What does an inbound buyer need from your website?

Inbound sales starts with the buyer. They found you through search, a referral or something you published, and they arrive with questions. In B2B SaaS sales, the early ones are often about fit and process as well as features:

  • “Is this built for a company our size?”
  • “Can we start with a trial, or do we need to talk to sales?”
  • “Will you sign our data processing agreement?”
  • “Can we pay by invoice?”

How does the agent point each buyer to the right next step?

A contact form makes a buyer wait for a reply. The sales agent answers the questions your notes cover while the buyer is still on the page, and your routing rules decide where it sends them next.

Write those rules into the sales agent’s instructions, which hold up to 4,000 characters. For example: suggest the free trial to teams under 20 people, and suggest contacting sales about contracts, security reviews or larger teams. The agent is told to follow them, so test each route before you switch on calls.

  • A buyer presses the sales button and asks their question, such as whether a team of 15 can start on a trial.
  • The agent’s default instructions have it ask about their use case first, which gives your routing rules something to work with.
  • It answers from approved sales notes and names the next step your rules give, with where to find it on your site.
  • For anything outside its notes, it’s told to say it doesn’t know and suggest your usual contact options.

What should inbound sales notes cover?

The sales agent never sees support docs or GitHub imports, so put everything a buyer needs into sales notes.

  • Who you sell to and who you don’t, in the words buyers use about themselves.
  • How to buy: free trial, self-serve signup, sales-led contracts, payment methods and invoicing.
  • The questions larger customers ask, such as security reviews, contracts and data processing, with your answer or the route to ask.
  • Fair comparisons with the alternatives buyers mention most, checked against those vendors’ own pages.

Which pages should get the sales widget?

Start with the few pages where inbound buyers land and decide, such as the landing pages your campaigns point to, rather than every page. Every page that loads the sales embed shows the same agent with the same notes, and support, sales and your tests share each workspace’s first 50 conversations, a one-time allowance. Paid calls aren’t available yet, so calls pause when it’s used.

Each workspace takes up to 3 calls at once and 12 new calls a minute. If a launch or campaign brings a rush of buyers, extra callers see “This line is busy. Please try again shortly.”

What does inbound sales still need from your team?

Filter the Conversations tab to sales calls to hear inbound demand in the buyer’s own words. These parts of the process stay with your team:

  • Follow-up and meetings. There’s no lead capture, email sending, calendar or CRM connection, so a buyer who wants to hear back or book a call uses the route your notes name.
  • A live handover. Connecting a buyer to your sales team is an early release. After you verify a UK or US sales number and turn handover on for the sales agent, the agent offers your team when its notes run out, and whoever answers hears a private briefing first. Customer routing is still being tested, so keep your contact route on the page.
  • Qualification records. The agent applies your rules in conversation, but it doesn’t score leads or save a buyer’s company to a field you can sort.

Common questions

Can the agent qualify inbound leads?

It can ask about a buyer’s use case and point them to the route your instructions describe, such as a trial or a sales conversation. Kawl Now doesn’t score leads and has no lead capture or CRM connection, so qualification decisions stay with your team.

What happens if several buyers want to talk at once?

Each Kawl Now workspace takes up to 3 calls at once and 12 new calls a minute. Anyone beyond that sees “This line is busy. Please try again shortly.” and can try again a moment later.

Is a voice agent useful for B2B SaaS sales?

For the inbound part, yes: it answers buyers’ questions on your website from approved notes and points them to a trial or your sales team. Kawl Now doesn’t prospect, follow up or manage a pipeline, so it works alongside your sales process.