Product Documentation

SynText is an enterprise-grade AI agent platform that enables seamless communication between your business systems and users through natural language processing. With our patent-pending technology, SynText simplifies integration complexities and provides a unified interface for your enterprise systems.

Key Features

• Unified interface for multiple enterprise systems
• Natural language processing for complex business queries
• Secure integrations with major enterprise platforms
• Multi-channel communication (web interface, SMS)
• Contextual awareness and conversational memory

To get started with SynText, first create your account by registering with your business email. Once verified, you'll be guided through our onboarding process which includes setting up your profile, configuring your first integration, and assigning an AI agent to your account.

SynText makes integration setup simple even for non-technical users. From your dashboard, navigate to the Integrations page and select your desired system from our pre-configured options. Follow our step-by-step wizard to authenticate and establish your first connection.

Our Salesforce integration enables natural language querying of your CRM data, automated record updates, and cross-system workflows. Configure field-level permissions, custom object access, and automation rules through our intuitive interface.

Setup Instructions

1. Navigate to the Integrations page in your SynText dashboard
2. Select "Salesforce" from the available integrations
3. Enter your Salesforce API credentials
4. Configure object and field access permissions
5. Test the connection using the provided test interface

Example Commands

SynText connects securely to your SAP environment through our enterprise-grade connectors. Access ERP data, execute transactions, and monitor business processes using conversational language commands.

Integrate with Oracle databases, ERP systems, and cloud applications. Our Oracle connector provides secure, optimized access to your business data with support for complex queries and transactional operations.

Connect your Microsoft Dynamics 365 environment to SynText for seamless access to CRM and ERP functions. Our integration supports sales, service, finance, and operations modules with comprehensive security controls.

Integrate with Microsoft 365 to send emails, create documents, and access Microsoft services directly from SynText. Our Microsoft Graph API integration enables seamless interaction with your Microsoft account through natural language commands.

Enhance your customer support workflows by connecting Zendesk to SynText. Monitor tickets, update statuses, escalate issues, and generate reports through natural language commands.

SynText's flexible API connector allows integration with any system that offers REST or GraphQL APIs. Our visual configuration tool makes it simple to map endpoints, authentication, and data models without coding.

SynText agents understand natural language but follow certain patterns for optimal results. Use clear, direct statements for queries ('Show me', 'Find all', 'List'), actions ('Update', 'Create', 'Schedule'), and analysis ('Compare', 'Calculate', 'Analyze').

Command Types

Type	Description	Example
Query	Retrieve information from integrated systems	"Show me top customers by revenue"
Action	Perform operations in integrated systems	"Schedule a follow-up meeting with Acme Corp"
Analysis	Analyze data across systems	"Compare Q1 sales with previous year"

SynText agents can be accessed via SMS for on-the-go access to your enterprise systems. Use the same natural language commands as the web interface. Messages are processed securely and responses are formatted for mobile viewing.

For optimal results with SynText agents: (1) Be specific about the integration you're targeting, (2) Include all necessary parameters in your command, (3) Verify important actions before confirming, (4) Use the command history to refine and reuse successful patterns.

Enterprise administrators can manage user accounts, permission sets, and access controls through the Admin Console. Set up role-based access, department groupings, and integration-specific permissions for your organization.

SynText prioritizes enterprise security with end-to-end encryption, secure token management, and comprehensive audit logging. Configure IP restrictions, session timeoouts, MFA requirements, and compliance settings for your organization.

Security Best Practices

• Enforce strong password policies
• Enable multi-factor authentication for all users
• Implement IP restrictions for enterprise access
• Regularly review access logs and permission settings
• Rotate API credentials on a scheduled basis

Monitor system health, integration status, and usage patterns through our real-time dashboards. Set up custom alerts for critical events, performance thresholds, and security incidents to maintain optimal operations.

Addressing frequent challenges: (1) Authentication failures are usually resolved by regenerating API tokens, (2) Slow response times may indicate rate limiting on the integrated platform, (3) Data discrepancies typically require a manual synchronization of the affected systems.

Error Code Reference

Error Code	Description	Recommended Action
AUTH-001	Authentication failure	Regenerate API tokens
RATE-002	Rate limit exceeded	Reduce request frequency or upgrade plan
SYNC-003	Data synchronization error	Initiate manual sync from dashboard

When encountering integration errors, check connection status in the dashboard, verify credentials are still valid, ensure required permissions are granted, and review any recent changes to the integrated system's API or data model.

Access our support resources including the knowledge base, community forum, and ticket system. Enterprise customers have access to dedicated support channels and escalation procedures for critical issues.