Mindly FAQ
The straight answer, without the software lecture.
Mindly helps you find leads, judge which ones deserve time, make it easy to respond, and keep the relationship moving. The details live here when you need them—not on every working screen.
Find
Build a list worth working.
What does live search actually do?
Mindly uses the search goal and Target Profile to find plausible companies, remove duplicate entities, apply your hard rules, and rank the survivors. Search does not call Vantage.
Why not research every result immediately?
Provider research and AI cost more than discovery. Mindly grades the list first, then recommends which leads are worth a Deep Research run.
What happens when a provider is unavailable?
Mindly labels the fallback clearly. It does not present sample data as live data or quietly spend credits through a different route.
Grade
Know why a lead deserves time.
What is the Opportunity Score?
A deterministic priority score built from fit, timing, contactability, coverage, and evidence confidence. Vantage can explain it, but cannot change it.
What is the difference between Pursue, Verify, and Pass?
Pursue has enough support for a next step. Verify looks promising but is missing a fact that matters. Pass failed a hard requirement or is too weak for the current queue.
Why does an unknown field lower confidence?
Missing data is not a match. Mindly shows the gap and caps priority when too little of the Target Profile could be evaluated.
What should I upload?
One company per row. Company name is required. Website, industry, location, employee count, contact role, and email improve coverage. Uploaded emails stay unverified until research confirms them.
Capture
Make the next step easy for the buyer.
What is the digital business card?
Identity turns your approved seller details into a vCard, signatures, an offline card, and—on Elite—a hosted card with QR, live Tawk chat, and NFC handoff.
Does NFC work on every phone?
No. Writing an NFC tag depends on the device and browser. Mindly checks support first and falls back to copying the public card link. QR and the public link remain the universal options.
What is a Signal Room?
A focused share page for one opportunity. It can carry the relevant offer, proof, next step, and engagement tracking without sending a full proposal too early.
Manage
Keep the lead moving after the score.
Why save a lead?
Saved leads keep the qualification, evidence, buyer route, notes, tasks, follow-up date, outreach, and outcome together. That is what turns a search result into a working opportunity.
What belongs in Pipeline?
Only leads you may act on or deliberately monitor. A large saved list is not the goal; a clear queue with a next move is.
How does Activate help close deals?
Activate turns the evidence into a safe opening, schedules follow-up, records what was sent, stops sequences on reply, and keeps the Pipeline stage synchronized.
AI
Useful output without invented certainty.
What does Vantage receive?
The selected company facts, provider evidence, ranking, signals, buyer data, saved Opportunity Brief, active offers, approved proof, voice rules, and compliance copy—trimmed to the fields needed for the deliverable.
What can Vantage never change?
The deterministic score, eligibility, exclusions, confidence caps, and coverage. It also cannot invent budgets, intent, pain, contacts, events, results, or proof.
What happens when an AI response is inconsistent?
Mindly validates the fixed JSON contract and checks claim safety. Invalid or unsupported output is rejected instead of partially saved.
How are intelligence units used?
Opportunity Briefs use 1 unit, Outreach Packs use 2, and Campaign Blueprints use 5. The global monthly AI cutoff remains server enforced.
Plans and data
Know what is included and where the data lives.
What is Free for?
Free proves the loop with private demo data, cloud persistence, 25 uploaded leads per month, deterministic grading, and three lifetime Quick Snapshots.
What changes with Base, Pro, and Elite?
Base adds live discovery and Deep Research. Pro adds Outreach Packs, sequences, Signal Rooms, exports, and results tracking. Elite adds Campaign Blueprints, managed execution, and the hosted digital-card layer.
Where are accounts stored?
Supabase Auth manages credentials. Mindly stores the user profile, entitlements, workspace snapshots, preferences, usage events, and published Elite cards in user-scoped tables.
Does Mindly store my password?
No. Supabase Auth handles the credential flow. Mindly never receives or stores the plaintext password.
Still stuck?
Talk to a person.
Use the in-app chat when Tawk is enabled or request setup help from Account. Include the screen, action, and visible error—never a password or API key.