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B2B SaaS chatbot templates

Ready-to-go chatbot templates that you can customize for your business

Qualified live chat

Qualify website visitors before inviting them to a live chat conversation with you or your team.


Qualified scheduled meeting

Qualify website visitors before inviting them to schedule a meeting with you or your team.


Qualified lead engagement

Qualify website visitors before inviting them to choose how they connect with you or your team: live chat or a scheduled meeting.


Instant lead engagement

Invite all website visitors to immediately connect with you or your team. Ideal for paid campaigns or landing pages where you don’t need to qualify leads.


All our chatbot templates can be used with all our publishing and lead engagement options

Standalone chatbots

Publish chatbots on standalone pages and share them with a link. No website required.

Pop-up chatbots

Add chatbots to your website that pop up when a visitor clicks on a button or a link.

Embedded chatbots

Add chatbots to your website that can be embedded anywhere on a page.

Available early 2022

Targeted chatbots

Add chatbots to your website with targeting rules for audiences.

Live Chat

Connect leads to your team with live chat conversations.

Instant meetings

Connect leads to your team with instant video or phone calls.

Available early 2022

Scheduled meetings

Connect leads to your team with a scheduled meeting.

B2B SaaS chatbot templates


B2B SaaS companies provide software as a service to other businesses.

They can include:

  • CRM systems
  • Email management systems
  • Content management systems
  • Website builders
  • Sales and marketing tools
  • Web applications and extensions
  • Mobile applications and extensions
  • And more...

B2B SaaS chatbots can help to make your sales teams leaner and more efficient. From lead capture, and qualification, to scheduling sales calls, a chatbot can do it all. Chatbots can be implemented at all stages of the sales process to keep customers engaged while providing all the information they need. They can also help to maintain open and helpful communications with existing customers.

You can use our B2B SaaS chatbot templates to personally engage your customers in an interactive way.

B2B SaaS chatbots can be a perfect addition to your website experience for customers. All it takes is a bit of planning, fine-tuning, and the right chatbot template to start with.

Which B2B SaaS chatbot template should I use?


You can use different B2B SaaS chatbots for:

  • Capturing leads
  • Providing answers to FAQs
  • Qualifying prospects
  • Customer onboarding
  • Updating customer information
  • Scheduling demos
  • Customer feedback
  • And more…

Informational chatbots for B2B SaaS

Informational chatbots are a great way to provide guidance to website visitors. You can use them to quickly send customers to relevant pages on your website. You can use them to answer FAQs and reduce the volume of emails your team receives.

Lead capture chatbots for B2B SaaS

Use lead capture templates to gather customer details. These are ideal for capturing information about prospective customers.

Lead qualification chatbots for B2B SaaS

Lead qualification chatbots qualify website visitors with a few key questions before inviting them to join a live chat or schedule a meeting with your team. These are ideal for website pages where you need to qualify leads before inviting them to engage with your team.

Lead engagement chatbots for B2B SaaS

Lead engagement chatbots invite leads to choose how they engage with your team, through live chat, instant call, or a scheduled meeting. These chatbots are ideal for when you need to qualify leads before engaging with them.

How do I get started with my B2B SaaS chatbot?


First, have a little look around at what other people are doing. Your B2B SaaS chatbot strategy should be as unique as your business, so it’s best not to copy. Rather, see what works well, and what doesn’t, and carve your own path from there.

Next, it’s important to define your chatbot goals. Is the purpose of the chatbot on the page to capture leads, answer FAQs, or to schedule product demos? Do you need different chatbots for different pages to achieve your goals? Think about how you can improve the pages on your website with a B2B SaaS chatbot.

Now, go on and make your first chatbot. Start with something simple. Once it’s working, you can try more complicated chatbots with advanced audiences and targeting. You can use one, or many, of our predefined B2B SaaS chatbot templates to help you get started. Customize them to suit your website, brand, and tone of voice.


Finally, it’s important you continue to monitor and optimize your B2B SaaS chatbots. Keep an eye on how your chatbots are performing against your goals. Take the time to optimize and improve the website experience for your customers.

Why should I use a B2B SaaS chatbot?


B2B SaaS chatbots will help to supercharge your business, delight your customers, and save your team time.

  • A chatbot can speed up your processes, allowing you to focus on more important things like product optimization and growth. Chatbots can handle multiple conversations at once, unlike humans. With a chatbot you can capture leads, engage, and schedule key meetings with more customers.
  • Customers want and expect instant replies. They want questions answered now, so they can carry on with their days. A well-designed B2B SaaS chatbot is a great way to delight customers. It should be easy to use, saving them time, while also providing all the information they need.
  • You and your team only have so many hours in the day, and you don't want to waste them on repetitive tasks. Adding B2B SaaS chatbots to your website is like adding a person, or even people, to your team. They'll work 24/7, engaging with website visitors, answering customers, and scheduling meetings.

Your customers want to use chatbots

Messaging apps have become second-nature. Your customers use them to connect with friends, and engage with brands. Chatbots are like a messaging app for your website. They’re an easy and engaging way for your customers to connect with you.

Your customers have their own businesses to worry about. The last thing they want is a long wait for important feedback. B2B SaaS chatbots offer instant, customized responses.

Your competitors are using chatbots

It's never been easier to add chatbots to your website. The latest tools don't require coding skills or technical know-how. In fact, it takes a few minutes to build, customize, and publish a chatbot.

It’s just as quick and easy for your competitors to add chatbots to their websites. If they haven’t already, it's only a matter of time before they do.

Your team will love it when chatbots do their work

Decrease the time your team spends answering customers’ questions.

Chatbots are ideal for repetitive tasks. For example, they can capture leads, qualify customers, and schedule demos. They can do this 24/7 and will never complain or ask for a pay raise.

Meanwhile, you and your team have more important things to focus on. Chatbots can't replace humans (at least, not yet) but they can lighten the load for your team.

It’s as simple as that. Get your chatbots to work.

Save precious time, and money, with a B2B SaaS chatbot.

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