> ## Documentation Index
> Fetch the complete documentation index at: https://docs.helpgenie.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# What is Help Genie Sync?

> The lifecycle model behind every genie — before, during, and after the call.

Help Genie Sync is what keeps your genie sharp. It's the layer that connects your genie to the rest of your business — your knowledge, your tools, your systems — so every call feels like it's being handled by someone who already knows your business inside and out.

Everything in Sync is organized around one simple idea: the life of a call.

## 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](/sync-guide/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](/sync-guide/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](/sync-guide/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.

<Frame>
  <img src="https://mintcdn.com/helpgenie/2LU0lzABU1lS6XRW/images/sync-guide/genies-roster.png?fit=max&auto=format&n=2LU0lzABU1lS6XRW&q=85&s=9ece3d839030ea313e90a6d161e5143e" alt="Genies home page showing the roster of genie cards with Before/During/After equipment counts" width="1663" height="960" data-path="images/sync-guide/genies-roster.png" />
</Frame>
