Turn visitors into booked demos
A starting point for a bot that checks fit in a few questions, then puts your demo page or booking link in front of the right visitor at exactly the right moment.
One minute from hello to booking link
Demo assistant
Online now
The visitor books on your scheduling page. The transcript and their answers wait in the shared inbox for whoever runs the demo.
What this template does
Qualifies before it asks for time
A short decision-tree flow checks fit with two or three questions, so your booking link only goes to visitors who match who you sell to.
Hands over your booking link
To be clear about how this works: the bot does not manage your calendar. It hands qualified visitors your demo page or booking link at the moment interest peaks.
Logs every prospect either way
Whether or not the visitor clicks through, lead capture saves their answers and workflow automation files the conversation in your shared inbox for follow-up.
The demo ask is a timing problem
Put a "book a demo" button on every page and you will still lose the visitors who were not sure the product fits them yet. The flow in this template exists to earn the ask. By the time the booking link appears, the visitor has said out loud what they need, heard the bot respond to it, and mentally rehearsed the demo they are about to book. The link stops being a commitment and starts being the obvious next step.
The unqualified branch matters just as much. A freelancer who is not your buyer today gets pointed at a recorded demo and useful pages rather than a sales calendar, which is better for them and for your account executives' mornings. Their details still land in the inbox, so when their situation changes, you already know who they are.
Set it up
Step 1
Teach the AI your pitch pages
Crawl your marketing site so the bot can field product and pricing questions mid-flow. The nightly re-crawl keeps its answers aligned with whatever your pages say this week.
Step 2
Build a three-question tree
Use the decision-tree builder to ask what the demo is for, team size, and current tooling. Keep it short: each extra question costs you a slice of bookings.
Step 3
Attach your demo and booking links
On the qualified branch, have the bot present your booking link and your recorded demo page as buttons. On the unqualified branch, offer helpful content instead of a hard stop.
Step 4
Route the record
Add a workflow rule that drops every completed flow into the shared inbox tagged as demo-ready or nurture, so sales follows up with context instead of a cold list.
Works everywhere buyers browse: the website widget on your pricing and product pages, and WhatsApp Business for prospects who prefer messaging.
Put your booking link to work
Build the flow on the free Basic plan today. Pro is $25/mo and Unlimited is $95/mo, flat, when traffic picks up.
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