SI
Segmentation Intelligence — the core AI decision-making engine
85 articles about SI
Cadence Mandates
Cadence mandates control when and how often SI communicates with contacts — defining triggers, step sequences, channel rotation, max touch limits, sto...
Configuring SI: Communication Frequency and Cadence
Control how often SI communicates per pipeline phase — emails, SMS, and calls with separate volumes and frequencies for FIND, WIN, KEEP, and GROW. Plu...
Contact Engagement Scores
Every contact with SI enabled receives a 0-100 engagement score calculated across six dimensions — communication, meetings, content, website, calls, a...
Creating Knowledge Items
How to add items to your Reusable Knowledge Base — manually with full field control, or generated by AI from your brand context with type selection, p...
Creating Your First Mandate
Step-by-step walkthrough of creating a mandate in Zyntro — choosing an attachment target, selecting a type, writing effective guidance, and reviewing ...
Custom Fields
Create unlimited custom fields for contacts and entities — text, email, phone, date, select, checkbox, and more. Custom fields are suggested by audien...
From Implementation to Launch: What to Expect
Zyntro is implementation-led. Your brand, audience segments, and core configuration are set up by the Zyntro team before you ever log in. Here is what...
How Mandates Shape SI Behavior
Mandates become machine-readable JSON injected into every SI interaction — emails, phone calls, live chat, SMS, and reply processing. This article exp...
How RK Drives Engagement
Since the April 2026 update, RK items are fully embedded in every SI pass — enabling autonomous micro-conversations, long-horizon nurturing that never...
Overview of Lists
Lists are named groups of contacts used for broadcasts, campaigns, and segmented views. Create lists manually, or populate them dynamically based on c...
RK Item Types
The five types of Reusable Knowledge items — Objections, Talking Points, FAQs, Rapport Questions, and Conversation Starters — each serve a distinct pu...
The Contacts Dashboard
The Contacts Dashboard is a visual analytics view of your entire contact base — acquisition trends, status breakdown, verification rates, country dist...
The FIND → WIN → KEEP → GROW Framework
Zyntro structures the entire customer journey around four phases — FIND (attract and capture), WIN (qualify and close), KEEP (onboard and retain), and...
The Intelligence Layer Architecture
Understand why Zyntro has many capabilities and why each one is a native intelligence layer, not a separate tool. See how data from every layer feeds ...
The SI Command Center
The SI Command Center is an org-level dashboard with three views — At a Glance (metrics, lifecycle/trend/recommendation breakdowns, quality insights),...
Understanding Audience Segments
Audience segments tell Zyntro who your customers are — their pain points, decision drivers, preferred tone, and which of your products matter most to ...
Understanding Contacts in Zyntro
A contact in Zyntro is not a row in a database. It is a living relationship record that feeds SI, mandates, and the pipeline — with 27 standard fields...
Understanding Entities
Entities are companies or organizations that contacts belong to. In B2B and Mixed CRM modes, entities group contacts by organization — with standard f...
Understanding Your Brand in Zyntro
Your brand definition is the foundation of everything Zyntro does. Implemented during onboarding, it drives every AI decision — from email tone to pho...
What Are Artefacts?
Artefacts are interactive, single-page experiences you can share with clients — calculators, assessments, guides, dashboards, and games — generated by...
What Are Mandates?
Mandates are directives that override or complement SI's default behavior — controlling how, when, and what Zyntro communicates without writing custom...
What is Segmentation Intelligence?
Segmentation Intelligence is Zyntro's autonomous engagement engine. It observes every contact, understands their engagement level, and decides — witho...
What is the Reusable Knowledge Base?
The Reusable Knowledge Base is a library of objections, talking points, FAQs, rapport questions, and conversation starters that SI, Phona, and Live Ch...
What Is Zyntro?
Zyntro is an AI-native business operating system built from the ground up to solve long-term nurturing and engagement at scale. Discover the philosoph...
When to Use Mandates vs. Brand Setup
Your brand definition and mandates both shape SI behavior — but they serve different purposes. This article explains when to update your brand vs. whe...
Your First Session in Zyntro
Your system is already configured. This guide walks you through your first login: exploring your brand setup, reviewing what the implementation team b...
Brand Voice and Identity
Your brand voice is the starting point for everything Zyntro produces. Describe your business in a few sentences, and the AI generates your core narra...
Building Your Customer Journey
Describe how your business works in a few sentences, choose your business model, and Zyntro’s AI builds a complete multi-stage pipeline with entry/exi...
