B2B Demo Qualification

An inbound and outbound SDR for B2B SaaS teams. Greets prospects, opens with a quick fit check, captures name, and verifies whether the person on the line is the decision-maker before investing time in qualification.

If the prospect qualifies, the agent runs through a guided discovery flow and warm-transfers to an Account Executive for a tailored demo. If the contact isn't the decision-maker, it captures referral details and offers to send over an overview, case study, or other materials before booking a separate call. Existing customers route straight to support, and prospects who aren't a fit get a graceful exit. Built-in FAQ knowledge base handles product, pricing, integrations, and language questions — and explicitly defers specifics (price quotes, trial details, timelines) to the AE.