AI Qualification DemoQualify the buyer while their interest is still live.
The AI Qualification Demo opens a guided, live conversation the moment a prospect is ready, qualifies them against your criteria, and gives your account executive a booked meeting with the full context.
- Interest peaksA prospect is ready to talk.
- Demo opensA live qualification demo starts.
- Agent qualifiesAnswers are captured against your criteria.
- AE briefedA meeting is booked with full context.
Interest has a short window. The first conversation should happen inside it.
A prospect who asks to learn more is ready to talk now. A few days later, the moment has usually passed.
Priya fills in the formFrom the pricing page
With CodexaPriya opens the demoFrom the pricing pageAgent starts the conversationAsks about her situationLiveWatch qualification happen.
A prospect shows interest. Codexa opens a live qualification demo instead of sending one more follow-up.
It starts with the prospect's situation, not a script, and keeps the conversation moving.
Answers are captured against your criteria as the conversation unfolds.
The outcome appears as it happens, with the answers and the reasons behind it.
The agent offers a time with an account executive, and the handoff arrives fully briefed.
Prospect viewSample data
Team viewWaitingLiveQualifyingQualifiedMeeting bookedPriya ShahCOO · NorthwindIn demoWe can't hire reps fast enough
We can't hire reps fast enough
I own the decision
I own the decision
In scope this quarter
In scope this quarter
Every outcome has a next step.
The result decides where the conversation goes.
Book with an account executive
A meeting is offered in the conversation and the AE receives the full brief.
Keep the conversation going
The lead stays in an active sequence until timing improves.
Warm handoff to your team
A rep joins with the context already captured.
Your AE walks in already briefed.
The conversation does not disappear when the meeting is booked. Everything your AE needs is attached to the lead.
Built to respect the person on the other side.
Qualification conversations are only useful if buyers trust them.
Consent is acknowledged at the start
The agent notes consent to the conversation before it begins.
Opt-outs are honored
Requests to stop are respected across every channel.
Records you can review
Consent and conversation records stay available to your team.
Qualification demo questions, answered.
It opens while interest is high, for example right after a prospect asks to learn more, instead of waiting for a rep to follow up days later.
- While interest is high
- Right after a request
- No waiting for a rep
A brief with the qualification answers in the buyer's own words, the full transcript of the demo and the booked meeting time.
- Answers in the buyer's words
- Full transcript
- Booked meeting time
Prospects who need more time stay in an active sequence, and anyone who asks for a person is handed to your team with the context attached.
- Stays in a sequence
- Can ask for a person
- Context handed over
The conversation that connects engagement to your team.
The AI Qualification Demo sits at the center of Engage & Qualify, between outreach and the handoff.
Discover & Prioritize
Agents find and rank the accounts worth your time.
Engage & Qualify
Agents start conversations and qualify interest.
Report & Secure
Managers see performance, data stays in your systems.