Common Mandate Patterns by Industry
Practical mandate examples for realtors, coaches, consultants, agencies, financial advisors, and SaaS companies — including the mandate type, attachme...
Communication Flow Mandates
Communication Flow mandates shape how SI speaks — controlling tone, message structure, opening and closing patterns, CTA style, and interaction behavi...
Creating an Artefact
Describe the experience you want, choose colors and fonts, configure Research/Stateful/Influenced toggles, optionally attach forms or calendars, and Z...
CRM Modes: B2B, B2C, and Mixed
Zyntro’s CRM mode — B2B, B2C, or Mixed — determines whether contacts must belong to entities, whether entity sections appear in the UI, and how SI han...
Defining Your Offerings
Offerings are the primary section where you take the lead. Walk through the guided wizard to define your products, services, and platform features so ...
Editing and Versioning Mandates
How to modify an existing mandate, edit the JSON schema directly, manage mandate versions, and understand the status lifecycle from active to archived...
How Audience Segments Shape Your CRM Fields
Most businesses guess which CRM fields they need. Zyntro builds them from your audience definitions — creating custom fields designed to capture the d...
How SI Adapts Your Knowledge — Not Repeats It
RK items are strategic cues, not scripts. SI never repeats them verbatim — it reads them, understands your brand position, gauges the conversation, an...
How SI Chooses Channels and Actions
SI has six possible actions — send email, send SMS, trigger a phone call, send a micro-conversation, escalate to a human, or skip. It chooses based on...
How This Documentation Is Organized
Navigate the Zyntro support site effectively. Learn the 16 sections, content types, and recommended reading paths based on your role.
List Types: Static, Dynamic, and Hybrid
Zyntro supports three list types — Static (manually curated), Dynamic (auto-populated from filters, re-evaluated every 5 minutes), and Hybrid (filters...
Mandate Attachment Levels
Complete reference for all mandate attachment levels — Brand, Ware, Audience Segment, Pipeline Phase, Pipeline Stage, Contact Status, Communication Ch...
Quality Control: How Every Message is Reviewed
Every email and SMS generated by SI goes through a quality control gate before delivery — scored against personalization accuracy, brand voice, conten...
The Contact Detail View
The contact detail page has seven tabs — Contact Data, Notes, Profile Data, Attachments, Communication History, Activities & Engagements — plus a righ...
The Outcome Ledger: How SI Learns
Every action SI takes is recorded in the Outcome Ledger — channel used, assets shared, RK items referenced, approach taken, engagement score at decisi...
The SI Journey: Watching AI Work for Each Contact
The SI Journey is a per-contact view showing how SI has been engaging a specific person — their engagement score, total touches across channels, time ...
Understanding Segmentation Intelligence
Learn how SI processes signals from all layers, evaluates contacts through four intelligence dimensions, and makes autonomous decisions within control...
What is Data Contextualization?
Most businesses are not AI-ready because their data is fragmented across tools, emails, and spreadsheets. Data Contextualization transforms flat, scat...
Beyond Templates: Why SI Replaces the Drip Sequence
Templates treat every contact the same. SI does not. This article explains why Zyntro was built to eliminate boilerplate communication and how Segment...
Brand Facts
Brand Facts are the three-layer truth system that keeps every AI output accurate and on-voice: Fact Categories for ground truth, Safe Phrases for appr...
Brand, Mandates, and Controlled Autonomy
Understand the operating context triangle: brand as foundation, mandates as fine-tuning rules, autonomy thresholds as the control mechanism.
Creating a List
Step-by-step guide to creating a list in Zyntro — choosing a type, defining filters (for Dynamic/Hybrid), configuring entry and exit rules with trigge...
Hard Facts Mandates
Hard Facts mandates establish non-negotiable truths about your brand, capabilities, pricing, or limitations that SI must always respect and never cont...
Human Override and Handoff
SI knows when to stop. When a contact needs personal attention, SI escalates with full context — engagement score, recent interactions, talking points...
Pipeline Phases and Stages
Each stage in your pipeline has a name, phase assignment, description, entry criteria, exit criteria, and fulfillment requirements. Together they defi...
Research, Stateful, and Influenced
Three toggles that transform artefacts from simple interactive pages into data-rich, persistent, product-aware experiences. Each adds capability and c...
Signals: How Contact Behavior Triggers SI
Signals are real-time behavioral events — form fills, meeting bookings, webinar attendance, website visits, email replies — that trigger SI to act wit...
