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Your prospects are already using AI to evaluate you. Meet them there.
Your website is where buyers evaluate you. SlateCX is the engagement layer that makes it actually work — a personalized space where buyers ask, explore, and decide. You see what they're asking, who's involved, and when they're ready to talk.
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Open SlateB2B buying has fundamentally changed. Software hasn't kept up.
- Websites are passive brochures that can't answer specific questions
- ChatGPT and Claude often hallucinate or use outdated info about your brand
- Forms convert 2–3% of visitors — the rest leave invisibly
- Marketing spend can't be tied to pipeline outcomes
Every visitor becomes a signal your team can act on.
Four capabilities that turn passive website traffic into qualified, contextualized pipeline.
Signal sales the moment it matters.
When a prospect is ready to engage — asking pricing questions, sharing their workspace with their VP, or downloading a comparison sheet — SlateCX fires an alert through whichever channel your rep actually checks. Slack notification, email, in-app HubSpot alert, or all three at once. The rep enters with full context.
Capture what every buyer actually asks.
Forms collect names. SlateCX captures conversations. Every question your buyers ask, every need they express, every concern they raise gets logged, summarized, and surfaced — giving marketing and sales unprecedented visibility into what your accounts actually care about.
Engage and qualify with personalized AI.
Each prospect gets a personalized AI assistant that answers their questions using your approved content — not hallucinated answers. As they engage, the agent qualifies their fit, surfaces relevant resources, and routes high-intent buyers to your sales team.
Buying isn't a solo sport. Bring the whole team in.
B2B purchases involve three to seven stakeholders — champions, economic buyers, IT, finance, end users. SlateCX gives them one place to work together. Drop the Slate link into a Slack or Teams channel, share it by email, and the whole committee can jump in — no new logins, no learning curve.
One Slate, the whole committee.
The champion shares the Slate with a link or by email. Stakeholders read, ask the agent questions, leave comments, and watch each other's activity — live. No new logins, no learning curve.
- Share by link or invite by email — stakeholders join with one click
- Pin the Slate in Slack or Teams — drop the link in your channel; anyone can join the conversation
- Role-aware content — the Slate surfaces what each persona cares about
- Co-presence and activity feed — see who joined, who asked what, who's still circling pricing
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Open SlateA Better Approach
"Create a Better Experience for Everyone"
Give each prospect their own collaborative workspace where they can explore information, involve their team, and move at their preferred pace. Use the Slate Agent to guide them through the evaluation process, creating more engagement while providing better visibility into the buying process.
How It Works
Prospect clicks "Add to Slate"
Their personal workspace is created instantly
AI assistant provides support
Smart assistant ready to answer questions and provide information
Team collaborates effectively
Team members can review materials, comment, and discuss together
You gain valuable insights
See engagement levels, understand timing, and close more deals
Dedicated Collaboration Space
Each prospect gets their own workspace where they can explore materials, share with colleagues, and collaborate at their own pace.
AI Assistant for Support
An intelligent assistant helps answer questions and provides relevant information whenever prospects need it.
Relevant Content Delivery
The right resources and case studies are shared at the most helpful moments in the evaluation process.
Better Engagement Insights
Understand what prospects are most interested in and when they're ready for the next conversation.
Get Sales Involved When it Matters
Receive intelligent notifications when prospects show high engagement or reach decision points, so your sales team can step in at the perfect moment.
Help Prospects Discover Your Website
A Better Approach
"Create a Better Experience for Everyone"
With SlateCX, AI, your prospects and your team work together - driving engagement, accelerating conversion and building lasting customer relationships
Results You Can Expect
Higher
Conversion Rates
Prospects convert at the right moment
Better
Prospect Engagement
Give prospects a reason to return to your site
Shorter
Sales Cycles
Make the journey easier for your prospects
For HubSpot Users
Are you spending big bucks to drive prospects to HubSpot Forms but few convert and even fewer engage?
The average B2B form converts at 2–3%. That means 97 out of 100 visitors you paid to bring to your site leave without becoming a lead.
SlateCX gives you two ways to fix this — without replacing your existing HubSpot setup.
