Guides

Walkthroughs that build real things, step by step, on one example workspace: agents, workflows, knowledge bases, and the ways they combine.

The reference pages say what every control does. These guides show how the pieces work together: you follow one job from start to finish, on screens you can match against your own.

Every guide but the installation guide uses the same example workspace, Harbor & Pine Supply, a made-up wholesale supplier of shop fittings and packaging. Its back office has three agents (an Order desk that answers stockists, a Supplier analyst and an Invoice clerk), four workflows, three knowledge bases and a support widget, so each picture shows a workspace with real work in it. Build the same things in your own workspace, or adapt them to yours.

The pictures come from SynapseOrch Cloud. A self-hosted install has the same agents, workflows and knowledge bases; where its screens differ, the guide says so.

Help on every page

Every page of the app has a ? at the top right of its header (Help for this page). It opens a panel that says what the page is for, the few steps that matter on it, and a link to the guide that covers it.

On this page