Help Center

Complete Account Setup Guide

Creating Your Account

1. Visit Registration Page: Go to synthesis.ai/signup and click "Start Free Trial"
2. Enter Information: Provide your full name, business email, company name, and phone number
3. Verify Email: Check your inbox and click the verification link (expires in 24 hours)
4. Set Strong Password: Create a password with 12+ characters, mixed case, numbers, and special characters

Profile Configuration

• Upload a professional profile picture
• Add your role and brief bio
• Set your timezone for accurate scheduling
• Configure notification preferences (email, in-app, mobile)

Workspace Setup

Create and configure your primary workspace:

1. Choose a descriptive workspace name
2. Set a unique workspace URL (synthesis.ai/w/yourworkspace)
3. Upload your logo and brand colors
4. Configure default timezone, currency, and language

Security Settings

GoHighLevel Implementation Guide

Prerequisites

• Active GoHighLevel account (Agency or Sub-account level)
• Synthesis AI account with Pro or Operator plan
• Admin permissions in both platforms
• API access enabled in GoHighLevel

Step-by-Step Integration

1. Generate GoHighLevel API Key

1. Log into GoHighLevel → Settings → Integrations
2. Navigate to API Keys section
3. Create new key named "Synthesis AI Integration"
4. Copy the key immediately (format: ghl_xxxxxxxxxxxx)

2. Configure Webhooks

Set up these webhook endpoints in GoHighLevel:

• Contact Created: https://api.synthesis-ai.com/webhooks/ghl/contact-created
• Opportunity Updated: https://api.synthesis-ai.com/webhooks/ghl/opportunity-updated
• Task Completed: https://api.synthesis-ai.com/webhooks/ghl/task-completed

3. Connect in Synthesis AI

1. Go to Synthesis Dashboard → Integrations
2. Select GoHighLevel and click "Configure"
3. Paste your API key and select account type
4. Click "Test Connection" to verify

Custom Fields Setup

Create these custom fields in GoHighLevel for Synthesis AI data:

• AI Score - Numeric field for lead quality scoring
• Last AI Interaction - Date field for tracking engagement
• Synthesis Campaign ID - Text field for campaign tracking
• Automation Status - Dropdown: Active, Paused, Completed

Dashboard Navigation Guide

Home Dashboard Overview

Your command center displays real-time metrics and quick actions:

• Performance Metrics: Active workflows, contact activity, AI operations, revenue tracking
• Quick Actions: Create workflow, import contacts, send broadcast, view reports
• Recent Activity: Live feed of system events and completions
• Usage Monitor: Track your plan limits and AI credits

Main Menu Sections

🔄 Workflows

Create and manage your automation workflows:

• Visual drag-and-drop builder
• Pre-built templates library
• Version control and testing
• Performance analytics

👥 Contacts & CRM

360-degree contact management:

• Searchable contact database
• Pipeline kanban view
• Unified inbox for all communications
• Smart lists and segmentation

📧 Campaigns

Multi-channel marketing tools:

• Email campaign builder
• SMS broadcast system
• Social media scheduler
• A/B testing tools

📊 Analytics

Comprehensive reporting:

• Real-time dashboards
• Custom report builder
• Revenue attribution
• Export capabilities

Keyboard Shortcuts

Navigate faster with these shortcuts:

• G + D: Go to Dashboard
• G + W: Go to Workflows
• G + C: Go to Contacts
• Cmd/Ctrl + K: Quick search
• N + W: New workflow
• ?: Show all shortcuts

Marketing Campaigns Guide

Campaign Types

📧 Email Campaigns

Create engaging email campaigns with:

• 100+ mobile-responsive templates
• AI-powered subject line optimization
• Dynamic personalization tags
• Automated follow-up sequences

💬 SMS Campaigns

High-engagement text messaging features:

• 98% open rates on average
• Two-way conversation support
• MMS and link tracking
• TCPA compliance tools built-in

🔔 Multi-Channel Campaigns

Coordinate messages across all channels:

• Email + SMS + Social coordination
• Optimal channel selection AI
• Cross-channel attribution
• Budget optimization

