Skip to content

AI Assistant

Synapse includes a built-in AI assistant that can help you with template writing, personalization, and understanding how NLT syntax works. The assistant is available directly in the dashboard -- no need to leave your workspace.


What the AI Assistant Can Help With

The AI assistant, called Synapse AI, is specialized in NLT (Natural Language Template) syntax and email personalization. You can ask it to:

  • Write NLT template snippets -- "Write a conditional that shows a discount only if the contact has made a purchase"
  • Explain NLT syntax -- "How do I use the contains operator in a conditional?"
  • Debug template issues -- Paste a template snippet and ask why it is not rendering as expected
  • Suggest personalization ideas -- "What are good ways to personalize a welcome email using contact properties?"
Note

The AI assistant is focused on template and NLT help. For questions about flows, segments, billing, or account settings, refer to the relevant sections of this Help Center.


Starting a Conversation

  1. Click the chat icon in the dashboard (located in the bottom area of the sidebar).
  2. A chat panel opens. Type your question or request.
  3. The assistant responds in real time with streamed text.

The first message you send automatically becomes the conversation title (based on the first 50 characters).


Session Management

Your conversations with the AI assistant are saved automatically. You can:

  • Resume a previous conversation -- Open the chat panel and select from your conversation history. All past sessions are listed with their title and message count, sorted by most recent.
  • Start a new conversation -- Click the new chat button to begin a fresh session. Each session is independent -- the assistant does not carry context between sessions.
  • Delete a conversation -- Remove any session from your history. This action is permanent.

Each conversation belongs to you personally. Other workspace members cannot see your chat sessions.


Providing Context

When sending a message, the dashboard can automatically include workspace context to help the assistant give more relevant answers. This may include information about your contacts, templates, or flows, depending on what page you are on when you start the conversation.

You do not need to manually provide this context -- it is attached automatically when relevant.


Permissions

The AI assistant requires the dev_tools:read permission. The following roles have access:

RoleAccess
OwnerYes
AdminYes
DeveloperYes
MarketingNo
OperationsNo
ViewerNo
Tip

If you do not see the chat icon in the dashboard, your role may not include the dev_tools:read permission. Ask your workspace Admin to upgrade your role if you need access. See Team Roles & Permissions for details on what each role can do.


Limitations

  • The assistant streams its responses but does not execute code or make changes to your workspace. It provides suggestions and explanations only.
  • Response quality depends on how clearly you describe your question. Include specific template snippets or variable names when asking for help.
  • The assistant is not connected to the internet and does not have access to external documentation. Its knowledge is focused on Synapse and NLT syntax.
  • If the AI service is temporarily unavailable (e.g., during maintenance), you will see an error message in the chat panel. Try again after a few minutes.