Nynch Wiki

Set up your account, connect your email, and import your network.

• Welcome to Nynch

  How Nynch is organised, what each item in the left sidebar does, and where to look first when you don't know where to find something.

• Set up your account

  The conversational onboarding wizard walks you through who you are, who you sell to, and what you sell. Five to ten minutes to set the foundation that the rest of Nynch reads from.

• Install the Nynch Chrome extension

  Step-by-step install of the Nynch Chrome extension via Chrome's Load Unpacked developer flow. Required for LinkedIn capture and Google Meet recording.

• Connecting Your Email

  How to connect Gmail or Outlook, what syncs, and how to configure import preferences.

• Bring your network into Nynch

  Four paths to get your existing contacts into Nynch (CSV upload, LinkedIn export, Chrome extension, Gmail history sync). Pick the right one for your situation.

• Pin the Nynch extension to your Chrome toolbar

  Chrome's puzzle-piece menu lets you pin extension icons to the toolbar. Pin Nynch once and the icon is always one click away.

• Connect your LinkedIn profile for relationship intelligence

  Settings > Profile > Relationship Intelligence card > Connect LinkedIn Profile. Unlocks AI-powered relationship strength scoring and touchpoint analysis.

Connect email, send messages, use the Reply Coach, and master your inbox.

• Connect Gmail to Nynch

  Walk Settings to Email & Calendar to Gmail Connect, then the Google permissions screen and what each permission does.

• Connect Outlook to Nynch

  Settings > Email & Calendar > Outlook card > Connect. Walk the Microsoft sign-in flow and the consent screen.

• Disconnect Outlook mail

  Open Settings to Email & Calendar, click the trash-can icon on the Outlook card. Past imported mail stays on contact timelines. New mail stops syncing and sending from Nynch via Outlook stops working.

• Disconnect a Gmail account

  Open Settings to Email & Calendar, click Disconnect on the Gmail card, confirm. Existing imported data stays in Nynch; new mail stops syncing.

• Use the Reply Coach to draft an email

  Open any inbound email in the Nynch inbox and a Reply Coach panel offers context-aware draft suggestions. Pick one, edit, send.

• Send a one-off email from a contact's profile

  Open the contact, click Send Email. Composer opens pre-filled with their address and threaded against your prior conversation.

• Bulk-email selected contacts

  Tick the rows, bulk toolbar > More > Bulk Email. Composer opens with all addresses pre-filled. Each recipient gets a separate email, not a single CC blast.

• Set up your email signature

  Settings > Email & Calendar > your account > Signature. Type or paste the signature you want appended to Nynch-sent emails.

Sync your calendar, prep for meetings with AI, and track activities.

• Connect Google Calendar to Nynch

  Walk Settings to Email & Calendar to Google Calendar Connect, pick which calendars to sync, and let Nynch auto-create contacts from meeting attendees.

• Force-resync a connected calendar

  Settings > Email & Calendar > Calendar card > Configure > Re-sync now. Use after a calendar permission change or when events look stale.

• Schedule a meeting from a deal

  Open the deal canvas, find the stakeholder, click Schedule Meeting. Sends a calendar invite via your connected calendar with the right attendees pre-filled.

• Connect Outlook Calendar

  Open Settings to Email & Calendar, click Connect on the Outlook Calendar card, sign in with Microsoft, grant calendar permissions. Past and upcoming events sync to contact timelines.

• Disconnect Google Calendar

  Open Settings to Email & Calendar, click the Disconnect icon on the Google Calendar card. Imported events stay on contact and deal timelines. New events stop syncing.

How to use Today, your AI team, and your inbox every day.

• Today: your daily action feed

  The Today screen with its Flow and Actions tabs is where most days start. Here is what each section is for and how to work through it.

• Log a call from the daily feed

  On any daily feed card, find the "Already done?" row at the bottom, click Log call. The call is recorded on the contact timeline and the card auto-completes.

• Log a meeting from the daily feed

  On any daily feed card, find the "Already done?" row at the bottom, click Log meeting. The meeting is recorded on the contact timeline and the card auto-completes.

• Add a quick note from the daily feed

  On any daily feed card, click Add note in the "Already done?" row. Type the note, press Ctrl+Enter (or click Save). The note is saved on the contact timeline and the card auto-completes.

• Dismiss a card from the daily feed

  Click the X (Dismiss) button on the focused card, or swipe left on touch. The card is dismissed for today and rolls over tomorrow with fresh context.

• Bulk-approve AI suggestions

  When the Approvals section is full of similar drafts, use Bulk Approve to clear them in one click instead of one at a time.

