SchedX
SchedX is an AI-powered Inbound Sales Development Representative (SDR) that instantly talks to website visitors, qualifies leads, answers product questions, books meetings, and routes leads to appropriate sales representatives in real-time.
https://www.schedx.ai/?ref=aipure
Product Information
Updated:May 30, 2025
What is SchedX
SchedX is an innovative AI solution that transforms websites into interactive sales environments by acting as a virtual Inbound SDR. It serves as a 'Talking Website' that can engage with visitors in real-time through live conversations, while also functioning as an automated system for handling inbound leads. The platform is specifically designed to streamline the sales qualification and meeting booking process, making it an essential tool for businesses looking to optimize their sales pipeline.
Key Features of SchedX
SchedX is an AI-powered inbound sales development representative (SDR) that transforms websites into interactive sales tools. It can engage with website visitors in real-time through voice conversations, answer product questions, qualify leads based on custom criteria, automatically schedule meetings, and route leads to appropriate sales representatives - all while being trained on specific product information, pricing, and competitor data.
Live Voice Interaction: Acts as a 'Talking Website' that enables real-time voice conversations with visitors, providing instant answers about products and services
Automated Lead Qualification: Qualifies leads using customizable criteria (BANT, MEDDIC) and fills qualification fields automatically based on conversations
Intelligent Meeting Scheduling: Detects positive sentiment during conversations and automatically books appropriate calendar slots with prospects
Smart Lead Routing: Routes qualified leads to the most appropriate sales representatives based on predefined team hierarchy and routing strategies
Use Cases of SchedX
SaaS Sales: Provides 24/7 product information and demo scheduling for software companies looking to streamline their sales process
B2B Lead Generation: Qualifies and converts website visitors into sales meetings for B2B companies with complex sales cycles
Enterprise Sales Support: Handles initial prospect engagement and qualification for enterprise sales teams, reducing time spent on early-stage leads
Pros
Significantly reduces time-to-meeting from 48 hours to 4 minutes
Provides 24/7 availability for lead engagement
Eliminates manual qualification and initial contact processes
Cons
Requires initial setup and training on product information
May need ongoing updates to maintain accurate product knowledge
How to Use SchedX
Sign up and choose account type: Visit schedx.ai and sign up. Choose between a Business account (requires verification) or Client account (instant access). Business accounts get additional features once approved.
Train SchedX on your product: Input your product information, value proposition, pricing details, and competitor information to train the AI agent on your business specifics.
Create and test your AI agent: Set up your AI agent with qualification criteria, routing rules, and team hierarchy. Test the agent to ensure it properly answers questions and handles interactions.
Add SchedX to your website: Integrate the SchedX widget onto your website to enable live visitor interactions. The AI agent will be able to talk to visitors in real-time.
Configure calendar settings: Connect your sales team's calendars and set availability preferences. Define scheduling rules and buffer times between meetings.
Set up lead routing rules: Configure how qualified leads should be distributed among your sales team based on territory, expertise, or other criteria.
Monitor and optimize: Track how the AI agent interacts with visitors, books meetings, and routes leads. Make adjustments to qualification criteria and routing rules as needed.
SchedX FAQs
SchedX is an AI-powered inbound sales development representative (SDR) that talks to website visitors, qualifies leads, and books meetings in real-time. It acts as a 'Talking Website' that can instantly interact with visitors, answer product questions, and convert them into qualified opportunities.
SchedX Video
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