SaaS demo scheduler

Qualifies B2B SaaS prospects, captures company details into your CRM, and books a live demo on your calendar.

Multi-step flowUnited StatesEnglish

Runs on web, telephony.

Use this template Edit this template

Free to install · pay providers at cost · configure the full stack below

Multi-step flow

Type

Languages

Tools it uses

Last updated 2026-09-16

Talk to it live

Try this exact agent right now — talk to it in your browser, or have it call your phone. Browser demos run for up to 2 hours, phone demos 60 seconds.

What it costs to run

Opens on this template's default stack — the exact language model, speech-to-text and voice it installs with. Swap any component to trade up on quality and the estimate updates live in your currency. You bring your own provider keys and pay them at cost; there are no per-seat fees.

The conversation flow

SaaS demo scheduler is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.

How the agent opens

“Hi! Thanks for your interest in a demo — I'd love to get one scheduled. Can I ask a couple of quick questions first?”

How it works

1
Greet & qualify
Greet, confirm interest in a demo, and capture {company}, {role} and the main problem they want solved.
2
Save to CRM
Confirm their {email}, then use create_contact to save the prospect.
3
Book demo
Use book_demo to schedule a slot that suits them and confirm the invite goes to {email}.

Tools & integrations it uses

Create CRM contact

Zendesk Zoho CRM HubSpot Salesforce GoHighLevel Microsoft Dynamics 365 Intercom

Book calendar event

Google

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Built to trust

Your data, your keys, your carrier. Telenow is the control plane — the AI and telephony run on accounts you own.

Encryption everywhere

Secrets, carrier credentials and API keys stored AES-GCM encrypted; TLS in transit; HMAC-signed webhooks.

Org isolation & RBAC

Strict per-organization data isolation with role-based access for every member.

Full audit log

Every mutating action is logged and filterable, with CSV export for your records.

Telephony compliance

In-app carrier applications (A2P 10DLC, regulatory bundles, India business KYC), TCPA calling windows, and org-wide Do-Not-Call enforcement.

Frequently asked questions

What does the SaaS demo scheduler agent do?+

Qualifies B2B SaaS prospects, captures company details into your CRM, and books a live demo on your calendar. On a call it can create crm contact and book calendar event. You install it, connect your tools, and it's ready to take or make calls.

How does the SaaS demo scheduler agent handle a call?+

It follows a guided flow: greet & qualify, save to crm, and book demo. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.

What do I need to connect for the SaaS demo scheduler agent?+

Connect Zendesk, Zoho CRM, HubSpot, Salesforce, GoHighLevel, Microsoft Dynamics 365, Intercom, and Google so the agent can act during the call, then point a phone number or the web widget at it.

What channels and languages does SaaS demo scheduler support?+

It runs on web and telephony, in EN. You can change the voice and language in the builder.

How quickly can I launch the SaaS demo scheduler agent?+

Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.

$1.00 free credit on signup