Featured product
Synervo
AI-powered chatbot management platform
One platform for all channels — WhatsApp, Instagram, Facebook, Email, and more. Unified inbox, AI agents, no-code automations, and real-time analytics. Every customer conversation, perfectly handled.
Get started in three steps
Sign in with Google, complete your profile, and start using the dashboard. No password required.
Sign in
Land on the Synervo login screen. Click Continue with Google — no password needed. Secure OAuth; you’re logged in as soon as Google verification succeeds.
Complete onboarding
Enter required fields: Name, Email, Phone, Address. Optionally add Company Name, Website, VAT. Click Complete Onboarding; validation ensures data is correct before you reach the dashboard.
Use the dashboard
You’re taken to the Conversations module: your central hub. Use the sidebar to switch between Conversations, AI, Automations, Contacts, Campaigns, Chatbot Test, Analytics, Configuration, and Settings.
Platform features
Seven core services: chatbots, AI agents, conversations, campaigns, automations, contacts, and knowledge bases.
Chatbot Service
Create, configure, and manage chatbots with full control. AI behavior, prompts, and integration settings so every bot matches your brand.
AI Agent Service
Deploy agents for appointment booking, lead qualification, and support. Templates: Blank, Appointment Booking, Lead Qualification, Customer Support. Custom agents and tools.
Conversation Service
All channels in one place: real-time messaging, voice, email, social. Assign, track, and resolve from a single workspace.
Campaign Service
Batch calling, email, and social campaigns. Upload CSV, select agent and source number, submit batch. Monitor status and view transcripts.
Automation Service
Trigger-based workflows: contact created/deleted/moved, call finished, batch call, Facebook leads, Shopify order, webhook. Prebuilt templates for booking and lead gen.
Contact Management
CRM with lists, segmentation, CSV/Excel import. Add contacts manually, create lists, manage tags. Required for campaigns and dynamic variables.
Knowledge Base Service
Create knowledge bases, ingest from Text, URL, or File. Documents are processed and indexed so AI agents can answer from your content.
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.
AI module
Knowledge bases, voice agents, and integrations power intelligent chat and voice interactions.
Knowledge Base
Create a knowledge base, then add documents via Text, URL, or File. The system processes and indexes them so AI agents can answer from your content. Assign one or more knowledge bases to each agent.
Required fields per document: Document Name, Source Type, and content (text/URL/file). Status becomes READY when processing is complete.
Voice agent
Create agents from templates: Blank Agent, Appointment Booking, Lead Qualification, Customer Support. Configure agent name, language, and voice (female/male, with preview). Set First Message and System Prompt; use dynamic variables like {{name}}, {{email}}, {{phone}} — these must exist in Contacts or your CSV. Define Escalation conditions (e.g. user asks for human, negative sentiment). Assign knowledge bases, then click Create Agent. Test outbound calls from AI → Voice Agent with agent, phone number, and customer details.
Integrations (AI)
Connect Synervo to external systems. Templates: send_email, send_sms, webhook_post, api_call, slack_notification, database_insert. Example send_email: set template name, description, optional sender; subject and body support dynamic variables (e.g. Appointment Confirmed for {{date}} at {{time}}). Define parameters (name, description, required). When triggered, the system collects parameters, injects values, and executes the action. Use in agents, automations, and escalation workflows.
Configuration
Chatbot widget and phone (voice) settings. Access via Sidebar → Configuration.
Chatbot
Enable website widget; require email/phone before chat; bubble messages. Customize logo, chatbot name, widget color; set default knowledge bases. Configure greeting message, language, system prompt, and escalation conditions. Click Save Changes to apply.
Phone (voice)
AI voice via SIP, Twilio (full setup), or Generic SIP Trunk; LiveKit supported. Add outbound and inbound numbers: Full Setup (Twilio) — Label, Phone Number, Account SID, Auth Token; or Generic SIP Trunk — inbound/outbound checkboxes, SIP address, username, password, media/transport options.
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:
- Create a Knowledge Base and ingest data (e.g. URL or file) until status is READY.
- Configuration → Chatbot → Default Knowledge Bases: select the KB → Save Changes.
- Chatbot Test → Live Preview: ask a question (e.g. “What is LangChain?”); response should use your KB.
- 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
Security & scale
Multi-tenant with role-based access (Admin, User, Agent). Clerk + JWT and OAuth (Google, Facebook). Encryption at rest and in transit, tenant isolation, rate limiting, audit logging.
- ✓ Clerk + JWT authentication
- ✓ Role-based access control
- ✓ Tenant data isolation
- ✓ Encryption at rest and in transit
- ✓ Rate limiting and input validation
- ✓ Audit logging
Why Synervo
One platform for conversations, AI, campaigns, and analytics.
- Unified inbox for all channels
- 24/7 AI agents (booking, leads, support)
- No-code automations and triggers
- Real-time analytics by channel
- Batch calling with transcripts & recording
- Dynamic variables in messages & emails
- Knowledge base–driven answers
- Chatbot widget: embed or hosted link
- Contact lists and CSV import
- Flexible plans and usage-based credits
98%
Uptime SLA
3x
Faster response
60%
Cost reduction
Pricing
Flexible plans: Free, Mileva, Nobel, Set Up, Synervo Pro. Conversation credits, voice minutes, automations, and users per plan. Contact for enterprise and volume discounts.
Get started
All plans include multi-channel inbox, AI agents, automations, contacts, knowledge base, and analytics.
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