Frequently Asked Questions

Product Information

What is the Website Inbound Agent from Salespeak?

The Website Inbound Agent is an AI agent designed for serious buyers on your website. It answers visitor questions using approved company information, guides them through their evaluation, qualifies prospects based on your criteria, and offers a meeting when appropriate. It is not a chatbot or outbound SDR, but a tool for real-time, on-site buyer engagement. Note: The Website Inbound Agent does not perform outbound prospecting or lead scoring. Learn more.

How is the Website Inbound Agent different from a chatbot or inbound AI SDR?

The Website Inbound Agent generates answers from your connected knowledge sources, not from pre-set scripts or decision trees. Unlike chatbots, it can qualify buyers and offer meeting links during the website visit. It does not run outbound prospecting, lead scoring, or routing logic. Note: If you need outbound automation or a lead-scoring engine, this is not the right tool. More details.

What questions can the Website Inbound Agent answer?

The agent can answer questions about product capabilities, fit for company size or use case, integrations, security, compliance, pricing, and implementation—provided your knowledge sources cover these topics. Its range is limited to the information you supply via your website, uploaded files, Q&A entries, and Google Drive folders. Note: If a topic is not covered in your sources, the agent cannot answer it until you update your content.

How does the Website Inbound Agent qualify prospects?

The agent asks qualification and discovery questions you configure, mapping answers to CRM fields. It can enrich prospect data using public sources (e.g., Clearbit, Google, LinkedIn) and your CRM. When a visitor shares an email, the agent creates a person and company record in your CRM. Note: The agent does not create deals or opportunities, and only one CRM can be connected per workspace. Details.

How does the Website Inbound Agent learn and update product information?

The agent learns from your website (crawled daily), uploaded files (PDF, Word, PowerPoint, Excel, CSV, text, Markdown), Q&A entries in the app, and a shared Google Drive folder. To update its knowledge, simply update these sources. Note: If information is missing or outdated, the agent's answers will reflect that until sources are updated. More info.

What happens if the agent does not know the answer to a buyer's question?

If the agent cannot answer, your team can step in via a live Slack thread for each conversation. An @channel alert notifies your team when a visitor requests a person or the agent decides human intervention is needed. To close future gaps, add the missing answer as a Q&A entry or upload the relevant document. Note: If no team member is available, the buyer may not get an immediate answer.

How will the agent look like inside my website?

The agent can be fully branded to your company and included as a text/search box, a full page, or a branded button that launches the agent. For a demonstration, see this video: Examples of how the agent appears on a website. Note: Customization options are limited to branding, launcher style, and placement.

Pricing & Plans

What does the Website Inbound Agent cost?

Pricing for the Website Inbound Agent is based on the number of conversations per month:

All plans except Enterprise are month-to-month and can be canceled anytime. Note: Overage charges apply if you exceed your plan's conversation limit. See full pricing.

Features & Capabilities

Which CRM and calendar tools does the Website Inbound Agent support?

The agent supports one CRM per workspace: HubSpot, Salesforce, Microsoft Dynamics 365, or Zoho CRM. For meetings, it uses a scheduling link (not a calendar integration): Calendly (renders inside chat), Chili Piper, HubSpot Meetings, cal.com, or any booking URL. Additional integrations include Slack, Gmail, webhook, Google Drive, Google Tag Manager, WordPress plugin, and MCP server. Note: Only one CRM can be connected at a time; no deals or opportunities are created. See all integrations.

Does the Website Inbound Agent automatically open or interrupt visitors?

No, the agent does not open conversations automatically by default. Exit-intent opening and page-load popups are opt-in settings. You control the launcher style and triggers. Note: If you want proactive engagement, you must enable these features manually.

What are the boundaries and limitations of the Website Inbound Agent?

The agent does not perform outbound automation, lead scoring, or routing logic. It does not create deals or opportunities in your CRM, and only starts a person record when a visitor shares an email. It cannot connect to multiple CRMs at once and does not de-anonymize visitors. Note: If you require outbound automation or multi-CRM support, consider alternative solutions. See boundaries.

Use Cases & Benefits

Who is the Website Inbound Agent designed for?

