Before the call
Your genie needs to walk into every conversation already knowing your business — your policies, your prices, your product catalog, whatever your customers ask about. Sync keeps that knowledge fresh automatically, so your genie is never caught quoting last month’s information. See Knowledge Sync for how this works.During the call
Some questions can’t be answered from memory alone — “what’s the status of my order,” “do you have this in stock.” For those, your genie can reach out mid-call and check, live, then answer with the real answer instead of a guess. See Capabilities for how this works.After the call
Once a call ends, there’s often follow-up work: logging a note in your CRM, posting a summary to your team, sending a recap email. Sync can trigger all of that automatically the moment the call wraps up, so nothing falls through the cracks. See Post-Call Actions for how this works.Who this is for
Anyone responsible for keeping their genie useful and accurate day to day — no engineering background required. Everything in Sync is configured through a visual interface. If you can use a spreadsheet, you can configure a genie.