Are you wondering about the various ways salespeople use sales chatbots to book meetings?
In this article, I want to walk you through 10 case studies of real companies using chatbots to drive real results.
➡️ In one of the case studies that I’m about to share, the company was able to book 2 meetings with qualified leads after 8 minutes of implementing the chatbot.
The Best Real-World Examples of Sales Chatbots
Here’s a breakdown of the 10 best examples of sales chatbots that I could find:
#1: How Kandji booked 2 qualified meetings in 8 minutes with a sales chatbot
Use Case: Website chatbot that engages website visitors with personalized messages based on signals.
Problem
Kandji, an Apple device management platform, sought a way to engage high-intent website visitors without overwhelming its team.
Their team was busy with their existing pipeline, and they needed a way to automate real‑time, personalized outreach to site visitors.
Solution
They turned to Warmly’s AI chat that’s been built for speed, context, and instant handoffs.
Warmly’s AI Chatbot was deployed within weeks and was ready to auto‑engage prospects with contextually crafted messages based on company signals as they were landing on the website.
Since the AI chatbot was trained to reflect Kandji’s voice and messaging, and backed by real-time visitor data, it could start warm, relevant conversations that didn’t just gather info, but built trust.
➡️ Interested in how you can use an AI chat for lead generation in 2025? Check out our complete guide on the topic as well as the best use cases of an AI chat for lead generation.
Results
After just about 8 minutes of rolling out Warmly’s AI chat, Kandji’s reps booked two qualified meetings.
When the prospects responded, the team’s reps were instantly alerted via Slack.
Two separate sales reps jumped in, continued the conversation in real-time, and were able to book the meetings.
This wasn’t just sales automation for the sake of it, but rather a fully integrated AI-human handoff that created real pipeline, quickly.
Here’s what Allan Ramsey from Kandji had to say about Warmly:
#2: How Wrike’s chatbot transformation is ramping up pipeline
Use Case: Automating engagement, qualifying leads in real-time, and intelligently routing conversations while integrating with your CRM.
Problem
Wrike, a leading work management platform, was looking to optimize how it engaged with its website visitors.
Its sales team was stretched thin and couldn’t afford to waste time on unqualified leads or low-priority questions.
Wrike also faced the challenge of converting more trial users while maintaining a high-quality experience for all site visitors, whether it was enterprise buyers or students researching project management.
Their legacy chatbot wasn’t cutting it — it only offered basic forms when reps were offline, lacked integration with their sales stack, and fell short of personalization.
Solution
Wrike turned to Drift’s AI chat to automate engagement, qualify leads in real-time, and intelligently route conversations — all while integrating with Salesforce and Marketo.
They kicked things off with a small-scale pilot across five SDRs in North America, using a handful of strategic playbooks.
Drift’s chatbot:
- Booked meetings even when human reps were offline.
- Ran the qualification logic instantly.
- Enabled ABM testing to tailor outreach based on visitor behavior and company signals.
- Integrate smoothly with Salesforce and Marketo.
Once the test proved successful, Wrike scaled the chatbot globally, launched across EMEA, and even developed multilingual playbooks to serve diverse markets.
Results
Wrike saw the following results:
- 496% increase in contributed pipeline YoY (2023 vs. 2022).
- 454% increase in contributed bookings YoY.
- 15x+ ROI since implementing Drift Fastlane and AI features.
But the benefits didn’t stop at pipeline and revenue.
Wrike found Drift’s chatbot easier to manage and more effective at delivering personalized, helpful conversations, even as setup time decreased.
#3: How Pipedrive sees more engaged, qualified leads starting a trial and more trialists converting to customers
Use Case: Chatbot that asks qualifying questions, routes support inquiries to the right team, and schedules meetings for top prospects.
Problem
Pipedrive’s sales team was looking for a better way to qualify and convert website visitors during off-hours without missing high-intent leads.
Their previous tool wasn’t well integrated with their deal pipeline, which led to missed opportunities, irrelevant support requests, and manual effort to input lead information.
With limited team availability and an increasing number of chat conversations going cold after hours, they needed a scalable way to automatically qualify leads and ensure the right follow-up without losing momentum.
