Manage people

People are the known individuals your SynTwin remembers.

Open Monitor > People.

Visitor sessions can create unnamed person records. Add details manually when needed, or merge duplicates after the same person appears more than once.

Create a person

Create a person when you want to add context before they talk to the SynTwin.

Useful fields:

• Name
• Email
• Company
• Summary

Edit a person

Open a person and click Edit.

Use the summary for durable relationship context:

Alice leads operations at Acme. She cares about rollout risk and wants customer references before involving procurement.

Add notes

Open a person, then add sources or log a note.

Use notes for:

• Meeting summaries
• Call outcomes
• Email threads
• Follow-up promises
• Buying process details

Merge duplicates

On the people list, select duplicate people and merge them.

The first selected person becomes the target. Source people are merged into it.

Delete a person

Deleting a person removes the person record and person-scoped sources and rules. Existing sessions are not deleted.

Use deletion only when the person record is wrong or no longer needed.