How it Works
Deploy the Demo request qualification & scheduling workflow in minutes. Here is what happens end-to-end.
Receive demo request
Prospects submit a demo request form with their use case, company size, and preferred time.
AI qualifies the request
The AI agent evaluates the request against your qualification criteria and scores urgency.
Match to sales rep
Qualified requests are matched to the best-fit sales rep based on expertise and availability.
Schedule the demo
An automated scheduling link or calendar invite is sent to the prospect within minutes.
Prepare briefing
AI generates a pre-demo briefing for the sales rep with prospect context and talking points.
Templates that power this workflow
Each template feeds into the Demo request qualification & scheduling workflow. Pick one or combine several for full coverage.
Features that make this workflow smart
These AI capabilities power the automation behind Demo request qualification & scheduling.