How it works
Connect once, set the bar, pick the outcome. The agent runs it on every page.
1Connect your CRM.
The agent knows who is on the page, who owns the account, and what has already happened with them.
HubSpotSalesforce2Define your qualification criteria.
Company size, use case, stack, timeline. The agent works them into the conversation instead of a form.
3Route to the right outcome.
Qualified buyers book a demo with the right rep or start a trial. Everyone else gets a real answer.
HubSpot
SalesforceAdapt to every page, instantly.
A visitor on your pricing page has a different question than one in your docs. The agent knows which page they are on and opens with something relevant to it.
- Conversation starters: tailored to each page a visitor lands on
- Instant switching: as visitors move between sections of your site
- Action-driven prompts: that move buyers toward the next step
Pricing
Questions on pricing? I can price your exact team.
Reach out at the right moment.
Most chat tools pop up on arrival and get closed. The agent watches scroll depth, return visits, and time on page, and engages when the buyer is ready.
- Pattern detection: learns from every visitor signal across sessions
- Intent-based timing: engages when the buyer is ready, not before
- Personalized openers: crafted from each visitor's context and history
- Continuity for return visits: picks up where the last conversation left off
- 14:02Return visit · 2nd this week
- 14:03/pricing · scrolled to plans table
- 14:04/security · 40s on SSO section
Welcome back, Matthew. You asked about SSO last time, and it's included on the plan you were pricing. Want the security review doc, or should I just answer questions?
Always-fresh answers, trained on your site.
Answers go stale the moment your product ships. A daily crawl of your pages, docs, FAQs, and pricing keeps the agent current without anyone maintaining it.
- Daily auto-crawl: keeps the agent current without lifting a finger
- Wide ingestion: docs, FAQs, product, and marketing pages all included
- Custom uploads: drop in PDFs, decks, or specs for specialized knowledge
- Zero maintenance: the agent stays fresh as your product ships
- /pricingupdated
- /docs/ssoupdated
- /agent/in-appindexed
- /faqindexed
Do you support SAML?
Yes. SAML SSO shipped last week. It's included on Enterprise, and setup takes about ten minutes.
source: /docs/sso · updated today
Your definition of qualified, applied to every conversation.
Forms collect the fields and lose the buyer. The agent works your criteria into a helpful conversation, so good-fit buyers move forward and everything learned lands on the contact.
- Conversational criteria: firmographics, use case, and intent gathered while helping, not interrogating
- Your ICP, enforced: the same definition of good fit applied to every conversation
- Poor-fit handling: honest answers for everyone, and wrong-fit leads routed out before they waste rep time
Matthew Smith
matthew@hartwell.io
From the conversation
Company size
"we're a 60-person team"
Use case
"leads need to reach the right rep"
Stack
"everything lives in HubSpot"
Timeline
"hoping to switch before Q4"
Qualified buyers reach an outcome in real time.
The moment a buyer qualifies, they get the next step: a demo booked in chat, a trial started, or a live human handoff. No follow-up email a day later.
- Account-based routing: CRM-owned accounts go straight to their rep the moment they qualify
- Round robin and rules: distribute net-new demand by team, territory, or fit
- Outcomes in the moment: demos scheduled in chat, qualified buyers started on a trial, humans brought in live
- Take over anywhere: reps jump into the conversation in Aimdoc or reply without leaving Slack
The same agent, before they sign up.
The buyer who talked to the agent on your pricing page meets the same agent inside your product, with the whole conversation attached.
- No cold starts: the first in-app session begins with the use case, stack, and goal from the website
- Identified by email: website contact and app user are connected through your SDK
- Continuity buyers can feel: the agent they met on your site is the one doing the work in your product
Can it route new trial signups to the right rep in HubSpot?
Yes — and I can set it up with you. Start a trial and I'll bring this conversation in with me.
Welcome back, Matthew. Let's connect HubSpot first — I'll do the setup with you.