Contacts
Contact profiles, OSINT enrichment, notes, comms history, signals, SI journey, and dispatching communications
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...
The Contact Detail View
The contact detail page has seven tabs — Contact Data, Notes, Profile Data, Attachments, Communication History, Activities & Engagements — plus a righ...
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 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 ...
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...
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...
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...
