How-To Guides

• Creating an Assistant from Scratch

  This guide provides a straightforward, step-by-step process to create your own AI assistant, making it access...

• Create an Assistant from Quick Start

  This guide provides a straightforward, step-by-step process for creating a personalized assistant using the Q...

• How to Create an Assistant from a Template

  This guide provides a step-by-step process for building a personal assistant from the ground up, making it ac...

• How to Add a Synthflow Assistant to HubSpot

  This guide provides a step-by-step approach to integrating your Synthflow Assistant with HubSpot, enhancing y...

• Create an Outbound Call using Zapier's Webhook App

  An alternative to using the Synthflow app in Zapier is to use Zapier's Webhook app. This app allows you to pe...

• Setup an Outbound Call Make.com

     

• Set-up an Outbound Call Zapier

  This guide shows you how to set up an outbound call integration between Zapier and Synthflow. By following th...

• Set-up HubSpot

  Synthflow.ai HubSpot App Setup Guide Step #1: Install the app   Step #2: How to trigger calls Overview ...

• Setup an Outbound Call in GHL

• Advanced Setup - Zapier Batch Calling

    Spreadsheet example free to Duplicate https://docs.google.com/spreadsheets/d/1LfIvWT4oxYlZ2j7U4xdrqGHf3dPc...

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• Setup an Inbound Call Make.com

• Setup an Inbound Call in GoHighLevel

  You can also use the snapshot to set this app from outbound (it works for inbound too) =>  https://synthflow...

• Set-up an Inbound Call Zapier

  This guide shows you how to set up an inbound call integration between Zapier and Synthflow. By following the...

• How to Create a Custom Action to Retrieve Lead Details from GoHighLevel

  This guide covers how to create a custom action in Synthflow that retrieves client information from GoHighLev...

• How to Create a Send SMS Action

  This guide provides a straightforward process for setting up a "Send SMS" action, allowing users to effective...

• Real-time Booking GoHighLevel

  1. Click "Actions" tab 2. Click here on "Real Time Booking" 3. Click "Create" 4. Select GoHighLe...

• Real-Time Booking Action with GoHighLevel

• Real-time Booking with cal.com

  This guide provides a straightforward walkthrough for integrating real-time booking capabilities with Cal.com...

• Info Extractor + Templates

  This guide provides a step-by-step walkthrough for using the Information Extractor tool effectively, making i...

See all 7 articles

• Importing contacts from a CSV

  You can import multiple contacts into your contact list at once. Video guide Clickthrough guide

• Adding & organising Contacts

• Import Contacts From CSV

  This guide provides a straightforward process for importing contacts using a CSV file, making it easy to mana...

• Custom Greeting and Variables

  This guide offers a step-by-step approach to effectively using custom greetings and variables in your assista...

• Improving Voice Style + Similarity

  Each Assistant you build might use a different Voice and may require some tweaking to make it sound just as y...

• Managing vocabulary

  Sometimes when you’re building assistants you run into some words that get mispronounced. Here’s where Custom...

• Basic Prompting

  This guide provides essential insights into creating effective prompts for your Assistant in Synthflow, ensur...

• Capture call information in Google Sheets via Zapier

  This guide shows you how to set up an inbound call integration between Zapier and Synthflow. By following the...

• Updating the contact in HubSpot with the Call Outcome

  ❗️ This guide covers Hubspot workflows, not Synthflow workflows. It assumes you have already setup a Phone C...

• Updating the contact in GoHighLevel with the Call Outcome

  Inbound Workflow GoHighLevel 1. To capture the incoming Call Data, click "Create Workflow" 2. Click "Start ...

• Send a webhook following a call

  Learn how to send the outcome and information from a completed call to a webhook URL.   1. You can configure ...

• How To Update CRM Call Outcome in HubSpot

  This guide provides a straightforward method for updating call outcomes in HubSpot's CRM, essential for maint...

• Twilio - Buy a Phone Number with Synthflow

  This guide provides a straightforward process for purchasing a phone number through Synthflow, making it easy...

• Twilio - Integrate your Twilio account

  This guide offers a straightforward process for integrating your Twilio account with Synthflow, enhancing you...

• How to Setup a Team of Assistants

  This guide offers a straightforward approach to creating an effective team of assistants tailored to your spe...

• LLM as Judge

  Providing clear and insightful feedback is crucial for improving conversation quality and maintaining high st...

• Testing your Assistant

  This guide provides a step-by-step approach for testing an assistant in Synthflow to see how it sticks to a s...

• Twilio - Call Forwarding

  Twilio documentation here

• Verified Caller ID

  Note: Verified Caller ID is not currently available for numbers using SIP Trunking.   You can create a Verif...

• ElevenLabs API

  This guide provides a straightforward process for connecting your ElevenLabs account, ensuring you can easily...

• How to Create a Custom Action

    Custom Actions in Synthflow AI Custom actions allow users to integrate external APIs or services into the ...

• Using a Custom Action to Retrieve the Current Date and Time Before Each Call

  This guide explains how to set up a custom action in your Synthflow AI account to retrieve the current date a...