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Your prospects are already using AI to evaluate you. Meet them there.
SlateCX is more than a chatbot. It's a persistent workspace your buyers and customers come back to — on your website, after every meeting and event, and inside the products they already use.
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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
"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?