Sales & Marketing

Product Demo Booking Agent

SalesDemoBookingQualification

Difficulty3/10 · Beginner

Market: HighMVP: 1-2 weeks

Overview

An agent that replaces the traditional demo request form with an intelligent conversational experience. It engages website visitors, asks targeted qualifying questions, determines the right product tier and demo format, checks sales team calendar availability, and books the meeting instantly. It also prepares a prospect brief for the sales rep ahead of the call.

Problem It Solves

Traditional demo request forms have high abandonment rates and no qualification. Sales reps waste time on unqualified prospects. Scheduling back-and-forth delays first contact by days, letting warm leads go cold.

How It Works

The agent embeds on your website as a chat widget. When a visitor expresses interest, it runs through a qualification flow, determines fit based on your ICP criteria, checks calendar availability via API, and books the meeting. It generates a prospect brief with conversation insights for the assigned sales rep.

Getting Started

1
Define qualification criteria and ICP scoring rubric
2
Set up OpenAI Agents SDK with calendar and CRM integration tools
3
Connect to scheduling APIs (Calendly, Google Calendar, or Outlook)
4
Design the conversational qualification flow with branching logic
5
Deploy as a website chat widget and monitor conversion rates

Claude Code Prompt

Build a Product Demo Booking Agent — a production-ready agent with full implementation details, architecture, constraints, and verification steps.

## Tech Stack
- Framework: ...
- Language: Python
- Key integrations: ...

## Goal
Create a working MVP that...

## Implementation Steps
1. Project Setup: Initialize...
2. Configure agents and tools...
3. Build the core pipeline...

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