Administration

The Admin page is essential for maintaining system operations. It allows users to:

• Configure sources (phone numbers and Syntphony CAI agents integration)

• Web widget configuration

• User management: Create and manage user accounts and assign roles efficiently.

Let's go through them below.

Source Configuration

Set up the sources (channels) for sending messages.

Step 1 - Phone

Step 2 - Agents

Step 3 - Source

First, configure your phone number filling the required fields.

Next, configure the AI agent. To connect with Syntphony Conversational AI you just have to provide:

• Organization name, UUID, and keycloak.

• Environment ID, key and password.

• And finally the agent and channel ID

Once both are set up, connect them as a source on the Source page. Name the source, inform the channel and the agent. This creates a unified messaging experience where all your communication channels work together seamlessly.

Widget configuration

Adding a chat widget to your website, app, and mobile channels has become even easier. Now, you can customize the widget's appearance with a few clicks, preview its look, and publish it seamlessly.

The platform enables you to create a personalized webchat configuration that matches your brand identity, ensuring a dynamic user experience.

After you complete setting up, you'll get a custom widget code, simply copy the generated script into your HTML to easily integrate it into your website or app.

User management

Effortlessly add new team members and control what they can access. Create custom roles with specific permissions for different platform sections, giving you complete flexibility in managing your team. Each role you create determines exactly what users see and do within the platform, ensuring everyone has the right level of access for their responsibilities.