Quick Start Guide

Quick Start Guide

This guide walks you through the entire Synaptiq setup, from creating your account to capturing your first qualified lead. Most teams complete this in under five minutes.

Prerequisites

Before you begin, make sure you have:

• A business email address (free trials use your work email for verification)
• Access to your website's HTML or CMS (you will add a small script tag later)
• A basic understanding of what your ideal customer looks like (job title, company size, budget range, etc.)

Step 1: Create Your Account

1. Go to synaptiqintel.com/signup
2. Enter your work email and create a password (or sign up with Google SSO)
3. Check your inbox for a verification email and click the confirmation link
4. You will be redirected to the onboarding wizard

Note: If you were invited by a teammate, click the invite link in your email instead. This will add you to your team's existing tenant rather than creating a new one.

Step 2: Create Your Tenant

A tenant is your organization's workspace inside Synaptiq. All your agents, leads, knowledge base documents, and integrations live under one tenant.

During onboarding, you will be asked to:

1. Name your tenant — Use your company name or a project-specific label (e.g., "Acme Corp" or "Acme Sales Bot")
2. Choose your industry — Select from the list (SaaS, E-commerce, Professional Services, Real Estate, Financial Services, Healthcare, Education, or Other). This pre-loads an industry-specific conversation template so your AI agent asks relevant qualification questions from day one.
3. Set your timezone — This controls when lead notifications are sent and how conversation timestamps appear in the dashboard.

Once submitted, Synaptiq generates your unique Tenant ID, which looks like this:

tn_a1b2c3d4e5f6

You will need this ID when embedding the widget. You can always find it under Settings > General > Tenant ID in the dashboard.

Step 3: Configure Basic Settings

After creating your tenant, you land on the Synaptiq dashboard at /admin. Take a moment to configure the essentials:

Set Your Greeting Message

Navigate to AI Agent > Greeting and write the first message visitors see when the chat widget opens. A strong greeting is specific and action-oriented:

Weak: "Hi, how can I help you?"

Strong: "Hey there! I'm the Acme sales assistant. Are you looking for a demo, pricing info, or help with a specific use case?"

Define Qualification Criteria

Go to AI Agent > Qualification and set the fields your AI agent should collect from every visitor. Common fields include:

• Full name
• Work email
• Company name
• Company size (employee count or revenue range)
• Use case or pain point
• Budget range
• Timeline to purchase

Mark each field as required or optional. The AI agent will naturally work these questions into the conversation rather than presenting them as a rigid form.

Set Notification Preferences

Under Settings > Notifications, choose how you want to be alerted when a lead is qualified:

• Email — Sends a summary with the lead's info and conversation transcript
• Slack — Posts to a channel of your choice (requires the Slack integration)
• Webhook — Fires a POST request to any URL (useful for Zapier, Make, or custom workflows)

Step 4: Embed the Widget on Your Site

This is the step that makes Synaptiq live. Add the following script tag just before the closing </body> tag on any page where you want the chat widget to appear:

<script
  src="https://synaptiqintel.com/widget.js"
  data-tenant="YOUR_TENANT_ID"
></script>

Replace YOUR_TENANT_ID with the tenant ID from Step 2 (e.g., tn_a1b2c3d4e5f6).

The widget will appear as a small chat bubble in the bottom-right corner of your page. Visitors click it to start a conversation with your AI agent.

Need help embedding on a specific platform? See the full Embed the Widget guide for instructions covering React, Next.js, WordPress, Shopify, and Webflow.

Step 5: Capture Your First Lead

With the widget live, it is time to verify everything works:

1. Open your website in a browser (or use the Preview button in the dashboard under AI Agent > Preview)
2. Click the chat bubble to open the widget
3. Have a conversation — Introduce yourself as a potential customer. Give the agent a name, email, company, and mention a use case.
4. Check the dashboard — Go to /admin/leads in your Synaptiq dashboard. Your test conversation should appear within seconds.
5. Review the lead card — Click into the lead to see the full transcript, extracted fields, and qualification score.

If the lead appears with all fields populated and a qualification score, your setup is complete.

What You Should See in the Dashboard

After your test conversation, the dashboard at /admin provides several views:

| Section | What It Shows | |---------|---------------| | Leads | All captured leads with name, email, company, score, and status | | Conversations | Full transcripts with timestamps for every chat session | | Analytics | Conversation volume, qualification rate, avg. response time, and conversion trends | | AI Agent | Your agent's greeting, personality, qualification criteria, and behavior settings | | Knowledge Base | Uploaded documents the AI references when answering visitor questions | | Integrations | Connected tools — calendar booking, CRM sync, Slack, webhooks | | Settings | Tenant config, team members, billing, and API keys |

Troubleshooting Common Setup Issues

Widget does not appear on the page

• Check the script tag — Make sure it is placed before </body>, not inside <head>.
• Verify the Tenant ID — An incorrect or missing data-tenant attribute will silently fail.
• Check for ad blockers — Some browser extensions block third-party scripts. Test in an incognito window.
• Look at the console — Open your browser's developer tools (F12) and check the Console tab for errors.

Conversations are not appearing in the dashboard

• Wait 5-10 seconds — There is a brief delay between the end of a conversation and its appearance in the dashboard.
• Check your tenant — Make sure you are logged into the same tenant where the widget is configured.
• Verify the domain — If you have domain restrictions enabled under Settings > Security, make sure your test domain is allowlisted.

AI agent gives generic or unhelpful responses

• Upload your knowledge base — Without product-specific documents, the agent can only give general answers. See the Knowledge Base guide.
• Refine qualification criteria — Vague criteria lead to vague conversations. Be specific about what a qualified lead looks like for your business.
• Adjust the agent's tone — Under AI Agent > Personality, choose a tone that matches your brand (Professional, Friendly, Casual, or Technical).

Next Steps

You have Synaptiq running. Here is what to tackle next:

1. Embed the Widget — Platform-specific installation instructions and customization options
2. Configure Your AI Agent — Fine-tune conversation behavior, personality, and qualification logic
3. Upload Your Knowledge Base — Give your agent real product knowledge to work with
4. Test Your First Conversation — Validate the full lead capture flow end-to-end
5. Connect Integrations — Sync leads to your CRM, enable calendar booking, and set up webhooks

If you run into anything, reach out to support@synaptiqintel.com or use the live chat on our website (yes, it is powered by Synaptiq).