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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
A workspace for every buyer. An agent that does the work.
Your prospects are already using AI to evaluate you. SlateCX gives each one a Buyer Evaluation Agent — pursuing real goals, asking the right questions, qualifying as the conversation unfolds, and handing sales a buyer who's already done the work.
Six capabilities that make the agent feel like an agent.
It pursues an agenda.
Most AI tools are reactive — they wait for the buyer to drive. Your agent moves first. You define the goals — educate, save the slate, build a business case, book a meeting — and it sequences them, watches for the right moment, and pivots from education to qualification on its own.
It asks what forms can't.
A 12-field form is a roadblock. The agent is a conversation. It surfaces dynamic prompt pills tuned to what the buyer just asked, picks up name and email when buyers naturally share them, and gathers the qualifying details your CRM has never seen — without ever asking "what's your job title."
Every buyer gets their own slate.
Not a chatbot dropped on a generic page — a workspace tuned to who's looking at it. Each entry point can lead with different content. HubSpot analytics history shapes what the agent prioritizes. And the slate persists across visits, so a returning buyer never restarts from zero.
It scores the buyer as they engage.
Define what "qualified" looks like for your business, and the agent tracks progress silently across every turn. The moment the buyer crosses a threshold — committee size, budget signal, timeline, ICP fit — it triggers handoff. No batch scoring. No 24-hour delay. No cold lead by the time sales calls.
It signals sales the moment it matters.
The right rep gets the right alert in the right channel, with full context: what the buyer asked, who else is in the buying group, what they pushed back on, what to send next. Slack and Teams for live signal. HubSpot for native app events that drive workflows. The handoff happens warm.
It tells you what buyers actually want.
Forms tell you a name. The agent tells you the truth: the questions buyers keep asking, the objections that keep coming up, the answers that work and the ones that don't. Conversational transparency means marketing finally sees what its messaging is doing — and what it isn't.
Marketing has never been this defensible.
The platform beneath the agent.
Cards, demos, and content that pulls weight.
A Slate isn't a brochure — it's a workspace. The agent pushes the right asset at the right moment: visual link cards, Walnut and Storylane demos, pinned answers, PDFs that zoom, and curated card libraries you can generate in minutes.
External link cards with images
Visual cards with an image preview and a button to an external URL. High-impact CTAs that feel brand-native, not pasted-in.
Walnut & Storylane demo embeds
Drop your existing interactive product demos in as native card types. Keep the demo tool you've invested in — no re-platforming.
Pin assistant answers as cards
When the agent produces a great summary, one click saves it as a reusable card. Capture insights without rewriting them.
Generate from selected sources
Don't generate cards from a whole folder. Pick the specific pages and docs that matter — launch with a clean library, not a cleanup project.
Bento grid + filmstrip browsing
Drag-resize, reorder, scan. Visual, flexible, fast on desktop. Focused, readable ratios on mobile.
Zoom & pinch-to-zoom on media
PDFs, diagrams, screenshots — tap or pinch to zoom in. Long-form and visual content gets the inspection it deserves.
Drops onto any page. Feels native to your site.
A drop-in script renders a branded launcher and in-page wallet on your website. No rip-and-replace, no migration plan. Keep your existing forms if you want — and upgrade what happens after them.
Drop-in embed widget
One script. A floating launcher. An in-page wallet. Pre-applied with your tenant branding so it looks like you built it.
Admin embed preview
Generate a production-ready snippet from Admin in two clicks. Copy. Paste. Ship. No engineering dependency to get started.
Entry-point personalization
Link multiple assets to an entry point. Auto-open the most important one on desktop. Each landing page leads with the right answer.
Host-page navigation for card links
When a buyer clicks a citation in the embed, the host page navigates — not the iframe. Feels native, admins control the allowlist.
Embed-to-desktop handoff
When a card is too rich for a small iframe, the experience invites the buyer into the full slate. No more cramped reading.
Brand-matched theming
Slate title, font size, accent colors — all tenant-configurable. The experience matches your brand standards, not ours.
Built for buying committees, not lone shoppers.
B2B buying committees average 6–10 stakeholders. SlateCX turns the crowd into an asset: one workspace, every stakeholder, one source of truth. Forwarded internally. Updated centrally. Always current.
Reusable share link
One stable link, shared once, evolves with the deal. Stakeholders always land in the latest version.
Same-slate participant invites
No child-slate copies. Each participant joins the same slate with their own thread — cleaner attribution, easier lifecycle.
