How it works

Live in 48 hours.
Every visitor.
Every time.

Floe is an AI demo agent that activates the moment a visitor lands on your website. No form. No booking. No wait. A real, voice-led demo that starts in 3 seconds.

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Floe is an AI demo agentthat activates when a visitor lands on your website. It can answer a question the moment they ask, or launch a voice-led product demonstration in the first 3 seconds — no form, no booking, no wait. The agent asks discovery questions, navigates your real product UI based on the prospect’s role and pain, scores their ICP fit in real time, and routes qualified leads to your AE with a structured brief. Setup takes 48 hours and requires no engineering from your team.

Day 1, Onboarding

We do the setup.
You get the results.

No engineering sprint. Minimal integration. Our team handles everything technical. By Day 2, your visitors are getting live demos.

STEP 01

We ingest your product documentation

Share your help centre, product docs, and key FAQs. Floe ingests everything so it can answer questions grounded in your actual product knowledge.

Day 1 · Morning

STEP 02

We map your product UI and key flows

Our team identifies the 3–5 most important product flows for your key buyer personas. Floe learns exactly how to navigate your real UI during a demo.

Day 1 · Morning

STEP 03

You define ICP criteria and routing rules

Tell us what a qualified lead looks like — company size, role, vertical, tech stack. Define which AEs receive which types of leads. Takes about 90 minutes.

Day 1 · Afternoon

STEP 04

Floe goes live on your website

We deploy a lightweight script to your site. From that moment, every inbound visitor receives a live, personalised voice demo — no waiting list, no queue.

Day 2 · Live
Before the demo

Answer the question,
then run the demo.

Not every visitor is ready for a full demo the moment they land. Most have a question first. So an Ask Floe launcher answers it — grounded in your product — and carries them into the live demo when they’re ready.

Ask, and get a real answer

Grounded in your docs and product. When Floe doesn’t know, it says so instead of guessing.

Nudges as they read

A short, contextual prompt tied to the section a visitor is on. Proactive, page by page.

The question becomes a demo

When they ask to see it, the same session hands off in place to the live demo below. No new tab, no form.

Every visitor, forever after

What happens the moment
a visitor arrives.

Six moments. Three seconds to start. Every demo is different because every prospect is different.

T+0 seconds

Moment 1, Visitor arrives

A prospect lands on your website. No form. No pop-up. Floe begins its 3-second activation sequence in the background, loading context, preparing persona detection.

T+3 seconds

Moment 2, Floe starts a voice conversation

Floe initiates a greeting — warm, direct, immediately relevant. Not “Hi, how can I help you today?” The opening is tailored to the page the visitor arrived on and their likely intent.

“Hi, I’m Floe, the demo agent for [Your Product]. I can walk you through exactly how we handle pipeline visibility for teams like yours. Want to take a look?”

Ongoing

Moment 3, Discovery

Floe asks 2–3 focused questions to understand role, team size, current pain, and existing tooling. The questions feel like a conversation, not a form. Each answer shapes the demo that follows.

“What’s your current demo process — are you running demos yourself, or do you have SEs?” // “How many inbound demo requests are you fielding each month?” // “What does a qualified lead look like for your team?”

Personalised

Moment 4, Product walkthrough

Floe navigates your live product UI based on what it learned in discovery. Not a scripted tour — a targeted demonstration of the features most relevant to this specific prospect’s pain.

If the prospect is a VP of Sales troubled by pipeline visibility, Floe goes straight to the deals dashboard. If they’re a CMO focused on lead quality, Floe shows the ICP scoring workflow. The product is the same. The demo is not.

Real-time

Moment 5, ICP scoring

As the conversation unfolds, Floe scores the prospect against your ICP criteria in real time. By the time the demo ends, a lead quality score is already calculated.

87

ICP Score: 87/100

High-fit · Route to AE

Automatic

Moment 6, Routing and handoff

High-fit prospects are routed to the right AE with a structured brief and a meeting already suggested. Low-fit prospects receive a graceful close with resources. No leads fall through the gap.

Your team’s experience

Walk in with everything.
Spend zero time preparing.

Your AEs don’t do prep work. Floe does it. By the time your team touches a lead, the context is already there.

AE notification

New high-fit lead, Floe qualified
Sarah Chen · VP Sales · 200-person SaaS
ICP score: 87 · Pain: pipeline visibility
Suggested follow-up: Tue 2pm

Instant AE notification

Your AE receives a Slack or email alert the moment a high-fit prospect completes a demo, with the full brief attached.

CRM record

Company: Pipeline Co.
Contact: Sarah Chen, VP Sales
Pain: Manual pipeline reporting
Seen: Deals view, Forecast feature

CRM auto-populated

Every field your AE would normally enter manually is already there — contact, company, pain signals, product areas shown. Zero admin.

Next step

Follow-up suggested

SUGGESTED TIME

30-min call · Sarah Chen

Add to calendar →

Next step already staged

Floe suggests a follow-up time based on the prospect’s availability signals. Your AE confirms, not creates.

Integrations

Works where your team already works.

HubSpot
Salesforce
Calendly
Slack
Custom API

Integration setup takes less than 30 minutes. No engineering required from your team.

Common questions

About setup and how Floe runs.

Does my engineering team need to be involved?
No. Floe is deployed with a lightweight JavaScript snippet, the same way you'd add Google Analytics or Intercom. Your engineering team doesn't need to build anything, configure anything, or be on-call during setup. The only requirement is adding one script tag to your website's head, which typically takes 10 minutes.
How does Floe learn about our product in 48 hours?
We use a combination of your existing documentation, a structured onboarding session with your team, and automated UI mapping of your product's key flows. Think of it as a very intensive briefing — the same thing you'd do if you were training a new SE, compressed to a day. Floe doesn't replace domain knowledge; it absorbs what you already have.
What happens when Floe doesn't know the answer to a question?
Floe is grounded in your product documentation and defined knowledge boundaries. When a question falls outside what it knows, it says so clearly (no hallucinated answers) and offers to connect the prospect with a human team member or follow up via email. Honesty is a feature, not a limitation.
How does Floe handle security and prospect data?
Prospect conversation data stays within your account. We do not sell, share, or train on your prospect conversations. CRM data flows to your HubSpot or Salesforce instance only. For full details, see our security page.

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See Floe work on your product.

A 20-minute live demo. On our product first, then yours.

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