Your AEs spend 60% of their time on leads that will never buy
An AI sales agent that qualifies every inbound lead the second it arrives. Reads your ICP, asks the right questions in the lead's preferred channel, books demos for the fit, and quietly nurtures the rest with content that actually matches their stage.
More SDRs is not the answer
SaaS marketing brings in 800 trial sign-ups a month. SDRs reach maybe 200 of them. Of the 200, 60 reply. Of those 60, 18 are good fits. The other 740 sign-ups, which include your best future customers, never hear from anyone.
Outbound is the same problem in reverse. AEs are flooded with low-fit leads from BDRs who are graded on volume, not fit. Calendars fill up with demos that go nowhere. Pipeline metrics look great, win rates do not.
You do not need more SDRs. You need a smarter top of funnel.
An AI agent that talks to every lead, books only the fit
A custom AI agent that owns inbound qualification and demo booking end to end. It reads your ICP, talks to every lead in their preferred channel, asks the questions your AEs would ask, books only the fit leads onto your calendar, and puts the rest into a nurture flow that actually responds to what they say.
Reads your ICP in plain English
You describe your fit profile - "mid-market SaaS, 100 to 1000 employees, US or UK, runs Stripe and Salesforce" - and the agent uses LLMs to interpret every new lead against that fit. No rigid form fields.
Enrichment before the conversation starts
Hooks into Clearbit, Apollo, or your internal customer data warehouse to enrich every lead with company size, industry, tech stack, and funding stage before the first message goes out. The first reply is already informed.
Channel-agnostic, customer-driven
Slack DM, in-app chat, SMS, WhatsApp, email - the lead picks; the agent talks back. One conversation visible to your team, no matter where the lead replied.
Calendar-aware demo booking
Reads your team's Calendly, Chili Piper, or Google Calendar availability and books demos respecting round-robin rules, territory ownership, seniority, and rep capacity. Books only inside business hours unless the lead is hot.
Clean handoff to humans
When a lead is hot or asks a sales-qualifying question ("what is pricing for 500 seats?"), the agent loops in the right AE via Slack with the full conversation, the enrichment data, and a one-line recommendation.
Nurture the rest
Leads that are not fit-now do not go dark. The agent re-engages on a thoughtful cadence when you ship a feature, post a case study, or roll out pricing that addresses their objection. Always with a personal angle, not a broadcast.
Writes back to Salesforce or HubSpot
Every conversation, qualification decision, and intent signal lands in your CRM as activity records and custom fields. AEs see the full conversation in their lead view. Your RevOps team sees clean data.
The underlying pattern is the same one we built for ChooseMyCar in car finance - instant first contact, real conversation, smart booking, thoughtful follow-up. The customers and the questions are different. The architecture is proven.
Read the Cloei case study →Built to fit your existing GTM stack
Four steps. Built to move fast.
Scope
30-min intro, then a written 1-page scope you can say yes/no to.
Design
Lo-fi to hi-fi design in days, not weeks. You see real screens fast.
Build
Hand-picked team builds in tight loops with daily updates.
Ship
Production deployment + handoff doc + 2-week support window.
Things you are probably wondering
We already use Drift, Intercom, or Apollo - do we need this?
Those tools are good if they are qualifying leads well enough that your AEs are fully booked with fit demos. Most SaaS teams we talk to find their existing tools are good for FAQs and lead capture but cannot hold an actual qualification conversation. We build deeper agents that complete real conversations and book demos based on fit signals, not just form submissions.
How does it integrate with Salesforce?
We push every conversation, qualification decision, and lead score into Salesforce as activity records and custom fields. AEs see the conversation in the lead's record. We respect your routing rules - the agent never books a lead onto the wrong rep, never breaks territory, never violates seniority assignments.
Will it hurt our conversion rates if leads know it is AI?
We test both. Disclosed AI ("Hi, I am Sam, the AI SDR at [company]") usually converts as well as undisclosed for B2B SaaS, because the audience expects automation and respects the speed. We A/B test on your real traffic for two weeks and pick what works.
Can it handle multi-step qualification frameworks like MEDDIC or BANT?
Yes. The agent works through your framework conversationally rather than as a sequence of form fields. If a lead does not have budget right now but is the right decision-maker, the agent flags them as "right contact, revisit in two quarters" rather than disqualifying.
What if the agent gets a qualification call wrong?
Every conversation is logged and reviewed in the first two weeks. After that, we set confidence thresholds: if the agent is unsure, it loops in a human SDR with the full context. We tune as you scale.
How fast can we be live?
4 to 6 weeks for a v1 covering inbound qualification and demo booking. Outbound sequences, account-based plays, and ABM coordination usually take another 3 to 4 weeks. We ship in two-week loops with you reviewing.
Will it work for both PLG and sales-led motions?
Yes. For PLG, the agent activates trial users, watches usage signals, and books "expansion" conversations when teams hit triggers. For sales-led, it qualifies form fills and books demos respecting fit and capacity. Most companies need both, and the same agent does it.
Want to see what your SaaS sales agent could do?
A 30-minute call with one of our engineers. Bring your ICP, your demo no-show rate, and your last week of inbound. We will tell you exactly what we would automate.