All use cases

Convert

Inbound sales agent

A prospect lands on your pricing page at midnight with real questions; the agent runs the discovery call your sales team would have run in the morning.

Next best thingClose the loopBehavioral triggerTime-based triggerChatEmail

What it does

Inbound interest does not keep office hours. Prospects arrive with pricing questions, objections, and a short attention span, and the ones who hit a contact form instead of a conversation often never come back. The agent handles the inbound sales motion end to end: personalized discovery, pricing and objection handling, qualification against your playbook, then the right next step, a booked meeting, a started trial, or a paid conversion. Prospects who are not a fit are disqualified gracefully and pointed to self-serve, so the pipeline your team sees is already clean.

How it works

  1. 1
    Trigger. a visitor engages on a high-intent page or replies to an inbound thread; returning visitors are recognized, and the agent picks the conversation up from what it already remembers about them.
  2. 2
    Decision. the agent runs discovery questions from your qualification playbook, weighs the answers against fit criteria, and chooses the next best step: book, trial, convert, or route to self-serve.
  3. 3
    Action. in chat or over email, it answers pricing and product objections with grounded responses, books the meeting directly into a rep's calendar, or walks the prospect to a trial start. Coverage is continuous, including overnight, when no rep is awake to take the conversation.
  4. 4
    Follow-through. every conversation, qualification verdict, and booked meeting is synced to the CRM with full context, so the human rep walks into the call already briefed. Unanswered threads get a measured follow-up cadence rather than silence.
Example
AgentHappy to help you compare plans. Before I do, what are you hoping to solve, and roughly how big is the team that would use it?
CustomerA mid-sized team. Mostly we need the audit features, but the price jump to the top tier looks steep.
AgentAt that size the mid tier covers audit logs; the top tier mainly adds SSO enforcement and custom retention. If audit is the driver, I would start there. Want me to set up a trial on that plan, or book a short call with our team to pressure-test it?

Configuration

How the agent is wired for this use case.

Triggera visitor engages on a high-intent page or replies to an inbound thread, surfaced as a site/product engagement event from the messaging channel; returning visitors are matched to memory.
Tools & actions
  • Messaging channel · answers pricing and product objections with grounded responses in chat or over email
  • Knowledge base · retrieves pricing, packaging, and qualification-playbook content to ground answers
  • Scheduling system · books the meeting directly into a rep's calendar
  • CRM · two-way sync of leads, conversation notes, qualification verdicts, and stage changes
Autonomydiscovery, objection handling, qualification, and booking run unattended behind judge review of every outbound follow-up; named-account threads and any move past discounting or claims limits hand to a human rep.
Channelschat · email
Escalationnamed accounts and prospects who exceed the agent's discounting or claims limits are handed to a human rep, briefed with full conversation context.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

site and product engagement events on high-intent pages, inbound form fills and email replies, returning-visitor identification.

Data

pricing and packaging, qualification playbook and fit criteria, calendar availability, persistent memory of prior visits and conversations.

Guardrails

discounting and claims limits the agent may not exceed, clean hand-off rules to human reps for named accounts, judge review of outbound follow-ups, honest disqualification rather than over-promising.

Metrics it moves

  • conversion-rateup, by turning after-hours and unstaffed inbound interest into booked meetings and trials instead of bounces.
  • revenue-per-conversationup, because each chat is steered toward a concrete commercial next step.
  • ltvprotected, by disqualifying poor-fit prospects honestly instead of forcing them into the funnel.

Related use cases

Convert

Guided selling concierge

the consumer-commerce version of this motion

Convert

Pre-sale product Q&A and objection handling

the objection-handling core, standalone

Onboard / Activate

Sign-up last-doubts rescue

catches the same intent at the sign-up form

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

Book a demo