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Symbo AI

Your AI sales edge

A conversational intelligence layer across every part of your workflow — ask questions about your data, build sequences with a prompt, and let AI handle the busywork.

Hours

Saved on admin every week

Every call

Transcribed & coachable

Instant

Follow-up & next steps

Symbo AI

Which reps had the highest connect rate this week?

Symbo AI

Here are the 3 reps with the highest connect rates this week:

Rep
Dials
Connect %
Sarah J.
185
18.4%
Mike D.
203
15.7%
Lisa R.
142
14.1%

Team average this week: 12.4%

How does that compare to last week?

Ask anything about your data…

Chat with your data

Ask your data anything

Sales managers can ask natural-language questions about their team’s performance and get instant answers. Connect rate by rep, dials compared to last week, pipeline velocity — all without digging through dashboards.

The AI has full access to your calling data, rep activity, and sales metrics, so it surfaces insights that would normally take significant manual analysis.

Example: “How many dials did the team make yesterday compared to last Tuesday?” — and get the answer in seconds.

Turn insight into action

From prompt to power dialing in seconds

Symbo AI doesn’t just answer questions — it takes action. Tell it to build a targeted list from your CRM data, LinkedIn engagement, or any filter you can describe, and start dialing immediately.

No manual list building, no switching between tabs, no exporting CSVs. One prompt turns intent into a live power dial session.

Example: “Build a dial list from contacts who opened my last email campaign but haven’t booked a meeting, and start calling.”

Symbo AI

Pull contacts who engaged with my LinkedIn post about Q1 hiring and start a power dial

Symbo AI

Found 47 contacts who engaged with “Q1 Hiring Plans for 2026.” Power dial list created:

Contact
Company
Status
Jessica M.
Apex Corp
Ready
David T.
BlueStar Inc
Ready
Amanda K.
Crescendo
Ready

+44 more contacts in this list

Power dialing 47 contacts…

Capabilities

AI across your entire workflow

From importing data to triggering follow-ups, Symbo AI works alongside your team at every step.

Smart Data Import

Upload a CSV and the AI detects columns, maps fields, and cleans your data automatically. No manual mapping or cleanup required.

Sequence & Workflow Builder

Describe what you want and the AI builds multi-step sequences — calls, emails, texts, and scheduled tasks — ready to launch.

Call Transcription & Summaries

Every call is automatically transcribed and summarized. Review conversations, coach reps, and track key moments without listening to full recordings.

AI-Triggered Workflows

The AI triggers automations based on conditions or conversational commands, keeping prospects moving through the pipeline without manual intervention.

Post-Call Actions

The AI reads your call transcript and takes action — drafting follow-up emails, creating tasks, updating CRM fields, and scheduling callbacks based on what was actually said on the call.

AI Call Coaching

Get coaching insights from every call automatically. Talk-to-listen ratio, objection handling, questions asked, and next steps set — managers get coachable moments without listening to every recording.

FAQ

Symbo AI Questions

What can I ask the analytics chat?
Anything about your team's calling data — rep performance, connect rates, dial counts, talk time, pipeline activity, and more. Ask in plain English and get instant answers with the data behind them.
Does the AI build sequences automatically?
Yes. Describe what you want — like a 5-touch cadence with calls, emails, and texts — and the AI creates the full sequence for you. You can review and adjust before launching.
Are all calls transcribed?
Yes — every call is automatically transcribed and summarized with AI-generated insights including sentiment analysis and talk time ratio. Call transcription is available on the Pro and Power Dial plans.
How does smart data import work?
Upload a CSV and the AI analyzes your column headers and sample data to automatically map fields to the right Symbo properties. It handles formatting inconsistencies and deduplication so your data is clean from the start.
Is my data used to train AI models?
No. Your data stays private and is never used for model training. Symbo AI processes your data only to deliver results within your account.

Ready to work smarter?

Let AI handle the busywork

Focus on selling, not spreadsheets. Symbo AI works alongside your team at every step.

Free trial · No contract required · Cancel anytime