AI Form
Several fields, asked one by one. Each answer is saved on its own, and the buyer reviews the record before it is submitted.
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Best for
Name, company size, budget, and timeline
AskHandle sales and lead capture
Answer the question.
Keep the lead.
Buyers write about plans, pricing, and fit. AskHandle answers from the offer your team already stands behind, then saves the details as fields. When the next step is a meeting or a person, your team receives the lead instead of a buyer starting over.
AI Form · lead intake
Name
Alex Johnson
Company size
40 people
3
Budget range
Typing…
4
Preferred demo time
Not yet asked
Each answer saves to its own field. The buyer can correct it before the flow moves on.
The problem
A transcript is not a lead
Most buyers ask something your plans already answer. The damage is a reply that is not in those sources, or a rep who has to ask for company size, budget, and timeline again.
01
The answer has to come from your offer
A buyer asks which plan fits a team of 40. AI Answer explains that fit from your plan guide or pricing sheet. It does not invent a discount the source does not allow.
02
The details have to be fields, not a transcript
Company size, budget, and timeline are saved as separate values. Your team can filter and route on them. A sentence in the conversation is not a lead record.
03
The buyer is still on the page
They compare vendors while the tab is open. AskHandle answers, collects the missing fields, and can book a time before a person joins.
04
A form stops when the buyer asks something else
A static form breaks when a visitor asks a question instead of filling a box. The conversation answers that question, then picks the intake back up.
One buyer, the same evening
From the pricing question to a next step
This is the same conversation, on the website messenger or on WhatsApp. Each step is an AskHandle skill you turn on.
- 01
The buyer asks about fit
A message arrives on your website messenger, a shareable chat page, or WhatsApp.
- 02
Router separates the path
Router keeps sales interest in qualification. An existing customer who needs help is sent to support instead.
- 03
The offer answers first
Document Search finds the plan passage. Data Search reads an exact price or service area. AI Answer explains that source and does not offer a discount the source does not allow.
- 04
- 05
A meeting is booked, or a person takes the lead
AI Answer with Scheduling checks connected calendar availability, offers open times, and books the meeting in the conversation. Custom pricing goes to Human Handoff with those fields attached.
What the team keeps
An answer for them. A record for you.
An answer from your offer
Plan and pricing questions are answered from your sheets and guides, including after hours.
A lead record, not a transcript
Name, company size, budget, and timeline arrive as separate fields your team can route on.
A meeting inside the thread
AI Answer with Scheduling offers open times from the connected calendar and books the meeting in the conversation.
A person for the custom deal
Enterprise pricing, contract terms, and anything that needs judgment go to your team with the fields already collected.
When a person takes over
Your team gets the lead, not a blank thread
AskHandle runs the known answer and the intake. Your people keep custom pricing, negotiation, and anything that needs judgment.
The known path finishes first
Plan fit, documented pricing, and the fields a lead needs are done before a person joins.
Reps take the judgment calls
Custom pricing, contract terms, and enterprise requests arrive with the fields already collected.
The path gets sharper
When a question keeps reaching a person, update the source or the Router path. The next buyer gets that path.
Typical conversations your agent handles alone
- We're a team of 40. Which plan fits that size?
- Can you book a 20-minute demo for next week?
- What's included in Professional vs Growth?
- Do you support WhatsApp for our customer channel?
- Can I get pricing for a multi-location rollout?
Custom pricing, contract terms, and anything that needs judgment can route to your team with the conversation attached.
Where buyers already are
The same run, on the website and on WhatsApp
A visitor can ask from the page they are on, or from WhatsApp after the office has closed. The answer is still tied to your offer, and the lead still reaches your team. See the website messenger and WhatsApp.
On the page they are reading
They ask about the plan in front of them. The agent answers from that offer, then continues the intake on your website messenger.
On WhatsApp, after the office closes
The same qualification runs after hours. The first answer is still tied to your pricing, and the fields are the same ones.
One record, either way
Company size, budget, and timeline are saved as fields whether the conversation started on the site or on WhatsApp.
How teams begin
Go live on the plans you can already explain
01
Put the offer in AI Answer
Add your tone, plans, and the questions buyers ask. Publish on the website messenger or on WhatsApp.
02
Point the agent at the full source
Add Document Search for plan guides and pricing PDFs. Add Data Search when the answer is a field, such as a price or a service area.
03
Give the lead a next step
Use AI Form or Question for the fields. Use AI Answer with Scheduling when a meeting should be booked. Use Router and Human Handoff when a person should take a custom deal.
Questions
Before you put it in front of buyers
What this sales run covers, how answers stay tied to your offer, and when your team takes over.
How is this different from a website form?
A form waits for boxes to be filled. AskHandle answers the plan or pricing question first, then collects only the fields that change the next step. If the buyer asks something else midway, the conversation answers it and returns to the intake.
What is the difference between AI Form and Question?
AI Form asks several fields in order, saves each answer, and lets the buyer review the record before it is submitted. Question asks for one missing value and checks the format of the reply. Use AI Form when the lead needs a set of fields. Use Question when only one detail is missing.
Can AskHandle book a sales call in the conversation?
Yes. AI Answer with Scheduling checks connected calendar availability, offers open times, collects the required details, and books the meeting in the conversation.
Will this replace my sales team?
No. AskHandle answers from your offer, collects the fields, and books a standard next step. Your team handles custom pricing, contract terms, and anything that needs judgment. Those leads arrive with the conversation and the fields already collected.
Does the same flow run on the website and on WhatsApp?
Yes. The same qualification runs on the website messenger and on WhatsApp. Router can send an existing customer who needs help into support instead of keeping them in the sales flow.
Keep the next step in the conversation.
Connect the plans and pricing your team already stands behind. AskHandle answers from them, collects the fields, and books the next step or hands the lead to a person.