How Synaps BI works
Connect the systems. Keep the control.
What actually happens underneath the intelligence layer: which systems connect, what the business capability layer does with them, and how permissions, business rules and audit stay in your hands.
Connect what you already use
Start with the systems already running your business
No major migration programme required. Each connector uses the supported API or integration mechanism the platform offers, and the scope is agreed in writing before anything connects.
Productivity
- Microsoft 365
- Teams
- SharePoint
- Outlook
CRM
- Microsoft Dynamics
- Salesforce
- HubSpot
- Zoho
- Other CRM platforms
Finance
- Xero
- Sage
- QuickBooks
- ERP systems
Communications
- Telappliant cloud communications
- Teams Phone
- Contact centre
- Call analytics
Customer service
- Zendesk
- Freshdesk
- Service management platforms
Business systems
- ERP
- HR
- Marketing
- Operations
- Industry and custom platforms
Don’t see your system?
Ask about integrationThe business capability layer
Where a question becomes governed work
Connectors bring information within reach. The capability layer decides what can be asked, by whom, from which system, and what may be done with the answer. It is the part that stays consistent when a connector underneath it changes.
“Find customers renewing within 60 days that have unresolved support issues and create an account manager follow-up task.”
- 1.Check customer contracts
- 2.Check support incidents
- 3.Check account ownership
- 4.Apply business rules
- 5.Create authorised tasks
AI is the interface and reasoning layer. Security, permissions and business rules stay under your control.
People and AI agents
Managers, teams, assistants and authorised agents
Natural language and applications
Ask questions, review answers, approve actions
Synaps business intelligence layer
Business context, permissions, rules and reasoning
Business capabilities
Customer · Revenue · Renewal · Service · Communication · Opportunity · Usage
System connectors
Authenticated APIs into each platform
Your systems
CRM · Finance · Communications · Service · ERP · Microsoft 365
Synaps sits above your systems rather than inside them, so a consistent understanding of business concepts survives changes to the applications underneath.
Security and governance
Intelligence without giving up control
Connecting business systems raises fair questions. Here is how the service is designed to answer them.
Controlled access
Connect only the systems and information you approve.
Permissions
People see information appropriate to their role, not everything.
Business rules
Actions run through defined processes, approvals and policies.
Auditability
Record significant system and agent activity where the architecture supports it.
AI governance
AI must not work around your business controls.
Secure integration
Authenticated APIs and supported integration mechanisms only.
The service is designed around UK data protection requirements, with scope agreed in writing per connector. Whether a source is queried in place or indexed depends on the system, and we document that per connector during the assessment. For wider protection of the environment itself, see our cyber security services.
Next step
Start with an Intelligence Assessment
Connect a small number of systems, agree the questions that matter, and see what your business already knows. You keep the report either way.