Sales AI Agent Template for Lead Qualification
Deploy a no-code AI sales agent in minutes to qualify leads 24/7. Wonderchat's sales template helps you engage website visitors, ask qualifying questions, and book meetings automatically.
Trusted by businesses worldwide
About This Template
The Sales AI Agent Template enables your business to qualify leads automatically without human intervention. Built on Wonderchat's no-code platform, this template comes pre-configured with lead qualification workflows, meeting booking capabilities, and CRM integrations. Deploy in minutes and immediately start engaging website visitors, asking qualifying questions, and routing qualified leads to your sales team. The template continuously learns from conversations to improve lead scoring accuracy while working 24/7 to ensure no opportunity is missed.
Answer Common Questions Like:
What's your company size?
What's your current sales process?
When do you need implementation?
What CRM do you use?
Schedule a demo with sales
Easy 5 minute set-up
How Wonderchat Works
Train on Your Content
Deploy AI Agents with Your Knowledge
Build an AI agent that knows your business inside out by training it on your website, documents, and help desk articles in minutes.
Website content crawling
PDF & document uploads
Integrated with 100+ apps and content platforms
Train on Your Content
Deploy AI Agents with Your Knowledge
Build an AI agent that knows your business inside out by training it on your website, documents, and help desk articles in minutes.
Website content crawling
PDF & document uploads
Integrated with 100+ apps and content platforms
Never Miss an Opportunity
Seamless Handoff to Human Teams
When conversations require a human touch, your AI agent can smoothly transition the conversation to your human support or sales team.
Email notification system
Live chat takeover
Conversation history transfer
Never Miss an Opportunity
Seamless Handoff to Human Teams
When conversations require a human touch, your AI agent can smoothly transition the conversation to your human support or sales team.
Email notification system
Live chat takeover
Conversation history transfer
Automate Lead Qualification
Build Custom AI Conversation Flows
Create structured multi-step workflows that qualify leads, collect contact information, and book meetings—all without writing a line of code.
Custom qualifying questions
Contact information collection
Meeting scheduling integration
Automate Lead Qualification
Build Custom AI Conversation Flows
Create structured multi-step workflows that qualify leads, collect contact information, and book meetings—all without writing a line of code.
Custom qualifying questions
Contact information collection
Meeting scheduling integration
5-minute set up
Deploy Your Sales AI Agent in Minutes
1
Select the Right AI Model – Pick the perfect fit for your support needs.
2
Train AI with Docs, FAQs & Policies – Upload knowledge base files and site links.
3
Customise Workflows & Escalation Rules – AI handles what it can, and escalates what it can’t.
4
Monitor & Optimise with Analytics – See where customers get stuck and fine-tune responses.
Industry Grade Compliance
Wonderchat is GDPR compliant and AICPA SOC 2 Certified.
Testimonials
Businesses with successful customer service start
with Wonderchat
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
40+ Languages
Starts at $0.02/message
Available 24/7
Qualify Leads 24/7 with AI
14-day free trial. No credit card required
FAQ
How does the Sales AI Agent Template work?
The Sales AI Agent Template works by automatically engaging website visitors through a chat interface. It uses pre-built workflows to ask qualifying questions, collect contact information, and evaluate lead quality based on your criteria. The template can be deployed on your website in minutes through Wonderchat's no-code platform. Once active, it handles initial conversations with potential customers, qualifies them according to your parameters, and either books meetings directly or hands off qualified leads to your sales team.
Can I customize the qualification questions?
Yes, the Sales AI Agent Template is fully customizable to match your specific qualification criteria. You can easily modify the preset questions, add new ones, or create conditional logic flows based on how prospects respond. The no-code interface allows you to design multi-step workflows with branching logic, enabling you to create sophisticated qualification processes without any technical expertise. You can adjust these questions anytime as your qualification criteria evolve.
Which CRM systems does it integrate with?
The Sales AI Agent Template integrates seamlessly with popular CRM systems including HubSpot and Salesforce. It can automatically sync lead information collected during conversations directly to your CRM. Beyond these native integrations, Wonderchat also connects with thousands of other applications through Zapier, allowing you to send qualified leads to virtually any system. For enterprise needs, custom integrations can be developed using Wonderchat's robust API.
How does the meeting booking feature work?
The meeting booking feature allows the AI agent to schedule meetings directly from the chat conversation. It integrates with calendar tools like Calendly, enabling prospects to view available time slots and book appointments without leaving the chat. When a lead meets your qualification criteria, the AI can automatically offer to schedule a meeting with the appropriate sales representative based on territory, product specialization, or other routing rules you define. The system then sends confirmation emails and calendar invites to both parties.
