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.
Recap sent. I’ll nudge you Wednesday if anything slips.
JR
New buyerInbound · web chat
Team
40 reps, mostly inbound
Today
No one owns first response
Fit78
Fit confirmed
Routed · Dana R.West territory
Booked · Thu 10:00With Dana R.
Reminder · Wed 16:00Recap sent
Proof, in dollars
Pipeline customers can point to.
Hear from the GTM teams who replaced their first-touch motion with Sam.
$100M+Qualified Pipeline
500+Agents Deployed
85K+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.”
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.
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.
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.
Signal
Engage
Qualify
Route & Book
Brief
Close
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.
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.
Web chat
Email
Text
Voice
Forms
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…
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.
Sam reads where the buyer actually is (early and exploring, mid-funnel and comparing, close to decision) and runs the right play.
Use case
Budget
Authority
Timing
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…
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.
Sam routes by your exact criteria, proposes times inside the conversation, confirms across channels, and rebooks no-shows automatically.
Route
Propose
Confirm
Rebook
Slot → booked · 0:08
Calendar
Tue · May 7Brian Park · 30 min
PST
Demo inquirykate@northbeam.io
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
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.
Every conversation, every signal, every meeting transcript flows into a living buyer profile.
Brief
Follow up
Re-engage
Next 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
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…
01Engage
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…
02Qualify
Slot → booked · 0:08
Calendar
Tue · May 7Brian Park · 30 min
PST
Demo inquirykate@northbeam.io
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
03Route & Book
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
04Brief
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 meetingyes“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 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.
Playbook builderDescribeBuildTest
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↻ ReplayJordan · Q3 webinar
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.
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 matchCase studyClosest fit to this buyerSent 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.
Built for your organization
Easy for one person.Safe for the whole company.
Your team gets AI it can use every day. Leadership keeps every campaign, conversation and follow-up on the playbook it set, checked before it goes out, and on the record.
Positioning v4Set by the CMOMarketingv4Salesv4Customer teamv4
Everyone prompts their own version
Everyone works from your playbook.
Leadership sets positioning, claims and playbooks once. Every request, from every team, uses the current version.
Q3 launch emailContent marketer
Claims approvedOn brandFollows the playbookWaiting for the marketing lead
Unapproved claims reach buyers
Nothing goes out unchecked.
Claims, brand and playbook rules are checked on every piece. Then the person you name approves it.
Positioning updatedCMO · TueQualification playbook changedHead of Sales · WedRestored to Tuesday’s versionRevOps · ThuRestored
Nobody can say what changed
Every change is on the record.
See who changed what and when, and restore any earlier version.
Ready for your security, legal and procurement review
The questions they ask first, with straight answers.
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
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.
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.