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Section
Getting Started
— Welcome to Zyntro
— Core Concepts
— Planning & Readiness
— Quick Start Guides
Brand
— Brand Management
— Audience Segments
— Wares
— Visual Identity
Mandates
— Understanding Mandates
— Types of Mandates
— Creating Mandates
— Mandates & SI
— Mandate Best Practices
Reusable Knowledge Base
— Overview
— Item Types
— Creating Knowledge Items
— How RK Drives Engagement
Segmentation Intelligence
— SI Overview
— How SI Works
— Autonomous Execution
— Stage-Based Engagement
— SI Command Center
— SI Journeys
Sales
— CRM
— Customer Journey
— Lists
— Forms
— Calendar
— Meetings
Marketing
— Content Plans
— Testimonials
— Offers & Deals
Communication
— Email
— SMS
— Calls
— Live Chat
Website
— Site Settings
— Pages
— Blog
— The Zyntro Pixel
Analytics & Tracking
— The Zyntro Tracking Pixel
— Data Collection
— Visitor Intelligence
— How Tracking Drives Decisions
Library
— Artefacts
— Files & Folders
— Curated Resources
— Voice Library
— Vector Stores
Operations
— Flow
— Docli
— Edge
— OB1
Integrations
— Calendar Integrations
— Communication Integrations
— Finance & Billing
— Social Media
— Custom Integrations
Account Management
— Profile
— Organizations
— Members
— Wallet
— Subscriptions
— Add-Ons
— API & Webhooks
Platform Reference
— Intelligence Layers
— Core Products
Developer
— API Reference
— Webhooks
— SDKs & Embeds
— Automation & Content Injection
Getting Started
Welcome to Zyntro
2
Core Concepts
3
Planning & Readiness
3
Quick Start Guides
2
Brand
Brand Management
5
Audience Segments
2
Wares
Visual Identity
Mandates
Understanding Mandates
1
Types of Mandates
6
Creating Mandates
2
Mandates & SI
2
Mandate Best Practices
2
Reusable Knowledge Base
Overview
1
Item Types
1
Creating Knowledge Items
1
How RK Drives Engagement
2
Segmentation Intelligence
SI Overview
2
How SI Works
3
Autonomous Execution
2
Stage-Based Engagement
4
SI Command Center
SI Journeys
Sales
CRM
Custom Fields
1
Contacts
15
Entities
2
Contacts View
1
Customer Journey
7
Lists
5
Forms
Calendar
Meetings
Marketing
Content Plans
Testimonials
Offers & Deals
Communication
Email
Templates
Sequences
Broadcasts
Email Sending Service
Signatures, Headers & Footers
Opt-outs & Bounces
SMS
Calls
Live Chat
Website
Site Settings
Pages
Blog
The Zyntro Pixel
Analytics & Tracking
The Zyntro Tracking Pixel
Data Collection
Visitor Intelligence
How Tracking Drives Decisions
Library
Artefacts
6
Files & Folders
Curated Resources
Voice Library
Vector Stores
Operations
Flow
Docli
Edge
Billable Items
4
Billing Customers
5
Edge Overview
6
Edge Settings
4
Invoices
3
Revenue
2
Subscriptions
3
Trigger Billing
12
OB1
Integrations
Calendar Integrations
Communication Integrations
Finance & Billing
Social Media
Custom Integrations
Account Management
Profile
Organizations
Members
Wallet
Subscriptions
Add-Ons
API & Webhooks
Platform Reference
Intelligence Layers
Core Products
Developer
API Reference
1
Account
7
Calendar
4
CRM
12
Developer
1
Edge API
9
Forms
4
Real Estate
2
Webhooks
SDKs & Embeds
Automation & Content Injection
Home
Operations
Edge
Invoices
Invoices
Creating, sending, and managing invoices
Guide
Creating and Sending an Invoice
Overview
3 min
Invoices in Edge
Guide
Recurring Invoices