Creating Your First Campaign

1. Define Goals: Choose from welcome series, product launch, re-engagement, or educational
2. Select Audience: Use smart segmentation based on behavior, demographics, and engagement
3. Design Content: Use visual builder or AI assistance for compelling copy
4. Set Automation: Configure triggers and follow-up sequences
5. Test & Launch: Preview, send tests, and schedule or launch immediately

Best Practices

Performance Benchmarks

Industry standard metrics to aim for:

• Email Open Rate: 20-30% (good), 30%+ (excellent)
• Email Click Rate: 2-5% (good), 5%+ (excellent)
• SMS Open Rate: 95-98% typical
• SMS Click Rate: 10-15% (good), 15%+ (excellent)
• Unsubscribe Rate: Keep below 0.5%

Workflow Automation

Build powerful automations with our visual workflow builder. Drag and drop triggers, actions, and conditions to create complex automation sequences without coding.

Getting Started

1. Click "Create New Workflow" from the dashboard
2. Choose a trigger (form submission, tag added, etc.)
3. Add actions (send email, update contact, etc.)
4. Set conditions and delays as needed
5. Test with sample data before activating

Triggers and Actions Deep Dive

Available Triggers

📥 Contact Triggers

• Form Submission: Triggered when any form is submitted
• Tag Added/Removed: React to tag changes on contacts
• Pipeline Stage Change: Activate when contacts move stages
• Custom Field Update: Monitor specific field changes
• Birthday/Anniversary: Date-based triggers

📅 Time-Based Triggers

• Scheduled: Run at specific times/dates
• Recurring: Daily, weekly, monthly automation
• Delay After Event: Wait X hours/days after trigger
• Business Hours Only: Respect working hours

🔔 Engagement Triggers

• Email Opened: Track email engagement
• Link Clicked: Monitor specific link clicks
• SMS Reply: React to text responses
• Page Visit: Track website behavior
• Video Watched: Monitor video engagement

Available Actions

✉️ Communication Actions

• Send Email: Personalized email with templates
• Send SMS: Text messages with merge fields
• Send WhatsApp: International messaging
• Voicemail Drop: Pre-recorded messages
• Internal Notification: Alert team members

📊 CRM Actions

• Update Contact: Modify any field or property
• Add/Remove Tags: Organize with tags
• Move Pipeline Stage: Progress deals automatically
• Create Task: Assign follow-up tasks
• Add Note: Document interactions

Conditional Logic & Branching

If/Then Conditions

Create intelligent workflows that adapt based on contact data and behavior:

Basic Conditions

• Field Comparison: If email contains @gmail.com
• Tag Presence: If contact has tag "VIP"
• Date Ranges: If created date is within 7 days
• Numeric Values: If lead score > 50

Advanced Logic

• Multiple Conditions: AND/OR operators for complex rules
• Nested Conditions: If/Then within If/Then branches
• Time-Based Logic: Business hours, time zones
• Engagement Scoring: Route based on activity

Multi-Path Workflows

Split contacts into different paths based on criteria:

1. Lead Quality Path: High/Medium/Low value routing
2. Interest-Based Path: Product A vs Product B nurture
3. Engagement Path: Active vs Inactive sequences
4. Geographic Path: Location-based campaigns

Workflow Templates Library

Popular Templates

🎯 Lead Nurture Templates

• 5-Day Welcome Series: Onboard new leads with value-packed emails
• 21-Day Nurture Sequence: Build trust and drive conversions
• Re-engagement Campaign: Win back dormant contacts
• Lead Magnet Delivery: Automated content delivery

📅 Appointment Templates

• Appointment Reminders: SMS + Email reminders
• No-Show Follow-up: Automated rescheduling
• Pre-Call Prep: Send agenda and materials
• Post-Meeting Nurture: Follow-up sequences

💰 Sales Templates

• Abandoned Cart Recovery: 3-email sequence
• Upsell Campaign: Post-purchase offers
• Trial to Paid: Convert trial users
• Win-Back Campaign: Re-engage past customers

