Overview tab

The Overview tab is the first thing you see when you open the panel on a recognized site. It stacks a set of cards — Company Overview, Public company, Why are you here, Recent activity, Contact, Chat assist, Linked accounts, and others — that summarize what Teleperson knows about the site and what you've actually been spending there.

Recent activity (Plaid)

When you've linked a bank or card through Plaid, the Recent activity card turns the Overview tab into a reactive surface for the company you're on. It pulls every transaction from the last six months that Plaid resolved to this company and shows:

• The total spent and how many charges in the window.
• A six-bar monthly chart with the latest month highlighted, so a sudden jump or drop is visible at a glance.
• A month-over-month delta badge — "+12% vs Apr" — that flags meaningful changes (≥ 5% in either direction).
• The top three spend categories from Plaid's personal_finance_category taxonomy with their dollar share.
• Your five most recent charges with date, merchant string, category, and amount; refunds render in green with a leading +.
• An Analyze with AI button that opens Ask AI with a structured prompt containing the spending context: monthly totals, trend direction, top categories, and the recent charges. Claude (or your configured assistant) gets enough specificity to call out unusual charges, avoidable fees, duplicates, or trends without needing follow-up questions.
• A See all charges → button that jumps to the Purchases tab for the full list.

The card always renders when you're on a recognized company page and signed in — so you can see where the data will appear once it lands. If we have no matched charges from Plaid for this vendor, the card explains why (transactions still pending, merchant strings haven't matched yet, account linked too recently). If you haven't linked any account, the card isn't shown at all — link one via + Add company → Generate Hub.

The Linked accounts card is read-only here: it lists every account you've saved against this company in the Hub (loyalty numbers, last digits of a card, login handles, etc.) using the same masked formatting. To add, edit, or remove an account, follow the Manage in Hub → link on the card; the full editor lives on the Company Hub. See Linked accounts on the Company Hub → for how to add them in the first place.

What you see while a new site is being analyzed

When the panel meets a domain it has never seen before, the Overview tab swaps in an animated Bringing {site} into your library card. The scene shows a stylized webpage on the left, a particle stream flowing across to a Teleperson logo on the right, and a stage caption that cycles through the four real steps the pipeline is doing — Reading {hostname}…, Extracting structure…, Asking AI to summarize…, Saving to your library…. The result lands in the shared backend cache automatically, so the next visitor anywhere on the site gets the same overview instantly.

Every new site lands in the shared cache

The integration pipeline guarantees that every company that exists in the Teleperson directory gets queued for an AI overview, regardless of how it was discovered:

• You visited the site and we scraped it on demand.
• Plaid auto-discovered it from a transaction match.
• Mail-discovery added it from a sender domain match.
• An admin imported it in bulk.
• Another user claimed it through the Claim flow.

Every code path that creates a companies row passes through a BEFORE INSERT trigger that flips scrape_status to 'pending' whenever the new row has no ai_overview. The companies-prescrape cron picks pending rows up every 5 minutes, fetches the homepage, runs the AI extraction, and writes the result to companies.ai_overview. From that point onward the cross-user cache serves it instantly to every visitor.

The trigger covers paths the original prescrape migration didn't — unknown-site visits, mail-discovered vendors, claim flows, admin imports — so there's no longer any code path that creates a company silently and then has its ai_overview stay NULL forever.

Cross-user cache — instant render on revisit

The Overview tab paints from cache before doing any work, in this priority:

1. Backend cache — companies.ai_overview shared across every Teleperson user. Populated by the companies-prescrape cron for Plaid-discovered companies, or by whichever user first analyzed the site through the panel. A companion user visiting the same site reads it instantly with no scrape, no LLM call, no waiting.
2. Local cache — chrome.storage per device, scoped to your user profile. Catches sites you've visited on this device that haven't yet landed in the backend cache.
3. Fresh scrape — only runs when both caches miss. Triggers a client-side DOM scrape (~50 ms) followed by an AI extraction call (Claude or your Vapi assistant; ~2–10 s depending on provider). The result is published back to the backend cache so the next user anywhere — and you, on revisit — gets a zero-latency render.

The Refresh icon on the Company Overview header forces a re-scrape when you want to update a stale cache. Force-refresh re-publishes to the backend so the new version replaces the cached one for everyone.

Cards that wait for analysis

Several Overview cards self-hide until the panel has analyzed the page:

• Contact only appears once we've found a phone number, email, contact page link, or detected an on-page chat widget.
• Chat assist stays minimal until analysis confirms a chatbot is on the page.
• Similar companies, Recommended next path, and Expected outcome populate from the AI overview job that runs on first visit.

If you only see the bare cards (Why are you here, What's possible, What Teleperson knows) the analysis hasn't completed yet — the What's possible card has a Run analysis button that triggers it manually, or the Refresh icon on the Company Overview header re-runs it.

You can rearrange those cards in two ways.

Inline reorder (per card)

Hover over any card and a small grip icon appears in its top-left corner. Click the grip to reveal up/down arrows; click an arrow to swap that card with its neighbor. The new order is saved automatically and applies to every site you visit.

Customize layout (popup)

The top card on the Overview tab has a Customize layout icon in its top-right corner — the slider icon, sitting just to the left of the refresh icon and the collapse chevron. Clicking it opens a popup over a darkened panel where:

• Every currently-visible card is listed with its title and a drag handle.
• Drag a row up or down to set its new position.
• A Refresh button appears at the bottom only after you've changed something. Clicking it applies the new order to the Overview and closes the popup.
• The X in the top-right of the popup, the Close button, the dark backdrop, and pressing Escape all close the popup without saving.

The popup only lists cards that are currently eligible to render for this site; cards that are hidden because they have no data (for example, Public company on a private business) keep their saved position even though they don't appear in the list.

Persistence

The card order is stored in the extension's local storage under the key tl.overviewCardOrder. It travels with your browser profile, not your Teleperson account, and is the same across every site you visit. Both the inline reorder and the popup write to this same key, so changes from one are immediately reflected in the other.

Related

• AI Company Overview → — what's in the most prominent Overview card.
• Ask AI → — the assistant that grounds its answers on the data shown on this tab.