The situation
A visitor is comparing tools and needs one specific answer. Sending them straight to a meeting form creates another task before they know whether the product fits.
Software teams / Workflow example
Answer the product question before the demo.
A practical workflow for a software team balancing sales questions, setup help and technical follow-up.
Build your workflowThe setup
Publish a concise product overview, integration requirements and plan details. Write suggested questions that reflect the conversations your team already has. Keep technical edge cases ready for a human handoff.
The workflow
The agent answers from approved material, asks what the visitor needs to connect, and offers a next step. A teammate can review the thread before joining or preparing for a booked meeting.
Make it work for your team.
- Publish current integration requirements
- Test questions with different plan assumptions
- Review unresolved technical questions weekly
Your next conversation starts here.
Publish your knowledge, try your agent, and give visitors a useful next step.