Looking to build a better chatbot that sounds a little more…human? Same. We’ve built hundreds of chat flows, we’ve run thousands of tests, and we’ve identified exactly what gets a chat to pop off.
You’ve got a lead talking to your chatbot and it’s off to a hot start—you nailed the opener, ditched the corporate speak, and now it's time to Book. That. Demo!
But when is the right time to suggest booking a demo? Here’s the key: don’t rush it. Being too aggressive can turn off potential leads.
Building a Better Chatbot Part 3: Don’t Be Too Pushy
Here’s what you need to do to get more leads to book a meeting with your chatbot:
1️⃣ Provide Value With The Chat First
Your chatbot’s first goal should be to serve, not sell. This approach shows visitors you’re genuinely interested in helping them, not just closing a deal. It also gives them a reason to stick around and explore further.
Share resources like a helpful blog post or a quick guide that answers common questions about your product.
Example Chat Messages:
🤖 “Looking to see how other companies use Warmly? Check out our latest case study.”
🤖 “Want examples on how Warmly can help build more pipeline? Here’s a playbook we use for re-engaging closed lost deals.”
2️⃣ Prioritize Helpfulness
When engaging with visitors, keep asking questions to understand their needs better. We see so, so, so many chatbots that only exist as a scheduler for their sales team. No matter the question, or input, the only follow up from the bot is “Let’s book a demo!”
Not only is that incredibly off-putting and annoying, it’s actually driving the opposite behavior that you want.
A more informed prospect is going to be more willing to schedule a demo, more likely to be the customer fit, and move along your sales funnel much faster. So instead of pushing for a demo right away, guide them toward more information that addresses questions, pain points, and requirements.
Example Chat Messages:
🤖 “Need more details about our features?”
🤖 “Wanna see how others are using [Product Name] to get results?”
🤖 “Want to learn more?” (Links to a resource)
🤖 “See how it works?” (Triggers a product tour)
3️⃣ Use Intent Signals
We’re cheating a bit here, but with Warmly we can track intent signals and customize our AI chat can track visitor behavior to identify moments of high engagement. If someone visits multiple product pages or spends time reading in-depth content, it’s a sign they’re genuinely interested. Use these signals to time your demo suggestion.
Example Chat Messages:
🤖 “Noticed you’re exploring our features—want a quick walkthrough?”
🤖 “Digging deeper? Happy to show you how it all works in a live demo.”
This ensures you’re approaching them at the right time, not too early or too late.
4️⃣ Use Friendly, Low-Pressure Language
The tone you use matters. Avoid “sales-y” phrases that feel pushy or urgent. Instead, keep it casual and friendly, as if you’re inviting a friend to check something out.
Rather than, “Book a Demo Now,” try, “Curious to see it live?” or “Want to chat about how we can help?” It's all about making it feel natural. This keeps the conversation inviting and respects the visitor’s space, making them more open to actually scheduling that meeting!
Why This All Works:
The best interactions feel organic and tailored. By being patient and strategic, your chatbot earns trust, making visitors more likely to book a meeting when they’re ready.