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

# Groups

> Organize contacts into groups

Groups help you organize contacts and reference them in workflows.

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/groups-overview.png" alt="Contact groups list" />
</Frame>

## Automatic Groups

Orbit creates some groups automatically:

* **By company** — All contacts at each company
* **By familiarity** — Inner circle, close contacts, etc.
* **By recency** — Recently contacted, dormant

## Google Contact Groups

Groups from Google Contacts sync automatically:

* Your Google labels become Orbit groups
* Changes sync in both directions

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/groups-google.png" alt="Google contact groups synced" />
</Frame>

## Creating Groups

<Steps>
  <Step title="Open People settings">
    Go to Settings → People → Groups.
  </Step>

  <Step title="Create new group">
    Click **New Group**.

    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/groups-create.png" alt="Create group dialog" />
    </Frame>
  </Step>

  <Step title="Name the group">
    Give it a descriptive name.
  </Step>

  <Step title="Add contacts">
    Select contacts to add to the group.
  </Step>
</Steps>

## Adding Contacts to Groups

### From a Contact Profile

<Steps>
  <Step title="Open the contact">
    Search for them with `@name`.
  </Step>

  <Step title="Click Add to Group">
    <Frame>
      <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/groups-add-contact.png" alt="Add to group button" />
    </Frame>
  </Step>

  <Step title="Select group">
    Choose which group(s).
  </Step>
</Steps>

### Bulk Add

<Steps>
  <Step title="Open People view">
    Go to Settings → People.
  </Step>

  <Step title="Select contacts">
    Check multiple contacts.
  </Step>

  <Step title="Add to group">
    Choose a group to add them all.
  </Step>
</Steps>

## Using Groups

### In The Brief

Group tags appear on cards:

<Frame>
  <img src="https://mintlify.s3.us-west-1.amazonaws.com/rolodexguru/images/groups-brief-tag.png" alt="Group tag on Brief card" />
</Frame>

### In Workflows

Reference groups in workflows:

```
Send a holiday message to everyone in my "Clients" group

Who in my "Investors" group should I update this week?
```

### In The Assistant

Ask about groups:

```
Show me my Clients group

Who's in my Inner Circle?

List everyone in the Sales Team group
```

## Editing Groups

<Steps>
  <Step title="Open the group">
    Go to Settings → People → Groups and click the group.
  </Step>

  <Step title="Edit members">
    Add or remove contacts.
  </Step>

  <Step title="Rename or delete">
    Change the name or delete the group entirely.
  </Step>
</Steps>