Unify customer data, automate workflows, and scale experiences with Einstein AI, Copilot, and Data Cloud in one CRM platform.
QuelpAI
About QuelpAI
QuelpAI functions as an AI-powered sales agent embedded on a company’s website, designed to engage visitors, answer questions using verified site content, and qualify leads based on intent, budget, and urgency. It operates 24/7, initiating conversations to drive decisions rather than waiting for user prompts. The tool reads a site’s pages and documentation to create grounded knowledge, ensuring responses are accurate and cited. It scores and tracks leads, books meetings directly in chat via a scheduler, and syncs qualified contacts to CRMs like HubSpot or Zoho. Each night, it analyzes conversion patterns to refine its approach, improving performance over time through a feedback loop called Sales-DNA. Revenue attribution is provided, showing the pipeline impact of the agent’s interactions. Setup requires only the website URL, with no manual playbooks or developer involvement needed.
Key features
- Grounded knowledge from site content and documentation
- Explainable lead scoring with intent, budget, and urgency reasoning
- Built-in meeting scheduler with Google Calendar integration
- Native CRM sync for HubSpot, Zoho, Google Sheets, and Slack
- Live human handoff for unanswered queries
- Revenue attribution tracking for pipeline impact
- 24/7 automated sales engagement
- White-label reporting for agency plans
Use cases
- Converting website visitors into booked sales meetings
- Qualifying leads based on real-time intent and budget signals
- Automating follow-ups and CRM updates for sales teams
Pros
- Answers only from verified site content with citations
- Books meetings directly in chat without external links
- Syncs leads to CRMs and Slack with full chat history
- Improves conversion strategy nightly using Sales-DNA feedback loop
- No setup effort; reads existing site data automatically
Cons
- Free plan limited to 50 AI conversations per month
- Requires a website to function
- No mobile app support indicated
Frequently asked questions about QuelpAI
What does QuelpAI do?
QuelpAI acts as an AI-powered sales agent embedded on a company’s website, engaging visitors, answering questions using verified site content, qualifying leads based on intent, budget, and urgency, and booking meetings directly in chat. It operates 24/7 and improves performance over time through a feedback loop called Sales-DNA.
Who is QuelpAI suitable for?
QuelpAI is designed for businesses looking to convert website visitors into leads and meetings without manual intervention. It suits companies that want to automate sales outreach, qualify prospects, and sync leads to CRMs like HubSpot or Zoho.
How does QuelpAI qualify leads?
QuelpAI scores and qualifies leads based on intent, budget, and urgency, providing the reasoning behind each score. It uses verified site content to answer questions and avoids guessing, ensuring accurate and transparent lead qualification.
Does QuelpAI integrate with CRM systems?
Yes, QuelpAI integrates with CRMs such as HubSpot and Zoho, as well as tools like Google Sheets and Slack. Qualified leads are automatically synced to these platforms with the full chat history attached.
How does QuelpAI improve over time?
QuelpAI analyzes conversion patterns nightly through its Sales-DNA feedback loop, refining its approach based on what worked and what didn’t. This allows the agent to become more effective at driving conversions over time.
What setup is required to use QuelpAI?
Setup requires only the company’s website URL. QuelpAI reads the site’s pages and documentation to create grounded knowledge, and no manual playbooks or developer involvement are needed. It can be live in under 5 minutes.