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AI Funnel & Automation

Turn conversations into informed opportunities.

AI-assisted discovery, qualification and follow-up that connects your website to a real sales workflow.

Thoughtfully designed. Purposefully built.

A system shaped around you

Make everyday work
feel effortless.

An effective AI funnel asks the useful questions, records what the prospect actually needs and helps your team decide what to do next. We connect conversational discovery to CRM lead intelligence, with explicit routing rules and a clear human handoff.

Created forAdmissions teams, consultative sales businesses and organisations handling repeated discovery conversations.
AI-generated editorial concept for AI Funnel & Automation
AI-generated team reviewing a business requirement
THE EXPERIENCE, CONSIDERED

What this means for your business

A useful conversation. An informed handoff.

Let visitors explain what they need in their own words. Turn that conversation into structured context your team can review before a call or demonstration.

  • 01Guided discovery
  • 02Qualification context
  • 03Human handoff
Shape your project with us

What we can build

Thoughtful details.
Practical capabilities.

Each module is shaped around your users and the outcomes agreed for your project.

01

Website AI assistants

Give visitors a conversational entry point for understanding your services and sharing their requirements.

02

Structured discovery

Capture the use case, team size, current process, decision timeline and other agreed qualification facts.

03

Evidence-based scoring

Use agreed measures of fit, intent, engagement and readiness, with confidence kept visible.

04

CRM handoff

Link conversations to lead records so the human team has context before a call or demo.

05

Follow-up orchestration

Design task, reminder and approved channel workflows around the prospect’s next step.

06

Usage and oversight

Discuss conversation limits, operational monitoring, service costs and review checkpoints before launch.

A considered AI experience

A helpful first conversation.
A clearer next action.

Connect visitor discovery to a structured business record and the team responsible for the next step.

CONVERSATIONAL DISCOVERY · AI CONCEPT

Let visitors begin in their own words.

A guided assistant can collect the current process, intended outcome and useful qualification context.

ACTUAL SYNAPTECH CRM · QUALIFICATION

Put the context in your team’s hands.

Review the captured requirement, confidence and handoff readiness before choosing a human follow-up.

Fictional Ask Avni AI assistant avatar
MEET YOUR SOLUTION GUIDE

Start with Ask Avni.

Explore your requirements through our guided business discovery experience.

Technology, made tangible

Your business.
Connected.

Explore illustrative workspaces. We design the actual modules, permissions and journeys around your requirements.

Synaptech · solution previewILLUSTRATIVE SAMPLE DATA
AI QUALIFICATION EXPLORER

A score needs context.

Try these illustrative routing rules. Production criteria are agreed for your business.

Qualified prospect

Review and nurture

Use the captured facts to plan a demo or follow-up with your team.

DiscoverQualifyAct
Built around roles. Connected through workflows.Request a guided demonstration

From possibility to a working solution

A considered process.
A clear way forward.

Work with us through discovery, design and delivery, with focused review points along the way.

01

Define a useful conversation

Identify the facts needed for a demo, proposal or sales conversation.

02

Agree the handoff rules

Set qualification and confidence thresholds, with clear human review.

03

Connect and monitor

Test the CRM record, messaging permissions, costs and escalation behaviour.

Good questions

Before we
begin.

Can Ask Avni be connected to the CRM?

Yes. Our existing Ask Avni flow uses registration, secure session tokens and business conversation endpoints. The new website uses an adapter for that flow.

Are WhatsApp and telecalling included automatically?

They are optional integrations. Provider accounts, approved templates, consent, availability and operating costs are confirmed before enabling a channel.

Can AI promise pricing or make commitments?

The assistant should follow your approved information and hand off commercial commitments to a person. The exact boundaries form part of implementation.

A conversation is a good beginning

Let’s bring your AI journey to life.

Discuss your project