Answer pre-sales questions the moment they are asked
Buying decisions stall on small unanswered questions. An agent that knows your plans, scope and process can clear most of them without pulling a salesperson into every thread.
The problem
Sales time goes into questions the website already answers
Reps spend their day restating what is on the pricing page, confirming what is in scope, and explaining how onboarding works. Meanwhile buyers in other time zones wait a day for a reply to a question with a one-line answer.
- Repetitive scope and pricing questions absorb selling time
- Time-zone gaps stretch simple answers into next-day replies
- Genuinely high-intent conversations are hard to spot in the noise
How the platform helps
Routine answers automated, real intent escalated
The AI agent draws on your plan descriptions, scope notes and process documentation to answer immediately. Anything that needs negotiation, judgement or a commitment escalates to a person, so your team spends its time on the conversations that actually need a human.
- Grounded answers about plans, scope and process from your own content
- Custom AI instructions to set tone and boundaries on Growth and above
- Escalation to a person on advice-seeking or negotiation-style questions
- Shared inbox so the rep sees the whole conversation before replying
The agent never invents pricing or commitments — if the answer is not in your content, it hands over.
What this looks like in practice
A buyer's pre-sales question, handled without slowing anyone down.
- 1
Buyer asks a scoping question
A prospect asks whether a plan covers their volume or their setup.
- 2
AI replies from your material
The agent answers using your published plan and scope content, at any hour.
- 3
Intent surfaces
The conversation turns to contracts, discounts or a bespoke setup — the agent escalates.
- 4
Sales picks it up
A rep takes over in the same thread with the full history and continues the deal.
Put a knowledgeable first responder on your pricing page
Start free, load your plan and scope content, and let your team spend time on real conversations.