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Sales AI agent that qualifies leads and books meetings around the clock

Qualify leads and close deals around the clock

Sales AI agent that qualifies leads and books meetings around the clock

About This Agent

The Sales Agent is designed to engage website visitors, qualify their interest, and guide them toward a purchase or booking. It combines persuasive conversation with intelligent lead capture to maximise your sales pipeline.

What It Does

This AI agent excels at:

  • Engaging prospects with personalised product recommendations
  • Qualifying leads by asking the right questions at the right time
  • Capturing contact details naturally within conversation
  • Handling common objections and pricing questions

Why Choose This Template

Built for sales teams who want to convert more website visitors into qualified leads. The agent works 24/7, ensuring no prospect slips through the cracks outside business hours.

Key Features

24/7 lead qualification
Natural contact capture
Product recommendation engine
Objection handling scripts
Seamless handoff to sales team
Conversation-driven lead scoring
AI-powered conversational questions that adapt to each visitor
Real-time mood monitoring detects frustration, confusion, and satisfaction
Smart form triggers powered by AI intent detection, keywords, and timing
Automatic escalation to humans when frustration or complex queries are detected
Powered by advanced AI models for more nuanced conversations (Growth+)
Contact detail capture on all plans — AI-driven sales lead qualification forms with conversational flow on Growth+

Use Cases

  • Product recommendation and upselling
  • Lead qualification and scoring
  • Pricing and availability inquiries
  • Demo and meeting scheduling
  • Objection handling

Who Is This For?

Perfect for B2B and B2C sales teams, e-commerce businesses, SaaS companies, and service providers looking to convert more website traffic into qualified leads and sales.

Frequently Asked Questions

How does the sales AI agent qualify a lead?
It asks the questions you would ask on a first call, one at a time, inside the conversation: what the visitor needs, their timescale, budget range, and company size. Answers are scored against the rules you set, and qualified leads reach your team with the full transcript.
Can it capture contact details without a form?
Yes. Contact capture is included on every plan. The agent asks for a name, email, or phone number at the natural point in the conversation. On Growth and above you can also build AI lead forms with your own fields, triggers, and validation.
What happens when a visitor asks about pricing?
The agent answers from the pricing pages and documents you have trained it on, handles common objections with the scripts in its knowledge base, and offers to book a call or pass the visitor to a salesperson when a question needs a human.
Can the agent book demos or meetings?
With the booking module it offers real time slots from your calendar, collects the visitor's details, and sends confirmations. The module is an add-on on Starter and included on Growth and above.
Which businesses use this template?
B2B and B2C sales teams, e-commerce shops, SaaS companies, and service providers that want website visitors turned into qualified leads outside office hours as well as during them.
Sales Assistant
Sales AssistantOnline
Hi there! Welcome to {business_name}. I'm here to help you find exactly what you need. What are you looking for today?
Hi there! Welcome to Acme Solutions. I'm here to help you find exactly what you need. What are you looking for today?
I'm interested in your enterprise plan.
Great choice! Our Enterprise plan is our most comprehensive package, perfect for growing teams. It includes unlimited users, priority support, and custom integrations. Could you tell me a bit about your team size and what you're looking to achieve? That way I can show you how it would work for your specific needs.

Try asking:

What products do you offer?How much does it cost?Can I get a demo?

Ready to get started?

Create your AI agent in seconds. Customise the greeting, add your knowledge base, and deploy.

Example questions:

What products do you offer?How much does it cost?Can I get a demo?What makes you different from competitors?