Template · Demo booking
Book the demo,inside the conversation.
A published process you can read before you sign up. The wording below is the wording it uses — configured against your own hours, services and rules, not drawn on a canvas.
What it asks
The script, as the visitor sees it.
Not a paraphrase. This is the wording the process runs, in the order it runs it.
- Hi! Curious how this would work for your team? I can get you to a demo in about a minute.
- Sure. It would be for our support team.
- Great. How big is the support team, and what tool are you using today, if any?
- About 12 agents, currently on email plus a shared spreadsheet.
- That is exactly the setup a demo shows off well. Here is our booking link, pick any time that works. Prefer to look around first? Our recorded demo page is one click away too.
What it does
What it handles for you.
- 01Qualifies before it asks for timeA 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.
- 02Hands over your booking linkTo 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.
- 03Logs every prospect either wayWhether or not the visitor clicks through, lead capture saves their answers and workflow automation files the conversation in your shared inbox for follow-up.
Setting it up
What you configure.
Step 01
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 02
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 03
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 04
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.
Configure it against your own data.
Hours, services, durations and rules are yours. The process shape is shared, so there is nothing to draw.