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The demo request qualification

The "request a demo" form becomes a qualified conversation, instantly.

A visitor fills the demo form at 11pm, types "we're drowning in spreadsheets" into the box, and closes the tab expecting a form-fill confirmation email. Four questions later there is a qualified record waiting for sales on Monday: the workflow, the team size, the tool they use today. Free to start, live in five minutes.
Build this agent free

You automate SaaS data collection by putting a conversational agent in front of each moment that matters: demo requests, bug reports, security questionnaires and churn exits. It asks one question at a time, types every answer into a structured record, and posts that record straight to your CRM or database.

01 · They talk

Your chatbotAnswering
What are you hoping to automate?
Honestly our onboarding form is killing signups, people just abandon it
Got it. Roughly how many people would end up using this once it's live?
Maybe 15, we're a small ops team, nobody has time to chase this by hand

02 · It becomes a record

company_name
Northline Ops
team_size
~15 people
current_tool
Google Forms + spreadsheet
primary_workflow
Onboarding intake, too many drop-offs

typed · validated · deduped

03 · Your stack acts

  • Straight into Salesforce
  • Pinged in Slack
  • Or a Zap into anything else
  • Signed webhook at your endpoint
The process

The process this page is about

Not "AI for SaaS". One process, the one that decides whether a demo request turns into a qualified conversation or a form sitting in a CRM nobody reads: the qualification that happens the moment someone says what they actually need.
  • Who starts it

    A visitor who read the pricing page twice, clicked "request a demo," and is now looking at a six-field form that asks for a job title before it asks what they are trying to solve.

  • What it costs today

    A form that either asks too little, so sales spends its time on leads that were never going to buy, or asks too much, so the visitor abandons it before the submit button.

  • What it has to produce

    A qualified record: who they are, the team size, the tool they use today, the exact workflow they want automated, and how soon they need it live.

40%

of a sales team's time goes to leads that were never qualified to begin with

PreCallAI

The schema

What it asks, and what it never asks

You name the fields your demo form already has. It does the asking, in whatever order the story comes out, and it keeps asking until the required ones are filled.
FieldTypeRequiredWhy it is there
full_nametextYesWho to follow up with
work_emailemailYesHow the team reaches back out
company_nametextYesRoutes the record to the right account
team_sizetextYesSizes the opportunity, honestly
current_tooltextWhat they are replacing, if anything
primary_workflowtextYesThe actual workflow, in their language, not "efficiency"
timelinetextYesHow urgently this needs to happen

And what it will not do

  • It never books a specific calendar slot, a rep, or a day and time. That is a person's job.
  • It never quotes or estimates a price, a discount, or a contract term.
  • It never commits to a roadmap item, a ship date, or says a feature is "coming soon."
  • It never confirms a security or compliance answer on the company's behalf; it records the exact question instead.
  • It never offers a discount or a win-back deal to reverse a cancellation.
  • It never invents a field. If they did not say it, the record says "Not captured" instead of a guess.
The live run

Try the run yourself

Six moments a SaaS team actually handles, each running its own agent with its own fields. Pick one and answer it the way a real user would, mid-thought and a little annoyed, and watch it ask the follow-up instead of accepting the blank.
Open this one full screen
Where the records land

What the team opens in the morning

Every conversation that produced something useful arrives here as a row someone can read in two seconds. Every value keeps the sentence it came from, and anything the agent itself said can never become your data.

Collected data

211 collected34 this week6 need attention

Export CSV
  • Priya Anand Demo request, ops teamDemo Qualification · 1h ago
  • Marcus Webb Reports not loadingProduction Bug Report · 3h ago
  • Dana Ferreira Asked about SOC 2Security Questionnaire Intake · Yesterday
  • Els Bakker Cancelled, cost-drivenChurn Exit Interview · Yesterday
  • Tom Whitfield Trial expired, stalledTrial Expiry Conversation · Fri

Priya Anand

Captured 1h ago · Demo Qualification · joina.chat

Captured data 7 of 8 fields

full_namePriya Anand
work_emailpriya@northlineops.com
company_nameNorthline Ops
team_size~15 people
current_toolGoogle Forms + spreadsheet
primary_workflowOnboarding intake, too many drop-offs
timelineNot captured
decision_notesWants something live this month

From the conversation

“Honestly our onboarding form is killing signups, people just abandon it halfway through , we have no idea how many we are losing there.”

Every value keeps the sentence it came from, and a value the visitor never said is never stored. The chatbot cannot quote itself into your data.

From here a record can go straight on to Slack, a sheet, a Zap or your own API. The inbox is where you read them, not where they get stuck.

