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Customize the Overview of a company or contact with widgets

Build your own board on the Overview tab of a company or contact panel: add, reorder and resize widgets, share boards with your team, and generate an AI summary of the record.

The Overview of a company or a contact is a board of widgets that you compose yourself. Pick the information you need before reaching out (fields, last activity, open tasks, funnel, next steps, touch points and more) and see it in one place, instead of switching between General, Contacts, Activities and Signals.

Limitations

  • Overview widgets is in beta. The beta is enabled on request, per team.

  • If your team had access to the previous company Overview or contact Overview beta, it must be enabled again for Overview widgets.

  • On a team with the beta, the board replaces the previous company Overview, including its "Ask anything" AI chat.

  • The widget library has 15 widgets. 13 are available on a company and 8 on a contact.

  • Running Company context or Contact context costs 1 credit.

  • Run generates only the context variable. It does not generate other empty AI variables.

  • A contact is linked to one company, so the Companies widget on a contact lists one company.

  • The Company context and Contact context templates appear in the AI variable template picker of every team, with or without the beta.

Phase 1: Open the Overview

  1. Open a company or a contact.

  2. Go to Overview.

Phase 2: Add widgets

  1. Click Edit board.

  2. Click Add widget.

  3. Choose a widget from the library.

✅ Verify: the widget appears on the board.

Phase 3: Arrange and save the board

  1. Reorder the widgets and resize them.

  2. Click Save board.

✅ Verify: the board shows your widgets in the order and size you set.

Phase 4: Manage several boards

You can create several boards per panel, for example one for companies and one for contacts, or one per use case.

  1. Set each board to Only me or Everyone. A board set to Only me is visible only to you.

  2. Set one board as the default.

Practical example

Before calling an account, a rep wants the company's fields, its open tasks, the next steps and the last activity on one screen.

  1. Open the company and go to Overview.

  2. Click Edit board, then Add widget, and add the fields, open tasks, next steps and last activity widgets.

  3. Resize and reorder them, then click Save board.

  4. Set the board to Everyone and make it the default, so the whole team sees the same view.

Troubleshooting & pitfalls

Issue: I don't see Edit board, or my contacts have no Overview

Root cause: Overview widgets is not enabled for your team. The beta is enabled per team, on request.

Fix:

  1. Request access to the Overview widgets beta.

  2. If your team had the previous Overview beta, ask for Overview widgets to be enabled again.

Issue: The "Ask anything" AI chat is gone from the company Overview

Root cause: On a team with the beta, the widget board replaces the previous company Overview, including "Ask anything".

Fix: Use the Company context card and click Run for an AI summary of the company.

Issue: I clicked Run, but my other AI variables are still empty

Root cause: Run generates only the context variable.

Fix: Generate the other AI variables from the AI variable settings. See Use AI variables in lemlist.

Issue: The Companies widget on a contact shows only one company

Root cause: A contact is linked to one company.

Fix: To change the linked company, update the Associated company field of the contact.

If your case is different

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