Lead generation & presales
Engage visitors, explain the offer, qualify interest, and send sales a lead with context-not a blank form.
The form is not a conversation.
Most website visitors will not fill a form. If the only next step is “talk to sales,” a large share of that intent disappears.
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Lost here
Forms ignored
A pricing question is not a demo request. They bounce before a name.
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Lost here
After hours
Traffic does not wait. Silence is the default reply.
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Lost here
Unqualified demos
Sales spends the first call on ICP questions a bot could have asked.
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Lost here
Blank CRM
“Someone downloaded a PDF.” No transcript, no use case.
Visit. Talk. Qualify. Hand off.
Presales runs in the chat. The demo, the negotiation, and the close stay with people. Pairs with journeys like real estate inquiry handling.
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01 · Visit
Relevant opening
Start the conversation on the page they are already on-not a generic popup.
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02 · Talk
Explain the offer
Pricing, plans, and features from your real content, in your language.
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03 · Qualify
Ask the BDR questions
Use case, size, timeline, budget band-before anyone books a call.
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04 · CRM
Lead plus transcript
Sales sees what they asked and whether they match. Follow-up starts further down.
Connects to the stack you already use
- Website
- CRM
- Calendar
Visitors get a conversation. The business keeps the lead.
A question becomes a reply while they are still on the page. More of that intent reaches sales. Reps start with context, not a blank form.
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Customers
A conversation instead of a form
Pricing and fit questions get an answer now-including after hours-without waiting for a callback.
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Business
More of the demand you already get
Intent that used to bounce on a form becomes a qualified lead in the CRM.
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Team
Demos start further down
Sales sees use case, size, and transcript. The first call is not ICP questions they already answered.
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< 1 min
Reply for the visitor, including after hours
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4.7×
More qualified handoffs from the same inbound traffic
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50%
Less first-touch work before a real sales conversation
One inbound conversation. Not a new sales stack.
Pick the place intent dies because the next step is still a form.
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Use your BDR questions
Train on the qualifying script you already trust.
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Wire the CRM
Leads arrive with a transcript, not a blank record.
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Review the conversations
Tighten the pitch and the handoff from real chats, weekly.