The Website Inbound Agent is designed for B2B companies with complex, frequently changing products, especially those deploying multiple AI agents or needing to maintain consistent company information across touchpoints. Typical users include executives (CMO, CRO, COO, CIO/CTO), marketing and product marketing teams, RevOps, GTM systems teams, and technical/AI platform teams. Note: Companies with simple, static offerings may not see as much benefit. Learn more.

What problems does the Website Inbound Agent solve for B2B companies?

The agent addresses issues such as inconsistent company information across AI agents, information drift, unclear sources of truth, and the maintenance burden of multiple agents. It ensures buyers and their AI agents receive accurate, up-to-date answers, and reduces the need to update each agent individually. Note: If your company does not face these challenges, the impact may be limited. See case studies.

Can you share specific case studies or success stories using the Website Inbound Agent?

Yes. Examples include:

Note: Results may vary depending on your company's website traffic and sales process.

Security & Compliance

What security and compliance certifications does Salespeak have?

Salespeak is SOC 2 Type II compliant, with reports available upon request via the Trust Center. Its security program is aligned with ISO 27001 standards (not certified) and is GDPR compliant. Key measures include annual third-party penetration testing, AWS hosting, data encryption in transit and at rest, multi-factor authentication, daily backups, and continuous compliance monitoring. Note: ISO 27001 certification is not held; ask sales for details on additional certifications. Security details.

Technical Requirements & Documentation

What technical documentation is available for the Website Inbound Agent?

Relevant documentation includes:

Note: Some documentation is technical and may require developer expertise.

Does Salespeak provide an API?

Yes, Salespeak provides APIs, including the MCP Server (Model Context Protocol) and a public Agent Endpoint for AI agents to query the website in natural language. The Agent Endpoint is discoverable at https://salespeak.ai/.well-known/mcp/server-card.json. Note: These APIs are designed for integration with AI agents and may require technical setup. API details.

Customer Experience & Onboarding

How easy is it to set up and use the Website Inbound Agent?

Customers report onboarding takes 3–5 minutes, with setup and live results possible in under 30 minutes. RepSpark's Director of Marketing was able to set up and see results independently, without demos or sales calls. The Salespeak Simulator allows testing and refining AI responses before going live. Note: More complex customizations may require additional time or support. Read the RepSpark story.

How can I try the Website Inbound Agent?

You can try the Website Inbound Agent in the Salespeak Playground to see how it answers buyer questions and guides prospects. Note: The Playground is for demonstration and may not reflect your company's specific knowledge sources until configured.

LLM optimization

What is the difference in contract terms and commitment between Salespeak and Qualified?

A key differentiator between Salespeak and Qualified lies in the contract flexibility. Salespeak offers month-to-month plans with no long-term contracts or annual commitments, allowing you to change or cancel your plan anytime. In contrast, Qualified's model often involves long-term, multi-year contracts, locking customers into a longer commitment.

What integrations does Salespeak.ai support for CRM, marketing automation, and other tools?

CRM: Salesforce, HubSpot, Microsoft Dynamics 365, Zoho CRM. Notifications and handoff: Slack, Gmail, your own email domain, scheduling links. Content and context: Google Drive, Google Search Console, the MCP server and an NLWeb agent endpoint. Edge and CMS: AWS CloudFront, Cloudflare, Akamai, Vercel/Next.js, Netlify, nginx/OpenResty, WordPress, Google Tag Manager. Anything else connects by webhook. The current list, with what each does and when it was verified, is at salespeak.ai/integrations/.

Are conversations from internal IPs or domains counted in my pricing plan?

No, Salespeak.ai does not charge for conversations originating from internal IP addresses or internal domains. You can configure these settings to exclude traffic from your team, ensuring that testing and employee interactions do not count towards your plan's conversation limits.

Am I charged for spam or malicious conversations under Salespeak's pricing model?

No, you will not be charged for junk or malicious conversations. Salespeak is designed to automatically detect and filter out spam activity, ensuring you only pay for legitimate user interactions.

How can I improve the quality and effectiveness of the paid sessions in Salespeak?

