Enterprise DNA

B2B software · Worked example

Demo request qualifier for a B2B software company

Answers product questions on the website, qualifies demo requests and books the good ones straight into a sales calendar.

Web chatVoice Lead captureBookingIntegrationsYour knowledge
Build this for my business → Read the conversation

The problem

Sales teams waste demos on people who were never going to buy, while good prospects wait days for a reply. Visitors with a quick question leave without asking.

How it works

  1. Answers product, pricing-tier and integration questions from the company's own docs
  2. Asks the qualifying questions sales has agreed: team size, current tool, timeframe
  3. Books qualified prospects into the right salesperson's calendar
  4. Points smaller teams to self-serve signup instead
  5. Creates the lead in the CRM with the full conversation attached

What it connects to

  • CRM
  • Calendar
  • Product documentation
  • Website
Sample conversation
  1. VisitorDoes your platform connect to our CRM?
  2. AgentYes, it syncs contacts and deals both ways with the common CRMs. What are you hoping to use us for?
  3. VisitorReplacing our spreadsheets for client onboarding. We're a team of about 40.
  4. AgentThat's a good fit. How soon are you looking to switch?
  5. VisitorThis quarter ideally.
  6. AgentGreat. I can book a 30 minute demo with our onboarding specialist tomorrow at 11 or Friday at 2. Which works?

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
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