How-To Guides

• Creating an Assistant from Scratch

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

• Create an Assistant from Quick Start

  This guide provides a straightforward, step-by-step process for creating a persona...

• How to Create an Assistant from a Template

  This guide provides a step-by-step process for building a personal assistant from ...

• How to Add a Synthflow Assistant to HubSpot

  This guide provides a step-by-step approach to integrating your Synthflow Assistan...

• 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...

• 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...

• Set-up HubSpot

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

• Setup an Outbound Call in GHL

• Advanced Setup - Zapier Batch Calling

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

See all 8 articles

• 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...

• Set-up an Inbound Call Zapier

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

• 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...

• How to Create a Send SMS Action

  This guide provides a straightforward process for setting up a "Send SMS" action, ...

• Real-time Booking GoHighLevel

  1. Click "Actions" tab 2. Click here on "Real Time Booking" 3. Click "Cr...

• Real-Time Booking Action with GoHighLevel

• Real-time Booking with cal.com

  This guide provides a straightforward walkthrough for integrating real-time bookin...

• Info Extractor + Templates

  This guide provides a step-by-step walkthrough for using the Information Extractor...

See all 7 articles

• Import Contacts From CSV

  This guide provides a straightforward process for importing contacts using a CSV f...

• Capture call information in Google Sheets via Zapier

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

• Updating the contact in HubSpot with the Call Outcome

  ❗️ This guide covers Hubspot workflows, not Synthflow workflows. It assumes you h...

• How To Update CRM Call Outcome in HubSpot

  This guide provides a straightforward method for updating call outcomes in HubSpot...

• Twilio - Buy a Phone Number with Synthflow

  This guide provides a straightforward process for purchasing a phone number throug...

• Twilio - Integrate your Twilio account

  This guide offers a straightforward process for integrating your Twilio account wi...

• How to Setup a Team of Assistants

  This guide offers a straightforward approach to creating an effective team of assi...

• LLM as Judge

  Providing clear and insightful feedback is crucial for improving conversation qual...

• Testing your Assistant

  This guide provides a step-by-step approach for testing an assistant in Synthflow ...

• Twilio - Call Forwarding

  Twilio documentation here

• Verified Caller ID

  Note: Verified Caller ID is not currently available for numbers using SIP Trunkin...

• ElevenLabs API

  This guide provides a straightforward process for connecting your ElevenLabs accou...

• How to Create a Custom Action

    Custom Actions in Synthflow AI Custom actions allow users to integrate external...

• 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 ...