Nynch Wiki

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

• Welcome to Nynch

  How Nynch is organised, what the two operating modes do, what each sidebar item is for, 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.

• Connecting Your Email

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

• 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.

• 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. enables AI-assisted 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 people

  Tick the rows, bulk toolbar > More > 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

  Today is where Nynch brings together the work you can act on now, upcoming meetings, and weekly activity tracking.

• 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.

• Approve today's queued actions

  Review every approval due today in one card, then approve rows individually or process the whole list.

• Skip an AI suggestion

  Skip a row in Today's Approvals card or reject a suggestion on an opportunity or contact.

• Add an action item or commitment

  Action items appear in Today's Activities card on their due date. Add one from an opportunity or contact.

• Your daily briefing

  The daily summary that shows your pipeline value, overdue tasks, today's meetings, and pending approvals in one card.

• Command palette and slash commands

  Use keyboard shortcuts and quick commands to handle, search, and execute actions without clicking menus.

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 Research & 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

  Build a buyer-facing room, preview the draft, publish it securely, and send the published link.

• 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

  Download active Deals from the workspace you currently have open.

• 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 & People tab

  An AI-built dossier on the buyer's company, plus stakeholder management. Build at three levels of depth, edit any section, save changes, regenerate when you need fresh data.

• Deal canvas: Research & People tab

  Manage stakeholders 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

  Build, preview, publish, and control a branded buyer room from the fourth tab of the deal canvas.

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

• Manage your contacts and companies

  The People area is the working table where you add, filter, sort, save views, and run bulk actions on your contacts. Organisations live under the Companies sidebar item.

• Import contacts from a CSV

  Walk through the CSV importer, including the LinkedIn-export shortcut, smart deduplication, and the optional profile-filling or research 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.

• 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.

• 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 People, Companies or Deals to CSV

  Download active records from the workspace you currently have open.

• 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 a work email while preparing outreach

  Find or verify a work email from a composer or campaign-preparation step, then review its confidence before sending.

• 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 People table by owner

  Filter the People table by owner from the View panel's Filter tab. 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.

• Fill profile details for one person

  Fill missing professional profile fields from a person or LinkedIn source without buying an email address.

• Run a duplicate detection sweep

  Force Nynch to re-check your people for possible duplicates, instead of waiting for the next scan.

• View your CSV import history

  Open People, People tab, then the ... menu and select 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 Nurture Sort

  Nurture Sort 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, organized into cadences (Weekly, Monthly, Quarterly, etc.). They feed Today’s Next Steps, the Sort flow, and most of Nynch's relationship intelligence.

• See your Top Connectors

  The Nurture section shows your highest-use relationships: people who have referred business, made introductions, or are central in your network graph.

• Use the Prospect Finder

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

• Use the Network Scanner

  Nurture section. Sweeps your existing connections for ICP fit and recent signals, surfacing high-value people you already know but haven't engaged.

• Snooze a rhythm reminder

  Push a rhythm contact out of Today's Next Steps queue for a few days without removing them from the rhythm.

• Mark a contact as manually touched

  Record an interaction Nynch could not see so the rhythm cadence resets.

• Create a new rhythm

  Nurture > + Create. 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 People table, bulk toolbar > More > Add to Campaign, pick the campaign, confirm. Each selected contact enrols in the sequence.

• Create a new outreach campaign

  Nurture > Campaigns > + Start Quickly or + Build With Steps. Walk the wizard to pick an audience, define the cadence of steps, and write the message for each.

• View LinkedIn social posts

  Use Engage to read recent monitored LinkedIn posts and comment on the original content.

• Pause or cancel a campaign mid-run

  Nurture > Campaigns > the campaign card > Pause or Delete. Pause stops new sends. Delete removes all pending sends and stops the cadence permanently.

• View campaign analytics

  Nurture > Campaigns > click a campaign > view analytics. Shows per-step send, open, click, and reply rates, the funnel, and per-contact status.

