Creating Your First Mandate

Navigate to Mandates

From the top navigation bar, click Brand to open the Brand dropdown, then select Mandates. This opens the Mandates hub showing all existing mandates for your brand.

Click Add Item

Click the + Add Item button in the top-right corner. This opens the mandate creation form.

Name your mandate

Enter a clear, descriptive name in the Mandate Name field. Good names describe what the mandate does: "Enterprise Email Tone," "Post-Demo Follow-Up Cadence," or "Fair Housing Compliance Prohibitions." Avoid vague names like "Email Rules" or "Sales Mandate."

Choose what to attach the mandate to

Select an option from the Attached To dropdown. This determines the scope of the mandate:

• Brand — applies globally to all communication
• Ware — applies only when discussing a specific product or service
• Audience — applies when engaging a specific audience segment
• Contact Status — applies based on the contact's status (e.g., DNC, Active, Churned)
• Entity Status — applies based on the company/entity status
• Communication Channel — applies to a specific channel (Email, SMS, Phone, Live Chat, Website, Social Media)

After selecting the attachment type, a second dropdown appears where you choose the specific item (e.g., which ware, which audience segment, or which channel).

Select the mandate type

Choose a type from the Mandate Type dropdown:

• Cadence — timing and frequency rules
• Communication Flow — tone, structure, and interaction style
• Hard Facts — non-negotiable truths
• Prohibitions — things SI must never do
• Objection Handling — responses to pushback
• Comparatives — competitive positioning rules

A description appears below the dropdown explaining what the selected type controls.

Write your guidance

In the large text area labeled What should the mandate be about?, describe what you want in plain language. Be specific and practical. Do not worry about formatting or technical structure — the AI handles that.

Good guidance:
"When emailing enterprise prospects, lead with data and ROI metrics. Keep paragraphs short — two sentences maximum. Use a consultative tone, not a sales pitch. Always end with a suggested next step, not a demand. If the prospect mentions budget concerns, acknowledge the concern before presenting value."

Weak guidance:
"Be professional in emails." (Too vague — SI already does this from your brand definition.)

Create the mandate

Click Create Mandate. Zyntro's AI processes your guidance along with your brand context, attachment target data, and the type-specific schema requirements. This takes 10-30 seconds.

When complete, you are taken to the mandate view page showing three sections:

• Your guidance input (left) — what you wrote
• Summary and AI notes (center) — the AI's interpretation, including assumptions it made and potential conflicts it identified
• Machine Instructions (right) — the structured JSON schema that SI will consume

Review the output

Read the summary to confirm the AI understood your intent. Check the assumptions — these are inferences the AI made from your guidance that you should verify. Check the conflicts or risks — these flag potential issues with other mandates or brand settings.

Review the Machine Instructions to confirm the schema matches what you wanted. You do not need to understand every field — the summary and assumptions give you the plain-language version.

If everything looks correct, the mandate is ready. It will be set to active status and SI will begin following it immediately for all matching contexts.