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AI that qualifies leads while you sleep

Answer product questions, qualify prospects, and hand off hot leads to your sales team—all without being pushy.

Who It's For

This persona is perfect for:

  • SaaS companies with product-led growth
  • Teams that want to qualify leads before sales calls
  • Products where prospects research before buying
  • Anyone who wants 24/7 sales coverage without hiring

Common Questions

What it handles:

  • Product and feature questions
  • Pricing and plan comparisons
  • Use case fit assessment
  • Demo/meeting scheduling handoff
  • Competitor comparisons (when documented)

How It Works

Up and running in hours

1

Train on your sales content

Product pages, pricing info, case studies, competitor battlecards—everything your sales team uses.

2

Configure the approach

Set how consultative vs. direct you want the AI to be. Control upselling, discount mentions, and urgency language.

3

Define qualification criteria

Tell Goldilocks what makes a good lead. It'll gather that info naturally through conversation.

4

Connect your CRM

Qualified leads go straight to HubSpot, Salesforce, or Pipedrive with full conversation context.

Features

What makes it special

Consultative, Not Pushy

Asks questions to understand needs before recommending. Builds trust, not friction.

24/7 Availability

Your AI never sleeps. Prospects get instant answers any time of day or night.

Qualified Handoffs

When leads are ready, they go to your sales team with full context via Zapier, webhooks, or direct CRM integration.

Meeting Scheduling

Integrate with Calendly or your scheduling tool to book demos right from the conversation.

See It In Action

Sample conversation

User

How does your pricing work?

Goldilocks

We have three plans based on your message volume: - **Starter** ($79/mo): 3,000 messages, 2 team members, 150 Smart Assists - **Growth** ($249/mo): 20,000 messages, 5 team members, 400 Smart Assists - **Scale** ($449/mo): 75,000 messages, unlimited team, 1,500 Smart Assists All plans include unlimited AI personas, unlimited knowledge sources, and our full feature set—analytics, daily rundowns, and workflows. What kind of volume are you currently handling? That'll help me point you to the right plan.

Integrations

Connect to your existing tools

Every persona can trigger workflows that connect to your stack—update CRMs, create tickets, send notifications, and more.

Zapier

5,000+ apps

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Make

Complex workflows

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Webhooks

Custom endpoints

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API

Full control

Turn website visitors into qualified leads—automatically.

Start your free 30-day trial. No credit card required. Full access to all features.