Help Genie Sync Early access Answers from your systems, not just your website.
Sync connects your genie to the systems you already run. It looks up stock, orders and bookings while the customer is still talking, then files the result where your team works.
How your genie supports your customers
-
"Is my part in yet? Order 4471."
Looks the order up live during the call and gives the real status.
Real answer, first call -
"Is the 3 tonne digger free this Saturday?"
Checks availability in your booking system before it answers.
Live availability -
"I want to book a service for next week."
After the call, writes the request into your CRM and alerts the team in Slack.
CRM updated, team alerted
The customer gets a real answer on the first call. Your team gets the note, the record and the alert without typing anything.
What Help Genie Sync does
Built on the genie you already have, with the same knowledge base and the same voice.
Lookups mid-conversation
Stock, availability, an order or a customer record, checked live while the customer is still on the line.
Actions after the call
A chain of steps when the conversation ends: analyse it, call an API, update a connected service, send an email, create a CSV or PDF.
Describe it in plain words
Say what should happen after a call and Sync builds the steps for you.
CRM ready
Built-in actions for HubSpot, Salesforce and Pipedrive, plus a large connector catalogue.
Knowledge that stays current
Your genie re-reads sources like Notion on a schedule, as often as every 15 minutes.
Bring your own API
Paste a key, stored encrypted, and the platform designs the request. Failed runs can be replayed from the activity log.
How it starts
- 1
Tell us your systems
Which questions need live data: orders, stock, bookings, customer records.
- 2
We connect and test it with you
Each connection is set up and tested with you before it goes live.
- 3
Your genie answers with real data
Customers get the real status. Your team gets the record, the note and the alert.
A good fit if you have
- Customers who call to ask where their order or part is
- Bookings, hire or service slots that live in another system
- A CRM your team wants filled in without retyping calls
Honestly not the right fit
- Businesses that only need answers from their website and manuals. The core genie already does that.
Early access offer
Free connection review.
Tell us which systems your customers ask about. We map what your genie could look up and do, and confirm the scope with you before anything is built or billed.
- Free review of your systems
- Scope confirmed before you pay
- Set up and tested with you
Plans: Free $0, Starter $199, Pro $299, Enterprise $499 a month. See pricing
Book my connection review
A real person replies within one business day.
Compare and see it in use
Comparison
Help Genie Sync vs Zapier and Make for Connecting Your Genie
Zapier and Make connect apps when events fire. Help Genie Sync connects your genie to live data mid-call. See where each fits and why teams use both.
Use case
Where Is My Order? A Genie That Checks Order Status Mid-Call
Parts suppliers field endless where is my order calls. See a genie check status live with Help Genie Sync, then log the call to your CRM and alert Slack.
Questions
Is Sync available now? +
Sync is in early access. Each connection is set up and tested with you before it goes live.
Which systems can it connect to? +
Built-in CRM actions cover HubSpot, Salesforce and Pipedrive. A large connector catalogue covers many more, and anything with an API can be connected with your own key.
Can it work with Zapier or Make? +
Yes. Sync can send alerts and results to Zapier or Make, as well as Slack and Telegram.
How is Sync priced? +
Sync sits on top of a Help Genie plan. The build scope for your connections is confirmed with you before anything is billed.
