Syntra AI

Syntra runs as two distinct assistants sharing one brain. The customer-facing side answers enquiries, checks availability, captures leads, and creates bookings around the clock. The internal side sits next to you in the admin app, helping your team look things up, draft notes, send emails, and run the business by chat.

This page covers the shared foundations — the knowledge base both sides search, the dashboard, the tools page that gates what each side can do, the conversations log, and how cost and usage are reported. For each side's full configuration:

Two Sides of Syntra

Both sides are powered by the same configurable brain — what changes is who's talking to it, what tools it has, and where it appears.

	Customer-facing Syntra	Internal Syntra
Who uses it	Your customers and prospects	Your staff and admins
Where it appears	Website chat widget, dedicated phone number, customer-facing Telegram	Floating Assistant on every admin page, internal Telegram Admin Bot, the Create with Syntra dictation flow
What it can do	Answer questions, check availability, create bookings, capture leads, send materials, send quote requests, escalate to staff	Full CRUD across CRM (contacts, bookings, jobs, invoices, quotes, recurring invoices, memberships, agents), send emails, summarise client history, dictate treatment notes, view reports
Who configures it	Set up at Syntra > Widget	Set up at Syntra > Internal
Tool gating	Customer-Facing Tools section in Tools & Actions	Internal Assistant Tools section in Tools & Actions
Conversation log	All customer chats, voice calls, and Telegram threads	All staff chat sessions and dictations
Cost line	"Public" scope in Usage & Costs	"Internal" scope in Usage & Costs

The two share one knowledge base, one conversations dashboard, and one usage dashboard — but their tools, system prompts, voices, and operational settings are independent.

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Dashboard

The Syntra dashboard at Syntra in the left sidebar gives you a real-time performance overview across both sides.

Key Metrics

Metric	Description
Conversations	Total conversations across all channels and both sides
Leads Captured	Leads automatically created from conversations
Bookings Made	Bookings created by Syntra
Revenue	Revenue attributed to Syntra bookings (if attribution enabled)

Filters & Charts

• Channel filter — All, Chat only, or Voice only
• Date range — Today, 7d, 30d, 90d, Year-to-Date, All Time, or custom range
• Trend chart — Toggle between Leads Captured or Bookings Made over time
• Channel breakdown — Chat vs Voice distribution with conversion rates
• Lead status breakdown — Leads grouped by status (New, Contacted, Quoted, Converted, Lost)
• Recent leads — Latest lead captures with status badges

The dashboard primarily reflects customer-facing activity (since that's where leads and bookings come from). Internal-side usage is reported under Usage & Costs.

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Knowledge Base

A single shared knowledge base both sides of Syntra can query when answering questions. Navigate to Syntra > Knowledge Base.

Adding Knowledge

You can add knowledge in two ways:

• File upload — PDF, TXT, CSV, DOCX, or Excel files (max 5MB)
• Text entry — Paste or type content directly

Each entry requires:

Field	Description
Title	Document name (required)
Description	What the document is about — helps Syntra understand context
Category	General, Services, Products, Pricing, Policies, or FAQ
Page URL	Optional link to direct customers to a relevant page

How It Works

1. Upload a file or enter text content
2. The system processes and chunks the content for efficient retrieval
3. Status shows Processing, Ready, or Error
4. Toggle Active to include or exclude a document from searches

Documents are split into retrievable segments so Syntra finds the most relevant information quickly. You can re-process a document if errors occur, or edit text entries and re-process them.

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Tools & Actions

Control which capabilities each side of Syntra has from Syntra > Tools & Actions. The page is split into two independent sections — one per side — with completely different tool sets.

Internal Assistant Tools

Internal Syntra has access to a broad set of business operations — full CRUD on most CRM entities, sending communications, viewing financial data, dictating notes. See the internal tool catalogue for what's available.

You can:

• Toggle individual tools on or off
• Toggle entire categories at once (Bookings, Contacts & Leads, Invoices, Quotes, Catalog, Memberships, Jobs, Staff, Availability, Clinical Notes, Reports, Knowledge, Support)

Disabled tools simply aren't offered to internal Syntra — it can't call them, and won't claim it can.

Customer-Facing Tools

Customer-facing Syntra has a deliberately narrow set of customer-safe tools — only actions that are appropriate for an unauthenticated visitor.

Tool	Purpose
List services	Show your service catalogue with pricing
Check availability	Real-time slot lookups
Create booking	Take a full appointment booking
Capture lead	Save contact details when a customer doesn't book straight away
Send service materials	Email brochures, PDFs, links from your Materials library
Send quote request	Convert a chat into a Quote Request
Query knowledge base	Search your business knowledge for an answer
Navigate page	Open a relevant page on your website
Escalate to team	Hand off when a human is needed

Toggle each one on or off to constrain what customer-facing Syntra can do.

navigate_page modes

The customer-side navigate_page tool has three behaviour modes:

Mode	Description
Proactive	Automatically navigates when a relevant page is found
On Request Only	Only navigates when the customer explicitly asks
Offer	Suggests the page and navigates if the customer agrees

Pick whichever matches how forward you want Syntra to be on your site.

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Conversations

View and analyse every Syntra conversation — both customer-facing and internal — from Syntra > Conversations.

Overview Metrics

Metric	Description
Total Conversations	All-time conversation count across both sides
Total Bookings	Bookings created by Syntra
Conversion Rate	Percentage of conversations resulting in a booking
Channel Breakdown	Chat vs Voice split

Conversation List

Filter	Options
Search	Search by conversation content
Type	All Types, Chat, or Voice
Status	All Status, Active, Completed, Abandoned, or Error

Each conversation row shows:

• Type icon (chat or voice)
• Status badge (colour-coded)
• Start time and duration
• Message count
• Whether a booking was created
• Booking reference (if applicable)

Conversation Detail

Click on any conversation to see:

• Session ID and duration
• Syntra's auto-generated summary
• Full message transcript (customer / Syntra exchanges, or staff / Syntra for internal)
• Linked booking details if created
• Customer information extracted

Conversation Statuses

Status	Colour	Description
Active	Green	Currently in progress
Completed	Blue	Ended normally
Abandoned	Yellow	Customer left without completing
Error	Red	Technical issue occurred

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Usage & Costs

Monitor Syntra costs and usage from Syntra > Usage. The two sides are billed separately and can be filtered independently.

Filters

• Channel — All Channels, Chat, or Voice
• Scope — All Scopes, Internal, or Public (the customer-facing side)
• Date Range — Today, 7d, 30d, 90d, Year-to-Date, All Time, or custom

The Scope filter is the key one — switch between Public to see customer-facing costs and Internal to see staff-side costs. Each side has its own model tier and its own per-session economics.

Metrics Tracked

Metric	Description
Total Cost	Combined cost with trend vs previous period
Chat Cost	Cost for chat interactions, with token count
Voice Cost	Cost for voice interactions
Total Sessions	Session count with average cost per session

Detailed Breakdown

• Daily cost chart — Stacked area chart showing Chat vs Voice costs over time
• Model breakdown table — Sessions, tokens, and cost per model tier used
• Tooltips — Hover for daily breakdown: chat cost, voice cost, total, session count

Use the per-side scope filter when allocating costs between customer engagement (a marketing / acquisition line) and staff productivity (an operations line).

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