Customer-facing Syntra

The customer-facing side of Syntra handles enquiries, takes bookings, captures leads, and sends materials — across your website, your phone number, and customer-facing Telegram. It runs 24/7 with no manual input needed.

This page covers everything specific to the customer-facing side. For the staff-side assistant, see Internal Assistant. For shared concepts (knowledge base, conversations log, usage and costs, the tools page), see the Syntra AI overview.

What Customers Can Do

Through the chat widget, voice phone, or customer Telegram bot, customers can:

  • Ask questions about your services, pricing, hours, and policies
  • Check real-time availability for specific dates and times
  • Book an appointment end-to-end with full customer details
  • Receive materials — brochures, PDFs, and links from your Materials library, with click tracking
  • Request a quote when their need doesn't fit a fixed service price
  • Get navigated to a relevant page on your website
  • Be escalated to your team when they specifically ask for a person

A typical conversation:

  1. Customer calls, opens the chat widget, or messages on Telegram
  2. Syntra greets them warmly and asks how it can help
  3. Customer asks about a service or wants to book
  4. Syntra retrieves service details and checks availability
  5. Syntra confirms all details with the customer
  6. Syntra creates the booking and provides confirmation
  7. Customer receives a confirmation email with payment link

Identity & Behaviour

Configure how customer-facing Syntra presents itself from Syntra > Widget.

Identity

SettingDescription
Display NameThe name shown to customers (defaults to "Syntra")
IdentityA personality description that shapes Syntra's tone — warm, professional, conversational, formal, etc.
Model tierPick the model that powers responses — balance speed, cost, and depth
System PromptCustom instructions that shape every response — your business context, escalation rules, things to never say

Personality

The system prompt governs:

  • Greeting style — How Syntra opens conversations
  • Tone — Warm, professional, conversational
  • Response length — Concise by default, detailed when explaining services
  • Business context — Your location, hours, services, policies
  • Escalation rules — When to offer a human callback

Anything you'd tell a new front-desk hire on day one belongs in the system prompt.


The Chat Widget

The chat widget embeds on your website so visitors can interact with Syntra directly. Configure from Syntra > Widget.

Appearance

SettingDescription
PositionBottom-right, Bottom-left, Top-right, or Top-left
ThemeLight or Dark
Brand ColourCustom hex colour for the widget
Main LabelHeader text (e.g., "Chat with us")
Empty Chat MessageShown before conversation starts
Header LogoCustom logo URL and link
Button IconCustom floating-button icon URL

Voice in the widget

Customers can also speak to Syntra directly inside the widget — the same conversation, but voice-enabled.

SettingDescription
Enable VoiceToggle voice on/off
VoiceThe voice used for spoken responses
Voice Model TierControls which tools voice Syntra can use (some tools are too complex for the smallest tier)
Speech-to-TextEnable voice input transcription
Voice ConfigAccent, gender, age, stability, similarity

Suggestion Buttons

Add quick-action buttons in the widget (e.g., "Book Appointment", "View Services"). Tapping one starts a guided conversation around that intent.

Consent & Terms

SettingDescription
Require ConsentShow a consent modal before starting the chat
Terms ContentCustom terms text displayed in the modal

Session Tracking

The widget automatically tracks:

  • Session ID — Identifies the current browser session
  • Visitor ID — Persistent identifier across visits
  • Message count — Total messages exchanged
  • Duration — Conversation length
  • Booking detection — Whether a booking was created

Voice Phone Calls

Customers can dial a dedicated phone number to speak with Syntra directly.

How a call works

  1. Customer dials your booking number
  2. Syntra answers and greets them
  3. Conversation proceeds naturally — Syntra can check services, availability, and create bookings
  4. The call is transcribed and recorded for your records
  5. If a booking is made, confirmation is sent immediately

What's captured

Each voice call records:

  • Full transcript of the conversation
  • Syntra's auto-generated summary
  • Call duration
  • Whether a booking was created
  • Customer information collected
  • Consent status

Voice phone calls show up in the Conversations dashboard alongside chat threads — same UI, with voice icons and transcripts.


Customer Telegram Bot

Set up a Telegram bot that customers can message — useful for businesses where Telegram is the primary channel (common in Eastern Europe, Middle East, parts of Asia and Latin America).

Navigate to Syntra > Channel Bot and use the Customer Bot tab.

Setup

  1. Create a bot with BotFather on Telegram and copy the bot token
  2. Paste the token into the Customer Bot settings
  3. Configure the welcome message and behaviour
  4. Toggle Enable on

Settings

SettingDescription
Bot TokenPasted from BotFather
Welcome MessageFirst message customers see when they start the chat
Business HoursRespect business hours toggle
After-Hours ModeOperate normally / Inform and help / Collect only (leads)
Show Contact InfoDisplay phone/email to customers
Alert Admin BotNotify staff in the internal Telegram when a customer messages
Collect MessagesStore conversation history for review
Remember CustomersTrack repeat visitors across sessions

The customer bot uses the same customer-facing tools and system prompt as the chat widget — it's the same Syntra, just on a different channel.


Chat Triggers

Open the chat widget proactively with a contextual greeting based on what a visitor is doing on your site. Configure from Syntra > Triggers.

Creating a Trigger

FieldDescription
NameTrigger identifier (e.g., "Pricing page greeting")
Trigger TypeURL Match or Element Click
Match ValueURL pattern (contains, exact, starts with, regex) or CSS selector
Initial PromptContext instruction guiding Syntra's first response
Initial MessageOptional fixed greeting — if empty, Syntra generates one from the prompt
DelaySeconds to wait before opening the chat (0 = instant)
PriorityLower number = higher priority (first matching trigger fires)

Fire Frequency

OptionDescription
Every TimeFires on every page visit
Once Per SessionFires once per browser session
Once Per VisitorFires once ever for that visitor

Triggers are evaluated in priority order. Enable or disable triggers without deleting them.

Examples

  • Pricing page — "I see you're checking out our pricing. Want me to walk you through what fits your situation?"
  • Booking page — "Looking to book? I can find a slot for you in seconds."
  • Returning visitor — "Welcome back! Did you want to pick up where we left off?"
  • Element click — Trigger on click of a "Get a Quote" button to start a guided quote conversation

Embedding the Widget

Three integration methods are available — pick whichever matches your stack. Open Syntra > Embed to copy a ready-made snippet pre-filled with your unique widget key.

Script Tag (Recommended)

Async-loads a lightweight widget. Works anywhere — plain HTML, WordPress, Shopify, Webflow, Wix, anywhere you can paste a script tag.

React / Next.js

A component-based integration with props and callbacks (onConversationStart, onBookingComplete). Use when you want to react to conversation events from your app.

iFrame

A self-contained embed with explicit microphone permissions. Use when stricter Content-Security-Policy settings prevent the script tag from loading.


Lead Capture

Customer-facing Syntra automatically captures lead details from conversations. Configure from Syntra > Widget > Lead Capture.

SettingDescription
EnabledToggle lead capture on/off
Abandonment TimeoutMinutes before treating a conversation as abandoned
Notify on AbandonmentEmail staff when a visitor leaves without completing
Notify on CaptureEmail staff when a new lead is captured
Quiet PeriodMinutes before capturing the same visitor again (avoids duplicate leads from rapid re-engagement)
Notification EmailsAdd recipient email addresses

Leads captured by Syntra appear in CRM > Leads with full conversation context — the chat transcript, urgency, and temperature scoring all carry across so your team knows exactly how to follow up.


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