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:
- Confirmed by the visitor
- Said by the visitor in the chat, passed by your site with
LiveDemo('identify'), or from your CRM - 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.qualifiedwebhooks and Slack messages- 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.bookedevent 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.
Next: Website Widget
More in AI Demo Agent
- Create an AI Demo Agent: Create an AI Demo Agent that answers buyer questions from your knowledge, opens the right LiveDemo, qualifies visitors and books meetings.
- Conversation Insights: Every AI Demo Agent conversation gets a summary, topics, buying intent, unanswered questions and an optional recap email to the visitor.
- Website Widget: Put the AI Demo Agent on your website as a chat bubble, email pill, smart search bar, button or inline iframe, with different behaviour per page.
- Knowledge: Teach the AI Demo Agent from your whole website, documents, FAQs and sales calls, see exactly what it reads, and fill the gaps.
- Personalized Demos: Show every prospect a demo with their own company name, first name and logo, from an agent link or your website.
- Recap Page: Every AI Demo Agent session gets a private, shareable recap page that visitors forward to their team, and you see who opened it.
- Webhooks & Slack: Send AI Demo Agent leads, qualified visitors, bookings and conversation summaries to Slack, Zapier or your own endpoint with signed webhooks.