B2B SaaS

AI voice agents for B2B SaaS demo booking

Qualify inbound leads, book product demos, follow up after webinars and re-engage free trials — without growing your SDR team.

Live AI voice call

00:25

Michael Chen

Trial follow-up · English

Speaking
Agent

“Hi Michael, this is Alex from VaniVx. You started a trial yesterday — want a 15-minute walkthrough so you can get the most out of it?”

Prospect

“Sure, what do you have available this week?”

Qualified · ICP Demo booked Calendar invite sent CRM updated

+38%

demos booked vs. SDR baseline

2.1×

show-up rate after VaniVx confirm calls

−61%

cost per booked demo

47s

median time to first contact on inbound

What happens on every call

From dial to follow-up — automatically

Inbound dial

Calls within 60 seconds of form submit.

ICP qualify

Role, company size, use case, timeline, budget.

Book demo

AE round-robin slot picked live on the call.

Sync CRM

Lead → Opportunity in Salesforce / HubSpot.

Pre-demo brief

Email + Slack DM to the AE with the brief.

Use cases

Workflows out of the box

Inbound lead qualification
Demo booking
Trial activation follow-up
Pricing enquiry qualification
Webinar follow-up
No-show demo rebooking
Renewal / churn-risk follow-up
PQL / MQL outbound
Free-tier upgrade nudge

Sample call

A real conversation, end to end

Full call transcript

English
00:00
agent

Hi Michael, this is Alex from VaniVx — you signed up for a trial yesterday. Want a 15-minute walkthrough so you can get the most out of it?

00:08
caller

Sure, what do you have available this week?

intent: demo_intent

00:12
agent

Thanks. Just so I match you with the right person — are you exploring this for your own team or evaluating for the company?

intent: icp_qualify

00:21
caller

Evaluating. We’re a 200-person SaaS, looking at it for our customer success team — about 40 people.

intent: icp_match

00:30
agent

Perfect, that’s a great fit for our Pro plan. I have Thursday at 2:00 PM or Friday at 10:30 AM with Priya, our customer success specialist. Which works?

Tool: calendar.round_robin → AE: Priya · 2 slots
00:42
caller

Thursday 2 PM works.

00:45
agent

Booked. I’ll send the invite with a short brief on what you’re looking for so Priya can come prepared.

Tool: calendar.book → demo · Thu 2 PM
00:53
caller

Sounds good. Anything I should prepare?

00:56
agent

Just have one or two real customer scenarios in mind — Priya will tailor the demo to those. Talk soon, Michael!

Tool: crm.upsert_opportunity → stage=demo_scheduled

Booking confirmed

Thu

2:00

Product demo

with Priya Iyer (CS specialist)

Thu 2:00 · 30 min

Synced

Calendly · Google Calendar

CRMSalesforce · Opportunity updated by VaniVx

Michael Chen · Acme Co

Stage

Demo scheduled

just updated

AE

Priya Iyer

just updated

Plan fit

Pro · 40 seats

just updated

Use case

CS team automation

just updated

Source

Trial signup

Demo at

Thu 2:00 PM

just updated

Activity

  • 11:08VaniVx outbound call · 56 sec
  • 11:09ICP qualified — 200-person SaaS · CS team · 40 seats
  • 11:09Demo booked Thu 2:00 PM with Priya
  • 11:09Pre-demo brief sent to AE on Slack + email

Outcomes you can measure

Every call becomes a tracked outcome

Outcome dashboard · last 30 days
Inbound called

1,840

+24%

ICP qualified

720

+19%

Demos booked

498

+38%

Time to contact

47 sec

−3m 12s

Daily demos booked for an inbound-led SaaS team, last 30 days.

Integrations

Plugs into the tools you already use

HubSpot
Salesforce
Pipedrive
Webhook
Calendly
Google Calendar
Outlook Calendar
Twilio
Telnyx
Slack
Email (Resend)
Zapier / Make
All integrations →

See it run on your workflow

Spin up a live demo with your script, language and follow-up rules.