$100M+pipeline generated500+agents deployed<1 minto first conversation
01 · Engage · Sam, web chat
Want a plan sized to your team?
Yes. 40 reps, mostly inbound.
02 · Qualify
Who picks up a lead when it comes in?
Honestly, nobody.
78Fit confirmed
03 · Route & Book
Dana covers West. Thursday at 10?
Works for me.
Booked · Thu 10:00 · Dana R.
04 · Follow up
Recap sent. I’ll nudge you Wednesday if anything slips.
Reminder · Wed 16:00
01
The problem
Serving buyers well takes more than a fast first reply.
Interest arrives around the clock. Each buyer brings different questions, needs, and timing. Your team needs a way to respond, guide the conversation, and follow through at a scale people cannot cover alone.
×01
Questions arrive after hours.
Buyers explore on their own schedule. Your team cannot always be there when they need an answer.
×02
Context gets lost between channels.
A buyer moves from chat to email to a call. Their questions and priorities need to move with them.
×03
Qualification takes time.
Understanding the use case, exploring fit, and finding the right next step takes a conversation.
×04
Follow-up competes with everything else.
Keeping a conversation moving takes attention, even when your team is busy with other buyers.
02
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. Watch her work one buyer, from a pricing visit to a booked demo:
Sam, working the buyer journeysignal · chat · qualify · route · book · follow upLive signal
Sam (Synapsa AI)Working your buyer journey · live
A visitor is back on pricing, third time this week
Signal matched, running the High-Intent Visitor play
The visitor introduces himself: Riley Chen
Matching the CRM: Q3 webinar attendee, demo form started
He has to run: moving the thread to SMS, nothing lost
Same thread over text: qualifying, offering times
Routing to Sarah Parker, booking Tuesday 2:00
Emailing the confirmation, context attached for Sarah
Pricing questions? Happy to get you real numbers. What are you trying to solve?
Riley Chen, VP Demand Gen at Northbeam. We generate plenty of leads but follow-up is slow. We lose deals in the gap.
SamAI
Riley, that gap is exactly what Synapsa closes: every signal gets a conversation in the moment, on your best playbook, before interest cools. How many reps carry follow-up today?
40 reps on Salesforce. I have to jump into a meeting. Can you text me? 415-555-0119
Of course. You'll have a text from me in a moment. Good luck in there.
Reply to Sam…
Confirmed: your Synapsa demo with Sarah, Tue 2:00 PM
Inbox
Sam<sam@synapsa.ai>
to me ▾
Today, just now★↩⋮
Riley, you're booked. You picked Tuesday 2:00–2:30 PM by text, so I've set it with Sarah Parker, your account executive. The calendar invite and Google Meet link are attached, and a reminder will land in our text thread before the demo.
Sam
Synapsa
sam@synapsa.ai
Sent · calendar invite + Meet link attachedContext attached for Sarah
You're confirmedTue, 2:00–2:30 PMwith Sarah Parker · invite + Meet link sent
Demo · NorthbeamJul 21, 2026 · 28 minutes
CompletedSPRCExport
Meeting overview
28:00Duration
42%Talk ratio (rep)
4Topics covered
2Action items
“…if onboarding really is days, we can sign this quarter.”
12:48 / 28:001×
Talk time analysis
SPSarah · Synapsa42%
RCRiley · Northbeam58%
SummaryTranscriptFollow-up note
Outcome
Riley confirmed days-not-quarters onboarding clears the last objection. Verbal commit to sign this quarter.
Next stepsSarah: send security overview todayRiley: loop in RevOps Thu
Synced → Salesforce
Buying signals · Northbeamlive
NB
Northbeam, Inc.Company matched · visitor not yet identified
Visitor from Northbeam reading pricing plansMon
Same visitor read the Salesforce integration pageTue
A second Northbeam visitor read the security overviewYest
Back on pricing, third visit this weekNow
Intent
High
RC
Riley Chenresolving identity
CompanyNorthbeam, Inc.
