AI sales agent that qualifies leads and books meetings

Answer product questions, collect qualifying details, and let interested prospects book meetings without leaving the conversation.

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What does this actually cost for a team of 40?

At 40 seats you are on Growth, which is $12 per seat per month billed annually. That includes the CRM sync and unlimited conversations.

AI Agent

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Launch your sales agent in four steps

01

Add your sales content

Connect product pages, pricing information, FAQs, and other approved sources.

02

Set your qualification criteria

Choose which details to collect, such as company, use case, budget, and timeline.

03

Connect your calendar and tools

Add Cal or Calendly for booking, then connect the workflows that receive new leads.

04

Test, launch, and improve

Try real buyer questions, deploy the agent, and review conversations and collected leads.

Trained on your product, your pricing and your qualification criteria

Reaches out on the pages that matter instead of waiting to be found, and opens with something relevant rather than the same popup everywhere.

AI Agent

Everything you need to build your AI Agent

Data Sources

Last trained 2d ago

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Add Files

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Add Text

Add Q&A’s

Add Notion Pages

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Source

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Total size:24/ 100 KB

Acme_Product_Guide.pdfApr 13, 2026 at 8:45 AM • 4 KB

File

Acme_Onboarding_Checklist.pdApr 12, 2026 at 12:22 PM • 3 KB

File

https://www.acme.coApr 11, 2026 at 8:45 AM • 12 KB

URL

https://www.acme.co/pricingApr 10, 2026 at 9:21 AM • 5 KB

URL

https://www.acme.co/blogApr 8, 2026 at 5:40 PM • 8 KB

URL

About AcmeApr 8, 2026 at 1:34 pm • 15 KB

Text

Job PostingsApr 4, 2026 at 8:45 AM • 3 KB

Text

Sales agent

Good evening, John

What would you like to do today?

This week your AI agent handled 1,247 conversations, with automation up 4.2%↑. The biggest theme was pricing and billing questions, followed by account setup. Escalations rose slightly, driven by API integration errors that may benefit from an updated help article.

Summarize issues customers are facing

Suggest improvements from conversations

Add a new text based data source

Insights

Conversations87%

Escalation rate18%

Customer success score81

Suggestions

Add an Action to automate issuing refund credits to users.

Resolution rate by ~15%

Point it at your help center, files, links, Q&As, Notion pages and product data. It answers from what you’ve given it, and says so when something isn’t covered.

Describe the role, the tone and the job in plain English, the way you’d brief someone on their first day. No prompt engineering and no syntax to learn.

Choose the model your agent runs on and see exactly what’s powering it. Frontier models you can pick and change, rather than a proprietary one you have to take on trust.

Write out the steps for a task the way you’d write them for a person, and call an Action inline wherever it needs to look something up or make a change. Look up an order in Shopify, pull an invoice from Stripe, find a slot in Cal, all in the middle of the step that needs it.

Choose what it can reply with. Product cards, order trackers, plan comparisons and slot pickers, rendered inline so customers can act without leaving the conversation.

Use the Chatbase Helpdesk, or connect Zendesk, Gorgias or whatever you run today. Escalations land in the inbox your team already works in.

Ask your own conversations a question in plain English and watch it work through them, then read back what it found and the reasoning behind it.

Your accent color, your theme and your voice, so it reads as
part of your product rather than something a vendor bolted on.

Point it at your help center, files, links, Q&As, Notion pages and product data. It answers from what you’ve given it, and says so when something isn’t covered.