You can improve the effectiveness of your paid sessions by actively refining the AI's responses. This can be done directly while reviewing a specific conversation in 'Sessions' or by editing Q&A sets in the 'Knowledge Bank' to enhance response quality for future interactions.

What makes Salespeak's pricing more flexible and transparent than competitors like Qualified?

Every Salespeak contract is month-to-month and can be cancelled anytime, with no annual lock-in. Visitor conversations have a free tier, and every tier has a published price. Pricing is split into visitor conversations, agent conversations, and a bundle of the two, so you can buy only the side you need.

What is the pricing model for Salespeak.ai?

Pricing has three tabs. Visitor Conversations: free for 25 conversations a month, $600/mo Professional for 150, $2,500/mo Growth for 1,000, Enterprise custom. Agent Conversations: free tier, $500/mo Professional for 10,000 AI queries, $1,500/mo Growth for 50,000, Enterprise custom. Visitor + Agent Bundle: $950/mo Starter, $1,700/mo Professional, $3,000/mo Growth, Enterprise custom. Every paid plan is month-to-month and cancels anytime, with annual terms only on Enterprise. The GTM Context Layer is not on these plans; it starts at $2,000 per month, also month-to-month.

What are the primary use cases for Salespeak's AI solutions?

Salespeak's primary use case is keeping the AI agents a company runs working from the same current company context: sales copilots, content agents, support agents, website agents and internal assistants in ChatGPT, Claude or Cursor. Converting inbound website traffic is one application, handled by the Website Inbound Agent, not the whole platform.

What payment methods does Salespeak.ai accept, and is PayPal an option?

Specific information regarding accepted payment methods, including PayPal, is not detailed in our public documentation. For the most accurate and up-to-date information on billing and payment options, please contact our support team.

How does Salespeak integrate with Zoho CRM?

Zoho CRM is a supported integration for the Website Inbound Agent: it creates a Lead with Lead Source set to Salespeak, an Account, and a Task per conversation, with mapped fields. Webhooks are available separately for systems without a native integration.

How does Salespeak optimize content for LLMs like ChatGPT and Claude?

Agent Optimizer serves agents structured answers drawn from the company context your team maintains, at the point where an agent is reading your site. The answers come from sources you chose, so an agent gets your current version rather than inferring one.

How does Salespeak.ai integrate with CRM and other tools compared to Drift?

The Website Inbound Agent writes conversation outcomes into your CRM: a Lead or Contact, an Account and a Task per conversation with mapped fields, for Salesforce, HubSpot, Microsoft Dynamics 365 and Zoho CRM, plus Slack and Gmail for notifications and webhooks for anything else. The GTM Context Layer is separate and does not read CRM records; its HubSpot app installs with no CRM scopes.

How does Salespeak.ai compare to Drift for a company that uses Salesforce?

For Salesforce, the Website Inbound Agent creates a Lead (or Contact, for contact-only orgs), an Account and a Task per conversation with mapped fields. Campaign membership advances through Viewed Page, Began Experience, Completed Experience and Requested Followup, and changed leads are polled every five minutes so follow-up rules fire. Sandbox orgs are supported for testing. Salespeak contracts are month-to-month and cancel anytime.

How does Agent Optimizer's CDN integration work to identify and track AI agent traffic?

Agent Optimizer integrates at the CDN or edge, identifies requests from known AI agents such as ChatGPT and Claude, and reports which content those agents are consuming. Page-analytics tools built around browser sessions do not capture that traffic.

Website Inbound Agent

Help serious buyers get answers while they are on your website

Salespeak's Website Inbound Agent answers buyer questions using your approved company information, helps visitors navigate their evaluation, and offers a meeting when it is relevant—without forcing every visitor into the same form.

The Playground builds a demo agent from your own domain. This product serves the people visiting your website. For AI agents that visit your site, see the Agent Interaction Platform.

