Pain points:
We spoke to over 15 founders, sales reps and sales engineers!
"I need to know who’s visiting, what they care about, and how to guide them, without wasting time on leads that won’t convert."
B2B SaaS Founder
Sales Representatives
"Most calls start with educating the buyer. I wish we had a way to handle that upfront so I could focus on closing."
Sales Engineers
"To customize a good demo, I need context—what tools they use, what problems they face, and how much they already know."
Conversational AI Agent:
Qualify leads anytime, anywhere
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Ongoing project
PROBLEM STATEMENT
Sales teams lose leads due to slow responses and manual workflows. We set out to design an AI agent that engages prospects instantly, qualifies them efficiently, and feels as intuitive as a real conversation.
Overview
Repetitive sales calls, scheduling hassle, top-of the funnel drop off, delays
Problem
Qualify leads quickly with conversational AI and escalate to sales reps when needed.
Goal
Designed a MVP AI Sales Agent
Solution
Boosts lead engagement, Qualifies users in minutes, saving sales teams time, Automation, Delivers personalized demos
Impact
Key Insights
High Lead Volume, decreasing efficiency
Users often juggled leads from multiple sources such as website visitors, referrals, and campaigns making it hard to prioritize and respond efficiently.
Repetitive Intro Calls
Sales teams repeatedly spent time on basic intro calls, often answering the same questions and gathering the same information from prospects.
Lack of Context Before Demos
I discovered that users lacked the necessary information to tailor demos effectively which led to poor fit and lost time.
Time lost due to misaligned goals
Across roles, the biggest frustration was time wasted on leads that were not a fit either due to misalignment or poor qualification.
Design Goals
Custom Training
Train the AI using your own pitch decks, demo videos, sales scripts, and help documentation for accurate, brand-aligned responses.
Instant Lead Summaries
Get clear, structured lead context delivered directly to Slack or CRM tools for faster follow-up.
Engagement Visibility
Track how many leads engaged, dropped off, or were successfully qualified through a real-time dashboard.
FOR COMPANIES
Conversational Experience
Interact with a human-like AI that adapts to tone and intent for a natural, helpful experience.
Tailored Walkthroughs
Receive personalized product demos based on user responses and interests.
Seamless Handoff
Ask follow-up questions or get instantly connected to a human rep when needed.
FOR USERS
We designed an AI Agent with both voice and text capabilities that asks 3–5 smart, conversational questions, delivers personalized product walkthroughs and Logs and sends summarized lead insights to the sales team in a Slack/CRM-ready format.
Product
Impact
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Faster qualification of leads at scale
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Less time spent prepping demos
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Improved visibility into user interest
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Higher engagement due to personalized, context-rich interactions
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Better lead scoring powered by actual conversations, not just form fills
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Created a scalable, repeatable way to qualify leads with zero human input
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Increased lead quality and sales team efficiency
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Reinforced the idea that AI in sales is not just about speed, but relevance and timing
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Learned that conversation design is just as important as visual design in building trust
Outcome & Learnings