• Engage with your network

  Review recent LinkedIn posts from monitored contacts and write comments against the original post.

• Publish a post from Engage

  Draft, schedule, and publish posts directly from the Write tab in Engage without leaving Nynch.

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.

• Ask Nynch Assist

  Open Assist in the sidebar or floating button. Ask a question grounded in your live data, run quick actions, or type "/" for commands.

• Run an Assist workflow

  Launch workflows from Assist. Map accounts, build decks, create plans, analyze contacts, or start market research.

• Import data with Assist

  Use the Import Data workflow to upload a CSV. Assist maps columns, flags duplicates, and imports into your network.

• Organize Assist conversations

  Create folders, rename chats, search history, and pin favorite conversations in Assist.

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 session

  Generate a saved meeting brief from a contact or upcoming meeting. The brief uses relationship history, deal context, and recent public activity when it exists.

• Configure an Ideal Client Profile (ICP)

  Strategy mode > Ideal Client Profile > + Create Ideal Client Profile. Define industry, role, company size, and other signals. ICPs drive contact scoring, Prospect Finder, and AI suggestions across Nynch.

• Run a Pipeline Review coaching session

  Coaching hub > Pipeline Review > review your opportunities with the AI. Spot risks, stuck deals, and next moves across your full pipeline.

• Plan New Business coaching session

  Coaching hub > New Business Planning > turn recent wins and signals into a focused growth plan for the next quarter.

• Prep a QBR coaching session

  Coaching hub > QBR Prep > shape your quarter's story. What moved, what stalled, what needs attention in your client or pipeline narrative.

• Run a Proposal Teardown coaching session

  Coaching hub > Proposal Teardown > stress-test your proposal before sending. Sharpen value, scope, and the decision path.

• Run a Win/Loss Review coaching session

  Coaching hub > Win/Loss Review > post-deal analysis without the theatre. What drove the win or loss, patterns to repeat or avoid.

• Prep for a Competitive Deal coaching session

  Coaching hub > Competitive Situation Room > pull together what you know when another vendor is in the deal. Positioning and battle-card thinking.

• Plan an account expansion coaching session

  Coaching hub > Account Expansion > pick the account. AI surfaces upsell and expansion opportunities with a stakeholder map.

• Run a client health check coaching session

  Coaching hub > Client Health Check > pick the account. AI assesses churn risk and recommends retention actions.

• Activate your referral network coaching session

  Coaching hub > Referral & Network > pick a connection type. AI identifies warm intro opportunities and referral messaging.

• Plan an ABM play coaching session

  Coaching hub > ABM Strategist > target a set of high-value accounts. AI produces a coordinated outreach and engagement strategy.

• Coach your activity habits coaching session

  Coaching hub > Activity & Habits > review your sales activity. AI surfaces time management issues and proposes a sustainable rhythm.

• Use the Strategy Coach

  Strategy mode > Strategy Coach. Describe your problem and coaching references. The coach drafts a Strategy Map you review and approve into the Strategy tabs.

• Define the Problem You Solve

  Strategy mode > What problem do you solve?. State the core problem your clients face and why it matters. This is the foundation of your positioning.

• Define Your Services and Pricing

  Strategy mode > Services & Pricing. List your offerings and pricing. Nynch uses this when you create deals and draft proposals.

• Write Your Manifesto

  Strategy mode > Manifesto. Craft your positioning statement and point of view. This shows in AI-drafted outreach, proposals, and shared rooms.

• Build Your Launch Kit

  Strategy mode > Launch Kit. Generate a 30-day content sprint and a 12-month map from your Manifesto.

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

• Settings, tab by tab

  The tabs of the Settings page, what each one is for, and which one you want when. Open your avatar (top-right) and click Settings.

• Team settings

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

• 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 record and workspace history

  Where to find recent workspace admin events and the compact change history on an individual contact, company or deal.

