Live System Sync

Your customer talks. Your system updates.

Live System Sync turns information spoken during customer conversations into structured data that can be sent directly into the systems your reps already use.

Less typing. Less switching. Less work.
Connect your system
Conversation AI Your System
Live System Sync
Customer

“I'm 41, live in Nevada, don't smoke and I'm looking for $750,000 in coverage.”

Kolby
Age41
StateNevada
TobaccoNo
Coverage$750,000
Your system Information received
The problem

Your sales reps are doing the same work twice.

Why?

Your software needs information.

The customer already gave you the information.

They ask the customer a question.
The customer answers.
The employee listens.
Then the employee turns around and types the answer into another system.
Again.
And again.
And again.
How it works

From conversation to system. Automatically.

01

Listen

Kolby listens to the customer conversation in real time.

02

Understand

AI recognizes the information your business needs and converts it into structured data.

03

Sync

The information is sent to the connected system.

04

Continue

The employee keeps talking to the customer instead of stopping to enter information.

The conversation becomes the input.
See it happen

The customer wants a quote.

Without Live System ?Sync
Ask questions Write information down Open quoting system Enter information Submit Wait Return to customer
With Live System Sync
Customer says

“I'm 41, Nevada, non-smoker, looking for $750,000 and I'd like to stay under $100.”

Kolby captures
Age41
StateNV
TobaccoNo
Coverage$750,000
Budget<$100
Quoting system

Kolby sends the required information into the company's existing quoting system.

Result

Live quote results return to the employee.

The customer never had to wait for the employee to become a data-entry clerk.

Any system

If your sales rep has to hear it - then type it - that's torture.

Live System Sync isn't a quoting product.

It can be designed to integrate with systems where reps currently have to manually transfer customer information.

Insurance
Conversation Quoting Engine Rates
Mortgage & Lending
Conversation Loan System Options
Automotive
Conversation CRM / Inventory / Financing Results
Home Services
Conversation Estimating Software Estimate
Healthcare
Conversation Eligibility / Enrollment System Options
Financial Services
Conversation Planning System Scenarios
Call Centers
Conversation CRM / Ticketing Platform Record
Scheduling Businesses
Conversation Scheduling System Appointment
Smarter than data entry

Kolby doesn't just capture what was said. It knows what's still needed.

Instead of the employee reaching the end and discovering the form isn't complete.

Don't make the conversation follow the form. Make the form follow the conversation.

Your connected system requires
Age
State
Coverage
Tobacco
Budget
Health History MISSING
Kolby
Still needed: Health History
Suggested question

“Before I pull those options, can I ask you a quick question about your health history?”

Why it matters

Less administration. More capacity.

Efficiency

Employees spend less time entering information they've already collected.

Convenience

Customers get a smoother conversation without constantly waiting while employees navigate software.

Revenue

Employees get more time back for the work that actually produces revenue.

AI shouldn't give your employees more software to manage. It should help manage the software they already have.

Now multiply it

Saving one rep five minutes is nice. Saving 1,000 sales reps five minutes is infrastructure.

5 min
saved
× 20
interactions/day
× 500
employees
= 50,000
minutes returned every day
What could your business do with that capacity?
Keep your systems

We're not asking you to replace the software that runs your business. We're helping your people use it better.

Live System Sync is designed around connecting Kolby with compatible systems your business already depends on.

Connected systems
Your CRM.
Your quoting engine.
Your scheduling platform.
Your estimating software.
Your internal applications.
Your workflow tools.
Your customer-management systems.
Your technology stays. The way information gets into it changes.
Where integration is technically supported.
Today
Customer talks
Employee listens
Employee takes notes
Employee opens software
Employee finds the right screen
Employee enters information
Employee submits
Employee returns to customer
With Live System Sync
Customer talks
Kolby → Your system
Employee keeps working.
Remove steps. Not people.
Your business

Every company's systems are different. So we build around yours.

01
Identify

Where employees are manually transferring information today.

02
Map

What information the system requires.

03
Connect

Integrate Kolby with compatible systems.

04
Deploy

Turn conversations into structured workflows.

Live System Sync

Your customers are already giving you the data. Stop making your employees type it again.

Connect customer conversations directly to the systems your business already uses.

Show us your workflow
If they hear it and then type it, there's probably a better way.