The Embedded AI SDR greets visitors with context-aware conversations that feel natural and helpful. It senses intent, adapts messaging on the fly, and keeps prospects engaged without forcing forms or redirects.
Meet visitors where they are
Opening lines adjust based on referral source, page behavior, or returning sessions, making every interaction feel bespoke.
Engagement Intelligence
- Intent detection: Analyze scroll depth, dwell time, and content interactions before initiating outreach.
- Session memory: Recognize returning visitors, recall prior topics, and resume conversations seamlessly.
- Knowledge fusion: Pull answers from product docs, pricing pages, and FAQs with source references.
Conversation Design
| Stage | AI SDR Focus | Outcome |
|---|---|---|
| First impression | Personalized greeting, context framing | Builds trust and invites dialogue |
| Discovery | Diagnostic questions, scenario exploration | Qualifies need without feeling scripted |
| Guidance | Tailored recommendations, resource sharing | Keeps visitors engaged with relevant content |
| Conversion | Meeting booking, trial activation, handoff | Moves qualified leads into sales motions |
Deployment Steps
Configure Brand Persona
Define tone, vocabulary, compliance boundaries, and escalation criteria so the SDR sounds like your team.
Map Engagement Triggers
Set rules for when the SDR auto-initiates vs. waits for visitor input, based on page type and behavior.
Connect Knowledge Sources
Sync documentation libraries, pricing decks, and case studies so responses stay accurate and rich.
Preview Live Interactions
Test across device types, refine openers, and ensure the experience complements page layout.
Monitor Performance
Track conversation volume, drop-off points, and booked meetings to refine messaging.
Optimization Tips
Keep improving
Review transcripts weekly to spot emerging objections and update prompts or resources accordingly.
- Use A/B variants for greetings and call-to-action phrasing.
- Highlight upcoming events, new features, or limited-time offers during relevant conversations.
- Provide quick action buttons ("Book demo", "See pricing", "Watch walkthrough") to guide visitors confidently.
Next, explore Natural Lead Capture to see how conversations convert into actionable pipeline.