Contact Notes
Shared context between you and SI — both humans and AI contribute
What It Is
Contact notes are threaded text records attached to a contact. They are accessed from the Notes tab on the contact detail page.
Notes serve two audiences: your team and SI. When a salesperson logs meeting notes, SI reads them before its next engagement decision. When SI observes a behavioral pattern or extracts context from a call transcript, it creates a note that your team can reference.
This two-way flow — humans writing notes SI reads, SI writing notes humans read — creates a shared context layer that gets richer over time.
Why It Matters
In most CRMs, notes are a one-way archive — salespeople write them and occasionally re-read them. In Zyntro, notes are a live communication channel between your team and SI.
When you write a note that says "Spoke with Brandon at the conference — he’s waiting for budget approval in May, prefers text over email," SI reads that note on its next pass. It adjusts its strategy: prioritizes SMS, references the budget timeline, and softens the pitch until May.
When SI writes a note that says "Contact has opened 5 emails but never clicked — subject lines resonate but content may not match expectations. Switching to micro-conversation format," you understand SI’s reasoning without having to dig through analytics.
This bidirectional intelligence is what makes the relationship record living rather than static.
How It Works
Visibility Levels
Each note has one of three visibility settings:
- Private — visible only to the note’s author. Use for personal observations, sensitive context, or preliminary thoughts you are not ready to share.
- Public — visible to all team members. Use for meeting notes, call summaries, and context that everyone should know.
- AI Only — visible to SI and AI processes but not displayed on shared team views. Use for context that should influence AI behavior but is not relevant for day-to-day team visibility.
SI-Generated Notes
SI creates notes autonomously at various points during the engagement cycle:
- After processing a significant signal (form fill, meeting booking, webinar attendance)
- When detecting a pattern in the contact’s behavior (going silent, increasing engagement, channel preferences)
- After a Phona call, capturing conversation context and sentiment
- When making a strategic decision that it wants to record for future reference
SI-generated notes are typically marked as Public or AI Only depending on their content.
Formatting and Editing
Notes support Markdown formatting — headings, bold, italic, lists, and code blocks. Each note can be marked as editable (allowing other team members to modify it) or read-only.
The Notes tab shows a threaded view: a list of notes on the left (with dates and previews), the selected note’s full content in the middle, and a new note form on the right.
