The complete
SyntrixOne User Manual
From your first AI Agent to enterprise SSO — every workflow on the SyntrixOne platform, written by the team that builds it.
Built for teams shipping AI in production.
The SyntrixOne dashboard centralises every customer signal — AI agents, live chat, tickets, leads, knowledge — so support, sales and product all see the same truth.
Every module of SyntrixOne, end-to-end.
Live Inbox
A unified, omnichannel inbox where humans and AI work side by side — assign, reply, and resolve from one screen.
Ticketing System
Track structured cases, enforce SLAs, and resolve issues with full audit trails. Built for teams who outgrow generic inboxes.
Leads CRM
A lightweight, drag-and-drop CRM purpose-built for engagement-driven sales — every lead carries its full conversation history.
Analytics
Real-time KPIs and deep-dive dashboards covering conversations, AI performance, channels, leads, and team productivity.
AI Agents
Autonomous, knowledge-grounded agents that can answer, qualify, and act on behalf of your team — 24/7.
Chatbot Builder
Visual, no-code flow builder for deterministic conversations — perfect for onboarding, qualification, and structured FAQs.
Knowledge Base
The grounding layer for every AI Agent. Ingest URLs, PDFs, docs, and Q&A — automatically chunked, embedded, and version-tracked.
Team & Roles
Invite teammates, assign roles, and configure granular permissions — including SAML SSO and SCIM on Enterprise.
Workspace Settings
Workspace-wide configuration: branding, timezone, locale, security, integrations, and AI defaults.
Billing & Plans
Self-serve billing, transparent usage, and invoice history — with automatic email receipts.
Download the complete user manual
Branded PDF with cover, table of contents and every section — perfect for onboarding, enterprise procurement, and investor demos.