AI Agent for Consulting: Lead Qualification & Booking

Turn website visitors into qualified leads. AI answers service questions, captures intent, and books discovery calls automatically. Integrates with your CRM and calendar.

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Great for

Lead qualificationDiscovery callsOnboardingKnowledge search

Pairs well with

Lead captureCalendar bookingWeb searchHubSpot

Qualify inbound leads
without extra tools

Answer questions first, then capture the details when users are ready.

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Grounded answers

Train from your site and docs as a source of truth.

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Lead capture

Collect contact info and intent during the conversation.

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Calendar booking

Offer scheduling when intent is high.

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Embeds

Deploy a branded widget experience on key pages.

Keep it flexible
as you scale

Use tools and integrations only where needed, and measure what people ask.

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Tool enablement

Enable tools per agent to keep workflows controlled.

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Integrations

Connect HubSpot and other tools when needed.

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Visibility

Track what people ask and improve coverage.

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Multi-model

Choose models per chat in one workspace.

What you get
in production

Outcome-focused benefits you can measure in support, sales, and operations.

  • badge 13Fewer repetitive questions across channels
  • badge 13Faster answers grounded in your sources
  • badge 13Cleaner handoffs when humans take over
  • badge 13Visibility into what people ask most