TitleVP, Demand Generation
Team40 reps · Salesforce
Enriched · Synapsa
CRM checkMatched
Known contact · opportunity created for sales
Playbook · High-Intent VisitorTier 1
Engage · conversation openedDiscover · gap captured, their wordsQualify · 40 reps · Salesforce · enterprise
Intent score41/ 100
Webchat · Email · SMS · Voice
RouteBooked
RuleARR > $120K, 40+ reps → Sr. Enterprise AE
JPJordan PrattMid-Market AE
SPSarah ParkerSr. Enterprise AE
MFMara FieldsEnterprise AE
Same thread · new channel
9:41
SSamSynapsa
Hi Riley, it's Sam from Synapsa. As promised: for a 40-rep Salesforce team, Sarah, your enterprise AE, is the right next step. Does Tuesday 2:00 or Wednesday 11:00 work?
Tuesday 2:00. And loop in our RevOps lead, security matters to us.
Booked. The security overview is on its way to your RevOps lead, and I've filled Sarah in on everything we covered.
Your demo with Sarah is at 2pm today. She has your security questions and will demo against your Salesforce setup. Anything you want added?
Add multi-org rollout across our 40 reps and I'm set. See you at 2.
Read
+
iMessage
Sam · Synapsa AIWorking the buyer journey · live
A visitor is back on pricing, third time this week
Signal matched, running the High-Intent Visitor play
The visitor introduces himself: Riley Chen
Matching the CRM: Q3 webinar attendee, demo form started
He has to run: moving the thread to SMS, nothing lost
Same thread over text: qualifying, offering times
Routing to Sarah Parker, booking Tuesday 2:00
Booked: demo with Sarah ParkerTue 2:00 PM · calendar invite + Meet link sent
03 · Talk to Sam
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.
SamSynapsa AI · here now
Hi. I’m Sam, and I’d love to help you get to know Synapsa. Want to chat right here, over email, or by text?
04
How it works
Signal to calendar to close. On one system, with one memory, in one motion.
The same agent carries every buyer from the first signal to a booked meeting. Then keeps the deal moving long after the call.
Signal
01
Engage · 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 chatemailtextvoiceforms
Signal → engaged · 0:42
Web chat
SSam SynapsaLive
Hi Kate, saw you on our pricing page. Want a plan sized to your team?
Message Sam…
Email
Sam (Synapsa)to kate@northbeam.io
9:02 PM
Your pricing question
Happy to help. Here are the numbers for a 40-rep team, plus the case study you asked…
Text
SSam · Synapsa
Today 9:02 PM
Hi Kate! Sam from Synapsa. Want the pricing breakdown here, or on a quick call?
VoiceS
Sam · SynapsaVoice · calling…
02
Qualify · 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 casebudgetauthoritytiming
Lead → ready · 1:14
Objective 01
Use case
Automate warm-lead engagement
Web chat
SSam SynapsaLive
Hi Kate, what are you trying to solve?
Automating our warm-lead engagement.
Got it. About how many warm leads a month?
Message Sam…
Objective 02
Opportunity
Asked just now…
03
Route & 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.
routeproposeconfirmrebook
Slot → booked · 0:08
Calendar
Tue · May 7Brian Park · 30 min
PST
Demo inquirykate@northbeam.io · thread
External
Sam
Brian's open Tue 2 PM or Wed 3 PM. Either work?
Kate
Tuesday works.
Sam
Booked. Invite from Brian is on the way.
Routing
IfFounder · > $100K MRR
PoolMid-Market AE · Round Robin
Match
Brian Park
04
Brief · 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.
brieffollow upre-engagenext step
Notes → synced · 0:02
Recording
Acme.io discoveryMay 7 · 31:05
Kate LiuNorthbeam · VP Sales
28:42
Brief by Sam
SummaryTranscript
Outcome
40 reps confirmed. POC scoped for Q3, CFO signed-off on budget.
Next step
POC kickoff with RevOps · Aug 6
Synced toHubSpot · Salesforce
Close
05
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
TriggerNew lead
Qualified?
ActionBook meeting
ActionNurture email
Wait3 days, re-check
“Does it work with HubSpot?”