Can I train the AI on my specific products and services?
Absolutely. The Sales AI Agent Template can be trained on your specific product information, pricing details, and company knowledge. Wonderchat's platform allows you to upload documents (PDF, DOCX, TXT) and crawl your website to create a comprehensive knowledge base. This enables the AI to accurately answer detailed questions about your offerings during the qualification process. The system supports automatic re-crawling to keep information current as your products and services evolve.
How does human handover work for complex inquiries?
The Sales AI Agent Template includes configurable human handover capabilities for complex situations. You can set up automated triggers to escalate conversations based on specific criteria like conversation length or when the AI cannot confidently answer a question. When handover is initiated, the system can route the conversation to your team via email notifications, helpdesk tickets, or through Wonderchat's built-in live chat interface. The full conversation history is provided to your team members, ensuring a smooth transition for the prospect.
FAQ
How does the Sales AI Agent Template work?
The Sales AI Agent Template works by automatically engaging website visitors through a chat interface. It uses pre-built workflows to ask qualifying questions, collect contact information, and evaluate lead quality based on your criteria. The template can be deployed on your website in minutes through Wonderchat's no-code platform. Once active, it handles initial conversations with potential customers, qualifies them according to your parameters, and either books meetings directly or hands off qualified leads to your sales team.
Can I customize the qualification questions?
Yes, the Sales AI Agent Template is fully customizable to match your specific qualification criteria. You can easily modify the preset questions, add new ones, or create conditional logic flows based on how prospects respond. The no-code interface allows you to design multi-step workflows with branching logic, enabling you to create sophisticated qualification processes without any technical expertise. You can adjust these questions anytime as your qualification criteria evolve.
Which CRM systems does it integrate with?
The Sales AI Agent Template integrates seamlessly with popular CRM systems including HubSpot and Salesforce. It can automatically sync lead information collected during conversations directly to your CRM. Beyond these native integrations, Wonderchat also connects with thousands of other applications through Zapier, allowing you to send qualified leads to virtually any system. For enterprise needs, custom integrations can be developed using Wonderchat's robust API.
How does the meeting booking feature work?
The meeting booking feature allows the AI agent to schedule meetings directly from the chat conversation. It integrates with calendar tools like Calendly, enabling prospects to view available time slots and book appointments without leaving the chat. When a lead meets your qualification criteria, the AI can automatically offer to schedule a meeting with the appropriate sales representative based on territory, product specialization, or other routing rules you define. The system then sends confirmation emails and calendar invites to both parties.
Can I train the AI on my specific products and services?
Absolutely. The Sales AI Agent Template can be trained on your specific product information, pricing details, and company knowledge. Wonderchat's platform allows you to upload documents (PDF, DOCX, TXT) and crawl your website to create a comprehensive knowledge base. This enables the AI to accurately answer detailed questions about your offerings during the qualification process. The system supports automatic re-crawling to keep information current as your products and services evolve.
How does human handover work for complex inquiries?
The Sales AI Agent Template includes configurable human handover capabilities for complex situations. You can set up automated triggers to escalate conversations based on specific criteria like conversation length or when the AI cannot confidently answer a question. When handover is initiated, the system can route the conversation to your team via email notifications, helpdesk tickets, or through Wonderchat's built-in live chat interface. The full conversation history is provided to your team members, ensuring a smooth transition for the prospect.
The platform to build AI agents that feel human
Product
© 2025 Wonderchat Private Limited
The platform to build AI agents that feel human
Product
© 2025 Wonderchat Private Limited
Sales AI Agent Template for Lead Qualification
Deploy a no-code AI sales agent in minutes to qualify leads 24/7. Wonderchat's sales template helps you engage website visitors, ask qualifying questions, and book meetings automatically.
Trusted by businesses worldwide
About This Template
The Sales AI Agent Template enables your business to qualify leads automatically without human intervention. Built on Wonderchat's no-code platform, this template comes pre-configured with lead qualification workflows, meeting booking capabilities, and CRM integrations. Deploy in minutes and immediately start engaging website visitors, asking qualifying questions, and routing qualified leads to your sales team. The template continuously learns from conversations to improve lead scoring accuracy while working 24/7 to ensure no opportunity is missed.
Answer Common Questions Like:
What's your company size?
What's your current sales process?
When do you need implementation?
What CRM do you use?
Schedule a demo with sales
Easy 5 minute set-up
How Wonderchat Works
Automate Lead Qualification
Build Custom AI Conversation Flows
Create structured multi-step workflows that qualify leads, collect contact information, and book meetings—all without writing a line of code.
