> Let the AI Demo Agent ask your qualification questions, decide who is qualified with your own rules, and book meetings inside the demo.

Canonical: https://livedemo.ai/docs/ai-demo-agent/qualification-and-booking/

# Qualification & Booking

Your AI Demo Agent can qualify visitors while it gives the demo. Qualified visitors can book a meeting right inside the player; everyone else gets your free-trial link.

## Qualification questions

Go to **AI Demo Agent → Persona → Qualify visitors in the chat** and add up to 10 questions.

| Setting | Example |
| --- | --- |
| **Label** | Team size |
| **Type** | Text, Number, Pick one, or Yes / no |
| **Question** | "How many people are on your team?" (how the agent asks it) |
| **Qualifies when** | At least `20`, Is one of `Sales, RevOps`, Must be `Yes`, or Must be answered |
| **Required** | Used when no field has a rule |

How the agent behaves:

- It **answers the visitor first**, then asks at most **one** question per reply, in its own words.
- It never asks for something it already knows. A visitor who volunteers "we're 50 people" is recorded without being asked.
- Name, email and company are always recorded when the visitor shares them. A visitor who types their email in the chat becomes a lead.

### Who counts as qualified

LiveDemo decides, not the AI. When every rule passes, the visitor is qualified. If no field has a rule, every **Required** field must be answered. Because a fixed rule makes the call, a visitor cannot talk the agent into qualifying them.

### Which answer wins

Answers have a source, and a less reliable source never overwrites a more reliable one:

1. Confirmed by the visitor
2. Said by the visitor in the chat, passed by your site with `LiveDemo('identify')`, or from your CRM
3. Inferred from the conversation by the summary job

### Where answers show up

- The session drill-in in **Analytics → AI Agents**, plus a **qualified** tag in the sessions table
- The lead's **Data** column in **Analytics → Leads**
- `lead.qualified` [webhooks and Slack messages](https://livedemo.ai/docs/ai-demo-agent/webhooks-and-slack/)
- The HubSpot note

## Booking meetings

Set **Book a meeting URL** in the Persona tab.

- **Calendly** (`calendly.com/...`) and **Cal.com** (`cal.com/...`) links open **inside the demo pane** and are prefilled with the visitor's name and email. Turn this off with **Open Calendly / Cal.com inside the demo pane**.
- Other links open in a new tab.

The agent offers the button when the visitor asks to talk to sales or book a call. When someone books:

- the session is marked **booked** (also on the lead);
- the agent thanks the visitor in the chat;
- a `meeting.booked` event fires.

### Calendar only for qualified visitors

With **Only show the calendar to qualified visitors** on (the default when qualification is enabled), LiveDemo checks the visitor's status before it shows anything. Unqualified visitors who ask for a meeting get your **Start trial URL** instead. The AI can only ask for a button; it cannot choose which link appears.

> The **Book a demo** button in the player header is always visible. It's your own call to action and is not gated.

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Next: [Website Widget](https://livedemo.ai/docs/ai-demo-agent/website-widget/)