Avyn.

Frequently asked questions

Short answers. If yours is not here, get in touch and a person will reply.

Access and navigation

How do I get access to Avyn?

Avyn is in private preview. Request access from the main site or ask your workspace administrator to invite you.

Why can a teammate see a feature that I cannot?

Some surfaces require administrator rights or a workspace feature to be enabled. Ask an administrator to confirm your role and the capabilities available to your workspace.

Where do I start each day?

Use Triage for review and action. Choose New to review for first decisions or All priorities for the wider queue. If you are reviewing one Discovery result, open Triage from that run to preserve its Sublist selection.

Discovery

What should I put in a Discovery brief?

Describe the market, customer or problem, then add only the geography, stage, funding or size constraints that change the answer. Add example companies when they clarify the boundary.

Does editing a search plan change the thesis?

No. The plan chooses a thesis for that search, but changing the brief or criteria does not edit the shared thesis itself.

Can I leave while a search is running?

Yes. The search continues in the background. Its run record keeps the request, status, receipts and destination together.

Which Search effort should I use?

Use the lightest effort that fits the decision. Standard is useful while refining a brief, while deeper options spend more allowance to widen the work and evidence. Read the estimate shown before you run.

When should I use a recurring search?

Use one after a one-off search has proved the criteria and destination useful. Set a deliberate schedule and company limit, then audit changes through run history.

What does Find companies like this do?

It starts an editable Discovery brief with the chosen company as an example. Review what Avyn inferred before you run the search.

Lists and Sublists

What is the difference between a List and a Sublist?

A List is a shared workflow with Stages and owners. A Sublist is a fixed group inside one List, such as a search result or focused review queue.

Can the same company be in more than one List?

Yes. The company can have a different Stage and owner in each List, so confirm the selected List before changing either field.

Are Sublists private?

A Sublist can be private or visible to the team when its source and your workspace settings allow it. Check its visibility before using it for sensitive work.

Scoring and decisions

Why did a company score differently against two theses?

Each thesis has its own criteria and weights. Choose the thesis that matches your decision and compare companies within that same thesis.

Should I correct a dimension or the overall tier?

Correct the dimension when a specific part of the evidence or reasoning is wrong. Use the overall review when the individual dimensions look reasonable but the final tier does not.

Does changing a tier move the company to another Stage?

No. A tier is the team’s overall judgment, while a Stage records progress in one List. They are separate.

What should I review before confirming a rank?

Read the selected thesis, dimension weights, supporting evidence, strengths and risks. Also check funding, people, activity and List context when they matter to the decision.

Outreach

Why is an outreach channel unavailable?

The matching account may be disconnected, the contact may lack the required detail or the channel may not be enabled for your workspace. The interface shows the available routes for that person.

Does Avyn send a draft automatically?

Review the final action shown in your workspace. Depending on access and approvals, you may send, submit for approval or copy for manual use. Always check the recipient and message first.

Where did a cleared conversation go?

Marking a conversation done clears it from the active queue but does not remove it from the company’s activity history. Open the company record for the wider activity trail; Outreach History shows sent messages that reached their recipients.

Data and integrations

Is my data visible outside my workspace?

No. Customer-scoped records belong to your workspace and are not visible to another customer.

What does Avyn read from my inbox?

Connected mailbox and calendar data provide conversation and relationship context. Review the granted permissions and connection state on the Integrations page.

Will Avyn write to my CRM?

That depends on your workspace connection and configuration. The CRM integration page shows whether the connection is read-only, what is mapped and whether writeback is available and enabled.

How should an administrator test CRM writeback?

Confirm the mappings and connection status, then use one controlled record and verify the expected fields in both systems before expanding use.

Data, access and privacy

  • Workspace isolation. Every customer-scoped record belongs to one workspace. Nothing you add, score or track is visible to another customer.
  • Mailbox access. Connected mailbox and calendar data provide conversation and relationship context. The Integrations page shows connection state, and you can disconnect an account there.
  • Team access. Administrators manage workspace membership and permissions. Private Sublists remain limited to their permitted audience.
  • CRM writeback. CRM behaviour is workspace dependent. The CRM integration page shows whether a connection is read-only, which fields are mapped and whether writeback is available and enabled.
  • Terms and privacy. The current Terms of Service and Privacy Policy are published at Terms of Service and Privacy Policy.

Still stuck?

Try troubleshooting , or email hello@avyn.io.