Solution
They turned to their own LeadBooster Chatbot, a fully customizable AI tool built to sync seamlessly with Pipedrive’s CRM and automate lead engagement.
The sales team configured the Chatbot to ask qualifying questions, route support inquiries to the right team, and schedule meetings for top prospects without requiring a rep to be online.
The Chatbot also auto-populated Pipedrive’s Leads Inbox with complete lead details to eliminate manual input and ensure no lead slipped through the cracks.
Results
With the Chatbot in place, the sales team gained a scalable and efficient way to engage prospects and focus on high-value demos and calls:
- 1,000+ qualified leads added directly to the Leads Inbox.
- 30% of trialists converted into paying customers after engagement.
- Only 2 team members are needed to manage the flow, thanks to automation.
Now, when a new lead chats on the site, they’re guided through qualification, booked into a rep’s calendar, and logged in the CRM — even during off-hours.
#4: How Breitling automates Instagram DMs to help customers find the perfect watch for them
Use Case: Social media chatbot that asks qualifying questions, captures product preferences, and recommends products based on budget and style.
Problem
Breitling, a Swiss luxury watchmaker, faced the challenge of improving customer acquisition and conversion rates in a highly competitive fashion market.
In this line of business, customers expect a personal and convenient shopping experience, especially when considering high-value purchases like luxury watches.
However, traditional e-commerce channels often lacked the human touch required to guide customers through such a decision.
Breitling needed a scalable way to connect with high-intent prospects, engage them in one-to-one conversations, and recommend products that matched their tastes and budgets.
Solution
To meet their customers where they were already active, Breitling launched an automated conversational commerce experience directly in Instagram DMs.
By using Instagram ads, stories, reels, and posts as entry points, they directed customers into automated DMs designed to capture preferences, recommend products, and continue engagement after the initial conversation.
The chatbot collected zero-party data in real-time so they could personalize product suggestions instantly and retarget users with relevant offers all within Instagram.
Results
Breitling significantly increased conversion rates by automating high-intent Instagram conversations.
The chatbot helped customers discover the perfect watch based on their individual preferences, turning Instagram engagement into qualified leads and actual sales.
With tailored offers, dynamic product recommendations, and push notifications sent via DMs, Breitling built an ongoing relationship with a younger, mobile-first audience.
This wasn’t just another social campaign: it was a fully integrated conversational experience that captured leads, improved personalization and drove long-term customer loyalty.
#5: How Conversational Design increased lead conversion rate by 40%
Use Case: Chatbot that replaces web forms, greets website visitors, qualifies them through interactive questions, and turns them into leads.
Problem
Conversational Design, an Italian conversational marketing agency, was looking to improve lead conversion rates while operating with a lean team.
Traditional web forms were limiting engagement, slowing down lead generation, and failing to deliver the interactive experience modern buyers expect.
To scale their efforts and demonstrate ROI to clients, they needed a faster, more dynamic way to capture leads and nurture conversations.
Solution
Conversational Design replaced static web forms with interactive chatbots built using Landbot’s low-code platform.
This shift allowed them to launch tailored conversational flows that mimicked the feel of a real conversation, helping engage visitors, qualify them in real-time, and route leads where they needed to go.
Results
Within just a few months of implementing chatbots, Conversational Design increased its lead conversion rate by 40% and captured 20,000 leads in a single year.
Their project completion timeline dropped from 4 months to just 3 weeks, while their cost per lead decreased by 200%.
The switch to conversational marketing didn’t just optimize internal operations; it turned their own site into a living demo of what’s possible for clients, fueling both lead gen and business growth.
#6: How Good Spa Guide increased traffic by 29% with Facebook conversations
Use Case: A Facebook Messenger chatbot that boosts user engagement and drives repeat website visits for spa discovery and bookings.
Problem
The Good Spa Guide, a popular platform listing over 800 spa reviews, was looking to attract more website visitors.
They needed a better way to engage users and boost spa bookings beyond what traditional email nurturing could achieve.
Solution
They partnered with UbiSend to develop a custom Facebook Messenger chatbot that would act as a friendly, 24/7 spa-finding assistant.