Standard Contact Fields
All 27 standard fields available on every contact record — with types, descriptions, and why each matters for SI effectiveness, channel availability, ...
Brand Philosophies
Brand Philosophies capture your core beliefs about your industry, your customers, and your role — and transform them into structured content with titl...
Collect Form Data (MCP)
A two-phase MCP tool endpoint for AI agents — Phase 1 retrieves simplified field definitions, Phase 2 submits collected answers. Designed for LLM and ...
Entry and Exit Rules
Entry rules define when contacts are added to a list and what happens when they join. Exit rules define when contacts are removed and what happens whe...
How Artefacts Capture and Return Data
Every artefact captures interaction data specific to its type — assessment answers, calculator inputs, dashboard views, game scores. On completion, th...
Prohibition Mandates
Prohibition mandates create strict guardrails for SI — defining claims it must never make, topics it must avoid, and actions it must never take, with ...
SI Pricing and Wallet Usage
Every SI processing pass costs credits from your Zyntro wallet — regardless of the outcome. This reference covers per-pass pricing by plan tier, what ...
Stage Actions and Automation
When a contact enters or exits a pipeline stage, Zyntro can automatically assign team members, update CRM fields, send hyper-personalized emails or SM...
The Contacts Dashboard
The contacts dashboard shows all contacts in a sortable, filterable table with columns for name, email, phone, role, stage, source, and an auto-engage...
Adding a New Contact
Create contacts manually with entity selection (B2B mode), standard and custom field entry, owner and pipeline stage assignment, list membership, and ...
Managing List Members
Add contacts manually or let filters populate automatically. Remove contacts softly (can be re-added) or exclude them permanently (prevents re-additio...
Objection Handling Mandates
Objection Handling mandates equip SI with structured responses to common pushback — defining detection signals, core concerns, and approved response s...
Sharing and Embedding Artefacts
Share artefacts via public URL for direct access or embed them on any website with a single iframe tag. Pass contact IDs for tracking. Embed mode prov...
The Brand Book
The Brand Book compiles your entire brand definition into a shareable, password-protected document — covering voice, facts, audiences, philosophies, w...
The Kanban Board
The Kanban board shows your contacts as cards organized by pipeline stage — color-coded by phase. Drag and drop to move contacts between stages, or le...
Artefact Use Cases by Industry
Practical artefact examples for real estate, insurance, coaching, healthcare, and SaaS — with descriptions of what each artefact does, what data it ca...
Board Settings and Customization
Edit your pipeline structure in the Growth Engine Roadmap — rename stages, adjust entry/exit criteria, reorder stages, customize phase colors, add or ...
Comparative Mandates
Comparative mandates define how SI positions your brand and products against competitors — what to emphasize, what language to use, and what compariso...
Importing Contacts via CSV
A 4-step wizard for importing contacts from CSV files: upload with optional import context, map fields with smart auto-matching, review duplicates, an...
How the Pipeline Moves Automatically
In traditional CRMs, humans move contacts through pipeline stages. In Zyntro, every interaction — form fills, SI passes, email replies, meeting bookin...
Importing Contacts via JSON
JSON import supports nested data structures — including notes and profile data that CSV cannot carry. Use JSON when migrating from another system with...
Exporting Contacts
Export contacts in CSV or JSON format, with options to include notes and profile data. JSON is required for exports that include notes or profile data...
Managing Contact Data Quality
The Manage Contacts view shows data quality issues at a glance — missing country codes, sources, timezones, and unverified emails — with an advanced f...
The Business Card Scanner
Scan a business card with AI vision to extract contact information automatically. Upload the front (required), optionally the back and supporting imag...
Contact Notes
Notes are threaded records attached to contacts with three visibility levels — Private, Public, and AI Only. Both humans and SI create notes throughou...
Profile Data and Enrichment
Profile data is AI-to-AI intelligence — structured key-value records generated by the Contextualizer, form analysis, and enrichment processes. The key...
Update Contact & Entity Fields
Surgically update one or more fields on an existing CRM contact or entity by ID, with built-in validation, tag merging, and custom field preservation.
Communication History
Every email, SMS, phone call, and live chat interaction with a contact is recorded in the Communication History tab — with engagement metrics that SI ...
Auto-Engage and Channel Controls
The right sidebar on every contact has an Auto-Engage toggle (enroll in SI) and per-channel toggles (Receive Emails, SMS, Phone Calls) — controlling e...
The SI Handoff Card
When SI recommends human intervention, a Handoff Card appears on the contact’s right sidebar showing the AI’s context summary with Resume SI Automatio...