Custom qualifying questions
Contact information collection
Meeting scheduling integration
Train on Your Content
Deploy AI Agents with Your Knowledge
Build an AI agent that knows your business inside out by training it on your website, documents, and help desk articles in minutes.
Website content crawling
PDF & document uploads
40+ languages supported
Train on Your Content
Deploy AI Agents with Your Knowledge
Build an AI agent that knows your business inside out by training it on your website, documents, and help desk articles in minutes.
Website content crawling
PDF & document uploads
40+ languages supported
Automate Lead Qualification
Build Custom AI Conversation Flows
Create structured multi-step workflows that qualify leads, collect contact information, and book meetings—all without writing a line of code.
Custom qualifying questions
Contact information collection
Meeting scheduling integration
Automate Lead Qualification
Build Custom AI Conversation Flows
Create structured multi-step workflows that qualify leads, collect contact information, and book meetings—all without writing a line of code.
Custom qualifying questions
Contact information collection
Meeting scheduling integration
Enterprise-Grade Security Standards
SOC2 & GDPR Compliant AI Platform
Meet strict regulatory requirements with Wonderchat's enterprise-grade security framework designed specifically for financial institutions handling sensitive customer data.
Verified security protocols
Regulatory compliance assured
Data protection guaranteed
Enterprise-Grade Security Standards
SOC2 & GDPR Compliant AI Platform
Meet strict regulatory requirements with Wonderchat's enterprise-grade security framework designed specifically for financial institutions handling sensitive customer data.
Verified security protocols
Regulatory compliance assured
Data protection guaranteed
Never Miss an Opportunity
Seamless Handoff to Human Teams
When conversations require a human touch, your AI agent can smoothly transition the conversation to your support or sales team.
Email notification system
Live chat takeover
Conversation history transfer
Never Miss an Opportunity
Seamless Handoff to Human Teams
When conversations require a human touch, your AI agent can smoothly transition the conversation to your support or sales team.
Email notification system
Live chat takeover
Conversation history transfer
Compliance Performance Metrics
GDPR Compliance Analytics Dashboard
Monitor your AI agent's compliance performance with comprehensive analytics. Track user data handling, consent management, and potential compliance issues to maintain regulatory adherence and optimize your data protection strategy.
Data processing visibility
Consent tracking metrics
Compliance reporting
5-minute set up
Deploy Your Sales AI Agent in Minutes
1
Select the Right AI Model – Pick the perfect fit for your support needs.
2
Train AI with Docs, FAQs & Policies – Upload knowledge base files and site links.
3
Customise Workflows & Escalation Rules – AI handles what it can, and escalates what it can’t.
4
Monitor & Optimise with Analytics – See where customers get stuck and fine-tune responses.
Industry Grade Compliance
Wonderchat is GDPR compliant and AICPA SOC 2 Certified.
Testimonials
Businesses with successful customer service start
with Wonderchat
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
"Wonderchat has made it easier than ever to find the information I need without getting lost in the complexities. It also brings convenience and clarity to my searches."
Josh Levitsky
Global Head of Professional Services, Filewave
“Wonderchat has been a game-changer for bazuba. We’ve seen improved customer satisfaction and a noticeable boost in efficiency. Wonderchat handles our customer queries with precision and speed.
Julien Pflanzl
Web Development Lead, bazuba
“Ever since implementing Wonderchat on our site, I've seen up to a 70% reduction of customer support queries in my inbox.”
Bryce Conway
Founder and CEO, 10xTravel
"Wonderchat has given us the ability to offer real-time answers to our customer’s questions on their terms, pulling from our extensive portfolio of Insurance content. The response has been tremendous."
Ryan Hanley
Founder and President, Rogue Risk LLC
40+ Languages
Starts at $0.02/message
Available 24/7
Qualify Leads 24/7 with AI
14-day free trial. No credit card required
FAQ
How does the Sales AI Agent Template work?
The Sales AI Agent Template works by automatically engaging website visitors through a chat interface. It uses pre-built workflows to ask qualifying questions, collect contact information, and evaluate lead quality based on your criteria. The template can be deployed on your website in minutes through Wonderchat's no-code platform. Once active, it handles initial conversations with potential customers, qualifies them according to your parameters, and either books meetings directly or hands off qualified leads to your sales team.
Can I customize the qualification questions?
