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SaaS chatbot that answers buyers from your 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 SaaS chatbot answers from what you publish, says “let me get the team to confirm” where you don't, and books the demo.

Try it free

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. A claim in your chat window is still your claim.

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, with the source shown

  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 your name and the best work email to reach you?

    Not published on the site, so never a yes

  5. Priya Shah, priya@northwind.example. We're Northwind, 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 Shah · priya@northwind.example · Demo, Salesforce integration, needs SOC 2 answer · Next week

    Emailed to sales; company and team size are on the lead in your dashboard

Try a sample

Ask a sample assistant yourself

This one works for a made-up business, under the same rules a real business of this type gets. Ask it a few questions and watch what it answers, what it hands to a person and what it takes down.

Sample Scheduler

Sample

A sample software company, made up for this demo.

Nothing loads until you tap. No account, and nothing you type is saved.

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 shown under 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 page, inside the chat if it's on Calendly or Cal.com.

  • Existing customers reach the right place

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

Rules it follows

Claims rules this SaaS chatbot follows

Taken from FTC cases against software companies and the federal law on online subscriptions. The assistant holds to them in chat; your product claims, contracts and security documentation stay your responsibility.

What reaches you

What reaches your sales team

The email says who they are, how to reach them and the question they're waiting on. Company and team size are on the lead in your dashboard and in the webhook.

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

Your tools

Works alongside your sales stack

HubSpot or Salesforce stays your system of record, and your support desk keeps its tickets; it doesn't connect to either directly. Each lead goes to sales with the open question attached, a webhook can create the contact in your CRM through Zapier or Make, and demo requests go to the Calendly or HubSpot meetings link you already use. A Calendly page opens inside the chat; HubSpot meetings opens from a button.

Questions

Common questions

What does it cost, and do we need a developer to set it up?

No developer. There's a free plan with 100 customer messages a month and no card, and paid plans start at $19 a month. Paste your website address and it reads your pages in about a minute; to go live, add one line of code to your site or install the WordPress plugin.

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 docs as well as the marketing site?

Partly. It reads pages on your own domain and its subdomains, such as docs.yourcompany.com, and by default it doesn't run their scripts, so docs that only appear once JavaScript loads can come through empty. A help center hosted on another domain can go in as uploaded documents (PDF, Word or text). It keeps what it reads as a summary of your product, pricing, integrations, security and trial terms, not every line, so a detailed how-to question goes to your team.

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.

Does it write leads into HubSpot or Salesforce?

Not natively. Leads arrive by email, and a webhook can pass them to HubSpot or Salesforce through Zapier or Make. If you need routing rules, lead scoring or a shared sales inbox, keep those in your CRM.

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Close to yours

Before you start

More business types

Built for other businesses too

Try it on your own website

Your customers are asking right now

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

  • No account needed
  • No card
  • Free plan forever

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