Off-scriptNo path
×
×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
SignalContextToolsPlaybookMemoryJudgment
Agent coreSam
✓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.
06
Proof, in dollars
Pipeline customers can point to.
Hear from the GTM teams who replaced their first-touch motion with Sam.
$100M+Qualified Pipeline500+Agents Deployed85K+Meetings Booked<1 minSpeed to Lead
$250K+
in closed revenue sourced from Synapsa
We closed $250K in revenue sourced from Synapsa in our first six months, and we’re on pace to add another $200K this quarter alone.
“We generated at least a quarter million dollars in closed revenue sourced from Synapsa in less than six months. Anyone can vibe code something cool right now, but you can’t vibe code IP and you can’t vibe code genius. Synapsa has that depth, and that’s where the magic is.”
Jonathan KvarfordtVP of GTM Strategy & Marketing at Momentum
95%
of unqualified traffic cleaned from pipeline
Synapsa cleaned up 95% of the noise in Sama’s pipeline, and they can’t imagine working without it.
“This does everything that we’re not doing today. It’s reliable, it’s easy to use. The support is phenomenal. I can’t imagine us without it right now. We had the fastest close we’ve ever had from a lead that came from Tara, three times faster than our normal pipeline.”
Andrew BabbDirector of Performance Marketing at Sama
$1M+
in qualified pipeline booked
Synapsa helped On Call Compliance (high-ticket B2B service) increase their appointment booking rate by 36% with 0 additional ad spend.
“Our company spends millions of years in marketing. We have run through over 150 SDRs and struggled to really systematize at scale. Synapsa hasn’t missed a lead. It is quite literally producing 1000% return on investment.”
Mike FriederCEO of On Call Compliance
$100K+
in incremental revenue in 90 days
Synapsa helped SaaS Academy (high-ticket coaching company) close additional revenue just by chasing down and rebooking qualified leads who didn’t show up to the first call.
“We’ve closed over 100K in incremental revenue that essentially would have been lost. And the time required to get those meetings back on the calendar, for my team, was essentially 0.”
Matt McCafferHead of Sales
75+
meetings booked in 30 days
Synapsa closed the speed-to-lead gap for Talent Edge Recruiting, answering leads around the clock and booking 75+ meetings in their first 30 days.
“I was really skeptical about this and I did not think it was gonna go well but in the first 30 days, I believe we hit over 75 meetings. We literally needed to pause our outreach because we had so many meetings booked.”
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.
Playbook builderdescribe · build · test
Describe the conversation
YouFollow up with the leads from our Q3 webinar, qualify them for fit, book with our routing rules, and send each one the most relevant case study.
Reading your playbooks, pricing and case studies
Writing the objectives
1Re-engage every Q3 webinar lead✓
2Qualify for fit → route by your rules✓
3Book the meeting + send a case study✓
Playbook ready. Running a live test →
↑
▶ Test↻ Replay
Hey Jordan, great having you at our Q3 webinar! What pulled you in: speed-to-lead, or the follow-up side?10:42
Honestly both. Leads go cold before we reach them.10:43
That’s the #1 thing we fix. How big is the GTM team you’d roll this out to?10:43
About 40.10:44
Perfect fit. Routing you to our mid-market team. Sending the case study from a 40-person GTM team that cut response to under a minute. Grab 20 min Thursday?10:44
Type a reply…
Three objectives. Two minutes of review. One agent on every lead.
08
Grounded in your business
It runs on everything your business knows.
Synapsa indexes your entire knowledge base and connects to the systems you run on. So Sam answers in your voice, surfaces the right case study, and books with your exact requirements.
Knowledge base
Playbooks
Case studies
Decks
Pricing
Call recordings
Help docs
IndexedSam
Best match
Case studyClosest fit to this buyer
Sent in the conversation
Everything you’ve written, indexed into one core. Sam reasons over your real content, not a generic script.
Systems of record + channels
HubSpot
Salesforce
Google
Outlook
Zoom
Zapier
Text Message
Webchat
API Webhook
Two-way sync with the systems you run on. Books meetings, updates records, routes by your rules.
Conversion OS
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.