video1.0<iframe src="https://www.loom.com/embed/c5cbf67a04b54f41b59ccdc5bfbcbccf" frameborder="0" width="1874" height="1405" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14051874Loomhttps://www.loom.com14051874https://cdn.loom.com/sessions/thumbnails/c5cbf67a04b54f41b59ccdc5bfbcbccf-5fc6dc748bdec11a.gif763.233In this video, I explain how client intelligence sets Ping apart from other note-taking tools by creating an AI brain that truly understands your clients. I walk you through the importance of setting up clients correctly, as it allows us to gather all communications—emails and meetings—into one central memory. This enables you to query any information about your clients seamlessly. I encourage you to ensure that all contacts and emails are properly linked to your clients for optimal functionality. Please check out our Help Center for guidance on adding clients and contacts, and feel free to reach out if you need assistance.