• Reject an AI suggestion permanently

  One click in the Approvals queue or on the deal canvas. Rejected suggestions are silenced and the AI learns not to suggest the same pattern again.

• Add an action item or commitment

  Action items appear on Today's Activity tab on their due date. Add one from a deal canvas, contact profile, or the Today screen itself.

Track opportunities, manage deals, and plan your week.

• Your opportunity board

  The Revenue area is your pipeline of every active opportunity. Walk the kanban board, the orbit view, the methodology selector, the Reporting sheet, and how to move deals between stages.

• The deal canvas

  Click any opportunity card to open the 5-tab canvas: Check Fit, Research Account, Map People, Proposal, Deal Room. Each tab is a workflow stage with AI suggestions, not just a content panel.

• Create your first opportunity

  Walk through the New Opportunity dialog from the Revenue board, including company and contact linking, stage, value, source, and the optional next-activity step.

• Set a deal's decision date

  Open the deal, click the Decision Date field in the details bar at the top, pick a date. The deal flips into the forecast for that period and starts counting down to close.

• Update a deal's value

  Open the deal, click the Value field in the details bar at the top, type the new number. The forecast and pipeline totals update immediately.

• Assign a company to a deal

  Open the deal, click the Company field in the details bar at the top, search or pick an existing company, or type a new name to create one. The deal links to that company everywhere.

• Mark a deal as Won

  Drag the card to the Won column or change the stage from the deal canvas. You'll be asked for close value and close date before it lands.

• Mark a deal as Lost

  Drag to the Lost column or change the stage on the deal canvas. Loss reason is required so future post-mortems have something to learn from.

• Add a stakeholder to a deal

  Open the deal, click the Map People tab, add a contact and assign them a committee role (Economic Buyer, Champion, Coach, Influencer, Detractor).

• Move a deal to a different pipeline

  Drag-and-drop only works within one pipeline. To move a deal across pipelines (e.g. sales pipeline to retainer / client pipeline), open the deal canvas and use the pipeline picker.

• Share a deal room with a buyer

  Open the deal canvas, click the Deal Room tab (tab 5 of 5), generate a shareable link. The buyer sees what you've shared without needing a Nynch account.

• Promote a stakeholder to primary contact

  When the deal's main contact changes (e.g. they left the company, or a Champion took over), promote a committee member to primary. Old primary moves to the committee.

• Tag a deal

  Open the deal canvas, find the Tags field, type a tag. Tags are searchable and filterable in the kanban / list / reporting views.

• Configure your pipeline stages

  Owner / admin task. Edit existing stages, add new ones, set default probabilities, mark stages as Won or Lost. Changes apply workspace-wide.

• Export deals to CSV

  Revenue toolbar > More menu > Export CSV. Honours your current filters, owner filter, view, and visible columns.

• Deal canvas: Check Fit tab

  The first tab of the deal canvas. AI suggestions, an at-a-glance brief, relationship-health trend, the latest meeting outcome, what they said about the deal, competitive landscape, and signatures.

• Deal canvas: Research Account tab

  The second tab of the deal canvas. An AI-built dossier on the buyer's company. Build at three levels of depth, edit any section, save changes, regenerate when you need fresh data.

• Deal canvas: Map People tab

  The third tab of the deal canvas. Every stakeholder on the buying committee, their role, their engagement strength, and inline actions to email, meet, message, or promote them.

• Deal canvas: Proposal tab

  The fourth tab of the deal canvas. Draft, version, and track proposals for the deal. AI-built drafts grounded in the dossier and stakeholder map.

• Deal canvas: Deal Room tab

  The fifth tab of the deal canvas. A shareable, branded room you give the buyer access to. Assets, links, notes, Q&A, plus read receipts so you know what they engaged with.

Manage contacts, import data, fix duplicates, and keep your network clean.

• Manage your contacts and companies

  The Contacts area is the working table where you add, filter, sort, save views, switch between People and Companies, and run bulk actions on your network.

• Import contacts from a CSV

  Walk through the 8-stage CSV importer, including the LinkedIn-export shortcut, smart deduplication, and the optional AI enrichment step.

• Capture LinkedIn contacts with the Chrome extension

  Once installed, the Nynch sidebar appears on every LinkedIn profile and search results page. Use it to capture profiles, see relationship context, and run engagement sprints.

• Merge duplicate contacts

  Tick the checkbox next to two or more contacts in the Contacts table to bring up the bulk toolbar, click More, then Merge Contacts.

• Export your contacts to CSV

  One menu item, one click. The export respects your current filters, view, and sort.