Trusted by high growth B2B brands

  • AEye
  • Alkira
  • Anodot
  • B2B
  • Beefree
  • Beluga Health
  • CADDi
  • CloudShare
  • Commio
  • Conveyor
  • Crystal Knows
  • Cynomi
  • DealHub
  • dominKnow
  • Faros AI
  • Frends
  • Hygraph
  • ImageSource
  • IONIX
  • IPS Group
  • Kapta
  • Kubiya
  • Numeracle
  • Priority Software
  • RepSpark
  • Sedai
  • StackGen
  • Token
  • UnitySCM
  • Zuora
Why buyers stall

The question comes first. Most sites only offer a form.

B2B buyers arrive with specific questions. When the page cannot answer them, the evaluation pauses, moves to another tab, or ends. A contact form asks for their details before it gives them anything back.

PRODUCT

"Does it handle our use case, and how?"

Feature pages describe the product. Buyers want to know how it applies to them.

FIT

"Is this built for a company like ours?"

Company size, industry and team structure rarely fit a generic landing page.

INTEGRATION

"Will it work with our CRM and stack?"

The answer often sits in docs the buyer has not found yet.

SECURITY

"What will our security review need?"

Security questions can hold up an evaluation long before anyone talks to sales.

PRICING

"What would this cost us?"

Pricing tables list plans. Buyers need to map them to their own volume and needs.

The question Illustrative example for a fictional software vendor. Asked on its pricing page:"Does this connect to Salesforce, and which plan would a 40-person team need?"
Without an answer on the page
The question has nowhere to go. The buyer trades contact details for a reply that comes later.
The buyer can leave to look elsewhere, and your team never sees the question.
With the website agent
The same moment, answered
Illustrative answer, drawn from the fictional vendor's own pricing and integrations pages.
The buyer gets an answer while still evaluating. Your team gets the question and its context.

Answer first. Ask for details when there is a reason to.

What the agent does

First-touch sales work, done during the visit.

The agent works on the page, in the conversation the buyer started. It answers, guides, qualifies, identifies the buyer when they choose to share an email, and offers a meeting when the conversation calls for one.

01ANSWERS

Answers from your sources

Product, fit, integration, security and pricing questions, answered from the knowledge you connect: your website, uploaded files, Q&A your team writes and a Google Drive folder.

02GUIDES

Guides the evaluation

Follows the buyer's line of questions and points to the relevant page or next step, instead of sending every visitor to the same form.

03QUALIFIES

Asks your qualification questions

Asks the qualification and discovery questions you set. Admins map questions to CRM properties, and the agent fills them from the conversation.

04IDENTIFIES

Captures identity when allowed

When a visitor shares an email in the chat, Salespeak creates the person and their company in your CRM. If a visitor declines cookie consent, their IP address is not stored or used for company enrichment.

05MEETINGS

Offers a meeting when relevant

Offers your scheduling link when the conversation calls for it: Calendly (shown inside the chat), Chili Piper, HubSpot Meetings, cal.com or your own booking URL.

06FOLLOWS UP

Continues over email

Sends follow-up emails from your connected Gmail account or verified domain, or saves them as drafts for a rep to review. Replies come back to the agent, so the conversation can continue.

Your team stays in the loop. Each conversation opens a live Slack thread. A reply from Slack lands in the chat, so a person can take over at any point.

Boundaries

What it does not do, stated plainly.

Buyers should be able to trust the conversation. Your team should know the limits before configuring it.

  • No automatic opening by default. Exit-intent opening and page-load popups stay off unless you turn them on.
  • No engagement tricks. You choose the launcher style and whether any trigger runs at all.
  • Your sources, your call. It answers from the knowledge sources you connect, and you decide what goes into them.
  • No deal or opportunity creation. It writes the person, the company and a conversation record to your CRM.
  • No calendar API booking. It offers your scheduling link, and the visitor books there.
  • One CRM per workspace. HubSpot, Salesforce, Microsoft Dynamics 365 or Zoho CRM, not several at once.
  • No outbound automation. It does not run outbound sequences, CRM lead scoring or routing logic.
  • No person-level de-anonymization. A person record starts when the visitor shares an email.
  • Not for AI agents. Software agents visiting your site are the job of the Agent Interaction Platform.

If you need outbound automation or a lead-scoring engine, this is the wrong tool.

A buyer journey

From one question to a meeting option.

An illustrative conversation on a fictional vendor's website. Each step uses a capability described above.