Where it goes next

Your CRM gets the record, not another dashboard to check

The moment a conversation is complete, Gnosari posts it to whatever address you give it. Signed, versioned and retried. From there it is a webhook, which reaches almost anything your stack already runs.
POST https://hooks.zapier.com/hooks/catch/2245901/qkstack

Signed headers

webhook-id
msg_2f9a41c8
webhook-timestamp
1786518862
webhook-signature
v1,K7Qd…8xPm

Body

{
  "type": "data.collected",
  "event_id": "1b6f9c02-4d1a-4f7e-9b3c-2a5e8d0f1c44",
  "created_at": "2026-08-11T09:14:22Z",
  "payload_version": "v1",
  "data_kind": "Demo request",
  "record_id": 1234,
  "attributes": {
    "full_name": "Priya Anand",
    "work_email": "priya@northlineops.com",
    "company_name": "Northline Ops",
    "team_size": "~15 people",
    "current_tool": "Google Forms + spreadsheet",
    "primary_workflow": "Onboarding intake, too many drop-offs",
    "timeline": "This month"
  }
}
  • Two events

    data.collected fires the first time a Gnosari collects a new kind of data. data.updated fires when someone corrects something.

  • Signed, so you can trust it

    Standard Webhooks HMAC-SHA256, with webhook-id, webhook-timestamp and webhook-signature on every request. Verify before it opens a CRM record.

  • Quotes are opt-in

    The provenance block, the visitor's verbatim words, is absent unless you turn it on for that destination.

  • Zapier or Make

    Paste a Catch Hook URL into your Gnosari destination, then point the Zap at your CRM or helpdesk.

    Free tier, no app to install, and it fires the moment the record is complete.

    • Salesforce
    • HubSpot
    • Zendesk
    • Linear
  • Straight to the team

    Anything that accepts an incoming webhook takes the payload as it is.

    No middleman. The right team sees the record before it ages into a stale ticket.

    • Slack
    • Jira
    • PagerDuty
    • Sheets
  • Your own endpoint

    Give us an https address, verify the signature, write it yourself.

    A few lines of code, and the delivery log tells you when something did not land.

    • Postgres
    • Segment
    • Snowflake

And you can see every attempt

WhenEventOutcomeDetail
19:04:22data.collectedDelivered200 OK
19:04:18data.collectedFailed503, retrying in 30s
Yesterday 09:37data.updatedDelivered200 OK
Yesterday 07:52data.collectedDelivered200 OK

Every attempt is kept, newest first, with the reason when there is one. Failures retry on their own, and the signing secret lives in your dashboard so you can rotate it without calling anybody.

These are examples, not a partner list. Salesforce, HubSpot, Zendesk, Linear and Jira are all reachable the same way: through a Zap, or straight to an endpoint you control. If it takes an HTTP request, it takes the record.

Two ways it can look

On your marketing site, or a link you drop in a cancellation email

Both are live right now. The widget in the corner qualifies the visitor reading your pricing page. The link is what a support engineer sends when a bug report needs more than a one-line ticket.
chat

The widget on your site

A button in the corner that opens into a conversation. Your logo, your colours, sitting on the pages you already have.

  • One line of HTML, anywhere on your site
  • Bubble, sidebar, sidebar-push or drawer
  • Opens over the page, closes again
conversation

A page of its own

No chat window and no widget. Your headline leads, the thread sits under it, and it reads like you asked rather than like software collecting.

  • Sent as a link, or scanned from a QR
  • Its own headline, caption and greeting
  • Every link counted separately
  • One responsive page: phone, tablet or desktop

Every screen on this page is a published Gnosari, embedded from the app. Type into any of them.

Put it on your site

One snippet, four ways to wear it

Paste one line of HTML anywhere on your site. How the widget sits on the page is a setting, not a rebuild, and you can change it after you ship.

Bubble

display_mode="bubble"

A floating button in the corner. Opens over your page and closes again. The default, and the one nobody has to be taught.

Four corners to choose from

Sidebar

display_mode="sidebar"

A fixed panel down one side, always open. For pages where the conversation is the point rather than an aside.

Left or right, any width

Sidebar push

display_mode="sidebar-push"

The same panel, but your content moves over to make room instead of being covered. Nothing on the page is ever hidden.

Left or right, any width

Drawer

display_mode="drawer"

Slides in over the page when it is called, then slides away. The middle ground between a bubble and a sidebar.

Left or right

Where else it lives

Not every conversation starts on a website

The same Gnosari, reached three other ways. A link, a code, or a piece of paper. All of them land in the same record.

01 · A link you send

joina.chat/l/your-slug

Put it in an email, a text, a booking confirmation or a signature. Each link carries its own opening line and headline, and counts its own visits, so you can tell which channel actually worked.

  • Its own greeting and headline
  • Optional expiry date
  • Counted separately

02 · A code they scan

The same link, printed

Every link comes with a QR. On a table card, a receipt, a delivery note, a door. Someone points a phone at it and the conversation starts, with no app and no typing.

  • PNG or SVG, print resolution
  • Points at the same slug
  • Old printed codes keep working

03 · A flyer you hand over

posters.gnosari.com

A builder for the printed thing itself. Pick a template, restyle it, edit the words on the page and export a print-ready poster or card with the QR already placed.

  • Posters, cards and flyers
  • Print or PNG export
  • No account needed
Whose brand it wears

Your brand, down to the font

Nobody should be able to tell it is us. Start from a curated look, mix your own colour and pattern, or set every design token yourself: every surface follows, from the widget to the conversation page to the link someone opens on their phone.

