> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avina.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounts

> View and manage all your accounts with aggregated signals, touchpoint history, and AI-powered insights.

The Accounts view gives you a comprehensive look at every company in your pipeline, combining signal activity, touchpoint history, and AI-generated insights in one place.

## Overview

Accounts aggregates all activity at the company level, making it easy to understand which organizations are showing buying intent and how they've engaged with your team over time.

## Account List

The main Accounts view displays a sortable, filterable list of all accounts with key metrics:

| Field                      | Description                                                  |
| -------------------------- | ------------------------------------------------------------ |
| **Account Name**           | Company name with logo                                       |
| **Most Recent Signal**     | The latest buying signal detected for this account           |
| **Most Recent Touchpoint** | Last interaction with your team (email, call, meeting, etc.) |
| **First Touchpoint**       | When this account first engaged with your company            |
| **Pipeline Stage**         | Current stage in your sales process                          |
| **CRM ID**                 | Direct link to the account in your CRM                       |
| **Number of Touches**      | Total count of interactions with this account                |

## Account Details

Click on any account to open the detailed view, which includes:

### AI Overview

An AI-generated summary of the account, including:

* Company description and key business context
* Recent activity patterns and engagement trends
* Buying intent assessment based on signal data
* Recommended next steps for your team

### Touchpoint History

A complete timeline of every interaction with the account:

* Web visits and content engagement
* Email opens, clicks, and replies
* Meeting activity
* Ad engagement
* Sales outreach and responses

Each touchpoint shows the date, type, associated contact, and relevant details.

### Contacts

A list of all known contacts at the account, including:

* Name and job title
* Email and phone (when available)
* Signal activity associated with this individual
* Engagement history

## Filtering and Sorting

Use filters to focus on specific segments:

* **By signal type**: Show only accounts with specific signal activity
* **By pipeline stage**: Focus on accounts at a particular stage
* **By engagement recency**: Find recently active or dormant accounts
* **By account score**: Prioritize high-intent accounts

Sort by any column to quickly identify top opportunities or accounts needing attention.

## Best Practices

1. **Monitor high-intent accounts**: Sort by most recent signal to catch buying activity early
2. **Review AI overviews before calls**: Get up to speed on account context in seconds
3. **Track engagement patterns**: Use touchpoint history to identify the right moment to reach out
4. **Sync with your CRM**: Keep your CRM data current by reviewing accounts regularly