Built to do real work. Built to be trusted.
Permissions, playbooks, approvals, audit and rollback — built into one platform, so automation never outruns the controls your business depends on.
Agents with their own identity and real permissions.
Every agent is a first-class user in your stack — with scoped credentials, a spending limit and a named human owner. It can read, draft and write only where you’ve allowed it.
- Field-level scopesGrant read or write per object, per field, per system.
- Spend and volume limitsDaily caps on money moved, emails sent or records changed.
- A named owner, alwaysEvery agent reports to a person who answers for it.
Accounts payable agent
agt_7f3k2 · owner Priya RamanNetSuite · Invoices
Vendor bills, line items
NetSuite · Vendors
Bank details excluded
Slack · #warehouse-east
Receiving confirmations
Gmail · ap@halden.co
Vendor correspondence
Write the process in words. Review it like code.
Playbooks are plain-language instructions Synthora compiles into rules, sources and approval gates. Every edit is versioned, diffed and backtested before it touches production.
- Versioning and diffsSee exactly what changed, who changed it and why.
- Backtest on historyReplay last month’s cases and compare against your team.
- Template library60+ starting playbooks for finance, support and ops.
Policies decide who approves what — not the agent.
Set thresholds on amount, vendor age, customer tier or any field in your data. The right person is asked in Slack, Teams or email, with the reasoning and sources attached.
- Visual policy builderConditions, approvers and escalations without code.
- Escalation timersRoute to a backup approver when a request sits too long.
- Approve where you workOne-tap approval from Slack, Teams, email or mobile.
Every read, decision and write — on the record.
An immutable log ties each action to its sources, the playbook version that produced it and the policy that allowed it. Hand it to your auditors as-is.
- Tamper-evident logHash-chained entries with retention you control.
- Search and filterBy agent, person, system, record or policy.
- Export anywhereCSV, your SIEM, or straight into Snowflake.
| Time | Actor | Action | Policy |
|---|---|---|---|
| 09:41:02 | APAgent | Read INV-20931 | Scope: invoices.read |
| 09:41:04 | APAgent | Flagged qty mismatch vs PO-7781 | Playbook v14 |
| 09:41:06 | APAgent | Prepared payment $11,052.00 | Held · over $10k |
| 09:52:40 | PRPriya R. | Approved via Slack | Payments over threshold |
| 09:52:41 | APAgent | Sent correction to vendor | Scope: gmail.send |
Undo a single action or an entire run.
Synthora knows every change an agent made and how to reverse it. Roll back across systems in one click, and everyone affected is told what happened.
- Cross-system reversalERP, CRM, helpdesk and email changes undone together.
- Automatic notificationsCustomers, vendors and teammates are kept informed.
- Point-in-time restoreReturn any record to how it looked before a run.
Refund $84.00 to order #55120
Stripe
Order status → “Replacement sent”
Shopify
Reply sent to customer
Zendesk · follow-up queued
Tagged account “at-risk”
Salesforce
The details that make it production-ready.
Small things that save your team hours — and the controls your security review will ask about.
Multi-agent handoffs
Agents pass work to each other with full context and ownership.
Schedules & triggers
Run on a cron, a webhook, a new record or an inbound email.
Sandbox mode
Dry-run against production data with every write intercepted.
Cost controls
Budgets per agent and team, with alerts before you hit them.
PII redaction
Mask card numbers, IDs and health data before any model sees them.
Model choice
Pick the model per playbook, or bring your own key on Enterprise.
40+ languages
Handle tickets and documents in the customer’s own language.
SLA alerts
Know when a queue is slipping before your customers do.
Custom roles
Builders, approvers, auditors and viewers, mapped from your IdP.
REST API & SDKs
Start runs, read results and manage agents from your own code.
Impact analytics
Hours saved, resolution rates and approval times by team.
SOC 2 & ISO 27001
Audited annually, with regional hosting in five locations.
Not a chatbot. Not a brittle script.
Chat assistants can’t act. RPA bots break when a screen changes. Synthora sits in between — flexible enough for messy inputs, governed enough for finance.
| Capability | SynthoraAI operations platform | Chat assistantsGeneral-purpose AI | RPA botsScripted automation |
|---|---|---|---|
| Takes actions in your systems | Yes, scoped | No | Yes |
| Handles messy, unstructured input | Yes | Yes | No |
| Named human approvals | Policy-driven | No | Partial |
| Audit trail with sources | Every action | No | Logs only |
| Cross-system rollback | One click | No | No |
| Survives UI changes | API-native | Not applicable | Often breaks |
| Time to first live process | Under a week | — | 6–12 weeks |
See it on your own process.
Bring one workflow to a 30-minute demo. We’ll build the playbook live, on your data.