Team chat panel + members tab
A collapsible internal channel inside the slate. AEs, SEs, and CS coordinate live — and see who's involved at a glance.
Share any card to team chat
Spotted something a colleague should see? Drop the card into the internal thread without leaving the workspace.
Copy-paste graphical email CTA
Reps generate a branded button matching your theme and paste it into 1:1 outreach. Inbox-to-slate continuity with no broken links.
Secure email handoff with signed token
HubSpot emails carry a SlateCX-signed token, so recipients are identified the moment they land. Higher conversion, no fragile cookies.
Lives inside HubSpot. Not next to it.
Every meaningful slate interaction becomes a HubSpot signal — at the contact, account, and deal level. Native app events, not freeform notes. Synced contact properties. Per-goal and per-question dynamic fields. The CRM finally sees the middle of the funnel.
Native HubSpot app events
Activity logs as proper HubSpot app events — not notes. Cleaner segmentation, real automation triggers, reliable workflow inputs.
Contact property sync
Identity, SlateCX analytics properties, per-goal fields, per-question fields — all flowing into HubSpot records as the conversation unfolds.
Expanded HubSpot personalization context
The agent uses HubSpot web analytics history to tailor the experience. Personalization without manual segment setup.
Wallet activity signals to HubSpot
Card views, form submits, meeting bookings — posted as timeline signals so reps see engagement where they already work.
Background file imports
Large content imports run as durable jobs with progress, cancel, and stable results. Onboarding doesn't get blocked by a stuck spinner.
HubSpot Marketplace listing
Install directly from the HubSpot App Marketplace. Pre-approved, pre-scoped, ready to deploy with your existing portal.
Approved knowledge. Audited actions.
Marketing owns the message. Admins own the controls. Every answer comes from content you approved. Every privileged action is logged. Every tenant runs MFA-protected. No hallucinated claims about your product. Ever.
Approved-content answers only
The agent answers from sources you've curated — not the open web. No fabricated capabilities. No invented pricing.
MFA for privileged admins
Passkey or TOTP required for super admins and tenant admins, with configurable policy. Reduce blast radius from any credential compromise.
Authoritative domain sources
Normalize what the agent can cite to whole domains, not granular URLs. Less duplication, easier maintenance, predictable answers.
Sources & card library overhaul
Nested folders, breadcrumbs, quick filters, batch operations with dependency previews. Routine cleanup gets fast — with safety rails.
Deterministic card generation
Cards generated from DOM geometry, not volatile screenshot ranking. Regenerate confidently. Get the same result. Trust the library.
Campaign readiness validation
Accordion-style authoring with real-time validation and minimum publish requirements. Clearer progress, fewer publish-day surprises.
It's a buyer-led sales platform that lets prospects research, evaluate, and buy at their own pace — the ultimate hybrid between product-led and sales-led GTM.
One workspace. Three perspectives. Built on a foundation you can trust.
SlateCX isn't a chatbot bolted to your CMS. It's a buyer engagement layer that sits between your content, your CRM, and the conversation. Three perspectives, one underlying system.
A persistent, personalized workspace
One slate per account or prospect. Bookmark it, return to it, forward it to the rest of the buying group. Conversation, content, and team — all in one place, never reset to zero.
Real-time intent, in the tools you use
Slack and Teams for live signal. HubSpot for native events and properties. Reporting for the trend. The right teammate sees the right alert at the right moment.
Approved content. Audited control.
Source governance, MFA, deterministic generation, structured sources, full activity logging. The agent never invents. The library never drifts. Compliance never blocks the launch.
Your prospects are already using AI to evaluate you. Meet them there.
See SlateCX in action with a slate built for a company that looks like yours. No forms, no scheduling friction — just an agent ready to answer your real questions.
Slate available in a new tab
This Slate is configured to open in a dedicated tab for the best experience. Click below to enter the workspace.
Open SlateOne platform. Five ways to turn conversations into pipeline.
SlateCX is more than a chatbot. It's a Buyer Engagement Platform with persistent workspaces that your buyers and customers come back to — on your website, after every meeting and event, and inside the products they already use.
A Buyer Agent that builds the prospect's journey — and remembers it.
Drop SlateCX onto any page. As prospects ask questions, the agent quietly builds them a personal Slate — saving content, capturing context, and waiting for their return. No login. No starting over.
What's different
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Every conversation becomes a Slate The agent doesn't just chat — it curates. Each relevant doc, video, or template gets pinned to the prospect's personal workspace.
