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Use Contacts Table

Use Contacts Table

Use the Contacts Table in Knock

The Contacts table in Knock gives you a complete view of the people associated with your identified accounts. Explore individual contact information, buying committee roles, relationships, engagement history, intent signals, and CRM data in one place.

Use the Contacts table to identify the right buyers, understand their interests, create targeted audiences, and activate them across your marketing and sales workflows.

Only contacts associated with an identified company (account) appear in the Contacts table.

How do I access the Contacts Table?

  1. Open the Knock Dashboard.
  2. In the sidebar, go to Contacts.

You'll see all identified contacts associated with an account, ordered by Last Seen.

Each row represents an individual contact. You can see information such as their name, company, job title, seniority, buying committee role, relationship stage, CRM presence, location, and engagement history.

How do I explore contacts?

  1. Use the search bar to find a specific contact.
  2. Click a column header to sort the table.
  3. Click Edit columns to choose which information appears in the table.
  4. Change the column order by dragging columns into the position you want.
  5. Click Export contacts to download contact data.
  6. Click any contact to open their detailed profile.

Contact filter reference

Knock lets you combine contact properties with behavioral signals to define exactly which people belong in a segment.

Properties describe what Knock knows about a contact, their company, their relationship with your team, and their engagement history.

Signals describe specific actions performed by the individual contact.

Contact

Understand who each contact is, their professional background, buying committee role, and engagement history.

Property
What it means
CRM Presence
Whether the contact already exists in your connected CRM.
Job Info
The contact's professional information, including their job title.
Seniority
The contact's professional seniority, such as Manager, VP, Junior or C-level.
Buying Committee Role
The contact's role in the buying committee, such as decision maker, champion, influencer, or blocker. Learn how to update buying committee roles.
Role
The contact's professional function, such as Marketing, Sales, Engineering, or Operations.
Location
The geographic location of the contact.
First Seen
When Knock first identified the contact.
First Web visit
When Knock first detected the contact visiting your website.
First conversion
When the contact first completed a conversion tracked by Knock.
Last Seen
The most recent time Knock detected activity from the contact.

Company

Understand the companies your contacts work for, including their fit with your Ideal Customer Profile (ICP).

Every contact in the Contacts table is associated with an identified account, allowing you to combine individual contact information with enriched company data.

Property
What it means
ICP groups
The Ideal Customer Profile group assigned to the contact's company, based on your configured ICP definitions. Learn how to update ICP groups.
Company Name
The name of the company where the contact works.
Company Domain
The company's website domain.
Company Funnel Stage
The company's current stage in your sales funnel, such as New, Lead, Opportunity, Customer.
Company Size
The estimated number of employees at the company.
Company Space
The business space or market in which the company operates.
Product Type
The type of product or service the company provides.
Sales Motion
The company's sales approach, such as self-service, product-led, or sales-led.
Industry
The industry in which the company operates.
Target Persona
The target buyers or professional personas the company sells to.
Customers segment
The customer segments the company serves, such as SMB, mid-market, or enterprise.
Customers vertical
The industries or business verticals the company serves.
Headquarter
The geographic location of the company's headquarters.
Funding
Available information about the company's funding.
Technologies
Technologies identified in the company's technology stack.

For example, you can identify VP-level contacts working at cybersecurity companies with more than 500 employees that belong to your target ICP group.

Relationship

Understand the strength of your relationship with each contact and the channels available for communication.

Property
What it means
Relationship stage
The contact's current relationship stage. From no relationship to active communication.
Available Channels
The available communication channels through which your team can reach the contact.
LinkedIn Connection With
The members of your team who are connected with the contact on LinkedIn.
Active Conversation
Whether the contact has an active conversation with your team.
Enrichment Source
The source from which Knock identified or enriched the contact's information.

These properties let you identify contacts where a relationship already exists, find warm introductions through your team, and distinguish connected buyers from people you have not yet engaged.

