Managing People

Atlas includes a built-in contact manager — a lightweight CRM that lives entirely in your vault. Everything you know about the people in your life is stored as plain markdown files, readable and editable by Atlas during any conversation.

The People Tab

Open the People tab from the left sidebar to see all your contacts. Each person appears as a card showing their name, title, and company. Click a card to open the full contact record.

What You Can Store for Each Person

Field	Description
Name	Full name
Title	Job title or role
Company	Employer or organization
Role	Your relationship context (e.g., “client”, “mentor”, “colleague”)
Email	Contact email
Phone	Contact phone number
Location	City, region, or country
Tags	Labels for filtering (e.g., “investor”, “engineering”, “VIP”)
Relationships	Links to other people and organizations
Notes	Free-form notes — anything that doesn’t fit above

None of these fields are required. Add as much or as little as is useful to you.

Adding People

There are two ways to add a new contact:

Through the UI: Click the + button in the People tab and fill in the form.

Through chat: Ask Atlas directly — “add John Smith to my contacts, he’s a product manager at Acme Corp” — and Atlas will create the record for you.

Tip

Asking Atlas in chat is often faster for adding multiple people at once. You can say “save these contacts from today’s meeting” and describe each person in plain language.

Where Contact Data Is Stored

Each person is saved as a markdown file at:

<vault>/atlas/network/people/{id}.md

An index.json file in the same folder keeps a searchable index of all contacts. Because these are plain .md files, you can open, edit, or read them in any text editor or directly in the Files tab.

Searching and Filtering

Use the search bar in the People tab to find contacts by name, company, or any field. You can also filter by tags to show only contacts with a specific label — useful if you want to see all your “investors” or everyone tagged “London”.

Privacy Controls

You can control whether your contacts are accessible to the AI in Settings > Privacy:

• Local AI access — allows Atlas to read your contacts when answering questions on your machine (recommended)
• Cloud AI access — controls whether contact details are sent to the cloud as part of AI conversations

Caution

If you disable cloud AI access for contacts, Atlas won’t be able to reference your contacts when using cloud-powered AI features like chat. Local search and the People tab will still work normally.

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Next: Organizations