How a SynTwin learns
A SynTwin learns from sources, 1:1 sessions, visitor sessions, and person notes. It distills durable patterns into rules.
Sources
Section titled “Sources”Files, written notes, and web pages that feed the SynTwin’s knowledge.
Global sources
Section titled “Global sources”Global sources are owner-level sources. Use them for product facts, decks, FAQs, positioning, pricing notes, and general sales knowledge.
Each deployment decides which global sources are Mentioned, Internal, or Unavailable.
Person-specific sources
Section titled “Person-specific sources”Person-specific sources apply to one relationship. Use them for meeting notes, email summaries, transcripts, and context about a specific lead or customer.
Style-bearing sources
Section titled “Style-bearing sources”Conversation examples also teach style: tone, vocabulary, objection handling, question patterns, and follow-up approach.
1:1 sessions
Section titled “1:1 sessions”Direct conversations between the owner and their SynTwin. 1:1s serve two purposes:
- Teaching — giving the SynTwin new knowledge, instructions, or corrections.
- Updating on people — closing knowledge gaps about specific individuals.
The second purpose is important. If the SynTwin talks to Alice, then the owner talks to Alice separately, the SynTwin has a knowledge gap. A 1:1 lets the owner brief the SynTwin: “Alice mentioned she’s switching vendors” — and the next time Alice talks to the SynTwin, it knows.
The 1:1 flow can also perform setup actions. The SynTwin can edit the profile, create deployments, read web pages from links you share, and show upload or recording cards when needed.
The distilled patterns extracted from sources, 1:1 sessions, and visitor-session reflection. Rules come in two kinds:
Knowledge rules
Section titled “Knowledge rules”Higher-level factual summaries that are always top of mind for the SynTwin. Think of these as things the expert just knows without having to look anything up.
Style rules
Section titled “Style rules”Patterns of conversation style — tone, vocabulary, approach — extracted from uploaded conversations and refined through 1:1 sessions.
Together, rules and sources form the SynTwin’s working memory: rules are what it keeps top of mind, sources are its reference library.