Fynso
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  • People & access
  • Settings

See it on your business

We'll map brand controls, owner approvals and results across your network.

  1. Trust
  3. Agents

Agents

Search

Search pages, clients and actions

What each agent does for headquarters, what it may not do, and the trail from suggestion to result

Patterns flagged
2
This month, from shared data
Briefs drafted
1
Every one reviewed by a coach
Waiting for you
2
Reminders to Bayview and Pinecrest
Local agents
6of 8
Turned on by owners

Network analyst

Reads shared data only

Limited

Compares what owners share, finds patterns and flags missing data. Missing is never counted as zero.

Active · v4, since Oct 1

Latest · Found that Cedar Point's booked tours came in half as often as peers · Mon, Oct 26 7:00 AM

Accountable: Sam Ortiz, franchise operations

Coach brief writer

Never sends a brief to an owner

Limited

Drafts visit briefs from shared facts, with sources and a list of what it can't see. Coaches edit and review.

Active · v2, since Sep 15

Latest · Drafted Cedar Point's brief for Elena's Thursday visit · Yesterday 4:10 PM

Accountable: Each location's field coach

Campaign assistant

2 waiting for your approval

Limited

Sends approved offers to owners, tracks their answers and drafts reminders for you to approve.

Active · v3, since Oct 6

Latest · Sent the approved holiday offer to all 8 owners · Tue, Oct 20 9:00 AM

Accountable: Priya Raman, brand marketing

Local front desk agents

Run under each owner's authority

Limited

Answer inquiries and book tours at locations whose owners turned them on. Owners decide what they may do.

Active · v12, since Oct 20

Latest · Running at 6 of 8 locations

Accountable: Each location's owner
From suggestion to result
Cedar Point's tour gap, step by step, with who had the authority at each step
  1. NoticedHeadquarters agentBooked tours came in half as often as at peersNetwork analyst, Oct 26
  2. DraftedHeadquarters agentA brief with sources and what it can't seeCoach brief writer, Oct 27
  3. 3ReviewedHeadquartersNextTalking points checked before the visitYou and Elena Park
  4. 4DecidedOwnerLuis decides at the visitLuis Romero
  5. 5Done locallyOwner's agentReminders sent by Cedar Point's own agentCedar Point front desk agent
  6. 6ResultHeadquarters agentRead from shared attendance once there's something to readNetwork analyst
Waiting for you
Proposed, not sent
  • Remind Grace Liu about the holiday offerBayview · low risk · expires Nov 13
    Proposed
  • Remind Ben Carter about the holiday offerPinecrest · low risk · expires Nov 13
    Proposed
Local execution
What happens at a location is the owner's call

Six owners turned on a local front desk agent. Headquarters can offer approved content; owners accept it, and only then do their agents use it. Headquarters sees outcomes and action cases, not every conversation.

See a local agent at workNorthstar Wellness is a separate example business. Its data isn't part of Trailhead.Open the example studio
What the team did
Every action by an agent or a person, newest first
  • Drafted Cedar Point's brief for Elena's Thursday visitCoach brief writer · Agent · Yesterday 4:10 PM
  • Proposed guest pass v3 for reviewPriya Raman · Headquarters · Mon, Oct 26 3:30 PM
  • Found that Cedar Point's booked tours came in half as often as peersNetwork analyst · Agent · Mon, Oct 26 7:00 AM
  • Left Fairview out of the cost comparison: payroll isn't connectedNetwork analyst · Agent · Mon, Oct 26 7:00 AM
  • Fairview accepted the holiday offerKevin Shah · Owner · Sat, Oct 24 12:30 PM
  • Lakewood declined the holiday offer and keeps its $19 first monthRuth Adeyemi · Owner · Thu, Oct 22 11:20 AM
  • Met Ruth Adeyemi, who'll decide on sharing attendance by Oct 27James Okafor · Coach · Tue, Oct 20 2:00 PM
  • Sent the approved holiday offer to all 8 ownersCampaign assistant · Agent · Tue, Oct 20 9:00 AM
  • Maple Grove added two Saturday tour slotsMarcus Bell · Owner · Mon, Oct 19 9:00 AM