Pre-Call Questionnaire
Calendar invites tell you someone booked a call. Your concierge tells you why—their current pain points, what triggered the search, and what success looks like. Reps show up with a tailored pitch instead of spending the first 20 minutes on generic discovery questions.
Paste your form URL
We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.
No credit card required
Customize with natural language
Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.
Add conditional logic
If they're unhappy with their current provider, ask what's not working
If they mention security concerns, ask about compliance requirements
Add mandatory questions
Always ask about their current tech stack and pain points
Ask what triggered their search for a new solution
Guide users based on their answers
If they need 24/7 support, highlight our managed services tier
If they're a small business, recommend our SMB package
Add automations
Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.
Example automations
Send discovery notes to the assigned rep via Slack
Update ConnectWise opportunity with pre-call intel
Add context to HubSpot contact before the meeting
Embed your concierge
Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.