Question 1

What is Synergy Link 360?

Accepted Answer

Synergy Link 360 is an AI-powered business platform that intelligently matches business owners based on complementary needs, offerings, and shared target markets. Our platform helps you build meaningful connections with other professionals who can help grow your business.

Question 2

How do I create an account?

Accepted Answer

Click the 'Join Now' or 'Get Started' button on our homepage, enter your email address, create a password, and provide your business name. After verifying your email, you can complete your profile and start connecting with other members.

Question 3

Can I cancel my membership?

Accepted Answer

Yes, you can cancel your membership at any time. Your access will continue until the end of your current billing cycle, and you won't be charged again. Simply visit your account settings or contact our support team to cancel.

Question 4

How do I complete my profile?

Accepted Answer

After signing in, navigate to your Profile page. Fill in your business details, industry, specialties, and what you're looking for. The more complete your profile, the better our AI can match you with relevant connections.

Question 5

How do I connect my business to Synergy Link 360?

Accepted Answer

After signing up, go to your Dashboard and complete your business profile. Add your company name, industry, logo, and services. Then explore the Hubs (Marketing, CRM, HR, Safety) to unlock tools tailored to your business needs. Each hub can be activated from the Select Hubs page.

Question 6

How do I set up the CRM for my business?

Accepted Answer

Navigate to the CRM Hub from your dashboard. You can import contacts via CSV, manually add them, or let the system capture leads from your networking activities. Configure your sales pipeline stages, set up email integration, and customise your deal tracking to match your sales process.

Question 7

Can I integrate my existing tools?

Accepted Answer

Yes! Synergy Link 360 works with popular business tools. For email, we support Gmail and Outlook integration for automatic logging. For payments, connect Stripe in your Seller Dashboard. For marketing, link your social media accounts (LinkedIn, Facebook, Instagram) in the Marketing Hub to schedule and publish posts directly.

Question 8

How do I add my team members?

Accepted Answer

Go to People Hub > Employee Management. Click 'Add Employee' and enter their details. They'll receive an invitation email with login credentials. You can assign roles (Admin, Manager, Employee) to control access levels. Team members can use the Employee Portal for timesheets, leave requests, and company tools.

Question 9

How do I connect Stripe for payments?

Accepted Answer

If you're a Marketplace seller, go to Seller Dashboard and click 'Connect Stripe'. Follow the Stripe Connect flow to link your account. Once connected, you can receive payments for products and services sold through the platform. All transactions are secure and payments are deposited directly to your bank account.

Question 10

How do I set up my company's office location for time tracking?

Accepted Answer

Navigate to People Hub > Settings. Enter your office address or use the map to pin your location. Set the geofence radius (how close employees need to be to clock in). You can also enable remote clock-in for flexible working arrangements.

Question 11

How do I connect my email to the CRM?

Accepted Answer

Go to CRM > Sync Center. For Gmail or Outlook, click 'Connect' and authorise access. Once connected, emails with your contacts are automatically logged to their CRM records. You can also use the 'Magic BCC' address, simply BCC your unique sync email on any outgoing message to log it.

Question 12

What is the Magic BCC address?

Accepted Answer

The Magic BCC is a unique email address assigned to your account (e.g., yourcompany.abc123@sync.synergylink360.com). When you BCC this address on any email you send, it's automatically logged to the corresponding contact in your CRM. Find your Magic BCC address in CRM > Sync Center.

Question 13

How does email open tracking work?

Accepted Answer

When you send emails through our platform, we include a tiny invisible tracking pixel. When the recipient opens the email, the pixel loads and we record the open. You'll see 'Opened' status on your sent emails with the time and number of opens. This helps you know when to follow up.

Question 14

Can I send email campaigns to my contacts?

Accepted Answer

Yes! Go to Marketing Hub > Email Marketing to create campaigns. You can use AI to generate compelling content, choose from templates, segment your audience, and schedule sends. Track opens, clicks, and conversions all from the campaign dashboard.