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Persistent across visits When the prospect returns — same browser, same device, or via a magic link — their Slate is waiting. Conversation history, saved assets, all of it.
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Captures journey signal, not just transcripts Sales sees what the prospect asked, which assets they opened, where they stalled, and which use cases lit them up — before the first call.
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Hands off to sales when intent fires Pricing pages, demo asks, ROI questions — the agent recognizes signal and routes to the right rep with full context attached.
Wake up cold prospects with a workspace built just for them.
SlateCX reads activity history from HubSpot — pages visited, emails opened, content downloaded, sales conversations — and uses it to assemble a personalized Slate. Send the link. Watch the dormant pipeline come back.
How it works
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Pulls full activity from HubSpot Page views, email engagement, form submissions, prior chat history, sales notes, deal stage — every signal HubSpot has on the contact is fair game.
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Generates a personalized workspace The agent assembles content, recommendations, and conversation starters based on the prospect's specific journey — not a generic email blast.
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Delivered via the channel that already works Embed the Slate link in your HubSpot sequences, sales outreach, or LinkedIn DMs. One click, no login, instant relevance.
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Writes engagement back to HubSpot Every question asked, asset opened, and minute spent in the Slate becomes a HubSpot activity. Lead scores update. Workflows fire. Sales gets pinged.
A bespoke Slate for every target account. Run hundreds in parallel.
Spin up one Slate per account in your ABM list — each with the content, conversation paths, and CTAs tuned to that buyer. Marketing sees who's engaging. Sales walks into the call already warm.
Why teams love it
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One Slate per account, generated in bulk Upload your ABM list. SlateCX assembles a personalized workspace for each — branded, named, and pre-loaded with content matched to industry, stage, and use case.
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Multiple stakeholders, one shared workspace Champion, economic buyer, end user — they all land in the same Slate with role-aware content. The account engages as a buying committee, not a string of disconnected leads.
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Engagement signal marketing can actually use See which accounts are heating up at a glance — what they asked, what they watched, who's looped in. Replace vague "intent data" with first-party conversation signal.
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Warm handoff to sales, with full context When an account crosses an engagement threshold, the rep gets pinged with a summary: who's involved, what they care about, where the gaps are. No more cold "just checking in" emails.
Send a Slate, not a follow-up email no one reads.
After every meeting, demo, booth scan, or webinar — drop the attendee or buying team into a persistent Slate with the notes, action items, content, and proposals from the conversation. Then let them come back on their schedule, not yours.
What this replaces
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The dead "great chatting today!" email Reps send a Slate link instead. Notes, action items, the proposal, the recording — all in one shared workspace the buyer can actually navigate weeks later.
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Forwarding chains across the buying team One Slate, shared with the whole committee. Champion, economic buyer, IT — they each land in the same workspace, with role-aware resources surfaced for each.
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The follow-up that goes cold by Friday The Slate is persistent. The buyer can come back three weeks later, with budget cycles aligned, and pick up exactly where they left off — no "remind me what we discussed?" thread.
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Lead retrieval and post-event blasts Scan a badge at the booth and the attendee is in their Slate within seconds. Webinar registrants get one auto-built with the recording, slides, and a path forward.
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Vague "intent" reporting Every Slate carries the source — meeting, demo, booth, webinar — straight into HubSpot. Finally see which events and which reps actually source pipeline.
Give your customers an AI copilot inside your SaaS — without building one.
Embed the Slate Agent directly in your product UI to onboard new users, train them on features, and answer questions in context. Configured from your existing docs and content, live in days — without your team building an in-product copilot from scratch.
What you get
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Context-aware onboarding The agent sees what page the user is on and what they're trying to do. Help is proactive, not buried in a knowledge base.
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Trains users on new features Ship a feature, update the Slate, and your customers learn it without a single webinar. Walkthroughs adapt to their role and usage.
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Deflects support tickets Most "how do I…" tickets never reach your inbox. The agent answers in-product using your docs, then escalates only what it can't solve.
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Drops in with a single embed One script tag, a config file, and your help center as a source. No frontend rebuild. No vendor lock-in on your UI framework.
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Surfaces product signal What are users stuck on? What features get the most questions? Every conversation is a usability study — without the scheduling.
One platform. Five places it pays off.
Run all five at once, or start with the use case that hurts most. The same Slate engine, the same content library, the same HubSpot sync — five new surfaces for your buyers and customers.
Slate available in a new tab
This Slate is configured to open in a dedicated tab for the best experience.
Open SlateHelp 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.
