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Your link is live. This guide covers everything you need — where to share it, what happens when someone clicks it, how to read what comes back, and what to do next. Read it once and you'll know exactly how Thayne fits into your working day.
What happens when someone clicks your link
When someone clicks your link, they land on a clean conversation page. No sign-up. No form. No friction. They just start talking to an AI that sounds like you — because it's configured entirely around your voice, your business, and the kind of enquiries you want.
The AI works through the conversation naturally. It asks the probe questions you set up, picks up on fit signals and red flags, collects their contact details, and closes the conversation in one of two ways: a warm handoff to you if they qualify, or a clean, respectful exit if they don't. Either way, your enquirer leaves the conversation feeling like they spoke to someone who knew what they were talking about.
Once the conversation ends, an intelligence profile is generated automatically and appears in your Conversations dashboard. The whole thing runs without you. Conversations can come in at midnight on a bank holiday and the profile is sitting there waiting when you next open your laptop.
You never need to be available in real time. That's the point. The AI handles it whenever the enquirer starts — your job is to look at what came back and decide what to do with it.
Reading an intelligence profile
Every completed conversation generates an intelligence profile in your dashboard. This is the core of what Thayne does — it takes a raw conversation and turns it into something actionable. Here's what each part means. The four fit ratings shown below are the defaults — you can rename them or reduce the number of tiers in the link editor to match your use case.
Intent level is worth understanding properly. Someone can be a strong fit but low intent — they're exactly the right kind of person but they're not ready to move yet. Someone can be high intent but a poor fit — they want to act immediately but they're not right for what you offer. The combination that matters most is Exceptional or Good Fit with High intent. Those are the people to call first, every time.
What to do with a good fit
When an Exceptional or Good Fit conversation comes in, the workflow is the same every time. Follow it consistently and you won't miss a lead worth having.
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1Read the intelligence profile. Open the conversation in your dashboard. The profile is at the top — fit assessment, intent level, MIT, flags. This takes 30 seconds and gives you everything you need before you do anything else. Don't skip it even when you're busy.
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2Generate the follow-up draft. Click Follow Up on the conversation. Thayne generates a personalised message based on what was actually said — not a template, a draft that references their specific situation. Read it, adjust the tone if needed, and send it from your own inbox or WhatsApp. It takes about 90 seconds.
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3Open the briefing doc before your call. Click Briefing Doc on the conversation before you pick up the phone. It gives you five sections: who this person is, how to open the call, what to establish, the one flag to watch for, and a suggested close. Read it in two minutes and you'll walk into the call knowing more about this person than you would from a 20-minute intake form.
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4Mark the outcome afterwards. Update the pipeline state on the conversation — Call booked or Converted. This keeps your dashboard clean, your data accurate, and helps Thayne Intelligence give you better briefings the longer you use it. It's two clicks and it compounds over time.
If your link is configured well, Not a Fit conversations should never reach your phone. The AI closes them out before you ever have to deal with them. Your only job is to focus on the people who are actually worth your time.