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This Product is in Closed Beta

This product is currently being tested and improved. We prefer to keep some details about it private, as they are subject to change. Due the nascency of closed beta offerings, we cannot provide the same SLA guarantees of our released features.

Introduction

Chatbot supports the following paths:

• Chatbot Router (Demo)
  Synapse support product. Chatbot Router is a combination of prompts to route users to the appropriate automated flows (i.e. Chatbot flows below) (EDD, Bank Logins, Interchange, Card Management), and real-time chat capabilities.
• Enhanced Due Diligence (EDD Demo)
  Upload additional documentation for flagged users requested as part of Synapse's EDD checks. Read more (here).
• Bank Logins (Demo) | Business Bank Logins (Demo)
  Seamlessly link a personal or commercial bank account with a user’s online banking credentials. This includes support for the new auth flow that most major banks are progressively adopting (i.e. to only grant access via secure frameworks set up by the major banks).
• Interchange (Demo)
  Seamlessly Link/Unlink external debit or credit cards to fund and disburse from Synapse accounts.
• Card Management ( Demo)
  PCI-complaint Card Management to easily access card info (PAN) and maintain card status (for Synapse native cards).

Implementation

Before Getting Started

Before using our Chatbot, please ensure you are:

• Using our V2 Dashboard
  1. Existing platforms have the option to migrate to our V2 Dashboard by following the Sandbox Link or Production Link.
  2. New platforms will be on-boarded onto the new dashboard.
• Please double check if the client controls have chatbot preferences. If not, contact product engineers to add chatbot preferences to client controls.
• Issuing your Public_key, based on our User Authentication guide. Please note, when issuing the Public_key, in addition to passing issue_public_key and scope, you will also need to add user_id.
  Or instead of performing API calls directly, you can use our client libraries:
• Python
• JavaScript,
• Ruby, PHP,
• Go.

Make sure you add all required scopes when issuing Public Key.

If you are new and interested in any of Chatbot products please contact your Account Manager (AM), who can give you context and connect you with our Sales team.

Installation

• For Desktop Installation, go to Desktop Integration
• For Mobile Installation, go to Mobile App Integration

Errors

If Chatbot is not functioning properly (e.g. the window is not opening), please reload Chatbot. If after several attempts Chatbot is not working, please contact our customer support team and we will investigate the reported issue.