Question 15

How do I connect my social media accounts?

Accepted Answer

Go to Marketing Hub and look for the 'Connect Accounts' section. Click 'Connect' next to LinkedIn, Facebook, or Instagram. You'll be redirected to authorise Synergy Link 360 to post on your behalf. Once connected, you can schedule and publish posts directly from the platform.

Question 16

What is Autopilot Week?

Accepted Answer

Autopilot Week is an AI-powered feature that generates an entire week's worth of social media content for you. Our AI creates platform-optimised posts for LinkedIn, Facebook, and Instagram, schedules them throughout the week, and publishes them automatically. Find it in Marketing Hub > Autopilot Week.

Question 17

Can I schedule posts in advance?

Accepted Answer

Yes! In the Marketing Hub, create your post (or let AI generate it), select the platforms, choose your date and time, and click 'Schedule'. Scheduled posts appear in your content calendar. The system automatically publishes them at the scheduled time.

Question 18

How do I generate social media content with AI?

Accepted Answer

Go to Marketing Hub > Social Media Generator. Enter your topic or let AI suggest trending topics for your industry. Choose your tone, select platforms, and click 'Generate'. The AI creates platform-optimised content with hashtags. Edit if needed, then schedule or publish immediately.

Question 19

How do I import my existing contacts?

Accepted Answer

In the CRM, click 'Import Contacts' and upload a CSV file with your contact data. Map the columns to our fields (name, email, phone, company, etc.). Review the preview, then confirm the import. You can also manually add contacts one at a time or use our business card scanner on mobile.

Question 20

How do I set up my sales pipeline?

Accepted Answer

Go to CRM > Pipeline. The default stages are Lead, Qualified, Proposal, Negotiation, and Won/Lost. Click 'Edit Pipeline' to customise stages, add new ones, or reorder them. Drag deals between stages to track their progress. Set deal values and close dates for accurate forecasting.

Question 21

How do I log calls and meetings?

Accepted Answer

Open a contact's profile and click 'Log Activity'. Select the type (Call, Meeting, Note), add details, and save. Activities appear in the contact's timeline. You can also log activities from the main CRM dashboard by clicking the + button and selecting 'Log Call' or 'Log Meeting'.

Question 22

Can the AI help me write emails?

Accepted Answer

Yes! When composing an email to a contact, click 'AI Assist'. Describe what you want to say (e.g., 'Follow up on our meeting about website redesign') and the AI will draft a professional email. You can adjust the tone (formal/casual) and edit before sending.

Question 23

How do I connect my OpenAI API key?

Accepted Answer

Go to Settings > AI Settings. Enter your OpenAI API key in the designated field. This unlocks advanced AI features like custom document generation, intelligent responses, and enhanced content creation. Your key is encrypted and never shared. If you don't have a key, our built-in AI features work without one.

Question 24

What AI features are available?

Accepted Answer

Synergy Link 360 includes AI-powered: social media content generation, email composition, document drafting (contracts, policies, risk assessments), sales email sequences, chatbot assistant (Sarah), smart matching for networking, and business insights.

Question 25

How does Sarah the AI assistant work?

Accepted Answer

Sarah is your AI guide throughout the platform. She appears on each page to explain features and offer tips. Click her icon to ask questions, get help with tasks, or request a guided tour. Sarah learns your preferences to provide personalised suggestions and shortcuts.

Question 26

Is there a mobile app?

Accepted Answer

Yes! Synergy Link 360 is a Progressive Web App (PWA) that works like a native app on your phone. Visit our website on your mobile browser, tap 'Add to Home Screen' (or 'Install' on Android), and it will appear as an app icon. You get push notifications, offline access, and a full-screen experience.

Question 27

How do I install the app on iPhone?