Attribution

Understand how each contact discovered and engaged with your company.

Select an Engagement Type to determine which point in the contact's journey you want to analyze. The remaining attribution properties apply to that engagement.

Property
What it means
Engagement Type
The point in the contact's journey used for attribution. Options include Any Engagement, First Seen, First Web Visit, and First Conversion.
Channel
The marketing channel associated with the selected engagement, such as organic search, paid social, email, direct, or AI search.
Source
The specific source of the engagement, such as Google, LinkedIn, a partner, or another identifiable source.
Campaign
The marketing campaign associated with the engagement.
Content
The campaign content or creative associated with the engagement, such as a specific ad, link, or content variation.
Medium
The marketing medium associated with the engagement, such as cpc, email, or social.

Meetings

Understand which contacts have requested, booked, or participated in meetings with your team.

Property
What it means
Meeting
The specific meeting associated with the contact.
Booking Touchpoint
The Knock touchpoint through which the meeting was requested or booked.
Meeting Status
The current status or outcome of the meeting.
Meeting Owner
The rep responsible for the meeting.
Booked Date
When the meeting was booked.
Meeting Date
When the meeting is scheduled to take place.

Chats

Understand how contacts communicate with your team through Knock, including their intent, conversation status, and assigned rep.

Property
What it means
Messaging App
The messaging app used by the contact, such as Slack, WhatsApp, or LinkedIn.
Chat Touchpoint
The Knock touchpoint that initiated the conversation.
Intent
The intent Knock identified from the conversation, such as Buying, Support, Partnership, Job seeker, or Unknown.
Contact Messages
The messages sent by the contact during their conversations.
Chat Owner
The rep responsible for the conversation.
Chat Status
The current conversation status, such as New, In Discovery, Qualified, or Follow-Up Needed.
Chat Routing Segment
The routing segment that matched the contact's conversation and determined which rep or team should be notified.
Chat Started Date
When the conversation started.
Last Contact Message
The most recent message sent by the contact in a Knock conversation.

Workflows

Understand which contacts have participated in your Knock workflows and how they responded to outreach.

Property
What it means
Workflow Name
The Knock workflow associated with the contact.
Outreach Sent
Whether outreach was sent to the contact through a Knock workflow.
Connection Accepted
Whether the contact accepted a connection request sent through a workflow.
Replied to Outreach
Whether the contact replied to outreach initiated by a workflow.

Signal filters

The Signals tab lets you identify contacts based on specific actions they have performed across your website, offsite touchpoints, marketing campaigns, CRM, and social channels.

Unlike the Accounts table, where signals represent activities performed by different employees at the same company, signals in the Contacts table represent activities attributed to the individual contact.

For example, you can identify contacts who visited your pricing page, abandoned a form, engaged with an ad, replied to outreach, or signed up for your product.

Website

Signals detected from individual contact activity on your website.

Signal
What it means
Viewed page
The contact viewed a specific page on your website. You can select the page or URL.
CTA clicks
The contact clicked a tracked CTA on your website. You can select the CTA type.
Abandon a form
The contact started filling out a form but left before submitting it.
Submitted email
The contact submitted an email address through a tracked website experience.

Touchpoints

Signals detected when a contact interacts with a Knock touchpoint.

Signal
What it means
Link Name
The contact clicked a specific Knock Link.
Medium
The contact clicked a Knock Link distributed through a specific medium, such as email, a LinkedIn campaign, or an event.

Marketing Card

Signals generated when a contact interacts with a Knock Marketing Card.

Signal
What it means
Viewed marketing card
The contact viewed a specific Knock Marketing Card.
Clicked marketing card CTA
The contact clicked a CTA inside a specific Marketing Card.

Social engagement

Signals generated from a contact's interactions with your team and social content.

