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Cody Convert
A sales chatbot that qualifies and books.
A sales chatbot talks to website visitors when they’re ready to buy. It answers their questions from your pages, asks your qualifying questions and books the meeting. Sales teams use Cody Convert to turn high-intent visits into qualified conversations, with the full story attached to every lead.
Signals
It knows when to speak.
Convert reads the signals you choose: where a visitor came from, the pages they read, how often they return and how long they stay. It opens only when intent crosses your threshold.
Opener
It opens with the right question.
No generic greeting. The opener picks up from the page the visitor is on, with replies for what they are most likely to ask next.
Qualify
It qualifies while it helps.
A quick question about team size, then a clear recommendation. Content cards put the right plan and the right guide one click away.
Book
It books the meeting.
When the visitor is ready, they pick a time and share their details inside the conversation. No form page and no email back-and-forth.
Handoff
Sales gets the whole story.
The lead arrives with everything that led to it: source, pages read, answers given, plan interest and the meeting time.
In practice
What it handles
Requests people really make, and what Convert does with each one.
Which plan fits a team of 40?
Asks a question firstAsks how the team works, then recommends a plan and shows it
Does it integrate with HubSpot?
Answers with a sourceAnswers from your integrations page, with the source
What would 100 seats cost?
Answers with a sourceQuotes your pricing page and the plan limits
How are you different from what we use now?
Asks a question firstAsks what they use today, then answers from your comparison pages
Can I see a demo?
Takes the next stepOffers times and books the meeting in the chat
Can I start a trial today?
Takes the next stepSends them to sign-up with the plan they chose
Is there a nonprofit discount?
Hands off to a personSays it isn’t on your site and passes the question to sales
Can we get your security documents?
Hands off to a personCollects their email and sends the request to your team
I’d rather talk to a person
Hands off to a personCollects name and email and sends the conversation to sales
Behind the conversation
You set the rules. Convert shows what works.
Every opener comes from a rule you control, and every conversation feeds the numbers you improve with.
Playbook ruleActiveReturning visitor comparing plans
When all of these are true
| Page | contains | /pricing |
| Visitor | is | Returning |
| Time on page | at least | 30 seconds |
| Intent | at least | Hot |
Then
- Opener
- Help them choose between Team and Business
- Quick starters
- Help me pick a plan
- Does it work with HubSpot?
- Book a demo
FrequencyOnce per visitor
InsightsLast 30 daysCalls to action by click-through
Questions your site doesn’t answer
- Do you integrate with HubSpot?14
- Is there a nonprofit discount?9
- Can clients see only their projects?6
Suggested by Convert
Add an answer about the HubSpot integration to your knowledge.
Setup
How to set it up
Convert works from your content and your rules. Most teams start with one high-intent page, such as pricing.
- 1
Connect your website
Convert learns the products, pricing and policies on the pages you approve.
- 2
Set your playbook
Choose when it speaks and what it offers, or approve the rules it suggests.
- 3
Add one script
Convert goes live on your site and starts making the first move.
Results
What to measure
The numbers that show whether it’s working for this team.
- Qualified conversations
- Visitors who answer your qualifying question, by page and campaign.
- Meetings booked
- Meetings booked in the chat, and how many take place.
- Pipeline from chat
- Leads from Convert that become opportunities.
- Open questions
- What visitors ask that your site doesn’t answer, ranked by how often.
FAQ
Common questions
Will it interrupt every visitor?
No. Convert stays quiet until the signals you choose cross your threshold, such as a returning visitor reading pricing for more than 30 seconds. Each rule also sets how often it may open.
Where do its answers come from?
From your website and the pages you approve: pricing, product, integrations and policies. Each answer shows its sources, and questions it can’t answer are listed for you to fill in.
How do leads reach sales?
Each lead arrives with the conversation, the pages read, the answers to your qualifying questions and the meeting time, so sales starts the call with context.
Can we control what it says?
Yes. You write the opener and quick starters in each rule, or approve the ones Convert suggests, and you choose the pages it answers from.
How is Convert priced?
By engaged conversations: visits where Convert opens and holds a conversation. Growth includes 300 a month, Scale includes 1,000, and Enterprise volume is custom.
Cody Convert
Start with your own website.
Convert works from your own website and the rules you set. Add one script and it starts the right conversations.