Accepted Answer

Open Safari and go to our website. Tap the Share button (square with arrow), scroll down, and tap 'Add to Home Screen'. Name it and tap 'Add'. The app icon appears on your home screen. Open it for an app-like experience.

Question 28

How do I install the app on Android?

Accepted Answer

Open Chrome and go to our website. You'll see an 'Install' or 'Add to Home Screen' prompt. Tap it and confirm. Alternatively, tap the three-dot menu and select 'Install app' or 'Add to Home screen'. The app will appear in your app drawer.

Question 29

Can employees clock in from their phones?

Accepted Answer

Yes! Employees can use the mobile app to clock in/out from anywhere. If location tracking is enabled, the app verifies they're within the office geofence. For remote workers, they can clock in with location noted as 'Remote'. Managers can view all clock entries in the Time Tracking dashboard.

Question 30

What membership plans are available?

Accepted Answer

We offer several membership tiers to suit different business needs. Visit our Pricing page for detailed information on features and pricing for each plan. All plans include access to our core networking features.

Question 31

How do I upgrade or downgrade my plan?

Accepted Answer

You can change your subscription plan at any time from your account settings. Navigate to Settings > Subscription to view available plans and make changes. Upgrades take effect immediately, while downgrades apply at the end of your current billing period.

Question 32

What payment methods do you accept?

Accepted Answer

We accept all major credit and debit cards including Visa, Mastercard, and American Express. Payments are processed securely through Stripe. For enterprise plans, we also offer invoice billing.

Question 33

How do I cancel my subscription?

Accepted Answer

You can cancel your subscription at any time from your account settings. Your access will continue until the end of your current billing period. We don't offer refunds for partial months, but you won't be charged again after cancellation.

Question 34

Will I lose my data if I cancel?

Accepted Answer

Your profile and connections remain intact for 30 days after cancellation, giving you time to reactivate if you change your mind. After 30 days, your data will be deleted in accordance with our data protection policy.

Question 35

How does the AI matching work?

Accepted Answer

Our AI analyses your business profile, including your industry, offerings, needs, and target clients. It then identifies other members whose profiles complement yours, for example, matching you with potential suppliers, partners, or referral sources. Matches are generated weekly.

Question 36

How do I connect with other members?

Accepted Answer

You can connect with members through several ways: respond to your AI-generated matches, browse the member directory, join the Virtual Lounge to see who's online, or respond to leads and partnership opportunities posted by other members.

Question 37

What is the Virtual Lounge?

Accepted Answer

The Virtual Lounge shows which members are currently online and available to connect. You can see their profiles and, if they've shared their Zoom link, jump into a spontaneous video call to network in real-time.

Question 38

How do I message another member?

Accepted Answer

Navigate to the member's profile or find them in your matches, then click the 'Message' button. You can also access all your conversations from the Messages section in your dashboard.

Question 39

Can I refer leads to other members?

Accepted Answer

Yes! Our Leads feature allows you to post service requests that get matched to relevant members. When you know a client needs a service you don't offer, you can post it as a lead and our AI will find the best-matched members to help.

Question 40

How do I set up leave management?

Accepted Answer

Go to People Hub > Leave Settings. Configure your leave types (Annual, Sick, etc.), set allowances per employee or role, and define approval workflows. Employees submit requests through the Employee Portal, and managers approve them from the dashboard or email notifications.

Question 41

How do I create employee contracts?

Accepted Answer

Navigate to People Hub > Contracts. Use our AI-powered contract generator to create legally compliant UK employment contracts. Select the contract type, enter employee details, and customise clauses. The AI suggests industry-standard terms while allowing full customisation.

Question 42

Can I run appraisals through the platform?

Accepted Answer

Yes! Go to People Hub > Appraisals. Create appraisal cycles, assign reviewers (self, manager, 360°), and track completion. The system guides employees through self-assessment, collects manager feedback, and generates summary reports with ratings and development goals.

Question 43

How do I manage shift rotas?