Signal
What it means
Followed member
The contact followed a connected member of your team.
Connection request received
A connected team member received a connection request from the contact.
Connected
The contact became connected with a team member.
Reacted to post
The contact reacted to a tracked social post.
Commented on post
The contact commented on a tracked social post.
Received message
A connected team member received a social message from the contact.

CRM Activities

Signals based on activities associated with the contact in your connected CRM.

Signal
What it means
Meeting booked
The contact booked a meeting with a team member.
Form submission
The contact submitted a form recorded in your CRM.
Email reply
The contact replied to an email from a team member.
Inbound call
The contact participated in a phone call recorded in your CRM.
Inbound SMS
The contact sent an SMS to a team member.
Product signup
The contact signed up for your product.
LinkedIn reply
The contact replied to a LinkedIn message from a team member.

Meta Ads (Facebook & Instagram)

Signals associated with the contact's interactions with Facebook and Instagram advertising campaigns.

Signal
What it means
Clicked ad
The contact clicked a Facebook or Instagram ad.
Commented on ad
The contact commented on a Facebook or Instagram ad.
Sent message from ad
The contact started a Messenger or Instagram conversation attributed to an ad.
Submitted lead form
The contact submitted a Facebook or Instagram Lead Ad form.
Visited website from ad
The contact visited your website through a Facebook or Instagram campaign.
Converted from ad
The contact completed a tracked conversion after engaging with a Meta ad.

Google Ads

Signals associated with the contact's interactions with Google Ads campaigns.

Signal
What it means
Clicked ad
The contact clicked a Google ad.
Submitted lead form
The contact submitted a Google Ads lead form.
Visited website from ad
The contact visited your website through a Google Ads campaign.
Converted from ad
The contact completed a tracked conversion after engaging with a Google ad.

LinkedIn Ads

Signals associated with the contact's interactions with LinkedIn advertising campaigns.

Signal
What it means
Viewed ad
The contact was shown a LinkedIn ad.
Clicked ad
The contact clicked a LinkedIn ad.
Engaged with ad
The contact engaged with a LinkedIn ad.
Viewed video ad
The contact viewed a LinkedIn video ad.
Submitted lead form
The contact submitted a LinkedIn Lead Gen Form.
Visited website from ad
The contact visited your website through a LinkedIn campaign.
Converted from ad
The contact completed a tracked conversion after engaging with a LinkedIn ad.

TikTok Ads

Signals associated with the contact's interactions with TikTok advertising campaigns.

Signal
What it means
Clicked ad
The contact clicked a TikTok ad.
Submitted lead form
The contact submitted a TikTok Lead Generation form.
Visited website from ad
The contact visited your website through a TikTok advertising campaign.
Converted from ad
The contact completed a tracked conversion after engaging with a TikTok ad.

X (Twitter) Ads

Signals associated with the contact's interactions with advertising campaigns on X.

Signal
What it means
Clicked ad
The contact clicked an X ad.
Liked ad
The contact liked a promoted post on X.
Commented on ad
The contact replied to a promoted post on X.
Reposted ad
The contact reposted a promoted post on X.
Visited website from ad
The contact visited your website through an X advertising campaign.
Converted from ad
The contact completed a tracked conversion after engaging with an X ad.

ChatGPT Ads

Signals associated with the contact's interactions with advertising campaigns in ChatGPT.

Signal
What it means
Clicked ad
The contact clicked an ad in ChatGPT.
Visited website from ad
The contact visited your website through a ChatGPT advertising campaign.
Converted from ad
The contact completed a tracked conversion after engaging with a ChatGPT ad.

Note: Signal availability depends on your connected integrations and tracking configuration. Contact-level advertising signals require Knock to associate an interaction with an identified person. Some advertising platforms expose aggregated engagement data rather than individual identities, so not all listed events can necessarily be used for contact-level matching.

How do I create a contact segment?

A segment is a saved group of contacts that match a set of properties and signals.

Use segments to identify specific audiences based on who people are, the companies they work for, their relationship with your team, and the actions they have performed.

