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Use email capture and CTAs

Open a deployment, then open Settings > Capabilities.

Collect email

Section titled “Collect email”

Enable Collect Email when the deployment should capture visitor contact details during the conversation.

Use it for:

  • Inbound product questions
  • Event booth conversations
  • Lead qualification
  • Follow-up after high-intent questions

Test it before sharing. The SynTwin should ask for email after there is a reason to continue, not as the first thing it says.

Good instruction:

Ask for the visitor's email after they have asked a real product question or seem interested in follow-up. Keep it brief.

Add a CTA

Section titled “Add a CTA”

Use Calls to Action when the SynTwin should show an action card.

Common sales CTAs:

  • Book a meeting
  • Download a product brief
  • Open a pricing page
  • Contact sales

Common outreach CTAs:

  • Call my SynTwin
  • Ask questions before our meeting
  • Continue this conversation
  • Send me the product brief
  • Book time with me

CTA fields:

  • Button label — visible button text.
  • Action URL — destination.
  • Description — visitor-facing card context.
  • Condition — when the SynTwin should show it.

Write conditions in plain English. Describe the visitor behavior that should trigger the CTA.

Example:

Button label: Book a demo
Action URL: https://meetings.example.com/demo
Description: Pick a time with our sales team.
Condition: Show when the visitor has a concrete use case or asks about next steps.

Copy one of these sales conditions if you are unsure:

Show when the visitor asks for next steps.
Show when the visitor shares a concrete use case or says they want follow-up.
Show after the visitor asks about pricing, integration, security, or implementation.
Show only after the visitor has provided name, company, and email.

Sales examples

Section titled “Sales examples”

Outreach email

Section titled “Outreach email”

Use the deployment link in an email:

If useful, you can ask my SynTwin a few questions before we talk:
https://...

CTA setup:

Button label: Call my SynTwin
Description: Ask questions before booking time with me.
Condition: Show when the visitor asks how to learn more or wants to talk through their use case.

Pre-meeting questions

Section titled “Pre-meeting questions”

Use a follow-up link when the visitor already has a person record.

CTA setup:

Button label: Ask before our meeting
Description: Continue with context from our earlier conversation.
Condition: Show when the visitor has another question before the scheduled meeting.

Booking

Section titled “Booking”

Show a booking CTA after the SynTwin has enough signal.

Button label: Book a call
Description: Pick a time with the owner.
Condition: Show when the visitor has shared a use case, company, and email, or asks for next steps.

Follow-up after a meeting

Section titled “Follow-up after a meeting”

Use the SynTwin to answer repeatable follow-up questions, then escalate owner-only topics.

Button label: Continue with my SynTwin
Description: Ask follow-up questions from the same relationship context.
Condition: Show after the visitor asks for async follow-up or needs more detail before the next call.

Test conditions

Section titled “Test conditions”

Run a test session and create both outcomes:

  • A visitor who should see the CTA.
  • A visitor who should not see the CTA.

Adjust the condition until the CTA appears only when useful.