Look Up Contacts

You can look up a contact or contact fields using conversational flows in Max.

The Lookup workflow is triggered by entering lookup queries for contacts.

Looking Up Contacts with Max

When you ask Max to look up a contact:

Max selects the candidate contacts, If there are no candidate contacts or the lookup query is too generic, Max returns the top 20 contacts, sorted by Last Modified Date.
For each candidate contact it selects, Max fetches:
- Contact Name
- Account Name
- Title
- Contact Owner
- Phone Number
- Email
- Mailing Address
- Created By
- Last Modified On
Max displays a summary of the retrieved contacts.

Conversational Flow: Look Up Contacts

The user and Max may enjoy the following conversational flow for looking up contacts.

Type of Lookup	Conversational Input from User	Response from Max \| Result	Useful Tips
Single contact	Show me the last contact	Shows the last modified contact	You can use the following terms instead of "Last": latest most recent past recent
Single contact	Show me Joe's contact Info	Shows the oldest (modified) contact with the name matching the substring "Joe"
Multiple contacts	Show me the last 3 contacts Show me the 3 most recent contacts	Shows the three most recently modified contacts.
Contacts created by you	Show me the last 3 contacts that I created	Shows the three contacts most recently created by the user.	You can use the term "Authored" instead of "Updated".
Contacts created by you	Show me the last 3 contacts that I updated Show me the last 3 contacts that I worked on Show me the last 3 contacts that I modified	Shows the three contacts most recently updated by the user.	You can also use these terms instead of "Updated" modified changed worked on
Look up contact within a specific time duration	Show me the last 3 contacts that John Snow created in the past 2 months Show me the last 3 contacts that John Snow created last Monday Show me the last 3 contacts that John Snow created on 08/01/2018	Shows the three contacts most recently created by John Snow in the specified period.	You can also use the following phrases to specify a search period: last Monday (specific day relative to current time) On 08/01/2018 (specific date) Feb 2020 (date range) In the last week (date range relative to current time) since yesterday (past time duration)
Look up contact within a specific time duration	Show me the last 3 contacts that I worked on in the last week Show me the last 3 contacts that I worked on since yesterday	Shows the three contacts the user most recently updated in the past week.
Lookup contact based on contact data	Show me the contacts of the Acme account	Shows the three most recent contacts updated by the user that have "Acme" in their Account field.
Look up contact sorted by specific criteria	Show me my last 3 contacts of the Acme account sorted by created date in descending order	Shows the three most recent contacts updated by the user that have "Acme" in their Account field. Max displays the resultant contacts, sorted in descending order, most recent contact first.
	Show me my last 3 contacts of the Acme account sorted by created date in ascending order	Shows the three most recent contacts updated by the user that have "Acme" in their Account field. Max displays the resultant contacts, sorted in ascending order, the oldest start date first.
Look up contacts with no specific criteria	Look up contacts	Max returns the 20 most recently modified contacts.
Look up an invalid contact	Show me Jamba contact	Max returns the error: "I’m sorry, I couldn’t find any contacts that match that description. Try rewording your search, or giving me more information about the contact you’re looking for. You can ask for ‘help’ at any time, or say ‘explain’ to see how I interpreted your request.".

Looking Up Contact Fields with Max

When you ask Max to look up a contact field:

Max selects the candidate contacts. If there are no candidate contacts or the lookup query is too generic, Max returns the 20 most recently modified contacts.
Max fetches the below details for each selected contact:
- Contact Name
- Account Name
- Title
- Contact Owner
- Phone Number
- Email
- Mailing Address
- Created By
- Last Modified On
- Any specific fields you requested.
Max displays a summary of the retrieved contacts and fields.

Conversational Flow: Look Up Contact Fields

The following table describes the possible conversational flow between the user and Max for looking up contact fields.

Type of Lookup	Conversational Input from User	Response from Max \| Result
Look up contact fields	Show me account and email of my contacts	Shows the requested fields and other fields for contacts that partially match the user's search criteria.