Product overview
What is SchedX?
SchedX is a voice AI inbound sales-development agent. It can speak live with visitors while they are on a website or call leads after they submit a form. During the conversation, it answers product questions, conducts discovery, qualifies the prospect, books a meeting on the sales calendar, and routes the lead to the appropriate representative.
How to Use SchedX
- Create and test an agent for the business.
- Train it on the product and lead-qualification requirements.
- Add SchedX to the website or connect the inbound lead flow.
- Let visitors speak to the agent or have it call form leads.
- Send qualified prospects to the right representative with a booked meeting.
Core Features
- Live website voice: Lets visitors ask questions aloud while browsing.
- Inbound lead calling: Calls prospects who submit a form.
- Product questions: Explains the business and offering during the conversation.
- Lead qualification: Conducts discovery and evaluates fit.
- Meeting booking: Schedules qualified leads on a sales calendar.
- Lead routing: Sends the prospect to the relevant sales representative.
Use Cases
- Demo pages: Speak with high-intent visitors and schedule a sales call.
- Form follow-up: Contact new inbound leads immediately after submission.
- Website conversion: Replace delayed email follow-up with a live voice conversation.
- Industry agents: The website lists wellness, property management, dental clinics, and education agents.
Frequently Asked Questions
Does SchedX only call submitted leads?
No. It can also speak live with visitors directly on the website.
What happens after qualification?
SchedX books a meeting and routes the lead to the appropriate sales representative.

