WhatsApp Digital Workforce
Deploy specialized AI experts, configure intelligent intent-based chat routing, and define global fallback parameters for smooth human-AI collaboration.
Visual interface showing active workforce slots, intelligent intent routing toggle, and global AI rules.
1Multi-Agent Slot System
Instead of relying on a single generalist AI, SyncFlo allows you to deploy a digital workforce of specialized agents. Each agent acts in its own sandbox slot with custom behaviors, tones, and target offerings.
Workforce Slots & Plan Gating
Your total active agent slots are governed by your subscription plan. You can extend your workforce limits by purchasing extra slots as add-ons.
Includes 1 active agent slot. Best for simple FAQ bots or small single-purpose assistants.
Includes 3 active agent slots and unlocks Intelligent Intent Routing.
Supports unlimited/custom agent slots built for large organizations.
Core Slot Behaviors:
- Primary Expert Status: One slot is always designated as the Primary Expert. If routing fails or is turned off, this primary agent handles the conversation by default.
- Active Toggles: Quickly spin up or deactivate agent slots without losing their configuration history.
- Locked Slots: Slots exceeding your plan limit will be visually locked. You can buy add-ons to immediately unlock them.
2Intelligent Intent Routing
When multiple agent slots are active, how does the system decide who answers which customer question? SyncFlo solves this through the Overseer AI Router.
Intent Analysis Engine
The Overseer AI performs Advanced Intent Analysis on the customer's message, matching their request against the Assignment Rules of all active agents.
If the Overseer detects an intent change mid-chat (e.g. transitioning from asking product specs to complaining about a refund), it hot-swaps the active agent slot seamlessly.
Writing Routing Rules
Under each agent's config, write a clear, descriptive Assignment Rule outlining when this agent should be triggered.
3Global AI Rules & Handoff Settings
Global AI Rules establish guardrails on the conversations, determining exactly when the AI should attempt to help and when it must hand the customer over to human support agents.
Auto-Transfer Switch
Toggles whether the AI has permission to move the conversation to the human team queue when it cannot resolve a customer request.
Failed Attempts Threshold
Number of failed or low-confidence attempts (configurable from 1 to 5) the AI will try before automatically executing a human takeover.
Low Confidence Behaviors
Choose between Clarify (ask the customer for clarification once, then handoff if still low confidence) or Transfer immediately.
Sensitive Topics Blacklist
Define comma-separated topics (e.g., refunds, disputes, lawsuit, chargeback) that trigger an instant bypass, transferring the conversation to a human teammate instantly.
Specify who receives the customer conversation upon human handoff. Supported models include routing to the First available team member, the Account Owner, or holding the chat in a Manual Review Queue.
Customize the template message sent to customers right before the AI pauses. (e.g., "I'm connecting you with a team member who can help with this.").
4Detailed Agent Settings Editor
When configuring an individual AI Agent, you fine-tune their behavior across four distinct tabs in the Editor panel:
1. Identity (Persona)
- Agent Name: Internal tracking name (e.g., Sales Assistant).
- Conversational Tone: Select between Professional, Friendly, Empathetic, or Sales-Oriented.
- System Instructions: Core prompt outlining character, behavior, response guidelines, and restrictions.
2. Routing Rules (Mission)
- Internal Purpose: Short summary explaining what this specialist does.
- Assignment Rule: The routing directive text evaluated by the Overseer router to determine when this slot takes control.
3. Business Context
- Business Name: Company title.
- Industry Mode: Matches target databases (e.g., Ecommerce, Real Estate, Healthcare, Education, General Services).
- Industry Niche: Specific market focus area.
- Target Audience & Key Offerings: Custom context data injected automatically into prompts.
4. Parameters & Tuning
- Response Capacity (Max Tokens): Upper limit of response characters (recommended 500-1000).
- Creativity (Temperature): Range of
0.0(Precise, robotic) to1.0(Creative, varied). Ideal standard is0.7.
Step-by-Step: Go Live in Minutes
Open New Agent Slot and set up their Identity, Mission, and Context settings.
Toggle Intelligent Intent Routing ON to allow the Overseer AI to handle routing between slots.
Click AI Rules to adjust the failed attempt thresholds and sensitive keywords blacklist.