The MVP version launched as an alternative to email, offering a new way for users to interact with the brand in real-time.
The chatbot was designed to mirror the Good Spa Guide’s tone of voice while providing tailored assistance to site visitors.
It helped consumers navigate offers, discover new spa locations, and even book directly through Messenger.
Results
Within just six weeks, the chatbot showed significant traction:
- Website traffic increased by 29%, directly attributed to Messenger engagement.
- Spa bookings rose by 13%, driven by the chatbot’s ability to guide users toward relevant offers in real-time.
The chatbot didn’t just enhance user experience; it created a new, high-performing communication channel that scaled with the business.
#7: Offset Solar
Use Case: Website Messenger chatbot that qualifies and nurtures solar leads automatically, accelerating time-to-close.
Problem
Offset Solar, a fast-growing home solar provider, relied on traditional lead forms to book sales meetings.
However, the process was slow, manual, and inconsistent.
Visitors often landed on the site without a clear idea of what they needed or how to find it, leading to lost opportunities and a clunky sales funnel.
Solution
Working with Alice Digital Design, Offset Solar launched a ManyChat Messenger bot on their homepage to start real-time conversations with anonymous site visitors.
The chatbot followed a four-step strategy:
- Spark engagement with a friendly, question-based opener that boosted open and click-through rates.
- Offer value immediately by letting users check if they qualify, download a solar checklist, or read the blog, each designed to capture interest and collect emails or SMS info.
- Collect sensitive info last, using progressive disclosure to build trust before requesting contact details like email, phone, and utility provider.
- Enable human handoff at the right moment by inviting qualified users to book an in-person appointment with a sales rep.
Results
In just six months, Offset Solar closed over $1.2 million in revenue directly from leads generated through the Messenger bot.
The bot helped convert more visitors by asking the right questions at the right time.
Their sales team engaged only with high-quality, pre-qualified leads, making every conversation more impactful.
This wasn’t just automation for the sake of it; it was a customer-first approach that blended smart chat strategy with real human interaction, driving real revenue fast.
#8: How a leading industrial materials manufacturer drove measurable results with a chatbot
Use Case: Chatbot that asks qualifying questions, routes support inquiries to the right team, and schedules meetings for top prospects.
Problem
A world-leading industrial materials manufacturer housed dense technical product information on its website, which often left visitors confused, overwhelmed, or unable to find what they needed.
Customers faced three core issues:
- Difficulty locating technical specs (e.g., material composition, durability).
- Confusion caused by unfamiliar product brand names.
- A reluctance to dig through lengthy technical documents.
These pain points led to customer frustration, high drop-off rates, and missed opportunities at key points in the buying journey.
Solution
They partnered with Comprend to implement an AI-powered chatbot trained using retrieval-augmented generation (RAG) and GPT-based models.
The chatbot was trained on the client’s entire knowledge base, including technical docs, brochures, and presentations, to ensure accurate, real-time responses.
To maintain brand consistency, the bot was aligned with tone of voice and technical vocabulary and supported multiple languages using advanced NLP.
Comprend also designed an intuitive chatbot interface integrated into the site’s UX and set up a performance dashboard to:
- Track conversations.
- Learn from user behavior.
- Continuously improve performance.
Results
The AI chatbot significantly improved customer engagement and support, leading to the following results:
- 83% of chatbot interactions were successfully resolved without human intervention.
- 78% of users gave positive feedback on the bot’s helpfulness and accuracy.
- 43% of chatbot users requested follow-up sales meetings; conversations that reps could enter with full context from the AI transcript.
#9: Premimati
Use Case: AI chatbot and Orchestrator that identify campaign-attributed website visitors, segment leads based on behavior, trigger personalized sequences, and auto-book meetings for high-intent prospects.
Problem
Premikati’s marketing team was investing in multi-channel campaigns across paid search, LinkedIn, and SEO but struggled to track which campaigns were driving qualified traffic.
Without accurate, real-time visibility into who was visiting their site and from where, they couldn’t assign ROI, prioritize channels, or effectively nurture prospects.
Michael Buczynski, VP of Marketing, was left stitching together partial insights from form fills and Google conversions, making performance evaluation slow, manual, and imprecise.
