SI
Segmentation Intelligence — the core AI decision-making engine
160 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 a Webinar
The four steps of the builder — type, details, schedule and the video or meeting link — and what you can leave until later.
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 ...
Curated Resources
The approved assets your AI is allowed to reach for — graphics, videos, documents, links and prose — each one described so it knows when to use it.
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 Registration Works
What happens the moment someone signs up: the contact, the private watch link, and the browsing history that gets attached to them.
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...
Offers and Deals
Write a promotion once, and give Segmentation Intelligence something concrete to offer a contact at the right moment.
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...
Polls, Offers and Handouts
Reusable assets you attach to a webinar and time to appear at the right moment in the session.
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 Presenter Console
The screen you run a live webinar from: its three phases, and what it is doing while you present.
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 the companies and organisations your contacts belong to. One entity can hold many contacts, a contact belongs to at most one, and linking...
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...
Webinars
Run a live session, publish a recording people can watch any time, or offer a recording on scheduled slots — and keep everything each attendee did.
What a Webinar Tells You
Everything recorded about each attendee — how much they watched, what they did, and which slot they chose.
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...
What Your Attendees See
Every page between signing up and leaving feedback, and which ones a registrant actually passes through for each webinar type.
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 Hybrid
Zyntro's CRM mode — B2B, B2C, or Hybrid — sets how much organisational context your CRM carries by default. It shapes your custom fields and pipeline,...
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 an offer reaches your contacts
There are two routes out of the offers library: Segmentation Intelligence choosing to use one, and you placing one in a template yourself.
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...
Poll and Offer Results
Reading how a poll was answered and whether an offer worked — for one webinar, or across every webinar it has run in.
Polls
Ask attendees a question mid-session, and decide whether they see each other's answers or a prepared result.
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...
Resource Types
The eight types you can add, what each one is for, and which of them Zyntro can actually send in an email or a text message.
Running the Session
What to do on the day, in order, from opening the meeting to closing the session out.
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 Registration Page
The public page people sign up on, how it differs by webinar type, and where to find its link.
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 ...
The Three Webinar Types
Live, Evergreen and Just-in-Time compared: what each needs from you, how it is scheduled, and what an attendee sees.
The Waiting Room
Where registrants wait for a session to begin — and why two of the three webinar types never show it.
The Webinar Editor
Every tab on a webinar, what it controls, and which ones only appear for certain types.
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...
Adding a Resource
Add a graphic, video, document, link or block of prose to your library, and set who it is for.
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.
Choosing Your Registration Fields
Decide what to ask for, and style the form so it looks like the rest of your brand.
Compressing a Mandate
Run Compress Mandate on a mandate, review every field side by side, and apply the shorter version — or restore the original wording later.
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...
Creating an offer
Describe the deal in plain language, set how it ends and how it is claimed, and let Zyntro write the copy.
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...
How a Webinar Feeds Follow-Up
No-shows and early drop-offs are noticed automatically, and what each attendee did changes how they are engaged afterwards.
How Mandate Compression Works
Compression rewrites a mandate's machine instructions in fewer words without dropping a single rule, so every email, message and call carries the same...
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...
Matching Participants to Contacts
Why some people in the room cannot be identified automatically, and how to place them yourself.
Offers
Put a next step in front of attendees at the right moment, with its own countdown and expiry.
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...
Scheduling a Webinar
What the Schedule tab asks for in each of the three types, and what the settings actually do.
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, ...
The Life of a Webinar
The five states a webinar moves through, what moves it between them, and why "Go Live" does not start anything.
Watching a Webinar
Why a pre-recorded session has no pause button, what happens if someone joins late, and what survives a refresh.
Adding Your Video
Upload the recording for an evergreen or Just-in-Time webinar, and what the processing states mean.
Brand Philosophies
Brand Philosophies capture your core beliefs about your industry, your customers, and your role — and transform them into structured content with titl...
Choosing a Webinar Type
Work out whether you need a live session, an always-available recording, or a recording offered on slots.
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...
Finalising Attendance
Turning "they were there" into how long each person actually stayed.
Handouts
Give attendees something to download, from the start of the session or from a point in it.
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...
Offer types and expiry
The four ways an offer can end, the extra field each one asks for, and what Zyntro does when the date arrives.
Post-Registration Actions
Everything that can happen automatically when someone registers — tags, lists, confirmations, and emails that keep them warm until the day.
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 ...
Replays
Giving people the recording afterwards, and how a replay differs from the session itself.
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...
When the Numbers Look Wrong
Attendance that does not add up, missing follow-ups, and figures that are correct but misleading.
