What this agent can do for your business
- Answers plans, integrations and onboarding from your informationWith your setup
- Qualifies with few questions, one per messageIncluded
- Stores the contact only with consentIncluded
- Hands sales the leads that fitIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Chat on your WordPress site, in Spanish and EnglishIncluded
Answers product questions from your approved information, qualifies each visitor with 2 to 4 useful data...
SaaS Lead Qualifier
Turns your SaaS website visits into qualified demos: need, size, tools and timeline before sales calls.
Built for: B2B SaaS companies with a sales team
From USD 399.00 / year
Annual access · updates and support during the term
What changes in your business
- Demo forms with no context or fit
- Sales wastes time qualifying over the phone
Try SaaS Lead Qualifier
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am SaaS Lead Qualifier. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Answers plans, integrations and onboarding from your information
- Qualifies with few questions, one per message
- Stores the contact only with consent
- Hands sales the leads that fit
What the agent can do
- Website chat
- Human handoff
- Knowledge search
- Capture contacts
- Qualify contacts
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Your approved product information (plans, integrations, onboarding)
Before you buy
Which data does it ask the visitor for?
Only what sales needs to prepare the demo: use case, team size, current tools and timeline, one per message and after answering their question. It never asks for ID documents.
Where are the leads kept?
In your WordPress (Robert AI leads panel), only when the visitor gives their contact and agrees to storage. Connecting a CRM or webhook is optional.
What do I need to configure?
Load your approved product information (plans, integrations, onboarding), set who receives qualified leads and connect your AI key. It ships with a sample SaaS to try it.
Does it invent prices or features?
No. It only answers from the information you load; if something is missing, it says so and offers to talk to sales.
Does it book the demo in my calendar?
It includes no calendar integration: the qualified lead goes to your sales team, who set up the demo. A calendar or CRM can be connected as an optional integration.
How is it different from a generic chat?
It follows a qualification flow: answers first, asks little and hands sales a lead with context and consent.
Works well with
Commercial Real Estate Inquiry Assistant
Your brokers receive qualified corporate requirements with a shortlist, ready to arrange visits.
From USD 299.00 / yearView agentLegal Client Intake Assistant
Your lawyers receive every pre-consultation organized: area, facts, dates and opposing party, with no automated legal advice.
From USD 299.00 / yearView agentWeb Contact Form Qualifier
Turns your contact form into leads classified by reason, with the data your team needs.
From USD 299.00 / yearView agent
SaaS Lead Qualifier
Install the plugin, load your product information, set who receives qualified leads, connect your AI key and test with a demo conversation.
Full product description
Answers product questions from your approved information, qualifies each visitor with 2 to 4 useful data points without interrogating them, stores the contact only with consent and hands sales the leads that fit, with the conversation's context. Leads stay in your WordPress; your CRM is optional.