For Ray · live preview
The 15-minute call,
qualified without the call.
A lead lands on your page, talks or types, answers the qualification questions, and walks out with a calendar slot if they qualify. The summary and custom fields land in Close on their own. Configured, wired, and handed off with a runbook your team owns.
The flow
ConverseYour prompt, your questions
CaptureName, company, email
RouteQualified, calendar revealed
SyncWebhook to Close, fields set
Live demo, running on Claude
The conversation ends. The CRM is already updated.
A lead just finished the qualification chat, voice or text, their choice. Hit run. The agent extracts the fields, makes the call, reveals the calendar to the qualified, and the webhook lands in Close with the note and custom fields filled.
qualification chattext mode
Hi, I can get you to the right next step in about two minutes. What's your first name?
Marcus
Thanks Marcus. And your company?
Northbridge IT, we're an MSP out of Charlotte.
Roughly where is Northbridge on annual revenue?
We crossed 2M last year, aiming for 3 this year.
Do you have anyone in a dedicated sales seat today?
That's the problem. I'm still the only one selling and I'm out of hours.
The 15-minute qualification call, without the call.
Hit run. Decision, calendar routing, and the Close webhook, all from the conversation.