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SaaS chatbot that answers buyers from your own pages and books the demo

Buyers read your site before they talk to sales, and they arrive with the same questions: does it integrate, what does it cost for us, are you SOC 2. This answers from what you publish, says "let me get the team to confirm" where you don't, and books the demo.

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Why it matters

The security question at 6pm on a Friday

A buyer is building a shortlist for Monday's meeting. They need to know whether you integrate with their CRM, roughly what twenty seats cost, and whether you've got SOC 2.

Your integrations page answers the first. Your pricing page answers the second. The third depends on whether you've published it, and a chatbot that answers "yes" from general knowledge has just made a security claim on your behalf.

This answers the first two from your pages, says it'll have the team confirm the third if your site doesn't say, and takes a work email so the answer reaches them before Monday.

Example conversation

A shortlist question on a Friday evening

What the buyer sees, and what your assistant is doing at each step.
  1. Do you integrate with Salesforce?

    The question on every shortlist

  2. Yes, there's a two-way Salesforce integration that syncs contacts and deals. It's on the Growth plan and above.

    From your integrations and pricing pages, and cited

  3. Are you SOC 2 Type II certified? Our security team will ask.
  4. I don't want to guess on something your security team will rely on, so I'll have our team confirm it and send you the details. What's the best work email to reach you?

    Not published on the site, so never a yes

  5. priya@northwind.example. We're about 20 people. Could we see a demo next week?
  6. Thanks Priya. You can pick a time for a demo here, and the team will have the security answer to you before then.

    Offers your booking link and captures the lead

  7. New lead · Priya · priya@northwind.example · Northwind · ~20 people · Salesforce integration, needs SOC 2 answer · Demo next week

    Emailed to you, with the open question flagged

What customers ask

What buyers ask before a demo

  • What does your product actually do?
  • Does it integrate with HubSpot?
  • How much is it for a team of 20?
  • Is there a free trial, and do I need a card?
  • Are you SOC 2 compliant?
  • Where is our data stored?
  • Can we cancel anytime?
  • Can I see a demo?

It answers these from your own website, and hands over any it can't.

What it does

What it does for you

  • Answers from your pages and your docs

    Features, integrations, plans and setup, from your website and any documents you add, with the source cited for every answer.

  • Hands over what you haven't published

    A security, compliance or integration question your site doesn't answer gets "let me have the team confirm", never a guess, and you get the open question with the lead.

  • Qualifies without a form wall

    Once someone is interested it asks for a work email, the company and the team size, and offers your demo booking link.

  • Existing customers reach the right place

    Billing, login and bug questions get the account email taken and go to your team, with your help centre or status page pointed to if you publish one.

Rules it follows

Claims rules it follows

These are written into how the assistant behaves for software companies. They keep its answers careful; your product claims, contracts and security documentation stay your responsibility.

What reaches you

What reaches your sales team

Each lead arrives by email with enough to qualify it, and the question they're waiting on.

New leadjust now
Name
Priya
Work email
priya@northwind.example
Company
Northwind
Team size
About 20
Interest
Salesforce integration; waiting on a SOC 2 answer

Your tools

Works alongside your sales stack

It doesn't replace your CRM or your support desk, and it doesn't connect to them directly. It sends each lead by email, can post it to a webhook that a tool such as Zapier or Make passes into your CRM, and sends buyers to the demo booking page you already use.

Questions

Common questions

Someone asks if we're SOC 2 compliant and our site doesn't say. What happens?

It says it will have the team confirm, and takes a work email. It never answers yes from general knowledge, because a security claim made in your chat is a claim your company made.

Can it answer from our documentation, not just the marketing site?

Yes. You can add pages from your help centre or docs site, and upload documents such as a security overview, and it answers from those with the source cited.

Will it promise features that are on our roadmap?

No. It describes what the product does today, as your site describes it. A question about something that isn't there yet goes to your team.

Can it handle support for existing customers?

Only as far as your public help content goes. It can't see accounts, so billing, login and bug questions get the account email taken and go to your team. It isn't a support desk, and doesn't pretend to be.

Will it quote a price for our enterprise plan?

Only what your pricing page shows. A custom quote, a discount or a contract term is a sales conversation, so it takes the details and passes them on.

What if someone pastes an API key into the chat?

It tells them not to share keys in a chat and to replace that one, and doesn't repeat it. It never asks for a password, a key, a token or a code.

More business types

Built for other businesses too

Try it on your own website

Your customers are asking right now

Paste your website and hear your assistant answer as your business. It takes about a minute.

  • No account needed
  • No card
  • Free plan forever

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