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Conversion OS

One AI runs every conversation and hands your team deals ready to close.

From the first signal to the booked meeting, one agent engages, surfaces buying intent, qualifies, routes and books, then keeps the deal moving long after the call.

Talk to Sam
Synapsa / Conversation workspaceOne agent · Shared memory
START WITH ANY SIGNALWebsite visitForm submittedCRM activityEvent follow-up
Kate LiuInbound routing · Pricing question

WEB CHAT

We have 40 reps. Can you keep our account ownership rules?

Yes. We can use your existing ownership and territory rules. What happens when a request comes in today?

Conversation continues in email ↓

EMAIL / SAME CONVERSATION

Kate, picking up on your routing question: here’s how account ownership carries into the meeting handoff. Would a walkthrough with your team help?

Brand knowledgeRevenue playbookConversation memoryConnected across every channel

Buyers are ready to talk. Nobody’s there to have a conversation.

Interest arrives around the clock, with real questions. A form asks them to wait, a chatbot follows a script, and the follow-up comes tomorrow. By then, the best buyers have moved on.

  • 01Questions arrive after hours.Buyers explore on their own schedule. Your team cannot always be there when they need an answer.
  • 02Context gets lost between channels.A buyer moves from chat to email to a call. Their questions and priorities need to move with them.
  • 03Qualification takes time.Understanding the use case, exploring fit, and finding the right next step takes a conversation.
  • 04Follow-up competes with everything else.Keeping a conversation moving takes attention, even when your team is busy with other buyers.

Your buyers deserve an intelligent conversation.

Beyond forms, sequences and if-then chats. A conversation that understands the question, remembers the context and helps them move forward.

UnderstandsRemembersMoves forward

How it works

Signal to calendar to close, on one system.

One agent with one memory carries every buyer from the first signal to a booked meeting, in one motion. Then keeps the deal moving long after the call.

01Engage · Under a minute, every time

Engages every signal, on every surface, in under a minute.

A form fill at 9pm. A pricing-page visit on a Saturday. An ad click that never converted last quarter. Sam catches the signal, pulls from your CRM, enriches from the web, and opens a real conversation: web chat, email, text, voice, or your existing forms. Same agent underneath every surface. The buyer never waits, and they never start over.

  • Web chat
  • Email
  • Text
  • Voice
  • Forms
Web chatEmailVoice
SamWeb chat
Live

Pricing enquiry → Sam engaged · 0:42

Can this work with our existing HubSpot setup?
Yes. We can use your existing CRM and routing rules.
Could you email me the details?
SamTo: Kate Liu
Email

Your HubSpot question

Hi Kate, picking up where we left off: here’s how your account ownership rules carry into the next conversation.

One conversation. Shared context.

02Qualify · Ready, not just captured

Moves the buyer from interested to ready.

Sam reads where the buyer actually is (early and exploring, mid-funnel and comparing, close to decision) and runs the right play. Sends the case study that answers the unspoken objection. Surfaces the proof that closes the gap. Guides the conversation until the buyer asks for the meeting. By the time they reach a rep’s calendar, they’re not a lead. They’re a buyer.

  • Use case
  • Budget
  • Authority
  • Timing
SamWeb chat · Helping you find the right fit
We’re interested, but I don’t want to replace the way our team sells.
You can keep your playbook. This guide shows how your team’s approach carries into each buyer conversation.
Synapsa

A guide for revenue teams

Keep your playbook.
Give it more reach.

Read the guide↗
That’s what we need. Can we see it with our playbook?
Of course. Which part of your buyer journey would you like to start with?
Message Sam…

03Route & Book · Booked inside the conversation

Routes and books the right meeting with the right rep.

No calendar-link ping-pong. No “let me check and get back to you.” Sam routes by your exact criteria, proposes times inside the conversation, confirms across channels, and rebooks no-shows automatically. Meetings that actually happen, in the right motion, with the rep who can close them.

  • Route
  • Propose
  • Confirm
  • Rebook
ROUTED BY YOUR PLAYBOOK
Mid-market→Account owner→Brian Park
SamText message

Brian covers your account. Would Wednesday at 2 work to walk through your HubSpot setup?

Could we do 3:30 instead?

Brian has 3:30 available. Shall I book that?

Yes, perfect.

Conversation with BrianWed, May 7 · 3:30 PM PacificConfirmed · 30 minutes

You’re booked. I’ve sent the invite and shared your HubSpot question with Brian.

Text message

04Brief · The deal never goes dark

Builds the buyer 360 and keeps the deal moving.

Every conversation, every signal, every meeting transcript flows into a living buyer profile. Your rep walks in fully briefed. After the call, Sam follows up, re-engages no-shows, books the next step, and keeps the thread warm across every touch. One memory across the entire journey. Every interaction is smarter than the last, and the deal never goes dark.

  • Brief
  • Follow up
  • Re-engage
  • Next step
Conversations / Kate Liu

Kate Liu

Sam · Web chat

Meeting booked
MessagesJourneyDetails
✧ InsightEvaluate fit
ResolvedPositive

Kate wants to engage warm leads with the same 40 reps. Keeping HubSpot and existing account ownership is essential. A walkthrough with Brian is booked.

Kate Liu Web chat

We need to keep our account ownership rules.

Sam

We can keep those rules. Brian will walk through your setup with you.
Meeting booked with Brian Park
AFTER THE MEETING · FOLLOW-UP

Kate, here is the pilot outline we discussed. Shall we include your operations lead?

Meet Sam

Meet Sam. One agent. The whole journey.

Sam engages every buyer off every signal, on every channel, and carries the conversation until it converts: qualified, routed, booked, briefed.

