SoftSync

AI Assistant

Who needs a follow-up? What did we agree? Just ask.

Ask about customers and sales in everyday language. Get the context, answer, or update you need while you work.

Book a demoSee it in action

Answers from the customer context you already have.

SoftSync AI Assistant answering a sales question with useful customer context
  • Ask in plain language.Use the words you would say to a teammate.
  • Get the useful context.Start with an answer you can act on.
  • Keep moving.Update the record without leaving the work.

Start with the work you already do

A helpful answer is the start of the next action.

Ask the question that is already in your head. SoftSync brings together the customer history and sales details that help you decide what to do.

  1. SoftSync AI Assistant listing deals that need attention today

    Focus today

    Know where to focus today.

    Ask which deals need attention and start with a useful short list.

  2. An AI-generated SoftSync customer brief with recent activity and next steps

    Prepare for a customer

    Walk into the next meeting with the story.

    Get a brief from the customer history instead of opening five tabs.

  3. SoftSync AI Assistant saving a next step to a customer record

    Update while you work

    Say the change once.

    Ask SoftSync to save the next step while you keep moving.

Make it fit your business. The Assistant works from the customer and sales information your team already keeps in SoftSync, so the answer has somewhere useful to go.

A simple way to use it

Question in. Useful action out.

Start with a plain question, then ask for the small change that keeps the record ready for the next person.

  1. 01Ask which deals need attention today
  2. 02Open the useful result
  3. 03Ask for a specific next-step update
  4. 04Keep working from the updated record

Keep going

Customers & SalesKeep the customer history and sales progress together.Meeting AssistantCapture calls on your desktop, without a bot.AutopilotTurn a repeatable answer into a repeatable job.

Questions, answered

A few things people ask before they start.

SoftSync helps you ask, decide, and update without breaking your concentration.

What can the Assistant find?

It can search the customer and sales information already in your SoftSync workspace and bring the useful context into the conversation.

Can it update a record?

Yes. Ask it to save a clear change, such as a new next step, when you are ready.

Can it use attached files?

Ask about files that are available in your workspace. The Assistant will use the information it can access.

How is it different from Autopilot?

The Assistant helps with the question or action in front of you. Autopilot checks for a repeatable situation and handles it on a schedule.

Ready when you are

See your sales day in SoftSync.

See an everyday question become a useful next action.

Book a demo
Book a demo