AI Chatbot for B2B & SaaS

Qualify leads in real time, book product demos automatically, answer technical questions 24/7 and push every prospect into your CRM pipeline. Built for teams that sell to other businesses.

Industry Challenges

Long sales cycles with slow qualification

B2B deals take weeks or months. If you do not qualify leads instantly, your sales team wastes time on prospects who are not a fit, while hot leads go cold waiting for a response.

Demo no-shows and scheduling friction

Getting prospects to book and attend a demo is the biggest bottleneck. Manual scheduling via email adds days to the process and leads to no-shows when interest fades.

Technical questions go unanswered

Prospects evaluating your product need answers about integrations, APIs, security and compliance. When they cannot find answers quickly, they move on to a competitor who makes it easier.

How ChatDirect Helps

Automated lead qualification

The chatbot asks about company size, industry, budget, timeline and use case. It scores each lead from 0 to 15 using multi-criteria scoring and routes MQLs directly to the right sales rep via your CRM pipeline.

Demo booking on autopilot

When a prospect is qualified, the chatbot offers to schedule a demo immediately. It captures availability, confirms the meeting and pushes it to your calendar. No back-and-forth emails needed.

Technical knowledge base

Upload your documentation, API reference, integration guides and security policies. The AI answers technical questions accurately, including compliance details about Law 25, GDPR and data hosting.

CRM & API integration

Push leads to HubSpot, Pipedrive or Monday.com via webhooks. Use the REST API (Business+ plan) to build custom integrations. Every interaction is logged in the built-in kanban pipeline.

Enterprise-grade privacy

Data hosted in Canada. AES-256 encryption, bcrypt authentication, Law 25 and GDPR compliance. Enterprise clients can use BYOK (Bring Your Own Key) for full control over AI costs and data.

Real-World Use Cases

SaaS startup with a 3-person sales team

A Montreal-based SaaS company deploys ChatDirect on their pricing page. The bot qualifies visitors by asking about team size, current tools and budget. It books 40% more demos per month while the sales team focuses on closing rather than qualifying.

IT consulting firm targeting mid-market

An IT services company uses ChatDirect to answer technical questions about their managed services, cloud migrations and security audits. The chatbot captures lead details and triggers a 3-step follow-up sequence. Qualified leads increase by 55%.

B2B marketplace connecting suppliers and buyers

A wholesale marketplace uses ChatDirect to help both suppliers and buyers navigate the platform. The bot qualifies supplier applications, answers buyer questions and routes each to the appropriate team via HubSpot webhooks.

Key Features

Automated lead qualification
Demo booking automation
REST API (Business+ plan)
HubSpot / Pipedrive / Monday
Lead scoring 0-15
3-step follow-up sequences
Law 25 & GDPR compliant
BYOK unlimited conversations
4 AI providers (incl. Claude)
Live chat with full context
40%
More demos booked
55%
More qualified leads
2 min
Average qualification time
24/7
Lead capture

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