Convert website visitors into pipeline you can measure in HubSpot
SlateCX gives each prospect a shareable AI-assisted workspace that answers questions using your approved content, captures intent, and writes engagement and qualification back to HubSpot.
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A 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
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.
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.

"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?
