> ## Documentation Index
> Fetch the complete documentation index at: https://docs.inklyai.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Personalized links

> Send one prospect a demo that greets them by name and briefs the guide about them — without cloning the demo.

A **contact** is a person, not a demo. Creating one gives you a link that makes your demo personal to them.

One contact works against **every demo you own**, and updating a demo reaches every link you have already sent. There is no per-prospect copy to maintain.

Manage them under **Contacts** in the sidebar.

## What the visitor sees

Deliberately little:

* The welcome screen greets them **by name**.
* If the contact carries an email, the demo **does not ask for one** — you already know who they are.

That is it. The demo is not visibly "customized"; it is simply expecting them.

## What the guide sees

Rather more:

* Their name, email, company, and role.
* **Your private note** — whatever you wrote about them.

The guide folds all of it into how it talks: it can open on the thing you said they care about, use their company as the example, and skip the parts you flagged as irrelevant.

<Warning>
  The private note **never reaches the browser**. It is resolved on the server on every turn and rides the guide's instructions. The page itself only ever receives the name and email.
</Warning>

## Creating one

Open **Contacts** and add a person. What matters:

| Field       | Why                                                                                                                                                        |
| ----------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Name**    | What the welcome screen greets them with.                                                                                                                  |
| **Email**   | Where the link is going — and what the automatic company research runs on, so an address here is the difference between a tailored demo and a generic one. |
| **Company** | Only if you would rather state it than have it researched. An authored value always beats a researched one.                                                |
| **Role**    | Helps the guide pitch at the right altitude.                                                                                                               |
| **Note**    | Your private briefing for the guide.                                                                                                                       |

Copy the link it gives you and send it. Creating a contact also kicks off background research on the email's domain, so the guide knows something about their company before they arrive.

## Writing the note

This is the part that matters. The note is a briefing, not a CRM field.

<CodeGroup>
  ```text Good theme={null}
  Evaluating us against ServiceTitan; their contract renews in March. Runs 40
  technicians. Complained on the call that dispatchers spend the first hour of
  every day rebuilding the board. Do not lead with reporting — they said twice
  they do not care about it.
  ```

  ```text Bad theme={null}
  Warm lead, VP Ops, interested in scheduling.
  ```
</CodeGroup>

The second one is a CRM field. It tells the guide nothing it could not guess.

## What it costs

Personalized links are a **Pro** capability. Creating a contact costs nothing: the credits are spent when that person opens the link and the demo unlocks them. See [Plans and credits](/account/plans-and-credits).

## Next

<CardGroup cols={2}>
  <Card title="People" icon="users" href="/measure/people">
    What happened when they opened it.
  </Card>

  <Card title="Shareable link" icon="link" href="/ship/shareable-link">
    Send the same demo without personalization.
  </Card>
</CardGroup>
