Circles

Keep the people and companies you need for one purpose together, and see what needs your attention in that group.

A Circle is a group of people and companies you keep together for one purpose: a deal, a project, a hiring search, a shared interest. Inside it, O brings together what you know about those people and what needs a follow-up.

When you would use it

You are working on something that involves a dozen people across a few companies. Instead of keeping them in your head or a spreadsheet, you put them in a Circle, and every time you open it you see who has notes, who has a reminder due, and what has changed.

Where to find it

Select Circles in the sidebar. The address is /circles.

#	Element	What it does
1	Create Circle	Starts a new Circle. See Create or edit a Circle.
2	Search Circles…	Finds a Circle by name.
3	Filters	Narrows the list. Display on the right changes which columns you see, and the round arrow refreshes the list.
4	A Circle	Its name, Description, Type, Members, Tags, Shared by and when it was Updated. A lock means the Circle is private. Select it to open it.
5	Actions (···)	Open, Edit, Discuss with friends and Delete for a Circle you own.

Inside a Circle

Open a Circle to see its Overview. The buttons beside the title switch between four views: Overview, People (every member, with search, Filter and Export), Map (how the members connect) and Signals (recent changes for the Circle’s members).

#	Element	What it does
1	Views	Overview, People, Map and Signals.
2	Feed settings	Chooses which panels are active for this Circle: News, Activity and Company Signals.
3	Import CSV/XLSX	Adds people to the Circle from a spreadsheet.
4	Actions (···)	Edit Details, Export CSV and Delete Circle. See Export or delete a Circle.
5	Circle intelligence	O brings together saved context, follow-ups and recent signals for the Circle. Missing evidence stays visible instead of being guessed.
6	Ask O what matters, View people, Open Notes, Review signals	Ask O about this Circle, or jump to its people, its notes or its signals.
7	Relationship context	The share of members for whom O has at least one note, reminder or recent signal. It does not mean O knows your whole history with them.
8	Counters	Members in the Circle, Saved context (members with notes), Follow-ups (pending reminders) and Recent signals (available changes).
9	Follow up next	Pending reminders first, then members with recent signals.
10	Where this Circle works	The companies the members work at. Beside it, Where relationships are shows their locations.

Feed settings: the panels you can turn on for a Circle

How to

1. Create a Circle

   Choose Create Circle, give it a name that says what it is for, and add people. You can also ask O in your own words, or use /add-to-circle in Ask O.

2. Add people from a spreadsheet

   Open the Circle and choose Import CSV/XLSX.

3. See what needs attention

   Open the Circle’s Overview. Start with Follow up next, then look at Relationship context to see which members O knows little about.

4. Build context

   Choose Open Notes to write what you know, or set a reminder for a member. Both count towards Relationship context.

5. Follow changes

   In Feed settings, turn on the panels you want, then check Signals for recent changes.

6. Ask about the group

   Choose Ask O what matters to ask about this Circle in Ask O.

What O does behind it

• A Circle is yours. It is your way of organising people. It does not mean they have joined a group together, and they are not told.
• Private until you share it. A lock in the list marks a private Circle. Circles shared with you show who shared them under Shared by. Friends see your Circles only if you turn on Circles in their access settings.
• Evidence, not guesses. Coverage and follow-ups come from your notes, your reminders and the signals O can see. Where O has nothing, the page says so.

Exports contain people’s details. Export CSV downloads member information. Keep the file somewhere safe, and delete it when you no longer need it.

Related

Create or edit a Circle

Name a Circle, choose its members and decide how private it is.

Open and manage a Circle

The People, Map and Signals views in more detail.

Friends and sharing

Share a Circle with people you trust.

Notes

Keep what you know about the people in a Circle.