Synervo

Conversations — your central hub

After onboarding you land in the Conversations module. All customer interactions in one place: assign, filter, and respond in real time.

• Left sidebar: Conversations, AI, Automations, Contacts, Campaigns, Chatbot Test, Analytics, Configuration, Settings
• Filters: all conversations, or assigned to you; by channel
• Channels: Chatbot / Website, WhatsApp, Instagram, Facebook, Phone / Call

When a customer messages from any connected channel, the conversation appears here, can be assigned to a team member, and answered directly from the platform. All communication is centralized, organized, and manageable in real time.

Chatbot Test & deployment

Preview and deploy the widget before going live. Sidebar → Chatbot Test.

• Direct Widget Link — Copy or open in new tab to test in a standalone window.
• Embed code — Copy the script and paste before </body>; also options for Shopify, WordPress, PrestaShop.
• Live Preview — Test greeting, responses, styling, and knowledge base without deploying.

End-to-end test flow:

1. Create a Knowledge Base and ingest data (e.g. URL or file) until status is READY.
2. Configuration → Chatbot → Default Knowledge Bases: select the KB → Save Changes.
3. Chatbot Test → Live Preview: ask a question (e.g. “What is LangChain?”); response should use your KB.
4. Open in New Tab (widget link) and repeat; same answers confirm deployment readiness.

Contacts

Create, manage, and segment contacts for campaigns, automations, and chatbot. Sidebar → Contacts.

Dashboard shows total contacts, selected count, and lists. Table columns: Name, Email, Phone, Company, Tags; actions Edit, Delete. Add contact manually (Name, Email, Phone required). Create lists (Add List → name → Create List) to segment (e.g. Leads, VIPs). Import via CSV/Excel: select list, Import CSV, upload file; headers should match (e.g. name, email, phone_number). Template available for download. Contact fields must align with dynamic variables used in agents and batch CSVs.

Batch calls

Run outbound AI voice campaigns. Campaigns → Batch Calls → Create Batch Call.

Required: Batch Name, Source Phone Number (from Phone Settings), Select Agent, Recipients (CSV upload). CSV headers must include name, email, phone_number (and any variables used in the agent’s first message/system prompt). Max file size 25 MB. For appointment booking + email confirmation, create an email template (e.g. appointment_confirmation_01) with subject/body and parameters (date, time, customer_name), then in AI → Agents configure the tool and click Sync so the agent uses the latest prompt and tools. Submit Batch Call → status runs in_progress then completed. View conversations under Conversations → Phone/Call; open a call for transcript and recording. If email is configured, confirmation is sent with dynamic variables.

Automations

Workflow processes triggered by events. Sidebar → Automations. New Automation → choose trigger → configure actions → Save → Activate.

Triggers:

• Contact Created / Deleted / Moved
• Call Finished (AI Agent)
• Batch Call (CSV/List)
• Facebook Leads
• Shopify Order
• Cart Abandoned
• Webhook

Prebuilt templates:

• • Batch Call → Appointment Booking (extract data, save to Sheets/Calendar)
• • Contact Form → Email workflow
• • Contact Form → WhatsApp workflow
• • Lead Generation (Facebook Lead Form → AI call → Calendar → Sheets)
• • Inbound Call → Create contact → Save to Sheets

Some templates require WhatsApp, Google, or Facebook to be connected. Execution Logs show runs, status, and timestamps. Lifecycle: trigger → workflow runs → actions performed → logs recorded → data synced to integrations.

Analytics

Real-time performance. Sidebar → Analytics. Filter by channel (All, Web, WhatsApp, Instagram, Facebook, Call, Email) and time range (e.g. 7 Days).

Key metrics: New Conversations (count, % change, trend); Call Minutes Used (voice usage); Chat Conversations Done (completed chats). Conversation trends graph shows new vs chat over time. Conversations by channel: donut/pie breakdown (Website, WhatsApp, Instagram, Facebook, Call, Email).

Settings & plans

Sidebar → Settings. Update account (Name, Email, Phone, Company, Website, VAT, Address, City, State, Country) and Save. View current plan, conversation credits, voice minutes, automation usage, and remaining limits. Credits reset monthly; each new conversation = one credit; voice minutes per call (rounded up); unused credits don’t roll over. Available packages: Free Plan, Mileva Pack, Nobel Pack, Set Up Plan, Synervo Pro Pack — upgrade from this section. Social Integrations: connect WhatsApp, Instagram, Facebook, Gmail (OAuth). Integrations: Google Workspace (Sheets, Drive, Calendar), Shopify, WooCommerce. Delete account option removes all profile, conversations, contacts, configs, and data (irreversible).

Channels & integrations

Connect channels and tools; manage everything from one place with secure OAuth where supported.

• WhatsApp Business (360dialog / Meta)
• Instagram Direct (Meta)
• Facebook Messenger (Meta)
• Gmail (Google Workspace)
• Voice / SIP (Twilio, Generic SIP, LiveKit)
• Google Sheets, Drive, Calendar
• Shopify, WooCommerce