Documentation

1. Creating a Chatbot

Chatbots are the core of SyncBridge. Each chatbot has its own identity, knowledge base, and deployment settings. You can create multiple chatbots depending on your plan.

Plan limits

How to create a chatbot

1. Go to Dashboard → Bot Deployment.
2. Click "New Chatbot" (top right).
3. Enter a Chatbot Name (required) e.g. "Customer Support Bot".
4. Optionally add a Description and assign a Folder for organisation.
5. Click "Create". Your new chatbot appears as a deployment card.

The first chatbot you create is automatically set as the default bot. The default bot's knowledge base can be shared across other bots (see Knowledge Base section).

Per-chatbot settings

Click the Settings icon on any deployment card to access four configuration tabs:

2. Embed on Any Website

The SyncBridge widget works on any website — HTML, React, Next.js, Webflow, Wix, Squarespace, Shopify, or any other platform. Paste a single script tag before the closing </body> tag.

1. Get your Bot ID

1. Go to Dashboard → Bot Deployment.
2. Find your chatbot card. The Bot ID is shown on the card (click the copy icon).

2. Add the embed script

Paste this snippet into your HTML before the closing </body> tag, replacing YOUR_BOT_ID with your actual Bot ID:

<!-- SyncBridge AI Chatbot -->
<script>
  (function(w,d,s){
    w.SyncBridgeConfig = { botId: 'YOUR_BOT_ID' };
    var f = d.getElementsByTagName(s)[0];
    var j = d.createElement(s);
    j.async = true;
    j.src = 'https://yymapabjhmtbbteeddja.supabase.co/storage/v1/object/public/cdn/widget.js';
    f.parentNode.insertBefore(j, f);
  })(window, document, 'script');
</script>

Platform-specific guides

Widget appearance, colours, position, and behaviour are all controlled from Dashboard → Widget Design — no code changes required after the initial embed.

3. WordPress Plugin

For WordPress sites, SyncBridge provides a dedicated plugin that syncs your chatbot settings automatically — no manual script editing required. The plugin connects via Platform Sync using your Bot ID and Agent Service Key.

Install & connect

1. In your SyncBridge dashboard, go to Bot Deployment → WordPress Plugin and click "Download WordPress Plugin (.zip)".
2. In your WordPress admin, go to Plugins → Add New → Upload Plugin. Select the ZIP file and click "Install Now".
3. Click "Activate Plugin". A SyncBridge AI Chatbot menu item will appear in the WordPress sidebar.
4. Go to SyncBridge AI Chatbot → Settings → Platform Sync.
5. Copy your Bot ID from the SyncBridge dashboard (Bot Deployment card) and paste it into the Bot ID field.
6. Copy your Agent Service Key from the same deployment card and paste it into the Agent Service Key field.
7. Click "Connect". The plugin will verify the credentials and sync your widget settings.

WordPress manual embed (alternative)

If you prefer to embed the script manually (e.g. via a page builder like Elementor or Divi), add this to your theme's functions.php:

// Paste at the bottom of Appearance → Theme File Editor → functions.php
add_action('wp_footer', function() {
  echo '<script>(function(w,d,s){';
  echo 'w.SyncBridgeConfig={botId:"YOUR_BOT_ID"};';
  echo 'var f=d.getElementsByTagName(s)[0],j=d.createElement(s);';
  echo 'j.async=true;';
  echo 'j.src="https://yymapabjhmtbbteeddja.supabase.co/storage/v1/object/public/cdn/widget.js";';
  echo 'f.parentNode.insertBefore(j,f);})(window,document,"script");</script>';
});

4. Designing Your Widget

Go to Dashboard → Widget Design to customise how the chat widget looks and behaves. Changes are reflected in the live preview on screen — click "Save Design" to publish them.

Text & Branding tab

Design tab

Position tab

5. Knowledge Base & AI Training

Go to Dashboard → AI Knowledge to train your chatbot. The AI answers questions based on what you add here. There are four ways to add knowledge — you can use all of them together.

System Prompt

At the top of the page, you can set a global System Prompt — the AI's core instructions and personality. The default is: "You are a helpful customer support assistant. Be concise, friendly, and accurate." Click "Save Prompt" after editing.

When knowledge entries exist, the AI answers only from those entries. The system prompt sets the tone and handling style.

Adding knowledge — 4 methods

Click "Train AI" (top right) to open the training modal. Choose a tab:

Managing entries

• Each entry shows its source type (manual, url, file, crawl), character count, category, and an enable/disable toggle.
• Edit any entry by clicking the edit icon — this reopens the training modal pre-filled.
• Delete an entry with the trash icon (confirmation required).
• Use the search bar to filter by title or category.
• Export all entries as CSV via the Export button. Re-import with the Import button — duplicate entries by URL are updated, not duplicated.

Auto-sync (Pro)

Enable "Auto-Train on Website Content" (right side of page) to automatically crawl and sync your website every 7 days. Enter your site URL and click "Sync Now" for an immediate crawl. The last and next sync times are displayed.

