# Client Success Manual

Twenty-two short chapters plus a glossary. Read in order if it's new to you, or jump to
the chapter that matches what you're stuck on.

Web index: https://www.cyndra.ai/manual
Single-file dump: https://www.cyndra.ai/llms-full.txt

## Chapters

00. **TL;DR — The Must-Knows**, The five moves, the magic phrases, and the three daily habits that solve 80% of everything. Read this if you read nothing else.
    - Markdown: https://www.cyndra.ai/manual/tldr.md
    - HTML: https://www.cyndra.ai/manual/tldr
01. **How to read this manual**, Read in order if you're new. Jump to the chapter that matches what you're stuck on if you're not.
    - Markdown: https://www.cyndra.ai/manual/how-to-read.md
    - HTML: https://www.cyndra.ai/manual/how-to-read
02. **What an AI agent actually is**, The architectural difference between chatbots and agents, and why it matters for what you build.
    - Markdown: https://www.cyndra.ai/manual/what-an-ai-agent-is.md
    - HTML: https://www.cyndra.ai/manual/what-an-ai-agent-is
03. **Your first day with the agent**, What to set up, what to say first, and what to ignore on day one.
    - Markdown: https://www.cyndra.ai/manual/first-day.md
    - HTML: https://www.cyndra.ai/manual/first-day
04. **How to talk to it (prompting basics)**, Plain English wins. The handful of patterns that get you 90% of the way to a good prompt.
    - Markdown: https://www.cyndra.ai/manual/how-to-talk-to-it.md
    - HTML: https://www.cyndra.ai/manual/how-to-talk-to-it
05. **The magic phrases**, Twenty-something exact phrases that unblock the agent or change its behavior on the spot.
    - Markdown: https://www.cyndra.ai/manual/magic-phrases.md
    - HTML: https://www.cyndra.ai/manual/magic-phrases
06. **Memory and always-loaded context**, How the agent remembers things, what "always-loaded" means, and how to make rules stick.
    - Markdown: https://www.cyndra.ai/manual/memory-and-context.md
    - HTML: https://www.cyndra.ai/manual/memory-and-context
07. **Skills — teach it once, run forever**, The single biggest compounding habit in the manual. How to make, edit, and audit skills.
    - Markdown: https://www.cyndra.ai/manual/skills.md
    - HTML: https://www.cyndra.ai/manual/skills
08. **Daily habits of power users**, Morning check-in, follow-up sweep, evening recap. The three habits that replace fifteen productivity apps.
    - Markdown: https://www.cyndra.ai/manual/daily-habits.md
    - HTML: https://www.cyndra.ai/manual/daily-habits
09. **Braindumps — stop writing notes, start talking**, Voice-message every idea, frustration, and after-call debrief. The agent handles the rest.
    - Markdown: https://www.cyndra.ai/manual/braindumps.md
    - HTML: https://www.cyndra.ai/manual/braindumps
10. **Training it on your voice**, Per-platform voice skills, training on yourself vs competitors, and how to keep the voice fresh.
    - Markdown: https://www.cyndra.ai/manual/training-on-your-voice.md
    - HTML: https://www.cyndra.ai/manual/training-on-your-voice
11. **When to use sub-agents**, Past three parallel asks per turn, the main agent drops things. Big work goes to sub-agents.
    - Markdown: https://www.cyndra.ai/manual/sub-agents.md
    - HTML: https://www.cyndra.ai/manual/sub-agents
12. **Making the agent proactive**, Schedule it to wake up on its own — every morning, after every meeting, when new leads land.
    - Markdown: https://www.cyndra.ai/manual/making-it-proactive.md
    - HTML: https://www.cyndra.ai/manual/making-it-proactive
13. **Connecting tools (email, calendar, CRM, browser)**, Just tell it what you use. "Connect to my Gmail / Calendar / CRM / browser — go figure it out."
    - Markdown: https://www.cyndra.ai/manual/connecting-tools.md
    - HTML: https://www.cyndra.ai/manual/connecting-tools
14. **Communication channels**, WhatsApp, Telegram, Slack, Discord, email, voice. Which to use when, and what they do differently.
    - Markdown: https://www.cyndra.ai/manual/communication-channels.md
    - HTML: https://www.cyndra.ai/manual/communication-channels
15. **What the agent remembers and how**, Short-term context, long-term memory, search, and how to keep the right things in front of it.
    - Markdown: https://www.cyndra.ai/manual/what-it-remembers.md
    - HTML: https://www.cyndra.ai/manual/what-it-remembers
16. **Troubleshooting — fix anything in five minutes**, The two real blockers, the phrases that unstick everything else, and a five-minute self-debug.
    - Markdown: https://www.cyndra.ai/manual/troubleshooting.md
    - HTML: https://www.cyndra.ai/manual/troubleshooting
17. **Security and privacy**, What the agent sees, what it stores, what it sends out, and how to keep credentials safe.
    - Markdown: https://www.cyndra.ai/manual/security-and-privacy.md
    - HTML: https://www.cyndra.ai/manual/security-and-privacy
18. **Hosting choices and keeping costs down**, Local vs cloud, model choice, and how to keep monthly cost from creeping up.
    - Markdown: https://www.cyndra.ai/manual/hosting-and-costs.md
    - HTML: https://www.cyndra.ai/manual/hosting-and-costs
19. **The click moments — when you become dangerous**, The shifts that mark when you've gone from "I don't get this" to "this is doing my job for me."
    - Markdown: https://www.cyndra.ai/manual/click-moments.md
    - HTML: https://www.cyndra.ai/manual/click-moments
20. **Common mistakes (and how to skip them)**, Every beginner makes the same fifteen. Here they are, and the one-line fix for each.
    - Markdown: https://www.cyndra.ai/manual/common-mistakes.md
    - HTML: https://www.cyndra.ai/manual/common-mistakes
21. **Glossary**, Every term in the manual, defined in one or two sentences. Use it to look things up, not to read end-to-end.
    - Markdown: https://www.cyndra.ai/manual/glossary.md
    - HTML: https://www.cyndra.ai/manual/glossary