Getting Started with SelfTact Personal CRM

Here are some common questions and answers to help you get started with SelfTact:

1. How do I download the SelfTact app?

• Android: Search for "SelfTact" on the Google Play Store and download the app.
• iOS: Search for "SelfTact" on the Apple App Store and download the app.

2. How do I sign up for a SelfTact account?

1. Manual Signup:
   • Open the SelfTact app.
   • Choose the "Manual Signup" option.
   • Enter your email, phone number, and create a password.

3. How do I set up my profile?

1. Profile Picture:
   • Tap the camera icon to take a selfie.

1. Profile Information:
   • Fill in the details you want to share with new contacts, such as:
     • Name
     • Phone number
     • Calendly link
     • Social media profiles

4. How do I add new contacts?

1. Selfie Together:
   • Open the camera and take a selfie with the new person.
   • Note: Facial recognition won't work if the person isn't a SelfTact member.
   • Tip: Keep selfies to two people at a time to avoid background faces.
2. Group Photos:
   • The app will split faces into individual contacts.
   • Uncheck your own face and leave the new contact(s) checked.

                

5. How do I save contact details and follow up?

1. Save Details:
   • Ask the new contact to fill in their details.
   • Tap "Save."
2. Follow Up:
   • Open the List View to see your contacts.
   • Tap a contact to:
     • Save to your phonebook
     • Open a template email
     • Send a template text message

          

6. How do I schedule a call with a contact?

1. Copy Email:
   • Long-press on the contact's email to copy it.
2. Create Calendar Invite:
   • Tap the Calendar icon.
   • Adjust the timing.
   • Paste the copied email into the invite.
   • Send the invite.

7. How do I introduce people using AI?

1. Add OpenAI Token:
   • Go to your profile settings and enter your OpenAI token.
2. Introduce Contacts:
   • Go to the contacts view and tap the handshake icon.
   • Choose the contacts you want to introduce.
   • Click "Introduce."
   • The app will combine selfies, write a text or email, and send it.

If you have any further questions, please feel free to contact our support team.