Writing the LLM Description
The field that decides whether a resource ever gets used. Write it as an instruction about when to reach for the thing.
Adding a New Contact
Create a contact by hand with full control: link or skip an organisation, let Zyntro check for duplicates and verify the email and phone as you type, ...
Collecting Feedback
The star rating and comment attendees can leave, and where the answers go.
Confirmations and Reminders
The email a registrant gets, the reminders before the session, and the one merge tag that behaves differently per webinar type.
How Just-in-Time Slots Work
Slots are worked out for each visitor in their own timezone, and stay the same on a refresh. What you configure, and what is decided for you.
How Resource Scope Works
Product and audience scope decide which resources are even considered for a contact — and which of those gets picked first.
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...
Preparing a Live Session
What Go Live actually does, when to press it, and why a live webinar is always recorded.
Redemption methods and rules
How the deal is claimed and how often it can be used — recorded with the offer, stated in the copy, and enforced by you.
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...
Sharing Assets in a Live Session
Live attendees are in Google Meet, not on a Zyntro page — so polls and feedback get their own links and QR codes.
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...
What Processing Produces
The last step of a live webinar writes a follow-up for every attendee. What it makes, and when it runs.
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...
Before You Create Your First Webinar
What to have ready for each type, so you are not stuck halfway through the builder.
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 ...
Cloning a Webinar
Copy a webinar you have already built — and know exactly what comes with it and what you have to redo.
Comparative Mandates
Comparative mandates define how SI positions your brand and products against competitors — what to emphasize, what language to use, and what compariso...
Consent and Legal Text
The consent sentence on your registration form, and the two links that belong beside it.
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...
Offer codes and tracking
The three ways to handle a code, what the sample on the offer page is, and exactly what Zyntro tracks.
Promoting a Webinar with Widgets
Embeddable countdowns and a registration snippet you can paste into any page on your site.
Scoping from Offerings and Audiences
You can attach resources to an offering, one of its features, or an audience segment from those pages — and that scoping counts just as much.
When a Live Session Goes Wrong
The console will not go live, nobody can join, attendance looks wrong — what each one means.
When an Attendee Cannot Get In
The handful of things that go wrong for registrants, and what each one actually means.
Deleting a Webinar
When a webinar can be deleted, what goes with it, and why archiving is usually the better move.
Generating a Graphic
Describe the image you need, choose a quality tier, and have it produced and saved into your library.
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...
Locking an offer to offerings and audiences
Two toggles that narrow who the copy is written for — and which deliberately do not restrict who sees the offer.
Your Registrants
The list of everyone who signed up, what each column tells you, and the four states a registrant can be in.
Enhancing an offer
The pass that turns your draft into finished copy, per-audience hooks, social snippets and image prompts.
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...
Generating Your Webinar's Copy
Have the registration page, the thank-you page, promo scripts and social posts written from the webinar itself.
Generating Webinar Graphics
Produce images for a webinar in two stages — prompts first, so you can correct them before anything is generated.
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...
Reviewing and editing an offer
The offer page shows your draft beside the finished copy, explains every rewrite, and lets you change any of it in place.
Strategy Documents
A document that is never sent to anyone. Instead SI reads it once and follows it when engaging the people it applies to.
Email hooks
Short per-audience angles that travel with the offer, so Segmentation Intelligence has somewhere to start rather than inventing one.
Marking a Strategy Document
Turn an attachment into standing engagement guidance: the toggle, the note that tells SI how to read it, and the reading pass.
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...
Reviewing the Extracted Strategy
Check, correct and add to the items pulled out of your document. SI follows the list you save, not the document itself.
Social snippets
Short per-audience posts generated with the offer, for you to copy and publish yourself.
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.
Visual frames and offer images
Per-audience image prompts written with the offer, and the generator that turns one into a promotional image.
Where Your Resources Appear
The places a curated resource can turn up — emails and texts, deal pages, website pages and generated content — and the rules for each.
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 ...
Using offers in email and SMS
Insert an offer's headline, description, terms or instructions into a template and have it filled in at send time.
When a Resource Is Not Being Used
Why SI might be ignoring a resource, why a badge says what it says, and what to check first.
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...
Offers and Segmentation Intelligence
What SI is given for each offer, what it decides for itself, and which of your settings it does not see.
Managing your offers
The offers list, what each status means, and how to retire an offer you no longer run.
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...
Troubleshooting offers
An offer that never appears, a tag that comes through empty, a generation that did not finish, and codes that are not being tracked.
Rich Blocks
Structured visual components — stat callouts, comparison tables, timelines — built in their own editor and shown on deal pages.
