Message fit and positioning
Does the bot describe your offer accurately and connect it to the buyer's needs?
Clarify the offer, approved claims, and prospect context the bot should use.
Teach your bot your business, test how it handles buyer questions, and refine its responses with your team before outreach begins.

Select a stage to see how your team prepares the bot for outreach.
Provide your voice, messaging, offers, and sales process. These become the foundation for training.

Check each response against your facts, tone, and sales standards. Update the instructions, retest the scenario, and approve the bot when your team is satisfied.
Review how the bot handles prospect questions, give feedback, and retest the responses.
Does the bot describe your offer accurately and connect it to the buyer's needs?
Clarify the offer, approved claims, and prospect context the bot should use.
Does the bot respond appropriately when a prospect is interested but not ready?
Adjust follow-up timing and when your sales team should step in.
Can the bot answer expected questions about fit, pricing, and procurement?
Add missing answers and identify questions that need a person.
Does the bot recognize qualified interest and pass the full conversation to sales?
Define qualification criteria and the details your team needs at handoff.
Explore the training and validation process that prepares your bot to represent your business.