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SalesMulti-step flowUnited StatesEnglish

SaaS demo scheduler

Qualifies B2B SaaS prospects, captures company details into your CRM, and books a live demo on your calendar.

Runs on web, telephony.

Use this template Install free · connect your tools · go live

Last updated 2026-06-25

The conversation flow

SaaS demo scheduler is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

Greet & qualifyStartSave to CRMStepBook demoStepEnd callYou're all set — you'll get…

How the agent opens

“Hi! Thanks for your interest in a demo — I'd love to get one scheduled. Can I ask a couple of quick questions first?”

How it works

  1. 1
    Greet & qualify

    Greet, confirm interest in a demo, and capture {company}, {role} and the main problem they want solved.

  2. 2
    Save to CRM

    Confirm their {email}, then use create_contact to save the prospect.

  3. 3
    Book demo

    Use book_demo to schedule a slot that suits them and confirm the invite goes to {email}.

Tools & integrations it uses

Create CRM contact
HubSpotIntercom
Book calendar event
Google Calendar

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Frequently asked questions

What does the SaaS demo scheduler agent do?

Qualifies B2B SaaS prospects, captures company details into your CRM, and books a live demo on your calendar. On a call it can create crm contact and book calendar event. You install it, connect your tools, and it's ready to take or make calls.

How does the SaaS demo scheduler agent handle a call?

It follows a guided flow: greet & qualify, save to crm, and book demo. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the SaaS demo scheduler agent?

Connect HubSpot, Intercom, and Google Calendar so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does SaaS demo scheduler support?

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the SaaS demo scheduler agent?

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

₹300.00 free credit on signup

Launch the SaaS demo scheduler agent

Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.

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