Yes, the Sales AI Agent Template is fully customizable to match your specific qualification criteria. You can easily modify the preset questions, add new ones, or create conditional logic flows based on how prospects respond. The no-code interface allows you to design multi-step workflows with branching logic, enabling you to create sophisticated qualification processes without any technical expertise. You can adjust these questions anytime as your qualification criteria evolve.
Which CRM systems does it integrate with?
The Sales AI Agent Template integrates seamlessly with popular CRM systems including HubSpot and Salesforce. It can automatically sync lead information collected during conversations directly to your CRM. Beyond these native integrations, Wonderchat also connects with thousands of other applications through Zapier, allowing you to send qualified leads to virtually any system. For enterprise needs, custom integrations can be developed using Wonderchat's robust API.
How does the meeting booking feature work?
The meeting booking feature allows the AI agent to schedule meetings directly from the chat conversation. It integrates with calendar tools like Calendly, enabling prospects to view available time slots and book appointments without leaving the chat. When a lead meets your qualification criteria, the AI can automatically offer to schedule a meeting with the appropriate sales representative based on territory, product specialization, or other routing rules you define. The system then sends confirmation emails and calendar invites to both parties.
Can I train the AI on my specific products and services?
Absolutely. The Sales AI Agent Template can be trained on your specific product information, pricing details, and company knowledge. Wonderchat's platform allows you to upload documents (PDF, DOCX, TXT) and crawl your website to create a comprehensive knowledge base. This enables the AI to accurately answer detailed questions about your offerings during the qualification process. The system supports automatic re-crawling to keep information current as your products and services evolve.
How does human handover work for complex inquiries?
The Sales AI Agent Template includes configurable human handover capabilities for complex situations. You can set up automated triggers to escalate conversations based on specific criteria like conversation length or when the AI cannot confidently answer a question. When handover is initiated, the system can route the conversation to your team via email notifications, helpdesk tickets, or through Wonderchat's built-in live chat interface. The full conversation history is provided to your team members, ensuring a smooth transition for the prospect.
FAQ
How does the Sales AI Agent Template work?
The Sales AI Agent Template works by automatically engaging website visitors through a chat interface. It uses pre-built workflows to ask qualifying questions, collect contact information, and evaluate lead quality based on your criteria. The template can be deployed on your website in minutes through Wonderchat's no-code platform. Once active, it handles initial conversations with potential customers, qualifies them according to your parameters, and either books meetings directly or hands off qualified leads to your sales team.
Can I customize the qualification questions?
Yes, the Sales AI Agent Template is fully customizable to match your specific qualification criteria. You can easily modify the preset questions, add new ones, or create conditional logic flows based on how prospects respond. The no-code interface allows you to design multi-step workflows with branching logic, enabling you to create sophisticated qualification processes without any technical expertise. You can adjust these questions anytime as your qualification criteria evolve.
Which CRM systems does it integrate with?
The Sales AI Agent Template integrates seamlessly with popular CRM systems including HubSpot and Salesforce. It can automatically sync lead information collected during conversations directly to your CRM. Beyond these native integrations, Wonderchat also connects with thousands of other applications through Zapier, allowing you to send qualified leads to virtually any system. For enterprise needs, custom integrations can be developed using Wonderchat's robust API.
How does the meeting booking feature work?
The meeting booking feature allows the AI agent to schedule meetings directly from the chat conversation. It integrates with calendar tools like Calendly, enabling prospects to view available time slots and book appointments without leaving the chat. When a lead meets your qualification criteria, the AI can automatically offer to schedule a meeting with the appropriate sales representative based on territory, product specialization, or other routing rules you define. The system then sends confirmation emails and calendar invites to both parties.
Can I train the AI on my specific products and services?
Absolutely. The Sales AI Agent Template can be trained on your specific product information, pricing details, and company knowledge. Wonderchat's platform allows you to upload documents (PDF, DOCX, TXT) and crawl your website to create a comprehensive knowledge base. This enables the AI to accurately answer detailed questions about your offerings during the qualification process. The system supports automatic re-crawling to keep information current as your products and services evolve.
How does human handover work for complex inquiries?
The Sales AI Agent Template includes configurable human handover capabilities for complex situations. You can set up automated triggers to escalate conversations based on specific criteria like conversation length or when the AI cannot confidently answer a question. When handover is initiated, the system can route the conversation to your team via email notifications, helpdesk tickets, or through Wonderchat's built-in live chat interface. The full conversation history is provided to your team members, ensuring a smooth transition for the prospect.
The platform to build AI agents that feel human
Product
© 2025 Wonderchat Private Limited
The platform to build AI agents that feel human
Product
© 2025 Wonderchat Private Limited