• Save a custom view on the Contacts table

  Set the filters, sort, and visible columns you want, then save the whole thing as a named view. One click brings it back any time.

• Keyboard shortcuts cheat sheet

  Every keyboard shortcut in Nynch, by surface. Most useful on the Contacts table and the unified inbox.

• Find an email address for a contact

  Open the contact, hit Find Email. Or bulk-find for many contacts at once from the Contacts table bulk toolbar.

• Add a tag to a contact

  Tags are free-form labels. Add them inline on the contact profile, in the Create Contact dialog, or in bulk via the Edit Fields bulk action.

• Filter the Contacts table by Owner

  One toggle on the toolbar. Mine, All members, or a specific teammate. Useful in shared workspaces.

• Bulk-delete contacts

  Tick checkboxes, click Delete in the bulk toolbar. Soft-delete with a 6-second Undo toast. Contacts are also blacklisted so they don't get re-imported from CSV.

• Enrich a single contact

  Run AI enrichment on one contact from their profile. Fills in missing fields (title, company, location, LinkedIn URL, company domain) using public data and a few credits.

• Run a duplicate detection sweep

  Force Nynch to re-check your entire network for duplicates, instead of waiting for the next scheduled scan.

• View your CSV import history

  The More menu on any entity table has Import History. Shows every past import with status, row counts, and an Undo option for recent ones.

• Undo a recent CSV import

  From Import History, find the import, click Undo. Reverts new-record creation; merges into existing records stay merged.

• Block a contact from being re-imported

  Deleting a contact adds them to the blacklist automatically. To block someone without deleting, add them to the blacklist manually so they don't show up via CSV import or auto-creation.

• Bulk-reassign owners across many contacts

  Tick checkboxes on the Contacts table, bulk toolbar > Edit Fields > Owner. Pick the new owner. Confirm. Useful for handoffs, territory changes, team rebalancing.

• Send a LinkedIn message from inside Nynch

  Open a contact's profile with a LinkedIn URL on file, click Send LinkedIn message. Opens LinkedIn in a new tab with the Chrome extension's sidebar pre-populated, or composes inline if your plan supports direct sending.

• Customize what shows on a Kanban card

  In Kanban view, click the card-settings icon to pick which fields show on each contact or company card. Smaller cards fit more on screen; bigger cards show more context.

• Add a custom field to contacts, companies, or deals

  Open the entity's custom fields manager, click + New Field, pick a field type, name it. The field is then available for editing on every record and for filtering / sorting.

• Add a note to a contact or deal

  Notes live on the activity timeline forever. Use them to capture context that won't fit in a field. Open the contact or deal, click Add Note, write, save.

• View a contact's ICP fit breakdown

  Click the ICP score badge on the contact profile to see WHY they scored what they did. Lists the matched and missing signals against each priority ICP.

Organise relationships into rhythms, run campaigns, and discover new connections.

• Sort your network with the Bucket Game

  The Bucket Game is a one-by-one card sorter that drops every contact into the rhythm cadence that fits them. Use it to triage a fresh CSV import or a backlog of unsorted contacts.

• Relationship rhythms

  Rhythms are how often you want to be in touch with someone, organised into cadences (Weekly, Monthly, Quarterly, etc.). They feed Today's Rhythm section, the Bucket Game, and most of Nynch's relationship intelligence.

• Snooze a rhythm reminder

  One click pushes a contact back to the queue for a few days. Use Snooze when you can't act today but don't want to lose them.

• Mark a contact as manually touched

  Use this when you engaged outside any connected channel (phone, in-person, WhatsApp on a phone Nynch can't see). One click resets the rhythm cadence.

• Create a new rhythm

  One button on the Network view. Name the rhythm and pick a frequency in days. Common cadences are Weekly (7d), Monthly (30d), Quarterly (90d).

• Add contacts to a campaign

  Tick checkboxes on the Contacts table, bulk toolbar > More > Add to Campaign, pick the campaign, confirm. Each selected contact enrols in the sequence.

• Create a new outreach campaign

  Sidebar > Campaigns > + New Campaign. Walk the wizard to pick an audience, define the cadence of steps, and write the message for each.

• Pause or cancel a campaign mid-run

  Campaigns sidebar > the campaign row > Pause or Cancel. Pause stops new sends; Cancel removes all pending sends and stops the cadence permanently.

• View LinkedIn social signals

  Sidebar > Social. The signals timeline shows job changes, posts, funding announcements, and other moments worth reacting to from your network.

