SchedX
AI Inbound SDR that talks, qualifies, and books meetings
What is SchedX? Complete Overview
SchedX is an AI-powered inbound sales development representative (SDR) designed to engage with website visitors and leads in real-time. It acts as a 'Talking Website,' providing instant answers to product-related questions, qualifying leads based on predefined criteria, and booking meetings directly into your sales calendar. SchedX is trained on your product details, value proposition, pricing, and competitors, ensuring it can handle inquiries like your best sales rep. The tool is ideal for businesses looking to streamline their inbound sales process, reduce response times, improve lead qualification, and increase meeting bookings. Target users include sales teams, marketing professionals, and enterprises seeking to enhance their lead conversion rates.
SchedX Interface & Screenshots
SchedX Official screenshot of the tool interface
What Can SchedX Do? Key Features
Live Website Conversations
SchedX engages with website visitors in real-time, allowing them to speak directly to an AI agent. This feature eliminates the need for visitors to wait for email responses or phone calls, providing instant clarity about your product and services.
Lead Qualification
SchedX uses predefined qualification criteria (such as BANT or MEDDIC) to assess leads. It fills out qualification fields automatically, ensuring only high-quality, good-fit leads are passed on to your sales team.
Meeting Booking
When a visitor shows interest, SchedX discusses their availability and books meetings directly into your calendar. This feature reduces the back-and-forth typically associated with scheduling, speeding up the sales process.
Lead Routing
SchedX understands your sales team hierarchy and routing strategy, assigning leads to the most appropriate sales representative. This ensures a seamless handoff and improves the chances of conversion.
Product Training
SchedX is trained on your product details, value proposition, pricing, and competitors. This enables it to answer questions accurately and provide information as effectively as a human sales rep.
Best SchedX Use Cases & Applications
Healthcare & Wellness Industry
SchedX can be deployed on healthcare and wellness websites to answer patient inquiries, qualify leads for services, and book appointments. For example, a visitor can ask about treatment options, and SchedX will provide information and schedule a consultation if the visitor is interested.
SaaS Sales
For SaaS companies, SchedX can engage with trial sign-ups or demo requests, answer technical questions, and book onboarding calls with sales reps. This reduces the time from lead capture to conversion.
E-commerce Support
E-commerce businesses can use SchedX to handle pre-sales inquiries, such as product details, shipping options, and return policies. The AI can also qualify leads for high-ticket items and route them to sales teams.
How to Use SchedX: Step-by-Step Guide
Train SchedX on your product by providing details about your offerings, value proposition, pricing, and competitors. This ensures the AI can answer questions accurately.
Create your AI agent and test its functionality. Customize the qualification criteria and routing rules to match your sales process.
Add SchedX to your website by embedding a widget or phone number. Visitors can then initiate conversations by clicking or tapping the call-to-action.
Monitor interactions as SchedX engages with visitors, qualifies leads, and books meetings. Review performance metrics to optimize the process.
SchedX Pros and Cons: Honest Review
Pros
Considerations
Is SchedX Worth It? FAQ & Reviews
SchedX responds instantly, engaging visitors in real-time as soon as they initiate a conversation. This eliminates delays and improves the user experience.
Yes, SchedX can integrate with popular CRMs to ensure seamless lead routing and data synchronization. Custom integrations are also available for enterprise plans.
The free trial has a limited number of conversations, while Pro and Enterprise plans offer unlimited interactions to scale with your business needs.
SchedX uses predefined criteria (such as BANT or MEDDIC) to assess leads. You can customize these criteria to match your sales process and target audience.
SchedX is versatile and can be used across industries, including healthcare, SaaS, e-commerce, and more. It is particularly effective for businesses with high inbound lead volumes.