Named Entity Recognition

Named Entity Recognition for CRM Data

OptiKratos Named Entity Recognition scans every inbound message for companies, contacts, products, and dates — and enriches CRM records automatically, eliminating manual data entry across your entire pipeline.

  • Eliminate manual CRM data entry from messages
  • Enrich contact records from inbound WhatsApp and email
  • Catch competitor mentions across your inbox
  • Build structured datasets from unstructured conversations
  • Custom entities for your specific domain and terminology
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What Named Entity Recognition does

Beta

Company & person extraction

Identify and link organisation names and contact names from unstructured text.

Product & service recognition

Detect mentions of your products, competitors, and service categories.

Date & time normalisation

Convert "next Tuesday" or "end of quarter" into structured date fields in CRM.

Custom entity types

Train the model on domain-specific entities relevant to your industry.

Automatic CRM enrichment

Extracted entities map to CRM fields and contact records automatically.

Confidence scoring

Each extracted entity carries a confidence score so you can set review thresholds.

Why teams use Named Entity Recognition

  • Eliminate manual CRM data entry from messages
  • Enrich contact records from inbound WhatsApp and email
  • Catch competitor mentions across your inbox
  • Build structured datasets from unstructured conversations
  • Custom entities for your specific domain and terminology

Built for regulated environments

Tenant-isolated RAG

Your training data never crosses tenant boundaries. Each organisation has a dedicated vector store.

RBAC on AI APIs

Role-based access controls on every AI endpoint — fail-closed by default when permissions are absent.

Cloud SaaS · Operated by Synoviq

Fully managed cloud infrastructure. No GPU hardware to provision, no model updates to manage.

AI packaging — included in your plan

Every tier is operated by Synoviq on a multi-tenant cloud — no GPU infra to manage. See full pricing →

AI Starter

Included in Growth plan+

  • AI Chatbots (WhatsApp & web)
  • Auto-reply with intent detection
  • Basic workflow automation
  • NLP intent classification
  • Up to 5,000 conversations/month
View pricing
Most popular

AI Pro

Included in Scale plan+

  • Everything in AI Starter
  • Voice AI Agents (Pilot)
  • Conversation Intelligence
  • Lead Scoring & Deal Probability
  • Sentiment Analysis & NER
  • Next Best Action
  • AI Analytics & forecasting
  • Unlimited conversations
View pricing

AI Enterprise

Included in Enterprise

  • Everything in AI Pro
  • Voice clone & 2h+ calls
  • Custom RAG with tenant isolation
  • Churn Prediction & CLV Modeling
  • Business Process Automation (BPA)
  • Data residency options
  • SLA + dedicated support
View pricing

Named Entity Recognition — FAQ

Common questions about how OptiKratos handles this capability.

OptiKratos NER is an AI capability that scans customer messages, call transcripts, and emails for named entities — companies, people, products, dates, and locations — and maps them to CRM fields automatically.
Yes. In the AI Pro and Enterprise tiers you can train custom entity models by uploading labelled examples relevant to your vertical — for example, medical procedure names or financial instrument types.
NER is available in the AI Pro tier (Scale plan and above). Custom entity training requires AI Enterprise.
Yes. Entities extracted from WhatsApp messages, email threads, and call transcripts are written directly to the relevant CRM contact, deal, or company record without any manual step.
We recommend starting with a 0.75 threshold for automatic CRM write, and routing lower-confidence extractions to a human review queue. This balance reduces noise while maintaining high coverage.
Yes. You can run a retroactive enrichment job on your existing message history. Contact support to schedule a batch run — processing time depends on message volume.

Start using Named Entity Recognition today

Full platform access from day one. No credit card required.

Cloud SaaS · Operated by Synoviq · Tenant-isolated · No self-host required

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