Documentation
How to set up and run Syncon One.
Task by task, in the words the workspace uses. Start with your first agent, or search for what you need.
From nothing to live
Getting started
- IntroductionWhat Syncon One does, how a workspace is laid out, and where to begin.
- Create a workspaceSign up, choose a plan, and follow the getting-started checklist on Home.
- Configure your first agentAdd your website, choose an agent, teach it your content and publish it.
- Test and go liveSend it a test message, add the script to your site, and turn the site on.
Agents
- Agent personalitiesChoose one of the ten agents and adjust how it talks and moves.
- Voice settingsPick the voice your agent speaks with, and its pace, energy and answer length.
- Behaviour and instructionsTell the agent who it is, what your business offers, and what it must never say.
- KnowledgeGive the agent your website pages and documents to answer from, and fill its gaps.
Customer experience
- Website widgetThe script tag, its attributes, placing it inside a page, and the JavaScript API.
- InboxWork conversations with your team: assign, prioritise, tag and note.
- Human handoffWhen the agent brings in a person, how your team joins, and how to hand back.
- BookingsConnect a calendar so the agent offers real times and books meetings.
Workspace
- Customers and leadsPeople, companies and leads: where they come from and how they are qualified.
- OpportunitiesTrack deals through your pipeline stages, from first conversation to won or lost.
- MeetingsMeetings booked by the agent or your team, and what comes with them.
- AutomationsWorkflows that act on what happens: assign, tag, prioritise, escalate.
- ReportingThe Home dashboard and Insights: what the agent answered, handed over and booked.
Administration
- Team accessInvite teammates, choose their role, and set custom permissions.
- IntegrationsCalendars, mailboxes and your own AI provider, connected from Settings.
- Billing and usageYour plan, what is counted, prepaid credit and invoices.
- Security and privacyTwo-step sign-in, retention, and erasing a person's data.