Solution
Premikati turned to Warmly’s Orchestrator and AI-powered chatbot to unlock full-funnel visibility and automation.
With Warmly’s deanonymization and UTM tracking features, Michael’s team could now see exactly who was visiting the site, where they came from, and what actions they were taking.
From there, Warmly’s Orchestrator automatically scored leads, segmented them based on behavior and buying signals, and dropped them into personalized outreach sequences across email and LinkedIn.
Warmly’s AI chatbot added another layer of engagement, qualifying inbound traffic and even auto-booking meetings with top prospects directly from the website.
Results
Premikati’s marketing and sales teams saw immediate improvements in performance and efficiency:
- For the first time, they were able to attribute website traffic to specific campaigns and optimize based on real engagement.
- Warmly’s chatbot successfully booked meetings that previous chat tools had failed to capture.
- Sales reps could now identify buying committees at key accounts and expand outreach across multiple stakeholders.
- The team added three new BDRs to scale their outreach.
As Michael puts it, “If Warmly goes away, we quit.”
#10: AI voice bot for cold calls from Intellic Labs
Use Case: AI voice bot that cold-calls at scale, qualifies leads, nurtures prospects, auto-books appointments, handles customer support, and routes hot leads to sales.
Problem
A fast-growing marketing and referral services company targeting small businesses across the U.S. faced a familiar challenge:
They needed to scale outbound sales and qualify leads at volume, without ballooning headcount or burning out their team.
Traditional cold calling was too manual, too expensive, and too slow to keep pace with growth.
Solution
They partnered with Intellic Labs to deploy a custom-built AI voice bot designed for intelligent cold calling and sales automation.
This AI assistant makes thousands of calls, initiates natural-sounding conversations, and adjusts its flow based on each response. When a business owner shows interest, the voice bot can:
- Instantly sign them up for services.
- Text or email follow-up materials.
- Trigger multi-channel follow-ups via phone, SMS, or email.
And when the lead is hot? The bot hands off to a live rep in real-time, so the human team only steps in when it counts.
The AI bot doesn’t just sell, it also handles customer retention, support queries, and upsell opportunities across the lifecycle.
Results
The impact was immediate and transformative:
- 90%+ of sales and support tasks were fully automated.
- The sales team only handled qualified, high-intent conversations.
- Manual lead chasing dropped dramatically, freeing up valuable rep time.
- Personalized follow-ups happened automatically, with zero effort from staff.
This wasn’t just automation for efficiency’s sake; it became a full-fledged AI-powered revenue engine that helped the company grow faster while keeping operating costs low.
Next Steps: Automatically engage ICP-fit leads with Warmly’s AI Sales Chat
From pre-qualifying website visitors and answering technical questions to booking meetings while your reps sleep, these companies have been driving pipeline growth with the power of AI chatbots.
However, not all sales chatbots are created equal. Some excel at email personalization, while others are built for multichannel campaigns.
And a few, such as Warmly, do it all.
If your sales team is serious about scaling outbound and nurturing inbound without burning out your team or having to hire more sales reps, Warmly’s AI sales chat is one of the smartest, most intent-driven options out there.
It engages leads the moment they land on your site, and hands off warm conversations to your team at just the right time.
Here’s what else you’ll get by signing up for Warmly:
- The ability to identify potential buyers by tracking their interactions with your website and getting insights into their interest level.
- A wide range of accurate prospect contact details directly from the Coldly database, helping you reach out to the right people.
- Simplify your meeting process with automatic meeting scheduling that removes the back-and-forth, ensuring a frictionless booking experience.
- Send leads to the right salesperson automatically and notify them via Slack if a high-intent lead is active on your website.
- A Bombora integration that helps you proactively reach out to your warm leads and track who’s researching terms relevant to your product and brand, and get in front of them before your competitors do.
- Automate the search for high-potential prospects using AI technology, ensuring your sales team focuses on the right opportunities.
You can sign up for Warmly’s free plan and find out how it can fill your pipeline with qualified leads (the setup takes a few minutes), or book a live demo to see it in action first.
Read More