Talk to Sam · live

Now ask her anything.

Qualify yourself like a buyer, have her work your leads, or walk through a real deal. Here, over email, or by text.

Open the conversation in a new tab ↗

Customer-reported results

What changes when your strategy runs as a system.

Read customer stories
Jonathan KvarfordtMomentum

$250K+

closed revenue in less than six months

Read the story
Mike FriederOnCall Compliance

36%

increase in appointment conversion

Read the story
Nicole O'NeillTalent Edge

75+

meetings in the first 30 days

Read the story
Chad JacksonSalesLeap

37+

SDR hours saved

Read the story

Running today across Synapsa customers

500+agents deployed

$100M+in qualified pipeline

1M+buyer interactions

U.S. patentfor cross-channel conversational booking

Architecture

Why Synapsa’s patented architecture is built different.

Connected AI workflows follow paths someone wired in advance. The moment a real buyer goes off-script, they stall. One agentic core reads the signal, holds the full context, and decides the next move live.

Connected AI workflows

Brittle by design

  • Dead-ends the second a buyer goes off-script
  • Only the branches someone wired in advance
  • No memory of the conversation. Re-asks, can’t pivot

One agentic core · Sam

Built to adapt

Same buyer question · A useful next step

“Yes. We can keep your HubSpot ownership rules. How do you assign inbound today?”

  • Reads the real signal and decides in the moment
  • Holds full context across the whole journey
  • Guides the buyer with your playbook in view

One follows a map. The other reads the road. So your buyer never hits a dead end, and your team never inherits one.

Self-building playbooks

Describe the conversation. Sam builds the playbook.

No flowcharts. No drag-and-drop. No ops backlog. You describe what the conversation needs to do. Sam writes the objectives and runs a live test for you to approve.

Synapsa CopilotBuilding with you

Build a webchat so visitors on our site can ask questions and book a demo with the right rep.

You
Synapsa
Created playbook: Inbound site visitor
Added the webchat channel and greeting

Sam greets visitors, learns three things before booking, and hands off to a person if they ask. Ready to test it?

Start a test conversation on WEBCHAT
Ask about playbooks, flows, gaps…
Inbound site visitorPreview · changes happen in chat

Playbook

Inbound Site Visitor: Demo Request

Run by Sam

Draft pending
ConversationSituationGuardrailsConnected

Ultimate goal

Book a demo with the rep who fits.

Objectives · 3

  1. 1Learn the use case ★ Mandatory
  2. 2Learn team size
  3. 3Learn timing

Outcomes · 4

  • Book strong fit, deciding this quarter
  • Route enterprise team to the enterprise AE
  • Nurture not this quarter
  • Disqualify otherwise
Deploy leads
Inbound site visitorTest · run a simulated visitor conversationRun 1
  1. Learn the use caseOps rollout
  2. Learn team size400 people
  3. Learn timingAsking now
  4. BookWaiting
S
Chat with SamOnline · usually replies right away

Hi! I’m Sam. What brings you to Northwind today?

We’re looking at rollout options for our ops team.

Got it. Roughly how many people would use it day to day?

About 400.

Thanks. Are you hoping to decide this quarter?

Sam · AI Agent · now
Type a message…

Powered by Synapsa

Sam, AI agent
Sam · AI agentDev · AI agentNicole · AI agentGrace · AI agentTaylor · AI agentAlex · AI agent

Sam is ours. Yours can be anyone.

The copilot builds your agent’s role, personality and channels from your playbook.

Governance & oversight

Clear boundaries.
Accountable operation.

Define what the system can do, test it before deployment and keep your people in control of the exceptions.

Operational controlHow it worksReview point

01Define the operating boundaries

Goals, required questions and escalation points live in the playbook. Your team approves the knowledge that informs each conversation.

Before deployment

02Test before it reaches a buyer

Run simulated conversations, inspect the outcome and refine the playbook. Simulation sends nothing to real buyers.

Before deployment

03Keep people in control

When a conversation reaches an escalation point, the AI pauses and alerts the designated owner with the conversation context.

During operation

04Review what happened

Inspect actions, sources and decision traces. Approved configuration changes stay on the record.

After activity

Synapsa configures and maintains the system. Your team approves knowledge and handles escalations.

Built for your security, legal and procurement teams

  • SOC 2Independently audited security controls
  • HIPAAFor teams handling protected health information
  • No training on your dataYour data is never used to train AI models
  • You own itYour data, knowledge and everything we create

A little more, if you’re curious.

The details your team needs before putting a conversation in motion.

Does this replace our CRM?

No. Conversion OS connects to the systems you run on. Buyer conversations and meeting context flow into your CRM, and your ownership and routing rules guide the next step.

Can a buyer change channels without starting over?

Yes. Web chat, email, text and voice share persistent conversation memory. The buyer’s questions and priorities carry into the next exchange.

What happens when a person needs to take over?

Your playbook defines the escalation points. When one is reached, the AI pauses and alerts the people you name, with the conversation context available to them.

How do we test a playbook before it goes live?

The playbook copilot lets you describe the goals, required questions, routing and escalation rules, then test the conversation. Simulation sends nothing to real buyers. Your authorized team reviews refinements before deployment.

Is every conversation meant to become a meeting?

No. Your playbook can guide a buyer to the right seller, self-service, useful content, nurture or a person. The next step depends on the buyer’s needs and your selling approach.

Put Sam on every conversation this quarter.

Hundreds of GTM teams have already handed first-touch to Sam. $100M+ in pipeline. Under 1 minute to first conversation.

What happens next: a 30 to 45 minute call. We show Synapsa on scenarios from your business, then work through how it would run in your environment.

Book a demo