Answer buyers’ questions before they book a product demo.

What do buyers want to know before a demo?

Booking a demo means giving up half an hour to a sales call. Before they do, buyers often want to rule the product in or out with a few direct questions. Your sales notes can answer many of them, which leaves the demo for the buyer’s own workflow.

Questions like these come up before a demo:

• “Does it integrate with the CRM we already use?”
• “Can it handle approvals across three departments?”
• “Where is our data stored?”
• “What does it not do that our current tool does?”

How does the sales agent handle pre-demo questions?

Load the sales embed on the pages buyers read before booking, such as feature pages and your demo request page. Every page that loads it shows the same agent with the same notes.

• The buyer names what they want to check, such as an integration or an approval workflow, and talks it through with the agent.
• It answers from approved sales notes, including what the product doesn’t do. Its default instructions tell it never to invent capabilities or commitments.
• When the buyer needs to see the product or wants an answer tailored to their setup, it can tell them how to book a demo, using the route your notes and instructions give.
• It describes your product in words only. It can’t share a screen or show screenshots, so questions that need the product on screen belong in the demo.

Which sales notes make pre-demo answers useful?

The sales agent never sees your support docs or GitHub imports, so anything a buyer needs has to be in a sales note.

• A fit note: who the product is for, who it isn’t for and the setups it suits. The default instructions ask the agent to help visitors judge fit, so give it the facts to judge with.
• Your integrations and how deep each one goes, such as a two-way sync, a one-off import or an API you document.
• Known limits, in plain words, so the agent can answer “Can it do this?” honestly.
• Security and data basics you can stand behind, such as where data is stored and any certifications you actually hold.
• What setup involves for a new team, and who on their side does it.
• What a demo covers, how long it takes and how to book one.

What stays with your sales team?

The agent prepares buyers for the demo. These parts of the process still need your team:

• Booking. There’s no calendar connection, so the agent can only tell buyers where to book.
• Knowing who called. There’s no lead form or CRM connection, so a conversation isn’t linked to a booking, and a transcript shows the buyer’s name or company only if they said it.
• Custom terms, discounts and commitments, which the agent is told never to invent.
• A live handover. It’s an early release: with a verified UK or US sales number and handover turned on for the sales agent, a buyer can choose Talk to a human, and your team hears a private briefing before the buyer is connected. Customer routing is still being tested, so keep your demo booking link on the page.

How do pre-demo conversations help your sales team?

Read the week’s sales transcripts before your demos. The questions buyers ask before booking show what your demo should cover first and what your feature pages leave out, in the buyer’s own words.

Common questions