Shared knowledge (multi-bot)

If you have multiple chatbots, each bot can have its own knowledge base, or toggle "Use default bot's knowledge" to inherit all entries from the default bot — useful for product bots that share the same FAQs.

6. Team Management

Go to Dashboard → Team to invite agents, organise departments, and create custom permission roles. Team features require a Pro plan (a 7-day free trial is available at signup).

Adding an agent

1. Click "Add an Agent".
2. Enter the agent's Name and Email.
3. Select a Permission role: Admin, Chat Agent, Analyst, or a custom role.
4. Assign the agent to one or more Departments.
5. If you have multiple chatbots, select which Deployments the agent can access.
6. Click "Add Agent". A temporary password is generated — copy and share it securely. The agent should change it after first login.

Built-in roles

Custom roles

Click "Create a new role" in the Roles tab to build a role with fine-grained permissions. For each area (Dashboard, Inbox, Leads, Bookings, Analytics, Bot Deployment, Widget Design, AI Knowledge, Team, Referrals, Account, Billing) choose: Able to edit, Read only, or No access.

Departments

Departments group agents so conversations can be routed to the right team automatically. A General department is created by default as a catch-all. To add a department:

1. Go to the Departments tab.
2. Click "Add new department" and enter a name.
3. Add agents to the department from the agent chip input.
4. Click "Save".

Operating hours

Set global agent availability hours from the Agents tab (owner row → "Edit" next to "Global schedule"). Individual agents can override global hours with a custom schedule.

Two-factor authentication (2FA)

The workspace owner can enable 2FA from the Agents tab. Click "Enable 2FA", scan the QR code with an authenticator app (Google Authenticator, Authy, etc.), and enter the 6-digit code to activate.

7. Referrals

The SyncBridge referral programme lets you earn discounts by inviting others to the platform. Available to Starter, Pro, and Enterprise plan subscribers.

How it works

1. Go to Dashboard → Referrals to find your unique invite link.
2. Share the link with colleagues, clients, or your audience.
3. When someone signs up through your link and subscribes to a paid plan, both of you receive a discount — applied automatically at the next billing cycle.
4. Track your referrals in the Referral History table — see who joined, their subscription status, and when your discount will be applied.

Sharing your link

• Your invite link is in the format: https://www.sync-bridge.app/register?ref=YOURCODE
• Use the "Copy" button for a one-click copy, or "Share via Email" to open a pre-filled email draft.
• The Referral History table shows: invitee email, join date, subscription status, and your reward status.

Reward status

8. Integrations

Connect third-party services from Dashboard → Settings → Integrations. Most integrations use one-click OAuth. For platforms that require super-admin credentials (Google, Zoom, Calendly, Facebook), the workspace owner or super admin must first configure the app credentials in Super Admin → Settings → Integrations.

Calendar & Booking

Messaging Channels

Advanced Integrations

9. Outgoing Webhooks

SyncBridge POSTs a signed JSON payload to any HTTPS URL you configure when a platform event occurs. Go to Settings → Integrations → Webhooks & API, then click "+ Add Webhook". Enter a name, your endpoint URL, select which events to subscribe to, and copy the Signing Secret shown in the modal.

Trigger events

Example payload — Lead captured

POST https://your-endpoint.com/webhook
Content-Type: application/json
X-SyncBridge-Signature: sha256=<hmac>

{
  "event": "lead_captured",
  "timestamp": "2026-06-05T14:22:00Z",
  "account_id": "acc_xxxxxxxxxxxx",
  "data": {
    "id": "lead_xxxxxxxxxxxx",
    "name": "Jane Smith",
    "email": "jane@example.com",
    "phone": "+1-555-0100",
    "conversation_id": "conv_xxxxxxxxxxxx"
  }
}

Signature verification

Every webhook POST includes an X-SyncBridge-Signature header. Verify it using the Signing Secret shown when you create or edit a webhook:

// Node.js example
const crypto = require('crypto')

function verify(secret, rawBody, signatureHeader) {
  const expected = 'sha256=' + crypto
    .createHmac('sha256', secret)
    .update(rawBody)
    .digest('hex')
  return crypto.timingSafeEqual(
    Buffer.from(expected),
    Buffer.from(signatureHeader)
  )
}

10. REST API

The SyncBridge REST API lets you read and manage your account data programmatically. Find your API key under Settings → Integrations → Webhooks & API.

Endpoints

Example — send a message

POST https://api.sync-bridge.app/v1/conversations/conv_xxxx/messages
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "role": "agent",
  "content": "Hi Jane, looking into your order now.",
  "sender_name": "Support Team"
}

// 201 Response
{
  "id": "msg_xxxxxxxxxxxx",
  "conversation_id": "conv_xxxx",
  "role": "agent",
  "content": "Hi Jane, looking into your order now.",
  "created_at": "2026-06-05T14:25:00Z"
}

Error codes

11. Developer Support

For integration help, API access, webhook issues, or anything else — reach out to the SyncBridge team: