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Knowledge Base

Browse documentation by topic

Getting Started & Workspace

Set up your organization, invite operators, and deploy your very first autonomous agent.

Playbooks & Instructions

Write plain-language rules, configure step branching, and backtest against production logs.

Approval Policies & Routing

Establish financial thresholds, routing matrices, quorum reviews, and Slack bot triggers.

Connectors & Developer API

Authenticate native connectors via OAuth 2.0, listen to webhooks, and trigger runs via API.

Audit Trail & Rollback

Inspect cryptographic logs, generate auditor reports, and revert transactions across systems.

Security, SAML & Billing

Manage role-based access control, configure Okta SAML 2.0, and view plan invoices.

Playbook Library

Pre-configured operational recipes

Read playbooks guide
Invoice Mismatch Resolver Finance AP

Compares vendor billing lines against purchase orders and warehouse receiving logs. Holds partial payment if quantities mismatch.

name: ap_invoice_resolver source: netsuite.invoices match: po_receipt_diff on_deviation: hold_and_route_approval View approval policy
High-Value Refund Escort Customer Support

Processes routine refunds under $250 autonomously. Gathers Stripe fraud scores and routes transactions over $500 to team leads.

name: support_refund_gate threshold: 500.00 USD sources: [stripe, zendesk] signoff: cs_team_lead (slack) View approval policy
Vendor Tax & KYC Auditor Operations

Validates W-9 / W-8BEN tax identification numbers, verifies bank routing details, and flags conflicting remit-to addresses.

name: vendor_kyc_validator checks: [irs_tin_match, ofac_scan] action_on_pass: activate_vendor action_on_fail: alert_controller View approval policy
Troubleshooting

Common operational questions

In Synthora, deterministic policy rules ALWAYS supersede statistical model confidence scores. If you have an approval policy stating "Hold any payment over $10,000", the agent will halt and request signoff regardless of how confident the model claims to be.
You can specify fallback escalation rules in your playbook (e.g. timeout: 4h, on_timeout: escalate_to_vp). If the primary approver does not respond within the designated window, the review request automatically reroutes to the designated secondary approver.
Navigate to the run in the Synthora Console or click the "Roll back" button in your Slack notification. Synthora uses compensating reverse API transactions to restore previous records in NetSuite, Salesforce, or Stripe, and automatically logs the rollback in your audit trail.

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