Using Templates

1. Browse template library in Workflows section
2. Preview template structure and content
3. Click "Use Template" to import
4. Customize content, timing, and conditions
5. Test with sample contact before activating

Pipeline Management Mastery

Setting Up Your Sales Pipeline

Pipeline Stages

Create stages that match your sales process:

1. New Lead: Fresh contacts enter here
2. Qualified: Meets your ideal customer criteria
3. Meeting Scheduled: Appointment booked
4. Proposal Sent: Quote or proposal delivered
5. Negotiation: Working through details
6. Closed Won/Lost: Deal outcome

Pipeline Automation

• Auto-Move Rules: Progress deals based on actions
• Stage Timers: Track time in each stage
• Probability Scoring: Automatic win probability
• Task Creation: Stage-specific task lists
• Team Notifications: Alert on stage changes

Pipeline Analytics

Key metrics to track:

• Conversion Rates: Stage-to-stage progression
• Velocity: Average time to close
• Deal Value: Average and total pipeline value
• Win Rate: Closed won percentage
• Bottlenecks: Where deals get stuck

Lead Scoring & Qualification

AI-Powered Lead Scoring

Automatically score leads based on behavior and demographics:

Demographic Scoring

• Job Title: +20 points for decision makers
• Company Size: +15 points for ideal size
• Industry: +10 points for target industries
• Location: +5 points for service areas

Behavioral Scoring

• Email Opens: +2 points per open
• Link Clicks: +5 points per click
• Page Visits: +3 points per key page
• Form Submissions: +25 points
• Demo Requests: +50 points

Lead Qualification Process

1. Score Threshold: Set minimum score for "qualified"
2. Auto-Assignment: Route hot leads to sales
3. Nurture Paths: Different sequences by score
4. Alert System: Notify team of high-score leads
5. Score Decay: Reduce points for inactivity

Unified Conversation Management

All Channels, One Inbox

Manage every conversation from a single, powerful interface:

Supported Channels

• SMS: Two-way text messaging
• Email: Full email client functionality
• WhatsApp: International messaging
• Facebook Messenger: Social messaging
• Instagram DM: Direct messages
• Google My Business: Review responses
• Live Chat: Website visitor chat

Conversation Features

• Unified Timeline: See all interactions in one view
• Team Assignment: Route conversations to right person
• Canned Responses: Quick reply templates
• Internal Notes: Team collaboration
• Conversation Tags: Organize and filter
• Automation Rules: Auto-respond and route

Best Practices

Conversation AI Chatbots

Building Intelligent Chatbots

Chatbot Capabilities

• Lead Qualification: Ask qualifying questions
• Appointment Booking: Schedule directly in calendar
• FAQ Handling: Answer common questions
• Product Recommendations: Guide to right solution
• Support Triage: Route to right department
• Data Collection: Gather contact information

Setting Up Your Chatbot

1. Define Objectives: What should the bot accomplish?
2. Create Conversation Flows: Map out dialogue paths
3. Write Natural Responses: Conversational, not robotic
4. Set Handoff Rules: When to transfer to human
5. Train with Real Data: Improve based on conversations

AI Enhancement Features

• Natural Language Processing: Understand intent, not just keywords
• Sentiment Analysis: Detect frustrated customers
• Multi-Language Support: Chat in 100+ languages
• Context Memory: Remember previous interactions
• Learning Mode: Improve responses over time

Review AI Management

Automated Review Management

Review Collection

• Automated Requests: Send at optimal times post-service
• Multi-Channel Requests: Email, SMS, QR codes
• Platform Integration: Google, Facebook, Yelp, etc.
• Internal Feedback First: Catch issues before public reviews

AI-Powered Responses

Let AI help manage your online reputation:

• Auto-Generated Responses: Personalized for each review
• Sentiment-Based Replies: Match tone appropriately
• Brand Voice Consistency: Maintain your style
• Escalation Rules: Flag critical reviews for human response

Review Analytics

• Rating Trends: Track improvement over time
• Keyword Analysis: Common praise and complaints
• Competitor Comparison: Benchmark performance
• Platform Performance: Which sites drive most reviews