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Aimdoc + RevenueHero

Qualify and route every visitor inside the chat.

Aimdoc qualifies inbound visitors in real time and hands the conversation to your RevenueHero router so the right rep, on the right calendar, gets the meeting.

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Routing engines are only as good as the data feeding them.

RevenueHero is built to assign the right meeting to the right rep. Aimdoc gives it a real conversation to draw from instead of a thin form payload.

Forms underqualify

Five form fields rarely capture what your router actually needs to make a good call. Aimdoc closes that gap in conversation.

Bad meetings burn AEs

Routing a misqualified visitor to an AE wastes both sides' time. Aimdoc qualifies first, routes second.

Inline scheduling beats redirect

Aimdoc surfaces the routed RevenueHero calendar inside the chat so the visitor never leaves the conversation.

How Aimdoc + RevenueHero works

A clean handoff from conversation to router to inline calendar.

Routed scheduling inside the chat

Aimdoc passes contact and qualification data to your RevenueHero router and surfaces the matching calendar inside the conversation — no detour, no extra form fill.

Router-aware qualification

Aimdoc collects exactly the fields your RevenueHero router uses for routing logic, so round-robin, account ownership, and tiering rules have the inputs they need.

Workflow validation before publish

If a field your RevenueHero router relies on isn't being collected by the agent, Aimdoc blocks publishing. Routing never silently breaks.

Compresses time-to-meeting

Pair Aimdoc qualification with RevenueHero routing and inbound goes from form-and-wait to chat-and-book in a single conversation.

From visitor to routed meeting in one flow

RevenueHero keeps owning the routing. Aimdoc owns the conversation.

1

Visitor talks to Aimdoc

Page-aware conversation that qualifies the visitor on use case, fit, and intent.

2

Aimdoc passes the payload

Captured fields flow into your RevenueHero router so routing logic has clean inputs.

3

RevenueHero routes the meeting

Your router applies the existing rules — round-robin, ownership, tiering, segment.

4

Visitor books inline

The routed calendar surfaces in the chat. No bounce, no second tab, no friction.

Where Aimdoc + RevenueHero compounds

Three motions that turn good routing into great routing.

Tiered inbound for AE pods

Aimdoc captures tier signals; RevenueHero routes to the matching AE pod automatically.

Account-aware routing

Known target accounts get routed to the AE who already owns the relationship, with full conversation context.

Replace the static demo form

Swap the form for a conversation that ends in a routed calendar. Same router, much higher conversion.

RevenueHero integration FAQ

The questions buyers ask before they connect RevenueHero.

Does Aimdoc replace RevenueHero?

No. RevenueHero stays your routing engine. Aimdoc adds the conversation and qualification layer in front of it so the right person ends up on the right rep's calendar.

What do I need from the RevenueHero side to set this up?

The Router ID for the router you want Aimdoc to use. You can find it in your RevenueHero dashboard. The RevenueHero help center has detailed walkthroughs.

Can I use multiple routers across multiple agents?

Yes. Each agent can be configured to drive a different RevenueHero router so different segments or motions can route through different rule sets.

What happens if a routing-relevant field isn't collected?

Aimdoc validates the workflow at publish time. If a mapped field isn't in the agent's collected fields path, the agent won't publish until the missing field is added.

How long does setup take?

About a minute. Connect RevenueHero in Aimdoc's Integrations tab with your Router ID, then point the agent's scheduling action at it. Detailed steps live in the docs.

Make every routed meeting one your AEs actually want to take.

Pair Aimdoc qualification with your existing RevenueHero router and watch inbound conversion improve.

Prefer the technical walkthrough? Read the RevenueHero integration setup docs.