Auto-Engage and Channel Controls
Control exactly how Zyntro communicates with each person
What It Is
Every contact’s right sidebar has two sets of controls that determine how Zyntro interacts with them:
Auto-Engage — A master toggle that enrolls or removes the contact from Segmentation Intelligence. When on, SI scans, scores, and autonomously engages this contact. When off, SI ignores them completely. The toggle shows "AI-powered engagement is active" when enabled.
Channel Toggles — Three independent toggles controlling which communication channels SI can use:
- Receive Emails — Whether SI can send emails to this contact
- Receive SMS — Whether SI can send text messages
- Receive Phone Calls — Whether SI can trigger Phona calls
Each toggle shows a verification indicator (checkmark = verified, x = not verified).
Why It Matters
These controls give you granular authority over SI’s reach. You can:
- Enroll specific high-value contacts in SI while keeping others manual-only
- Allow SI to email a contact but block SMS and calls (for contacts who prefer email)
- Enable all channels for engaged contacts who respond across multiple touchpoints
- Disable auto-engage temporarily during sensitive negotiations
The channel toggles interact with opt-out flags and verification status. If a contact has `email_optout = true`, the Receive Emails toggle is automatically disabled and cannot be re-enabled until the opt-out is cleared. If a phone number is not verified, the SMS and Call toggles show an unverified indicator.
How It Works
Auto-Engage Toggle
When you enable Auto-Engage:
1. The contact becomes eligible for SI scanning on the next hourly cycle
2. Engagement scoring begins (if not already active)
3. SI evaluates the contact’s current state and decides on the first action
4. The contact enters the normal Scan→Decide→Act→Learn loop
When you disable Auto-Engage:
1. SI stops processing this contact immediately
2. Any queued but unsent communications are cancelled
3. The engagement score is preserved but no longer updated
4. The contact remains in their pipeline stage but SI does not move them
Channel Toggles
Each channel toggle controls SI’s access independently. You can have:
- Emails ON, SMS OFF, Calls OFF — SI can only email
- Emails ON, SMS ON, Calls OFF — SI can email and text but not call
- All ON — SI has full channel flexibility
When SI encounters a situation where it wants to use a disabled channel, it falls back to an enabled one. If all channels are disabled but auto-engage is on, SI can still score the contact and trigger human handoffs — but it cannot initiate outbound communication.
Verification Indicators
Each toggle shows whether the underlying data is verified:
- Email verified checkmark means emails are deliverable
- Phone verified checkmark means SMS and calls can be attempted
- An unverified indicator warns that the channel may fail (bounced email, unreachable phone)
