Roadmap
Changelog

August 1st 2024

Stage-Based Prompting, Action Templates, Official Hubspot Integration & More! 🚀

Stage-Based Prompting (BETA)

We are rolling out the closed Beta of our stage-based prompting approach. This feature allows you to easily import your company information from your website and define conversational stages. The assistant will recognize the stage of the conversation and adjust its behavior accordingly. If you’re interested in joining the early testers, let us know!

Action Template Marketplace - Hubspot, GHL, Zoho and more

You can now set up custom actions with different CRMs at the click of a button. We’ve added two new Hubspot actions:

  • Get user preferences from Hubspot

  • Get product from Hubspot

More custom actions with additional CRMs are on the way.

Official Hubspot Integration

Synthflow can now be easily connected with Hubspot. Our official app will soon be available, enabling users to trigger calls and more directly from Hubspot.

Improved Quick Setup of Assistants

We have further improved the quick setup process, making it even easier to set up your voice assistant and connect them with a CRM in just a few clicks.

Info Extractor Templates

We’ve introduced multiple info extractor templates. Setting up this action is now just one click away.

Tag Management for Contacts

You can now attach tags to contacts during creation. This includes:

  • Full CRUD (Create, Read, Update, Delete) capabilities for tags,

  • Filtering contacts by tag, such as for running batch processes.

When importing contacts from your CRM, tags will be imported as well.

New Batch with Multiple Campaigns (Contact-Based)

You can now run multiple batch campaigns for any outbound assistant. These campaigns can be run directly on the contacts you’ve imported from your CRM or CSV.

Agency - Ability to Log External Calls to CRM

Conversation logs for contacts imported from GHL will now automatically sync with GHL and be visible in your GHL portal.

By logging the calls, you ensure that every interaction is recorded, providing a comprehensive view of customer engagement in both Synthflow and GHL.

Custom Actions - Major Improvements

  • You can now define the body of POST API calls.

  • We have laid the groundwork to include more variables based on Contacts, distinguishing between those retrieved by the AI during conversations (formerly known as “user inputs”) and those populated behind the scenes (e.g., the user’s phone number).

  • Variables can now be easily included in query parameters (for GET API calls) and the body (for POST API calls) by typing “<”.

  • You can reference exact custom action names in the assistant prompt by typing “#”, making agents more effective in using them.

  • The UI/UX of the custom actions editor has been revamped.

Additional Improvements

  • Fixed the English message during the appointment booking action. If the agent speaks German, the message will now be in German.

  • Automatically creates contacts from inbound calls.

  • Ability to edit contacts (except those imported via GHL).

  • Improved UX for transfer calls. Instead of silence assistant will say messages during the transfer like "I'm still trying to reach the human agent. Just a moment" and "Just a few more seconds."

Bugfixes (selected)

  • The get availability api from GHL returning the slots from the next day together with the slots from the selected day.

  • Old custom variables in the prompt conflicting with custom action.

What’s Coming - Teaser

  • New modular actions logic

  • API endpoints for actions, subaccount pricing tiers, and more

  • Voice orchestration 2.0- higher reliability, new features such as background ambient sounds, fade-outs during interruptions and more.

  • More action templates and integrations

  • Synthflow Academy

How to Use The Information Extractor | Synthflow Basics

In this video you'll learn how to extract key information from your AI voice calls using the Information Extractor module built into Synthflow.

Watch Tutorial

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