Client Intelligence Overview

Client intelligence is what separates Ping from traditional note-taking tools. Ping builds a living client memory that understands your clients over time, so AI features can respond with real context instead of isolated notes.

This article explains how client intelligence works and why setting up clients and contacts is essential.

What Is Client Intelligence

Client intelligence is Ping’s ability to collect and organize everything you’ve shared with a client into one place. This includes:

• Meetings

• Email conversations

• Associated contacts

• Historical context across all interactions

Instead of relying on a single note or email, Ping builds an ongoing timeline that reflects your full relationship with each client.

How the Client Timeline Works

When you open a client from the Clients page, you’ll see a timeline showing all communication with that client over time.

This timeline automatically pulls in:

• All meetings you’ve had with the client

• All email conversations with linked contacts

Each interaction becomes part of the client’s long-term memory.

Why This Matters for AI Features

When you:

• Ask Ping a question

• Start a workflow

• Draft an email

• Use any AI-powered feature

Ping pulls from the entire client memory, not just one meeting or one email. This allows Ping to:

• Understand past decisions

• Reference prior conversations

• Respond with accurate, client-specific context

How Contacts Power Client Memory

Client intelligence depends on contacts being linked to clients.

Here’s how it works:

• Each client can have one or more contacts

• Any email or meeting with those contacts is automatically added to the client’s timeline

• The more complete your contact list is, the smarter the client memory becomes

For example:

• If a client has three contacts, any communication with any of them feeds into the same client memory

• If a client has only one contact, only communication with that person will appear

Adding and Managing Contacts

You can add or link contacts in several places.

Follow these steps:

1. Open a client from the Clients page.

2. Use the Add Contact option to create a new contact or link an existing one.

3. Repeat for every person associated with that client.

You can also:

• Link contacts when creating a new client

• Add contacts directly from the main Clients page

• Link existing contacts instead of creating duplicates

Getting Clients Into Ping

You can create clients and contacts in multiple ways, including:

• Manually creating them in Ping

• Importing them in bulk

• Syncing clients from your practice management tools using integrations

No matter how you add them, the key is making sure your clients have the correct contacts linked.

Why Setup Is Worth It

Once your clients and contacts are set up:

• Client timelines populate automatically

• AI features become dramatically more accurate

• Ping truly starts to feel like an AI brain that knows your clients

The sooner your clients are in Ping, the sooner you’ll unlock the full value of client intelligence.