We wanted to qualify prospects contextually. We integrated our AI agents with interactive forms and calendar booking links natively in the chat workspace.
The Conversion Flow
Instead of demanding details immediately, the agent answers prospect questions about pricing, API support, or integrations first. Once the user is engaged, the agent says: "Would you like to schedule a quick demo call? You can pick a slot directly here."
The widget renders an inline calendar picker. The visitor selects a time, inputs their business details, and a CRM record is updated automatically. By providing answers first and displaying visual interactive steps, we qualified 100 leads without running manual sales outreach campaigns.