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 Outcome logged

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.

Log outcome

Qualification, notes & transcript saved; AE notified.

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

Example call

An example conversation, end to end

Illustrative example — names, numbers and records below are for demonstration and do not represent a specific customer.

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

Integrations

Plugs into the tools you already use

Calendly
Google Calendar
Outlook Calendar
Twilio
Telnyx
Slack
Email (Resend)
Webhook

CRM connectors (HubSpot, Salesforce, Zoho, Pipedrive) are coming soon — today you can export leads/calls or notify your team via webhook, email and Slack.

See it run on your workflow

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