  1. Open Contacts.
  2. Click New Segment.
  3. Add the properties and signals that define your audience.
  4. Enter a name for the segment.
  5. Click Save.

Saved segments appear as tabs next to All contacts, allowing you to return to important audiences without rebuilding your filters.

Examples of contact segments

  • High-intent decision makers: Decision makers at ICP companies who visited your pricing page in the last 30 days.
  • Warm prospects: Contacts who engaged with your social content or are connected with a team member but have not booked a meeting.
  • Abandoned demo requests: Contacts who clicked a demo CTA or abandoned a form before completing their request.
  • Product-qualified contacts: Contacts who signed up for your product and have not yet established a sales relationship.
  • Engaged advertising audiences: Marketing leaders at target accounts who visited your website from a specific advertising campaign.
  • New buying committee engagement: Contacts at existing opportunities who have recently started engaging with your company.

What can I do with a contact segment?

Once you've identified the right contacts, Knock gives you several ways to manage and activate the audience.

  • Edit filters: Refine the segment criteria to include the right contacts.
  • Duplicate: Create a copy of an existing segment to build a new audience.
  • Sync to CRM: Create or update eligible contacts in your connected CRM, including enrichment data based on your configured field mappings.
  • Create a workflow: Use your contact segment to initiate personalized outreach through supported channels.
  • Notify in Slack: Receive alerts in your Slack workspace when a new contact matches the segment, where segment notifications are configured.
  • Activate in Ad Platforms: Use eligible contact identities to build targeted advertising audiences or exclusions through supported integrations.
  • Export: Download the segment's contacts and available enrichment data.
  • Connect with Knock API & MCP: Use contact and segment information in external tools, AI agents, and custom workflows.
  • Delete segment: Remove a segment you no longer need.

The available activation options depend on your Knock plan, connected integrations, and enabled features.

Sync contacts to your CRM

When CRM sync is enabled, Knock creates or updates eligible contacts associated with your segment.

Knock syncs the available contact enrichment data according to your CRM field mappings. Contact creation and updates follow the permissions and rules configured for your CRM integration.

You can use the synced information to manage audiences and workflows in your CRM.

View Contact Details in Knock

The contact drawer gives you a detailed view of an individual contact without leaving the Contacts table.

Use it to understand who the person is, where they work, their professional background, how they have engaged with your company, and the relationship your team has established with them.

How do I open a contact?

  1. Open the Knock Dashboard.
  2. Go to Contacts.
  3. Find the contact you want to investigate.
  4. Click the contact row.

The contact drawer opens on the right side of the page while keeping your current contact list or segment visible.

At the top of the drawer, Knock displays available contact information, such as:

  • Contact name and profile image
  • Job title and seniority
  • Company
  • Location
  • LinkedIn profile
  • Buying committee role
  • Relationship stage
  • CRM presence

What can I see for each contact?

The contact drawer brings together individual contact information and engagement history.

Section
What you can see
Signals timeline
The chronological history of activities attributed to the contact, including website engagement, touchpoint interactions, social activity, and supported CRM signals.
Contact profile
Available professional information, including job title, seniority, role, location, and LinkedIn profile.
Company
Enriched information about the company associated with the contact, including its ICP group, industry, size, and funnel stage.
Relationship
The contact's relationship stage, available communication channels, and existing connections with your team.
CRM
CRM information associated with the contact, based on your connected CRM and field mappings.
Conversations and meetings
Available chat and meeting activity associated with the contact.

Understand the contact's engagement history

Use the Signals timeline to understand the actions a specific person has taken over time.

For example, you might see that a contact:

  1. Clicked a LinkedIn campaign and visited your website.
  2. Returned to your pricing page several days later.
  3. Engaged with a LinkedIn post from a team member.
  4. Clicked a Knock Link to start a conversation.
  5. Booked a meeting with a rep.

This context gives your team a better understanding of the person's interests, buying journey, and relationship history before reaching out.