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Qualify prospects, book product demos, and help trial users take the next step with agents trained on your product and onboarding process.
Zunas for Software & SaaS
Step into your customer’s shoes.
A trial user finds the right next step.
Voice demo preview. Live connection coming next.
A prospect asks whether your product fits their workflow. A booking link alone doesn’t answer their question or tell sales what they need.
“We use HubSpot. Could your product help our sales team follow up with leads?”
Interest captured. Use case still to understand.
Your agent learns the use case, answers from your product knowledge, and qualifies against your criteria before booking a demo.
If the prospect needs time, the nurture agent keeps the context and follows up toward that same goal.
Alex · Sales team of 8
Alex wants to improve lead follow-up.
Coordinated agents share the prospect’s needs, questions, and history. The conversation continues as the opportunity moves from inquiry to demo to trial.
Alex’s team size, HubSpot workflow, and follow-up problem stay with the opportunity. Agents answer questions and follow up when Alex is ready.
The booking agent confirms a time and shares Alex’s context. Your sales team can focus the demo on the workflow that matters.
Once Alex starts a trial, agents check in on the original use case, surface blockers, and bring in sales or technical staff when needed.
“Hi Alex, were you able to try the lead follow-up workflow? Anything your team needs help with before deciding?”
Example trial follow-up using the previous conversation.Set the use cases, qualification criteria, sales routing, and calendars your agents should follow.
Provide product knowledge and approved answers. We confirm the CRM and trial-stage information available through your setup.
Review conversations and handoffs before launch. Track demo bookings and the follow-up toward purchases.
Let’s map the goals, conversations, and handoffs for your software business.
Book setup callYou define the criteria and questions. Agents can gather the prospect’s use case, team size, current tools, and timing, then use those answers to arrange the right demo or bring in sales.
A nurture agent follows up according to your contact rules, remembers their questions and objections, and honors requested callback times. The goal stays a qualified demo, without restarting the conversation each time.
They use the product documentation, plan information, and approved answers you provide. If an answer is missing or needs technical expertise, the agent asks for clarification or brings in your team rather than guessing.
When that stage is confirmed through your team or supported connections, agents can work toward the next goal: helping the prospect resolve questions and decide whether to purchase. We configure which stage and trial information they can use.
We review your CRM, calendars, and trial workflow during setup. Supported connections determine which information agents can read and which actions they can take, such as booking a demo or updating a contact.
You set the handoff rules. Agents can bring in the right person for commercial decisions, technical questions, or an explicit request, with the available conversation context.