Playbook · 5 min read

AI inbound qualification without the friction

The demo request form is the single biggest conversion leak on most B2B sites. AI closes it without losing lead quality.

What replaces the form

One line: 'What are you trying to solve?' A conversational agent asks the two or three qualifying questions inline, then either books the meeting or routes to a human.

Quality doesn't drop

In practice, lead quality improves. The form filtered by tolerance for friction. The agent filters by fit. Different filter — better outcome.

How to instrument

  • Compare booked-meeting → SQL rate before and after
  • Track drop-off point in the conversation
  • Watch NPS on the booking experience itself

See CoLive run this workflow live

Six named AI agents. One revenue engine. Talk to the founders — literally.