Accepted Answer

Navigate to People Hub > Rota Management. Create shifts with times and required staff. Drag employees onto shifts or let the AI auto-assign based on availability and preferences. Publish rotas to notify staff. Employees can view their schedule and request swaps through the app.

Question 44

How do I generate compliance documents?

Accepted Answer

Go to the relevant Hub (Safety Hub for H&S, People Hub for HR). Use AI document generators for risk assessments, RAMS, policies, and procedures. Enter your business details, answer guided questions, and the AI creates customised, compliant documents. Review, edit, and download as PDF or Word.

Question 45

How do I store and manage documents?

Accepted Answer

All generated documents are saved to My Documents. You can also upload external files. Organise with folders, set expiry reminders, and control access permissions. The Compliance Vault provides secure storage with audit trails for Right to Work and other sensitive documents.

Question 46

How do I track training and certifications?

Accepted Answer

In People Hub > Training, add employee certifications with expiry dates. The system sends automatic reminders before expiration. You can assign training courses, track completion, and generate compliance reports showing team certification status.

Question 47

What is the Networking Playbook?

Accepted Answer

The Networking Playbook is a personalised AI-generated strategy for your networking efforts. It includes your elevator pitch, target connections, conversation starters, and weekly action items tailored to your business goals.

Question 48

How do I use the Deal Incubator?

Accepted Answer

The Deal Incubator is where members post and discover partnership opportunities. You can post opportunities you're looking for partners on, or express interest in opportunities posted by others. It's perfect for joint ventures, collaborations, and strategic partnerships.

Question 49

What legal document templates are available?

Accepted Answer

We provide a library of customisable legal document templates including NDAs, partnership agreements, service contracts, and more. These templates are designed for UK businesses and can be customised to your needs. Always consult a solicitor for complex matters.

Question 50

Can I install the app on my phone?

Accepted Answer

Yes! Synergy Link 360 is a Progressive Web App (PWA), which means you can install it on your phone or tablet for a native app-like experience. Visit the Install page for instructions specific to your device.

Question 51

How is my data protected?

Accepted Answer

We take data protection seriously. Your data is encrypted in transit and at rest, we use secure authentication, and we comply with UK GDPR requirements. Only information you choose to share on your profile is visible to other members.

Question 52

Who can see my profile information?

Accepted Answer

Your profile is visible to other authenticated members of the platform. You control what information appears on your profile. Contact details like phone numbers and email are only shared if you choose to include them.

Question 53

Can I delete my account and data?

Accepted Answer

Yes, you can request account deletion at any time. Contact us through the Contact page or email us directly. We will delete your personal data within 30 days in accordance with your rights under UK GDPR.

Question 54

Do you share my data with third parties?

Accepted Answer

We do not sell your personal data. We only share data with service providers necessary to operate the platform (like our hosting and email providers), and only as described in our Data Protection Policy.

Question 55

How do I get technical support?

Accepted Answer

For technical issues, please visit our Contact page and select 'Technical Support' as the enquiry type. Provide as much detail as possible about the issue you're experiencing, including any error messages.

Question 56

What are your support hours?

Accepted Answer

Our support team is available Monday to Friday, 9am to 5pm GMT. We aim to respond to all enquiries within 1-2 business days. For urgent issues, please indicate this in your message.

Question 57

I forgot my password. How do I reset it?

Accepted Answer

Click 'Sign In' and then 'Forgot password?' on the login page. Enter your email address and we'll send you a password reset link. The link expires after 24 hours for security reasons.

Question 58

The platform isn't working correctly. What should I do?

Accepted Answer

First, try refreshing the page or clearing your browser cache. If the issue persists, try a different browser. If you're still experiencing problems, contact our support team with details about the issue, your browser, and device.

Frequently Asked Questions

Getting Started

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Email Integration

Social Media Integration

CRM Features

API & AI Features

Mobile App

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HR & People Tools

Compliance & Documents

Features & Tools

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Support & Help

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