AI sales agent that qualifies and books the meeting
An AI sales agent is a chatbot that sells. On your website it answers pricing questions, asks your qualifying questions, recommends the right product or plan, saves the lead to your CRM and books a meeting in your calendar, at any hour.
- HubSpot and Pipedrive built in
- Your qualifying questions
- Booking page prefilled
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BrightRoof advisor, replies instantly
You write the questions, it runs the conversation
Your best salesperson asks the same three or four questions on every call. Write them once and the agent asks them in natural conversation, one at a time.
Understands the need
Reads the question, finds the matching products and plans on your pages.
Qualifies politely
Asks budget, size, timeline or any question you set, only when it helps.
Recommends
Points to the product or plan that fits and links the page.
Closes the loop
Saves the lead and sends your booking page with details filled in.
Qualifying questions
An AI sales agent next to a form and a live rep
Most sites capture buyers with a form, a live chat staffed by reps, or both. Here is what changes when the first reply comes from an agent trained on your pages.
| Moment in the sale | Lead form | Live chat with a rep | AI sales agent |
|---|---|---|---|
| Visitor has a pricing question | Waits for a reply by email | Answered if a rep is online | Answered now from your pricing page |
| Qualifying the buyer | Long form, many drop off | Rep asks, notes by hand | Asks your questions in the chat |
| Recommending a product | Not possible | Yes | Yes, with a link to the page |
| Getting a meeting booked | A rep follows up later | Rep sends a link | Booking page sent, details filled in |
| Lead in the CRM | Through an integration | Copied by the rep | Saved automatically with the answers |
Selling homes or rentals? The real estate chatbot books viewings the same way. Want support and sales in one bot? Start with the website chatbot overview.
| Lead | Answers | CRM |
|---|---|---|
| Lead 1042 | $220, south, this spring | Sent |
| Lead 1041 | $140, east, next year | Sent |
| Lead 1039 | $310, south, asap | Sent |
| Lead 1036 | $95, flat roof, not sure | In panel |
Leads arrive with the answers already in
Your reps open a lead and see what the buyer needs, how big the job is and when they want it. The conversation that produced it is one click away.
If you are choosing a chatbot for the whole business rather than sales alone, compare the options on the AI chatbot for business page.
Sales mode starts on Business
Business includes sales mode, CRM leads and bookings with 1,500 action calls a month. Multi site runs 5 sales agents across your brands with CSV export of every lead.
Site
One business website with support questions
Billed $288 yearly, you save 50% Billed monthly, cancel any time
- 1 website and 1 bot
- 300 pages and 20 files of knowledge
- 700 AI replies per month
- Widget designer and 30+ languages
- Citations to your source pages
- Human handoff to your inbox
- Weekly automatic re-sync
Business
Best for actionsA business that wants actions and leads
Billed $588 yearly, you save 50% Billed monthly, cancel any time
- Everything in Site
- 2,000 pages and 100 files
- 1,500 AI replies per month
- 1,500 action calls per month
- Tickets, CRM leads, bookings, API calls
- Sales mode with lead qualification
- Remove our branding, 3 seats
- Daily re-sync
Multi site
A company with several sites or brands
Billed $1,788 yearly, you save 50% Billed monthly, cancel any time
- Everything in Business
- 5 websites and 5 bots
- 10,000 pages and 500 files
- 4,500 AI replies per month
- 4,500 action calls per month
- 10 seats with roles
- Advanced analytics and CSV export
- Reusable bot templates
Agency
Agencies and software houses
Billed $4,788 yearly, you save 50% Billed monthly, cancel any time
- 25 client workspaces and bots
- 50,000 pages and 2,000 files
- 12,000 AI replies per month
- 12,000 action calls per month
- Full white label with your domain
- Client logins and usage reports
- Templates across clients
- SSO, audit log, priority support
Prices in USD. Yearly billing halves the monthly price. Upgrades are charged right away and the new limits start once paid. Compare every limit
Sales team questions
Something else on your mind? Write to [email protected].
What does an AI sales agent on a website do?
It talks to visitors who are deciding. It answers pricing and product questions from your pages, asks your qualifying questions, recommends the matching product or plan, saves the lead and offers your booking page.
Which CRM can it send leads to?
HubSpot and Pipedrive are built in, and any other CRM works through a webhook. Every lead also stays in the Leads section of your panel with the answers, and you can export the list to CSV.
Will it push visitors too hard?
No. It asks one short question at a time and only when it helps the visitor choose. Tone is yours to set to friendly, professional or concise, and you can add your own instructions.
Can it quote prices that are not on my site?
No. It is told never to invent prices. It quotes what your pages and files say, and for jobs priced case by case it collects the details and hands them to your team.
Which plan includes the sales agent?
Sales mode with lead qualification starts on Business at $49 a month billed yearly, with 1,500 action calls a month for leads and bookings.
Watch it sell your product
Pick the Sales goal, enter your website, and ask it which plan or product you should buy.