Every high-intent website visitor should get worked

Kassie turns your website into an active revenue surface, engaging visitors while intent is live, answering their questions, qualifying fit, and moving the right opportunities forward.

From website conversation to qualified pipeline

Four connected layers let Kassie work the conversation, determine fit, stay grounded, and carry the right context into your revenue system.

Visitor Conversations

Work intent while it is live

A visitor should not have to fill out a form before they can understand whether you can help. Kassie meets them on the website in voice or chat and answers while the questions are still driving the decision.

  • Answer product, pricing, security, implementation, integration, and use-case questions from approved Knowledge.
  • Keep context across the conversation instead of making the visitor repeat themselves.
  • Engage around the clock while the visitor is already on the website.
Visitor Conversations: a website visitor engages Kassie in real time and reveals use case and timingWebsiteKassieVoice + chatContext revealedUse caseInbound pipelineTimingThis quarter

Qualification & Booking

Earn the meeting before the handoff

Kassie learns whether there is a real reason for sales to engage before she puts time on the calendar.

  • Understand pain, use case, urgency, company fit, and buying context through the conversation.
  • Disqualify poor fit without consuming seller time.
  • Book the right meeting natively and carry the buyer's context into the handoff.
Buying context supports qualification and a contextual meeting handoffBUYING CONTEXTCompany fitPainUse caseUrgencyBuying contextQUALIFIEDMeeting bookedBuyer context travels with it

Knowledge & Control

Give Kassie judgment without giving up control

Your team decides what Kassie knows, what she can say, who she should advance, and when a human should take over.

  • Answer from approved Knowledge and stay clear when a question is outside that knowledge.
  • Turn unanswered buyer questions into signals your team can review and improve.
  • Define qualification, disqualification, escalation, and forbidden-claim rules.
Approved Knowledge grounds answers; unanswered questions remain reviewableAPPROVED KNOWLEDGEProductPricingSecurityImplementationIntegrationsGrounded answerUnanswered questionAn honest gap, ready for your teamNeeds review

Revenue Workflows

Carry buyer context into the revenue system

The work should not disappear when the website conversation ends. Kassie carries the right context into the systems your revenue team already uses.

  • Keep transcript, summary, source page, qualification, and next step connected.
  • Move qualified context into configured CRM, scheduling, and Slack workflows.
  • Review conversations, pipeline, and revenue outcomes in Kassie Workspace.
Website conversation context follows qualification and next step into configured CRM, calendar and Slack destinationsSOURCEWebsite conversationUNDERSTANDQualification + next stepOUTCOMEQualifiedDisqualifiedEscalateDESTINATIONSCRMCalendarSlack

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