Replace the Form Entirely
Let a Slate Agent have the conversation instead. It qualifies the prospect naturally, captures their intent, and routes them to your sales team — no gate, no friction.
- AI-powered qualification in natural conversation
- Contact info captured at peak engagement
- Auto-routing to your HubSpot CRM
- Higher intent leads, fewer dead ends
Keep Your Form. Upgrade What Comes After.
Your HubSpot form stays exactly as-is. But instead of a thank-you page and a PDF link, prospects land in a Slate workspace built around their needs.
- Ask questions about the content they just downloaded
- Get AI-matched follow-up resources for their role
- Invite teammates to co-evaluate together
- Engage directly with a live sales rep when ready
Both options connect directly to your existing HubSpot workflows — no rip-and-replace required.
Benefits for B2B Marketers
Help Prospects Discover Your Website
With SlateCX you can design your web content for maximum visibility. You can ungate your content so that search and AI engines give you higher rankings and more inclusion in AI answers.
Convert More Leads
Experiment with removing forms and letting the SlateCX agent collect prospect information during the course of a natural conversation. Prospects engage more freely when they're not confronted with barriers, leading to higher quality leads and better conversion rates.
Increase Engagement
Keep prospects actively involved throughout their buyer journey. Interactive workspaces encourage exploration, team collaboration, and deeper engagement with your solutions.
Put Your Best Foot Forward
Your prospects want to do their own deep research - about solutions available to them and their strengths and weaknesses. With SlateCX they can do this while you supply the AI Agent with the most relevant information about your product and brand.
Help Your Reps Engage
When prospects are actively engaged and ready for sales interaction, SlateCX automatically invites your sales rep to join the team chat at exactly the right moment. No more cold calls - your reps enter warm conversations with prospects who are already engaged.
Native to HubSpot. No rip-and-replace.
SlateCX is a public HubSpot app. Every Slate interaction — questions asked, assets opened, stakeholders looped in — syncs to your CRM with full attribution. Lead scores update, workflows fire, sales gets pinged, and your existing HubSpot setup keeps working exactly the way it does today.
The metrics marketing & sales actually need, in one dashboard.
Stop guessing. Every Slate is tracked from creation to engagement to outcome. See active and engaged Slates, new contacts captured, and goals achieved — aggregated across all campaigns, with one click to drill into any individual Slate.
- Active & engaged Slates — see how many prospects have a live Slate and how many are actively engaging this week
- New contacts captured — track contacts created through Slate conversations, ready to flow into HubSpot
- Goals achieved per Slate — measure qualification outcomes — demo requested, pricing reviewed, stakeholder looped in
- Drill into any Slate — one click reveals the full conversation, which content the buyer engaged with, and what was captured
Every Slate engagement, on the HubSpot contact record.
SlateCX appears as a native tab on every contact in HubSpot. Marketing and sales see engagement at a glance, drill into per-campaign performance, and review every conversation between the buyer agent and the prospect — without leaving the tool they already live in.
- SlateCX tab on the contact record — sits alongside Overview, Activities, and Intelligence
- Engagement at a glance — total Slates, campaigns, score, and a breakdown of messages, cards, goals, and info gathered
- Per-campaign drill-down — expand any campaign to see goals achieved, information captured, and what content the buyer engaged with
- Full conversation review — open any session to see every message exchanged between the buyer agent and the prospect
- Two-way HubSpot sync — activity flows into contact and company records automatically; workflows fire on engagement events
The buyer engagement layer your website was missing.
Your website was built for browsing. Your CRM was built for selling. Nothing was built for the moment buyers actually evaluate you — when they're asking real questions, looping in their team, and deciding whether to engage at all.
SlateCX is that missing layer. A persistent, intelligent space where every visitor becomes a buyer, every buyer becomes a workspace, and every workspace becomes a signal your team can act on.
Buyers get clarity. You get visibility. Sales gets warm handoffs with full context.
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Open Slate"Ready to Transform Your Prospect Engagement?"
Stop chasing prospects and start engaging them on their terms. Give your prospects the collaborative experience they want while gaining the insights you need. Ready to see the difference?