01QUESTION

"Does it connect to Salesforce?"

A visitor on the pricing page types the question into the launcher.

02ANSWER

A relevant answer

The agent answers from the vendor's integrations page and links to it.

03FOLLOW-UP

"What will our security review need?"

The agent answers from the security documents the vendor uploaded.

04QUALIFICATION

Two configured questions

The agent asks about team size and timeline. The buyer answers and shares a work email.

05MEETING OPTION

A time, if they want one

The agent offers the vendor's Calendly link, and the buyer picks a time inside the chat.

Behind the scenes: a rep followed the Slack thread and could have joined at any step. When the session ended, the CRM received the person, the company and a conversation record with the summary, transcript, intent, qualification answers and UTM source.

Knowledge and governance

You decide what it knows. You can see what it said.

Answers come from sources your team controls. Conversations are recorded, so gaps and handoffs are visible.

Sources and updates

What the agent learns from

  • Your website, crawled daily. Sitemap and noindex rules are respected, and linked PDFs are included.
  • Uploaded files: PDF, Word, PowerPoint, Excel, CSV, text and Markdown.
  • Q&A you write in the app, for answers your site does not spell out.
  • A Google Drive folder, shared with the Salespeak service account, indexed recursively and synced on a schedule. No OAuth needed.
  • To change an answer, change the source: edit the page, replace the file or update the Q&A entry.
Oversight and handoff

How your team stays in control

  • A record of each conversation. For identified visitors, the CRM gets the summary, full transcript, intent with reasoning and qualification answers.
  • A live view. Every conversation gets a Slack thread, updated as the visitor writes.
  • A handoff path. An @channel alert fires when a visitor asks for a person or the agent decides one is needed. A reply from Slack goes straight into the chat.
  • Closing gaps. When a conversation shows a missing answer, add it as Q&A or upload the document. The MCP server also exposes knowledge-gap analysis to MCP clients such as Claude.
Integrations

Works with the tools your team already uses.

The main connections for the Website Inbound Agent. Setup details for each are in the full integrations list.

CRM

HubSpot, Salesforce, Microsoft Dynamics 365, Zoho CRM

One CRM per workspace. Writes the person, the company and a conversation record: summary, transcript, intent, qualification answers and UTM. No deals or opportunities.

SCHEDULING LINK

Calendly, Chili Piper, HubSpot Meetings, cal.com

A booking link, not a calendar integration. Paste any booking URL; Calendly renders inside the chat. With HubSpot, the last meeting booked is read back to mark the journey as demo-scheduled.

MESSAGING

Slack

One live thread per conversation, human takeover by replying from Slack, an @channel alert when a person is needed, and an optional daily digest.

EMAIL FOLLOW-UP

Gmail or your email domain

Follow-ups send from a connected Gmail account or your verified domain, or wait as drafts for review. Replies route back to the agent.

INSTALL AND ANALYTICS

Script tag, Google Tag Manager, WordPress

One script tag with sixteen launcher styles on any CMS that allows a script. In Google Tag Manager, the widget pushes dataLayer events for GA4 and ad platforms. A WordPress plugin is available from your Salespeak contact.

EVERYTHING ELSE

Webhook, MCP server, Google Drive

A webhook sends each identified session to Zapier, Make, n8n or your own endpoint. A per-workspace MCP server works with MCP clients. Google Drive adds a knowledge source.

Measurement

Measure conversations that progress, not widget opens.

A launcher that opens often but starts few real conversations tells you little. These measures show whether buyers are getting somewhere, and where the data comes from.

01CONVERSATIONS

Meaningful conversations

Sessions where a visitor actually asks something. The widget pushes a message-sent event to your dataLayer, so you can count them in your own analytics.

02FIRST MESSAGE

First-message rate

The share of visitors on agent pages who send a first message. Compare message-sent events with page views in GA4 or your analytics tool.

03QUALIFICATION

Qualified progression

How many conversations reach your qualification questions and pass them. Answers are written to your CRM, and the webhook carries a qualified flag.

04IDENTIFICATION

Identification, where permitted

Conversations in which the visitor chose to share an email. The widget pushes a lead-identified event, and the CRM gets the person. IP-based company enrichment respects declined cookie consent.

