An AI sales chatbot that answers buyers before they leave.
ZynfoAI answers pricing, plan and feature questions from your own website and sales docs, collects contact details when a buyer is ready, and brings a rep into the chat during your working hours.
7-day free trial No credit card required
Is there a discount if we pay yearly?
About 25 across two warehouses. Can someone send us a quote?
The questions buyers ask before they talk to sales.
Each conversation shows what the buyer sees and what ZynfoAI did behind the reply.
We have 14 users and need purchase orders. Which plan do we need?
- Searched your trained sources for plans and purchase orders.
- Matched the answer to the plan comparison table on your pricing page.
- Replied with a link to the pricing page.
Does it work with handheld barcode scanners, or only phones?
- Searched your trained sources for barcode scanners.
- Found the hardware section in your product overview PDF.
- Answered with the source so the buyer can check the details.
Can we see a demo with our own stock list?
- Recognised a demo request.
- Collected name, company, email and number of locations in the chat.
- Saved the lead and synced it to Freshsales.
We'd need 120 seats and a custom contract. Can I talk to someone?
Tom from Sales joined the chat
- Detected a request for a person.
- Checked your live-agent working hours.
- Queued the chat in the Inbox, where Tom claimed it.
Set up your sales chatbot from the pages you already have.
Import your pricing and product pages, upload your sales deck or spec sheets, tell the agent what to ask buyers, and paste one script tag.
<script id="__chatbotSdk__" src="https://app.zynfo.ai/widget/embed.js" data-chatbot-id="ava-7f3k" async></script> Can I swap it for a larger size?
Queued for SupportWhere's my tracking number?
AutomatedDo you ship to Canada?
AutomatedYour sales team decides who gets their time.
ZynfoAI handles the repeat pre-sales questions. Your reps see every conversation and every lead, and join when a deal needs them.
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Pricing answers from your own page
The agent quotes plans and prices from the sources you add. When your pricing changes, update the page and click Resync.
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Leads land in your CRM
Details collected in the chat are saved to Leads and synced to Freshsales, with the conversation attached in ZynfoAI.
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Reps join during working hours
Set live-agent hours and a timezone. Inside them, a rep claims the chat. Outside them, the buyer sees your offline message.
Do you offer a nonprofit discount?
Our pricing page doesn't list one, so I'll check with the sales team. Can I take your email so they can reply?
Lead saved · Queued for Sales
We have 15 support reps and want to see how this would work for us.
Happy to help. I’ve saved your details and I’m bringing in someone from our sales team to set up a walkthrough.
Hi, Tom here. Which days work for a 20-minute call?
How many documents can we train the agent on?
The plan includes up to 500 training sources: website pages, files and Google Drive documents.
Perfect, starting the free trial now.
How to get a sales chatbot to help your reps, not replace them
Train it on what your reps already send
Most pre-sales questions have a written answer somewhere: the pricing page, a plan comparison table, a product overview PDF, a security questionnaire your team fills in every month. Add those as Data Sources and the agent answers from them, with a source link so the buyer can check. It’s the answering half of a lead generation chatbot: answer first, then collect the details. Leave out anything you wouldn’t want quoted, like internal discount guidelines.
Then write a short set of instructions in the AI Agent settings. Say what the agent should find out before it offers to pass someone to sales, such as team size or the problem they’re trying to solve, and which fields your in-chat form should ask for. Keep it to the few details your reps actually use.
Know where the agent should stop
Pricing on your website is fair game. Discounts, custom contracts, procurement terms and anything that depends on a deal belong with a person. Tell the agent in its instructions to offer a rep for those, and turn on Human Handoff with your working hours. Outside those hours, your offline message tells the buyer when someone will reply, and their details are already saved to Leads.
Test all of this in the Playground before you publish. Ask the awkward questions buyers ask: whether you’re cheaper than a competitor, whether a feature is coming soon. If the agent has no source for it, it should say so and send your fallback message.
Keep the answers current
Pricing and packaging change. When they do, update the page and click Resync on that source, or the agent will quote the old numbers. Check Unanswered Questions each week too. If buyers keep asking about something your site doesn’t cover, that’s a gap in your sales pages as much as in the chatbot.
For how leads move from the chat into Freshsales, read AI chatbot for sales: from website chat to your CRM. The full picture, including qualification and handoff, is on the lead generation chatbot guide.
What does the sales chatbot learn from?
The sources you add: pages crawled from your website, such as pricing and feature pages, uploaded PDF, Word or Excel files like spec sheets, and Google Docs or Sheets you pick from Google Drive. It answers from that content and uses your fallback message when something isn't covered.
Can it book demos into our calendar?
No. ZynfoAI doesn't connect to calendars. The agent collects the buyer's details in the chat and saves them as a lead, so a rep can follow up and agree a time.
Which CRMs does it sync leads to?
Freshsales. Leads sync when they're created, and you can also sync a lead again by hand from Leads. CRM integrations are included on the Professional and Enterprise plans.
How does handoff to a sales rep work?
Turn on Human Handoff in the AI Agent settings and set your working hours. When a buyer asks for a person, the chat is queued in the Inbox for a rep to claim, and the AI stops replying while they handle it.
Related ways teams use ZynfoAI
By team
Answer buyers while they're still on your pricing page.
Train an agent on your own content, test it in the Playground, then go live on your website or WhatsApp.
No credit card requiredWhat it does while you're away
- Order status sent WhatsApp
- Demo booked, invite sent Website chat
- Lead captured and synced Freshsales
- Chat handed to a teammate Inbox