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schedx

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SchedX is an AI sales assistant that talks live with your website visitors and leads. It answers questions about your products, qualifies prospects using your specific criteria, and instantly books meetings on your sales calendar. This speeds up your sales process, ensuring good leads connect with your team quickly.

About schedx

Who It's For

SchedX is for businesses wanting to turn website visitors and new leads into sales meetings faster. It helps sales teams automate early sales stages, like answering common questions and qualifying potential customers.

What You Get

You get an AI assistant that engages visitors in real-time, like a human sales rep. It answers questions about your product and pricing. SchedX also qualifies leads based on your rules and automatically books meetings directly onto your sales calendar. This saves time and focuses on warm leads.

How It Works

SchedX learns about your company. It acts as a live chat agent on your website or calls leads from forms. When visitors interact, SchedX understands their needs, answers questions, checks if they're a good fit, and schedules a meeting if they're interested. It connects with your CRM.

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Features & Capabilities

🗣️ Conversational AI & Engagement

Live Website Interaction

Enables website visitors to speak directly with an AI agent for instant answers about your product.

Automated Lead Calling

Proactively calls inbound leads who filled forms to qualify them and answer product-related questions.

AI Product Knowledge Base

The AI agent is trained on your product, pricing, and competitors to provide accurate, live answers.

✅ Lead Qualification & Pipeline Automation

Customizable Lead Qualification

Qualifies inbound leads based on predefined criteria like BANT or MEDDIC, ensuring only good-fit prospects proceed.

Automated Meeting Booking

Understands lead sentiment, discusses availability, and books meetings directly into your sales calendar.

Intelligent Lead Routing

Assigns qualified leads to the most appropriate sales representative based on your team hierarchy and strategy.

Use Cases

Automating Live Website Visitor Engagement and Qualification

Many potential customers visit websites with questions, but manual chat or delayed responses lead to drop-offs, costing potential revenue. SchedX transforms a website into a 'Talking Website', instantly engaging visitors, answering complex product questions live, qualifying them based on predefined criteria, and seamlessly booking meetings. This process converts casual browsers into qualified pipeline within minutes, significantly accelerating the sales cycle.

B2B SaaSFor: Sales Development Team

Streamlining Inbound Lead Qualification and Meeting Booking

Sales teams often waste valuable time manually calling and qualifying inbound leads from forms, leading to delays and missed opportunities. SchedX automates this entire process by calling inbound leads, thoroughly qualifying them using custom criteria like BANT or MEDDIC, and then directly booking meetings on the sales calendar. This drastically reduces the time from lead capture to a scheduled meeting, boosting efficiency and conversion rates.

B2B SaaSFor: Sales Development Representatives

Enhancing Sales Team Productivity with Automated Lead Routing

Inefficient lead distribution can cause delays and misassigned accounts, negatively impacting sales team productivity and conversion rates. SchedX not only qualifies inbound leads and books meetings but also intelligently routes each qualified prospect to the most appropriate sales representative. This ensures leads are handled by the right expert every time, optimizing follow-up and maximizing the chances of closing deals.

B2B SalesFor: Sales Operations

Accelerating Pipeline Generation for Product Launches

Launching a new product requires quickly generating interest and converting early adopters into a robust sales pipeline. SchedX can be rapidly trained on new product details and instantly deployed on websites or for inbound lead follow-up. It provides immediate answers to prospect questions, qualifies early interest, and books initial meetings within minutes, significantly accelerating the pipeline build-up phase.

TechnologyFor: Product Marketing

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