Step 1.1: Assistant types Outbound vs Inbound

When creating an assistant in Synthflow, it’s crucial to understand the distinction between Outbound and Inbound types to suit your business needs best.

Outbound Assistants:

Outbound Assistants are designed to proactively reach out to your audience. They are perfect for:

• Qualifying Leads: Engaging potential customers to assess their interest and fit for your services.
• Appointment Scheduling: Setting up meetings or demos with clients.
• Conducting Surveys: Collecting valuable data and insights through targeted questions.
• Sending Meeting Reminders: Ensuring clients remember upcoming appointments or events.

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Outbound Assistants are typically used for campaigns where you initiate the conversation, making them ideal for sales efforts.

Inbound Assistants:

Inbound ones, on the other hand, are all about responsiveness. They shine in scenarios like:

• Customer Support: Provide immediate answers and help with customer inquiries.
• Appointment Scheduling: Allow customers to book their own appointments through calls.
• Issue Capturing: Identify and categorize customer issues for triage and resolution.
• Capturing Customer Feedback: Collect real-time feedback during or after customer interactions.

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Inbound Assistants are your go-to for customer service and support, helping to manage incoming calls efficiently.

Deployment Options

Both assistant types have various deployment methods like GoHighLevel, Zapier, and REST API.

By understanding these differences, you can tailor your assistant to handle specific tasks, ensuring a seamless experience both for your team and your customers.

Additional Assistant Types

With the expansion of Synthflow's capabilities, we now offer additional assistant types to cater to a wider range of business needs:

Batch Assistants

Batch Assistants are your solution for executing large-scale communication campaigns efficiently. With Batch Assistants, you can:

• Upload Leads: Import a list of leads using a CSV file to populate your assistant's contact database quickly.
• Multiple Campaigns: Run various campaigns, and iterate from campaign to campaign
• Automated Outreach: Contact multiple leads in succession, ensuring consistent outreach

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Note: Batch Assistants are particularly useful for businesses looking to maximize their outreach efforts with minimal manual intervention

Widget Assistants

Widget Assistants offer real-time interaction capabilities on your website. They are excellent for:

• Engaging visitors the moment they arrive on your site.
• Providing instant support and capturing leads directly through your web pages.