Demo Scheduling AI Assistant
Planned — not yet availableRingMind Demo Scheduling Assistant Brain · on the roadmap
For software and product companies that sell through live demos. It is meant to qualify demo requests and book them with the right person on the sales team.
Available to use today
General Business AI Receptionist
Use the General Business Receptionist with your qualifying questions in its instructions, Calendly connected to book demos at open times, and HubSpot or Salesforce connected to capture each lead.
What it's planned to handle
Qualifies and books product demos.
- Asks short qualifying questions such as team size, use case and current tools
- Books the demo with the right salesperson from their connected calendar
- Creates or updates the prospect in the CRM with the answers
- Directs existing customers with support questions to the support team instead
What you'd fill in
- Demo types and their length
- Qualifying questions and how they decide who runs the demo
- Sales team calendars
- Where existing customers should go for support
Questions it's meant for
How assistants are released
Each RingMind assistant ships with its own instructions, safety rules and a test suite, and is offered only once every test passes. Join early access to hear when this one is ready.
Tools it would work with
Demos are the sales motion
For software and product companies, the demo is where deals start. Every demo request that waits for a reply is a prospect still comparing options, and booking the wrong salesperson wastes a slot for both sides. Asking a few good questions up front lets the person running the demo show what matters to that prospect instead of a generic tour.
How the planned Demo Scheduling Assistant is meant to work
The planned assistant would ask short qualifying questions such as team size, use case and current tools, book the demo with the right salesperson from their connected calendar, create or update the prospect in your CRM, and send existing customers with support questions to your support team instead. This assistant is planned and not available yet.
Use RingMind for this today
The General Business Receptionist can qualify and book demos now:
- Additional instructions: write your qualifying questions and how you decide who runs which demo.
- Connected tools: connect Calendly to book demos at open times, and HubSpot or Salesforce to capture each lead (integrations help).
- Business details: list your demo types and their length, and where existing customers go for support.
- Transfer list: add a support contact so existing customers reach the right team, plus salespeople for prospects who want to talk now.
- Website chat: add the assistant to your website so visitors can book from your pricing or product pages (website chat).
It works for inbound calls, texts and chats; it doesn't call prospects. See appointment booking for how calendar booking works.
Demo Scheduling AI Assistant: questions
Is it available now?
No. The Demo Scheduling Assistant is planned and not available yet. You can use the General Business Receptionist today, and you can join early access to hear when the Demo Scheduling Assistant is ready.
Can it book demos into our sales calendar?
Yes, with Calendly, Google Calendar or Microsoft Outlook connected and booking enabled.
Can visitors book from our website?
Yes, assistants can answer a website chat widget, using the same tools as calls.
What happens when an existing customer calls with a support question?
You can instruct it to transfer them to support or take a message, rather than booking a demo.
Does it record the prospect in our CRM?
With HubSpot or Salesforce connected and lead capture enabled, yes. These integrations are in Beta.