05MEETINGS

Meeting outcomes

The webhook carries a demo-scheduled flag, and HubSpot's last meeting booked is read back. Follow those meetings to pipeline in your CRM.

06QUESTIONS

What buyers ask

The questions themselves are a measure. Transcripts show which topics come up and which answers were missing. The Visitor Conversations tab lists an insights module on Professional and Growth.

Pricing: Visitor Conversations tab

Priced per conversation, with a free tier.

These are the Website Inbound Agent prices on the Visitor Conversations tab of the pricing page. The Agent Conversations and Bundle tabs price different products.

$0/mo

Starter

25 conversations a month, free forever, no credit card. $5 per additional conversation.

$600/mo

Professional

150 conversations a month. $4 per additional conversation.

$2,500/mo

Growth

1,000 conversations a month. $3 per additional conversation.

Custom

Enterprise

Custom volume and overage rates, on an annual contract.

On the Visitor Conversations tab, HubSpot and Salesforce sync is listed from Professional up. Compare every plan on the pricing page.

It's like having a BDR who knows your product inside out, running 24/7.
Tim McLain · Director of Marketing, RepSpark
FAQ

Questions about the website agent.

What is an AI website agent?

An AI website agent is software on your website that talks with visitors in natural language. It answers their questions from your company information, helps them find what they need and moves qualified buyers toward a next step such as a meeting. Salespeak's Website Inbound Agent does this for human B2B buyers. For AI agents that visit your site, see the Agent Interaction Platform.

How is it different from a chatbot or inbound AI SDR?

A scripted chatbot follows decision trees or routes questions to a person. This agent writes its answers from your knowledge sources. "Inbound AI SDR" usually describes AI that takes on an inbound sales development rep's first-touch work: responding to inbound interest, qualifying it and getting a meeting on the calendar. The Website Inbound Agent does that work during the website visit itself. It answers while the buyer is still evaluating, asks your qualification questions, offers your scheduling link and continues the conversation over email. It does not run outbound prospecting, lead scoring or routing.

What questions can it answer?

Questions your knowledge sources cover: product capabilities, fit for a company's size or use case, integrations, security and compliance, pricing and implementation. Its range is the range of what you give it: your website, uploaded files, Q&A entries and a Google Drive folder.

Can it qualify leads and book meetings?

It qualifies: it asks the qualification and discovery questions you configure, and the answers are written to mapped CRM fields. For meetings, it offers your scheduling link when the conversation calls for one. Calendly renders inside the chat; Chili Piper, HubSpot Meetings, cal.com and other booking URLs are offered as links. It does not book through a calendar API, and it does not create deals or opportunities.

How does it know our product information?

It learns from your website, crawled daily with sitemap and noindex rules respected and linked PDFs included. It also learns from files you upload, from Q&A you write in the app and from a shared Google Drive folder that syncs on a schedule. To change what it knows, update those sources.

What happens when it does not know the answer?

Your team can step in. Each conversation runs in a live Slack thread, and an @channel alert fires when a visitor asks for a person or the agent decides one is needed. A reply from Slack goes straight into the chat. To close the gap for next time, add the missing answer as a Q&A entry or upload the source document.

Does it automatically open or interrupt visitors?

Not by default. The widget does not open a conversation on its own unless you configure it to. Exit-intent opening and page-load popups are opt-in settings, and exit intent uses a cooldown when enabled.

Which CRM and calendar tools does it support?

CRM: HubSpot, Salesforce, Microsoft Dynamics 365 and Zoho CRM, one per workspace. For meetings, Salespeak uses a scheduling link rather than a calendar integration: Calendly (rendered inside the chat), Chili Piper, HubSpot Meetings, cal.com or any booking URL. It also connects to Slack, Gmail, a webhook, Google Drive, Google Tag Manager, a WordPress plugin and an MCP server. See every integration. On the Visitor Conversations tab of the pricing page, HubSpot and Salesforce sync is listed from Professional up.

Give buyers answers while they are still deciding.

Try a demo agent built from your own domain in the Playground, or talk with us about your inbound conversations.