SaaS & B2B

Product Demo Request chatbot template

Qualify demo requests by company size and use case, then book a live demo.

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ChatMakeee

ENTEREXECUTEEMBED

What it asks

6 questions across the full flow

The flow opens with a welcome message, then guides every visitor through the questions below — one at a time. Options with a follow-up route visitors deeper with + flow, so people only see what applies to them.

Books directly from your calendar

Visitors pick a slot from your real availability inside the chat. No double-bookings.

Every answer becomes a lead

Finished conversations are saved in your CRM with full history attached, exportable to CSV.

Edit every question and option

Open it in the builder and change anything — no if/else logic, no canvas, no code.

Chat preview — visitor side

Exactly what a visitor sees

Hi! Let's show you the product — book a quick demo and see it in action.
How big is your company?
Just me2 – 1011 – 5051 – 200+1
What's your role?
Founder / CEOSales / marketingProduct / engineeringOperations+1
What's your main use case?
Capture more leadsAutomate follow-upQualify inboundImprove response time+1
Best email?

Full flow

Every question in the Product Demo Request flow

This is the real template you get — open it in the builder, edit anything, and it becomes your own.

1

How big is your company?

Choice
Just me2 – 1011 – 5051 – 200200+
2

What's your role?

Choice
Founder / CEOSales / marketingProduct / engineeringOperationsOther
3

What's your main use case?

Choice
Capture more leadsAutomate follow-upQualify inboundImprove response timeOther
4

Best email?

Email
5

Best phone number?

Phone
6

Pick a time for your demo.

Booking

6 chatbot templates for SaaS & B2B

3 ready-made flows you can open, edit, and publish.

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FAQ

Product Demo Request template — questions answered

What does the Product Demo Request chatbot template do?+

Qualify demo requests by company size and use case, then book a live demo.

Does the Product Demo Request chatbot capture leads?+

Yes. Every answer a visitor gives is saved as a lead in your CRM with the full conversation history attached, and you can export everything as a CSV whenever you want.

Can visitors book a time without talking to anyone?+

Yes — the flow ends with a Meeting step that opens your real availability right inside the chat. Your working hours, time zone, and blocked dates are set once, so double-bookings are impossible.

Can I edit the questions in the Product Demo Request template?+

Yes. Open the template in the builder, edit any question or option, and add follow-up questions with + flow. There is no if/else logic to write anywhere — just questions, answers, and nested routing.

How do I publish the Product Demo Request chatbot?+

Copy the widget code and paste it on your website, or publish a shareable link you can put in your Instagram bio, on WhatsApp, in email signatures, or in ads. Visitors chat and you get leads and bookings.

Don't let another visitor walk away without booking.

Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.

Start my free trial

14 days free · No credit card needed