Guides, FAQs and best practices for every SyntrixOne feature.
How AI is woven into every product surface.
Sentiment, intent and topic scoring.
AI Intelligence reads every conversation and tags it with sentiment, intent, urgency and a quality score.
Open /dashboard/ai-intelligence to browse trends, drill into individual conversations and re-score historical data.
Daily digests, briefs and next-best actions.
Open /dashboard/ai-sales-copilot. The co-pilot surfaces deal briefs, contact briefs and a Monday morning digest of pipeline movements.
Inside conversations, click "Suggest reply" for a buyer-aware draft.
One-click drafts inside the inbox.
In any conversation, click "Suggest reply". The AI grounds its draft in your knowledge base, the conversation history and the contact's CRM profile.
You always edit + click send. The AI does not send on its own.
A one-page summary before every call.
On any contact, click "Generate brief". The AI summarises past conversations, open tickets, deal stage and recent sentiment.
Use it as a pre-call prep cheat sheet.
AI analysis of why a deal is moving or stuck.
On any deal, click "Analyze". The AI reviews activity, sentiment and stage history to suggest the next move.
Surfaces risks ("no contact in 14 days") and opportunities ("CFO mentioned budget approved").
Weekly summary delivered every Monday.
The Monday digest covers: pipeline movement, top deals at risk, top deals advancing, conversation volume and CSAT trend.
Subscribe from the AI Sales Co-pilot settings panel.
What AI is great at — and what it isn't.
AI is great at: drafting replies, summarising conversations, scoring sentiment, surfacing trends and grounding answers in your KB.
AI is NOT great at: making promises on your behalf, knowing facts that are not in your KB or CRM, or replacing human judgement on sensitive decisions.
Always review AI output before sending. SyntrixOne never sends on your behalf without a click.
Our team replies to support tickets within one business day.
