Routing & meetings

The meeting, booked before they leave.

When a buyer is ready, the agent routes them to the right rep and books a real open time on that rep’s calendar, video link included. The rep walks in with the whole conversation.

Book a demo See a real booking

A sales rep on a video call wearing a headset

Watch a meeting land on the right rep’s calendar.

Dana Okafor

Account executive · 30 min · Video call

Here are a few times with Dana on the team.

Mon 12

Tue 13

Wed 14

Routed to Dana: owns this account in your CRM

Illustrative example. Pick a time to try it.

Real times on the right rep’s calendar.

No link to a scheduling page, no back-and-forth over email. The agent offers open times from the rep the buyer was routed to, and the invite goes out with the conferencing link already in it.

The agent offers times from the routed rep’s calendar. The buyer picks one and the meeting is booked without leaving the page.

Recorded in ShowPilot on a sample company’s site

Not on a connected calendar yet? Booking can fall back to HubSpot meetings or any scheduling link you already use.

The right rep, by rules you can read.

Route by CRM owner, territory, company size or industry. Rules run top to bottom and the first match wins.

When a rule needs something the agent doesn’t know, like the buyer’s region, it asks instead of guessing. Test each line before it goes live.

Recorded in the ShowPilot admin

Four lines, each with its own rules.

Meetings: Who gets the booking when a buyer asks for time.
Reach-out requests: Who calls back when a buyer would rather be contacted.
Escalations: Who answers the question the agent couldn’t.
Live handoffs: Who steps into the conversation while the buyer is still there.

When a person should step in, one can.

Your team sees who is on the site right now and joins the conversation while the buyer is still in it. Nothing restarts, and nobody repeats themselves.

See who’s here
Visitors on the site right now, ranked by how ready they look.
Take over
Step into the chat. The buyer keeps the conversation they were having.
Book or meet
Send your calendar times, or start a video meeting on the spot.
Hand it back
Release the conversation to the agent when you’re done.

The lead reaches a rep, not a queue.

ShowPilot posts to the Slack channel your team already watches. The first rep to press Claim owns it.

Alerts for hot leads, booked meetings, callback requests, unanswered questions, finished tours.

Answer once. It goes out from the rep’s inbox.

When the agent can’t answer, it tells the buyer your team will follow up. Your team writes the answer once, and ShowPilot emails it from the rep’s own mailbox, so the reply looks like what it is: a person getting back to them.

Every integration, from calendars to Slack

When a person should take over: the three modes of inbound

inbound-leads

ShowPilot just now

Hot lead on your site now