01 · Start from a preset

Twelve curated looks, each a colour and a background pattern chosen to go together. Pick one and you are done.

  • plainsky · noneCorporate or formal, or let the content lead
  • clean-dotssky · fine-dotsSaaS, B2B, dashboards
  • ocean-wavesocean · wavesWellness, travel, spa
  • forest-topoforest · topographyOutdoors, sustainability, eco
  • blueprintblue · blueprintEngineering, dev tools, architecture
  • graph-paperindigo · graph-paperEducation, finance, analytical
  • circuitteal · circuitTech, hardware, AI, electronics
  • soft-bubblesrose · bubblesFriendly, lifestyle, community, care
  • sunset-glowsunset · blobsCreative, marketing, bold consumer
  • emerald-gridemerald · gridHealth, growth, productivity
  • confettifuchsia · confettiEvents, kids, playful brands
  • mono-noiseviolet · noiseMedia, publishing, premium and minimal

02 · Or mix your own

22 colour themes and 44 background patterns, each drawn in code at four intensities. That is 3,872 combinations before you touch a single token.

22 colour themes

  • purple
  • blue
  • green
  • orange
  • pink
  • indigo
  • cyan
  • rose
  • amber
  • teal
  • fuchsia
  • sky
  • emerald
  • violet
  • sunset
  • ocean
  • forest
  • neon
  • gold
  • coral
  • lavender
  • mint

44 background patterns

  • dots
  • grid
  • diagonal-lines
  • zigzag
  • hexagons
  • triangles
  • diamonds
  • squares-rotated
  • cross-dots
  • plus-signs
  • waves
  • bubbles
  • clouds
  • topography
  • organic-blobs
  • flowing-curves
  • subtle-grid
  • circuit
  • blueprint
  • isometric
  • graph-paper
  • fine-dots
  • confetti
  • stars
  • hearts
  • sparkles
  • paper-texture
  • noise
  • chat-bubbles
  • speech-marks
  • conversation
  • messages
  • emoji-smileys
  • emoji-hearts
  • emoji-stars
  • emoji-thumbsup
  • social-likes
  • social-reactions
  • paint-splatter
  • brush-strokes
  • doodles
  • squiggles
  • party
  • flowers

Every pattern, four intensities

  • subtle
  • light
  • medium
  • strong

03 · Or set every design token

Exact hex values, fourteen fonts, bubble shape per side, corner radius, density, header and input. Explicit tokens always win over the preset. Two chats can share every line of markup and still wear two different brands: only the tokens differ.

A boutique hotel

fontFamily
Playfair Display
colorPrimary
#A16207
colorSurface
#FAF7F2
bubbles.user.radius
xl
radius
lg
Maison AurelOnline
Is late checkout possible on Sundays?
Until 2pm, and there will be coffee waiting downstairs.

A developer tool

fontFamily
JetBrains Mono
colorPrimary
#34D399
colorSurfaceDark
#0D1117
bubbles.user.radius
sm
radius
sm
relaydbOnline
Does the API rate limit per key?
600 requests a minute per key, with bursts to 1,000 for 30 seconds.

fontFamily accepts fourteen faces

  • Inter
  • system-ui
  • Roboto
  • Open Sans
  • Lato
  • Montserrat
  • Poppins
  • Source Sans 3
  • Nunito
  • DM Sans
  • Lora
  • Playfair Display
  • JetBrains Mono
  • Space Grotesk
  • radius: none · sm · md · lg · xl
  • density: compact · comfortable · spacious
  • intensity: subtle · light · medium · strong

Set with one call, or one click in the designer. Changing it later takes the same one call, and every published surface updates at once.

The alternative

Instead of what you do now

The comparison that matters is not against another chatbot. It is against the demo form and the spreadsheet your team already tracks feedback in.
What changesA static demo formSlack, tickets, spreadsheetsGnosari
What you get backWhatever fitted in the fieldsWhatever someone remembered to type upThe workflow in their own words
Half-told storySales calls back to askSits until someone triages itIt asks the follow-up
Unqualified leadsSales finds out on the callNo qualification step at allFiltered before it reaches a rep
Churn signalA checkbox: "too expensive"Never collected at allThe actual reason, in their words
Gets into your CRMRe-typed by handCSV export, if anyone remembersSigned webhook, the moment it is complete
The commitment lineDepends who wrote the copyNot applicableNever crossed, and stated at the start
Common Questions

Frequently Asked Questions

Everything you need to know about getting started. Can't find the answer you're looking for? Reach out to our team.

Still have questions?

Our team is here to help you get started.

Name the fields your demo form already has, point the agent at your pricing and product pages, and put the link or widget on your site. The agent runs the conversation, produces a qualified record, and posts it to your CRM through a webhook, Zapier or Make. Setup is minutes, not an implementation project.

Five minutes from now your demo requests could be already qualified.

Build the agent, put it on your pricing page, and watch the first qualified record arrive. Free to start, no card.