• 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

  Avatar (top-right) > 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

  Avatar (top-right) > Settings > Integrations > 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

  Avatar (top-right) > Settings > Integrations > Telegram. Link your Telegram account so Nynch can deliver mobile notifications (briefings, urgent signals, deal alerts).

• Add or update a payment method

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

• View your billing history

  Avatar (top-right) > Settings > Account > Billing > Invoices. Lists every past invoice with download links. Owner-only.

• Cancel your Nynch subscription

  Avatar (top-right) > Settings > Account > Manage subscription > Cancel. Cancels at the end of your current billing period. Your workspace and data stay until then.

• Use the Nynch Telegram bot

  Commands and features for the Nynch Telegram bot after you connect. Query deals, contacts, and get briefings directly from Telegram.

• Choose notification channels

  Configure email, Telegram, desktop push, and in-app notifications for different event types. Set digest frequency and quiet hours.

Record meetings and calls with the Nynch Listener desktop app.

• Install Nynch Listener

  Download and install the Nynch Listener desktop app to record meetings locally with no bot.

• Sign in to Nynch Listener

  Use your Nynch account email and password to sign in to Listener on your device.

• Record your first meeting

  Start, pause, and stop a meeting recording with Listener. Handle OS permission prompts.

• Recording modes: remote vs. in-person

  Choose the right recording mode based on where your meeting is and what you want to capture.

• Grant microphone and screen permissions

  Give Nynch Listener access to your microphone and screen audio so it can record meetings.

• Auto-detect and record meetings

  Let Nynch Listener automatically detect when you join a Zoom, Teams, or Google Meet call and offer to record.

• Nynch Listener free tier and limits

  Free recordings up to 70 minutes, one grace 120-minute recording, then bring your own Deepgram key.

• Add Your Own Deepgram Key

  Extend your free recording limit by adding a Deepgram API key to Listener.

• Where Listener Recordings Go

  See where transcripts land after Listener uploads them to Nynch.

• Retry a Failed Listener Recording

  Resubmit a recording that failed to upload to Nynch.

• Pause and Resume a Recording

  Temporarily pause a Listener recording without stopping it.

• Update Nynch Listener

  Check for and install updates to Nynch Listener.

• Uninstall Nynch Listener

  Remove Nynch Listener from your Windows device.

• Troubleshoot Listener Not Capturing Audio

  Fix audio capture problems in Nynch Listener.

Capture people and context from LinkedIn with the Nynch Chrome extension.

• Nynch on LinkedIn - Overview

  How the Nynch Chrome extension adds capture and context panels to LinkedIn.

• Capture a LinkedIn profile

  Import a person from LinkedIn into Nynch with a single click and optional rhythm assignment.

• See Nynch context on a profile

  View a person's status, rhythms, campaigns, and activity summary directly from LinkedIn.

• Capture from LinkedIn search

  Batch import people from LinkedIn search results, with deduplication and optional rhythm assignment.

• Capture from Sales Navigator

  Import leads and people from LinkedIn Sales Navigator lead pages, search, and saved lists using the extension.

• Capture your LinkedIn connections

  Scan and import your entire LinkedIn connections list into Nynch in bulk.

• Work the Start Relationships queue

  Use the extension to view suggested outreach reasons, pre-written messages, and ICP scores while connecting on LinkedIn.

• Message New Connections with the Extension

  Send your first message to recently accepted connections using AI-generated message templates.

• Import LinkedIn Messages to Nynch

  Sync direct messages from LinkedIn into your Nynch contact timeline for context and history.

• Generate a Pre-Call Brief from the Extension

  Get an AI-generated prep brief before calls and meetings with context from Nynch.

• Sync Google Meet Transcripts to Nynch

  Auto-import transcripts from your Google Meet calls into contact timelines.

• Extension Troubleshooting on LinkedIn

  Fix common issues with the Nynch Chrome extension on LinkedIn.

• Extension privacy and permissions

  What the Nynch Chrome extension can and cannot access on LinkedIn, and how your sign-in works.