep as the primary record.
2. Click "Manage Domains" in the company header.
3. Add the additional domain(s). All participants from those domains will be merged into this company.
4. The duplicate company record is automatically removed.

Hide a Company

If a company appears in your list that you do not want to track, click the three-dot menu on the company card and select "Hide Company". Hidden companies are removed from the list view but their meeting data is preserved. You can unhide them from Settings > Companies > Hidden.

CRM Sync

If you use a CRM, company data can be synced bidirectionally. See the CRM Integrations documentation for setup instructions for HubSpot, Attio, and Affinity.