First sales loop

This is the fastest useful path for a sales rep.

Goal: send your first useful SynTwin link in about 15 minutes.

You will create a chat deployment, send one link, capture visitor context, and prepare for a real meeting.

Skip voice and video for now. Chat is enough for the first sales win.

1. Create the minimum SynTwin profile

Open the profile screen under Setup.

Fill only what visitors need:

• Name
• Role
• Company
• Short bio
• Languages

Save.

2. Upload two useful sources

Open Train > Sources.

Upload:

• One product overview, deck, or FAQ
• One pricing, packaging, security, or customer story source

Do not upload everything yet. Add enough for the first real visitor to ask useful questions.

3. Create a chat deployment

Open Deploy, then create a deployment.

Use this goal:

Answer visitor questions about our product, qualify whether they have a real use case, and collect their email for follow-up.

Use these instructions:

Start with one short sentence.
Ask what the visitor wants to figure out.
Answer from the available sources.
Ask for name, company, and email once they show real interest.
Escalate pricing exceptions, legal commitments, security commitments, and anything not covered by sources to the owner.

Enable Chat. Leave audio and video off for now.

Open Sources for the deployment.

Mark both uploaded sources as:

• Mentioned if the visitor may hear the content
• Internal if only the SynTwin should use it privately

Unselected sources are unavailable to the deployment.

4. Enable email capture and one CTA

Open Settings > Capabilities.

Enable Collect Email.

Add this CTA:

Button label: Book a call
Action URL: https://your-calendar-link.example
Description: Pick a time with me after you have a concrete question or use case.
Condition: Show when the visitor asks for next steps, shares a use case, or seems interested in a follow-up.

5. Copy the right link

Open Share.

Use:

Situation	Link
Sending to one known person	Personalized link
Sending to a broad list	Direct chat link
Sending after a prior session	Follow-up link

For the first test, create a personalized link for one real prospect.

Add:

• Name
• Company
• Email if you have it
• One line of context

Example context:

VP Sales at Acme. Likely interested in reducing response time for inbound leads.

6. Send outreach

Copy this:

Hi Alice,

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

It can answer product questions and help us make the first call more specific.

7. Review before the meeting

When the visitor talks to the SynTwin, open the person record or recent session.

Check only:

• What they asked
• What they care about
• Whether they left email
• Any follow-up promise
• Any unresolved question

Start the meeting with what they already asked.

8. Follow up

After the meeting, add one person note:

Alice cares most about rollout risk and wants security review next. Follow up with SOC 2, SSO, and data retention details.

Send a follow-up link if they should keep asking the SynTwin questions.

You can improve the setup later with voice, video, more sources, notifications, and external tools.