• View campaign analytics

  Campaigns sidebar > click a campaign > Analytics tab. Shows per-step send / open / click / reply rates, the funnel, and per-contact status.

Manage AI agents, credits, campaigns, and bring your own API keys.

• Use a saved AI skill

  Skills are named prompts + behaviours you've built once. Invoke them from Assist, from a contact's profile, or from a deal canvas in two clicks.

• Check your AI credits balance

  Settings > Account > Credit Balance card. Or look at the small credit-counter chip in the top-right of the app. Top up via the same card.

• Configure Growth Assistant agent autopilot

  Settings > Growth Assistant. Pick which AI agents run autonomously, what they can do without approval, and what requires you to greenlight first.

• Create a new AI skill

  Settings > Skills > + New Skill. Name it, write the prompt, pick context inputs. Reusable across Assist, contact profiles, and deal canvases.

• How Superbrain learns from feedback

  Understand what happens when you correct Assist, refine a post, or ask Nynch to remember a preference.

Define your ideal clients, coach with AI, and grow your authority.

• AI coaching canvases

  Twelve guided AI coaching sessions covering pipeline review, deal work, relationship building, and strategy. Each starts from your live data and ends with a concrete decision or plan.

• Run a Meeting Prep coaching session

  Coaching hub > Meeting Prep > pick the upcoming meeting. The AI prepares a brief in 5 minutes using full relationship context.

• Team settings

  Invite teammates, manage their roles, see the audit log, and configure how records are shared across the team by default.

• See your Top Connectors

  The Network or Go To Market view shows your highest-leverage relationships: people who have referred business, made introductions, or are central in your network graph.

• Generate a Deep Research report

  Open the contact or company, click Deep Research. Returns an AI dossier with predictions, signals, outreach intelligence, and talk tracks. Uses credits.

• Use the Prospect Finder

  Sidebar > Expansion. Search for NEW contacts you don't have yet using filters, ICP scoring, and AI search. Import promising ones into your network.

• Configure an Ideal Client Profile (ICP)

  Go To Market sidebar item > ICPs > + New ICP. Define industry, role, company size, and other signals. ICPs drive contact scoring, Prospect Finder, and AI suggestions across Nynch.

• Use the Network Scanner

  Sidebar > Network > Scanner action. Sweeps your existing connections for ICP fit and recent signals, surfacing high-value people you already know but haven't engaged.

Configure settings, manage your team, billing, and display preferences.

• Settings, tab by tab

  The 11 tabs of the Settings page, what each one is for, and which one you want when. Click the gear icon at the bottom-left of the sidebar to open Settings.

• Restart onboarding

  Settings to Account to Restart Onboarding. Routes you back to the conversational wizard with a clean slate.

• Set quiet hours for notifications

  Settings to Notifications has a quiet-hours window. During the window, Nynch holds non-urgent alerts (email digests, signal pings, AI suggestions) until you're back.

• Promote a teammate to admin

  Settings > Team > teammate row > more-actions > Change role > Admin. Logged in the audit log.

• View the workspace audit log

  Settings > Team > Team Audit Log panel. Chronological list of admin / owner actions: invites, role changes, sharing-policy changes, bulk deletes.

• Change your profile photo

  Settings > Profile > click the avatar > upload a new image. The photo signs AI-drafted emails and shows on shared deal rooms.

• Set the workspace currency

  Settings > Profile (or Display Settings). The currency you set here is the default for all deals, forecasts, and dashboards. Per-deal overrides are still possible.

• Set up a webhook to fire on Nynch events

  Settings > Integrations > Webhooks > + New Webhook. Pick an event type and a destination URL. Nynch POSTs JSON to that URL when the event fires.

• Connect Nynch to Zapier

  Settings > Integrations > Connected Apps > Zapier. Generate an API key, paste it into Zapier when you create a Zap that uses Nynch as a trigger or action.

• Set display preferences (dark mode, dates, currency, timezone)

  Settings > Profile (or a dedicated Display Settings section). Pick theme, date format, currency symbol position, and timezone. Changes apply immediately.

• Connect Telegram for notifications

  Settings > Integrations > Telegram card > Connect. Link your Telegram account so Nynch can deliver mobile notifications (briefings, urgent signals, deal alerts).

• Add or update a payment method

  Settings > Account > Billing > Payment Methods. Add a card, set a default, or update an expiring one. Owner-only.

• View your billing history

  Settings > Account > Billing > Invoices. Lists every past invoice with download links. Owner-only.

• Cancel your Nynch subscription

  Settings > Account > Manage subscription > Cancel. Cancels at the end of your current billing period. Your workspace and data stay until then.