Person details
In Adobe Marketo Optimizer, when you click a person’s name on the Members tab of a people list, the person details page opens with a consolidated view of that individual. This page provides:
- An AI-generated persona, engagement, and intent summary
- A full activity history
- Profile and company attributes
- Coworker chat interface scoped to answer questions about the person
Open person details open-person-details
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On the left navigation, expand Marketing Management.
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On the right in the Marketing resource list, select People lists.
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Open a dynamic or static list.
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Click the Name of a person in the list.
The person details page opens with three tabs: Overview, Attributes, and Company.
Page header page-header
The header displays the person’s name as the page title, along with a quick-glance contact strip:
- Job title
- Company
- Email address
- Phone number
Click Back to return to the originating list.
Overview tab overview-tab
The Overview tab contains the lead summary cards and the activity timeline.
Lead summary lead-summary
Three cards give an AI-generated assessment of the person:
Activities activities
Below the lead summary, the Activities panel lists the person’s full interaction history, grouped by date. Each date group is expandable and collapsible, and each row shows a timestamp, an activity type tag (for example, Change Data Value, Add to List, Add Person to Journey, or Journey Node Transition), and a plain-language description of what happened. Where applicable, the description includes a link, such as View list or View journey, to jump to the related object.
Use the panel controls to work with the timeline:
- Activity type – Filter the timeline to a specific activity type, such as email sends, webinar interactions, or list and journey changes.
- Date range – Constrain the timeline to a specific date range using the calendar control.
- Export – Export the visible activity data.
- Collapse all / Expand all – Toggle every date grouping open or closed at once.
Attributes tab attributes-tab
The Attributes tab displays the person’s stored profile fields as a label/value list:
- First name
- Middle name
- Last name
- Title
- Phone
- Address
- City
- State
- Country
- Company
- Created
- Last updated
Company tab company-tab
The Company tab displays firmographic data associated with the person’s company:
- Company
- Industry
- Annual revenue
- Billing street
- Billing city
- Billing state
- Billing postal code
- Billing country
Fields without available data are shown as a dash.
Ask Coworker about a person ask-coworker
Open the Coworker panel icon near the top of the page to get help with the current person record. The panel opens scoped to that person — a chip below the message thread (for example, person: [Person Name]) confirms which record your prompts target.
Start from a suggested prompt suggested-prompts
When you open the panel from a person details page, Coworker greets you with a contextual welcome message and default suggested prompts, such as:
- Help me understand [Person Name]
- Tell me about [Person Name]'s persona
- Summarize [Person Name]'s engagement activity
Click a suggested prompt, or type your own question in the input box at the bottom of the panel.
Review the response review-response
Selecting a prompt runs a multi-step skill, shown as sequential status steps (for example, Lookup person by ID and Get person story) while Coworker composes the answer. The response is a structured summary that can include profile details, engagement history, and email performance for the person.
Use the thumbs-up/thumbs-down control to rate the response. As with all Coworker output, review the response before using it. For more information, see the Adobe Generative AI User Guidelines.