Next Best Action for Revenue Teams
OptiKratos Next Best Action surfaces the highest-impact step for every deal and contact — combining lead score, conversation sentiment, deal stage, and pipeline health — delivered inside your CRM workflow in real time.
- Remove guesswork from rep daily workflows
- Ensure the right contact gets the right action at the right time
- Increase pipeline velocity with consistent follow-through
- Coach reps using action acceptance data
- Works across email, WhatsApp, and voice channels
Independent ratings on G2, Capterra, and more
What Next Best Action does
In-context action recommendations
Suggested next steps shown on the contact and deal record — no separate dashboard.
Multi-signal reasoning
NBA combines lead score, sentiment, deal stage, time-since-contact, and channel preference.
WhatsApp & call suggestions
Recommends the best channel and message type for each interaction.
One-click execution
Approve and execute suggested actions — send a WhatsApp, enrol in sequence, or schedule a call — in one click.
Team-level NBA reporting
See which recommended actions reps are following and which they override.
Adaptive learning
The NBA model improves as reps accept or reject recommendations over time.
Why teams use Next Best Action
- Remove guesswork from rep daily workflows
- Ensure the right contact gets the right action at the right time
- Increase pipeline velocity with consistent follow-through
- Coach reps using action acceptance data
- Works across email, WhatsApp, and voice channels
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
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
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
Next Best Action — FAQ
Common questions about how OptiKratos handles this capability.
Related AI capabilities
AI Lead Scoring
OptiKratos AI Lead Scoring ranks every contact by conversion likelihood
Deal Probability & Forecast AI
OptiKratos Deal Probability AI predicts close likelihood for every open opportunity
Sentiment Analysis
OptiKratos Sentiment Analysis monitors buyer and customer emotion across every WhatsApp thread, call transcript, and email
AI Automation
OptiKratos AI Automation connects your CRM, WhatsApp, email, and voice channels in intelligent multi-step workflows
Start using Next Best Action today
Full platform access from day one. No credit card required.
Cloud SaaS · Operated by Synoviq · Tenant-isolated · No self-host required