The Contact Detail View
Seven tabs and a live sidebar that show everything Zyntro knows about a person
What It Is
The contact detail page is the most information-dense screen in Zyntro. Open any contact from Sales > CRM > Contacts and you see a header showing the contact’s name, entity (in B2B mode), pipeline phase and stage, role, and status — plus quick-action icons for email, SMS, call, chat, and the SI sparkle button.
Below the header are seven tabs across the top, each showing a different dimension of the relationship. To the right is a persistent sidebar with ownership controls, SI status, channel toggles, and the live engagement score.
Everything you see on this page is also what SI reads when it makes engagement decisions. The tabs are not just for you — they are for the AI.
Why It Matters
The contact detail view is where human judgment and AI intelligence meet. When SI triggers a human handoff, you come here to understand the full picture before taking action. When you want to check why SI sent a particular message, the Communication History tab shows it. When you want to understand what SI knows about this person, Profile Data and Notes reveal the AI’s understanding.
It is also where you exercise control. The right sidebar lets you enable or disable SI processing, toggle individual channels, override engagement score recommendations, and resume or pause outreach — all from a single view.
How It Works
Tab 1: Contact Data
The primary tab showing all standard and custom fields in two panels. The left panel contains Basic Contact Data: name, email (with verification badge), phone (with verification badge), address, city, state, country, timezone (with current local time displayed), tags, and dates. The right panel shows Additional Contact Data: all custom fields specific to your brand.
In B2B and Mixed CRM modes, the entity section appears showing the linked company, its label, website, location, and entity custom fields.
Both panels have an Edit button for inline editing.
Tab 2: Notes
A threaded note view with three panels: the note list on the left (showing dates and previews), the selected note’s full content in the middle, and a new note form on the right.
Notes have three visibility levels:
- Private — visible only to the note’s author
- Public — visible to all team members
- AI Only — visible to SI and AI processes but not displayed on shared team views
Notes support Markdown formatting and can be marked as editable or read-only.
Importantly, SI creates notes autonomously throughout the engagement cycle. When SI observes something significant about a contact — a pattern in their behavior, a shift in engagement, context from a call transcript, or insights from a form submission — it records it as a note. These AI-generated notes become part of the context that SI (and you) can reference later.
Tab 3: Profile Data
Profile data is AI-to-AI intelligence — structured enrichment records that SI consumes for personalization. Unlike contact fields (which have fixed schemas), profile data is freeform key-value JSON. The keys adapt based on what was being profiled.
A profile record from the Data Contextualizer might contain keys like `summary`, `pain_points_identified`, `potential_hooks`, `deep_desire_questions_frame`, and `overall_reasoning`. A record from a form analysis might have completely different keys like `budget_range`, `timeline`, and `competitive_alternatives`.
Profile data is additive — multiple records accumulate from different sources (Contextualizer, form submissions, enrichment services, manual injection). Each record shows its source and date. SI reads all of them to build a composite understanding of the contact.
The tab also includes a manual injection form for adding your own key-value profile data with a source label.
Tab 4: Attachments
Files and links associated with the contact. Each attachment has a name, type (file or link), context description, and a priority weight (0-100) that helps SI determine which resources are most relevant.
Supported file types: PDF, JPEG, PNG, WEBP, GIF (max 10MB). Links can be any URL.
Tab 5: Communication History
Four sub-tabs: Emails, SMS, Calls, and Live Chat. Each shows the full history of outbound and inbound communication through that channel.
Emails show subject, status (Sent/Error/Pending), date, and a snippet. Click to expand the full message. SMS shows the message text, status, and date. Calls show scheduled vs completed, duration, retry/callback badges, and outcome. Live Chat shows conversation threads.
This tab is what SI references when it says "the last 3 emails were ignored" or "the contact replied positively to the SMS." It is the communication memory.
Tab 6: Activities & Engagements
Three sub-tabs: Meetings (title, date, type, duration, status), Signals (key, category, source, status, timestamp), and Responses (status, from email, timestamp). This is the behavioral event log that feeds engagement scoring.
The Right Sidebar
Persistent across all tabs. Contains:
- Owner — Which team member owns this contact, with a Reassign button
- SI Human Handoff Card — Appears when SI recommends human intervention. Shows the AI’s context summary, plus Resume SI Automation and Pause All Outreach buttons
- Auto-Engage Toggle — Enables/disables SI processing for this contact. Shows "AI-powered engagement is active" when on
- Channel Toggles — Receive Emails, Receive SMS, Receive Phone Calls — each with a verification indicator. Controls which channels SI can use for this contact
- Engagement Score — The live 0-100 score with trend (rising/stable/declining) and current AI recommendation (e.g., "human handoff"). Click for the full breakdown and override options
