Synova Connect

Setup wizard

Walk through the Receptionist page in Synova Connect to configure your greeting, workflows, voice, and notifications, and track your setup progress.

The Receptionist page is where you configure everything about how your AI answers calls. It is organized into two tabs: Configure and Notifications. The Configure tab shows a completion tracker ("Completed X/Y") so you can see your setup progress at a glance.

Plan availability. API integrations, Zapier, and custom webhooks require Professional ($299/mo) or Enterprise ($599/mo), not Starter. Built-in CRM and supported calendar booking remain available on every plan.

Accessing the setup page

Click Receptionist in the sidebar under AI Workers. The Configure tab opens by default.

How the Configure page is organized

Settings are grouped into collapsible sections. Click any item to expand it and make changes. Each item has a badge indicating its importance:

  • Required — must be completed for basic functionality
  • Recommended — strongly suggested for a good caller experience
  • Optional — nice to have but not essential
  • Advanced — for power users and developer integrations
  • Enabled — already active on your account

The completion tracker at the top of the Configure tab counts how many items you have filled in out of the total available. It excludes Advanced Settings from the count.

Basic settings

These are the foundational settings for your receptionist.

  • Greeting Phrase — the opening line your receptionist uses when answering the phone. For example: "Thank you for calling Acme Plumbing, how can I help you today?" See Set your greeting phrase.
  • Custom Commands — customize the prompts that guide your AI receptionist's behavior. You can set separate prompts for voice calls and text conversations.
  • Business Information — provide the information your receptionist needs to answer caller questions. You can add content as plain text, a website URL (the AI reads the page), or uploaded documents.
  • Common Questions — add frequently asked questions and their answers. Your receptionist references these when callers ask similar questions.
  • Languages — make your receptionist multilingual. Select which languages it should support.
  • Choose Voice — select the voice your AI receptionist uses when speaking to callers. Browse featured voices and pick one that fits your brand.

In-call actions

These settings control what your receptionist can do during a live call.

  • Transfer Call — set up rules for when and how your receptionist should transfer calls to a real person. You define the scenario (for example, "caller asks for the manager") and the phone number to transfer to. You can listen to a sample audio clip showing how the AI handles transfers.
  • Send Text Message — your receptionist can text the caller during the call, which is useful for sending links, menus, appointment confirmations, or any information that is easier to read than hear. A sample audio clip is available.
  • Collect Information (Intake Form) — set up forms that your receptionist fills out by asking the caller questions during the call, such as a name, email, and reason for calling. Responses are stored in your intake form logs. A sample audio clip is available.
  • Schedule an Appointment — connect your calendar so your receptionist can book appointments in real time during the call, checking live availability with your calendar provider.

After-call actions

These settings control what happens after a call ends.

  • Send a Text to Caller — if a caller hangs up on your receptionist, automatically send them a follow-up text message to re-engage them. Your texting AI continues the conversation over text.
  • Smart Call Analysis — AI-powered summaries and outcomes are generated automatically after each call. This is enabled by default.

Developer automations

For technical users who want to connect Synova Connect to other systems.

  • API Integration — your receptionist can make real-time API requests during a phone call, retrieving or submitting information to your systems while the caller is on the line.
  • Zapier Integration — connect your AI receptionist to thousands of apps through Zapier and automate workflows that trigger after each call.
  • Custom Webhook — send call data to your own webhook endpoint after each call for custom processing.

Advanced settings

Additional controls including extension digits, call recording preferences, and other fine-tuning options. See Advanced settings.

Notifications tab

Switch to the Notifications tab to configure how you are notified about calls, texts, and voicemails. This tab is labeled "Recommended" to encourage you to set it up.

Completion tracking

The Configure tab header shows Completed X/Y, where X is the number of items you have configured and Y is the total number of configurable items (excluding Advanced Settings). Items count as completed when they have content. For example:

  • Greeting Phrase is complete when you have set a greeting
  • Business Information is complete when you have added at least one knowledge source
  • Transfer Call is complete when you have at least one call transfer workflow
  • Send Text Message is complete when you have at least one texting workflow
  • Languages is complete when you have selected a voice and languages

Work through each section until your completion count is maximized. You can always come back and adjust settings later.

Next steps