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  • Lead Engagement

Turn Every Salesforce Lead Into a Conversation — Automatically

EngagePilot uses AI to instantly engage new leads by SMS, answer questions, qualify buying intent, book meetings, and update Salesforce — 24/7.

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  • Our Partners

Trusted by great companies.

From start-ups to telco giants, we help businesses of all sizes get the most out of their Salesforce experience.

Assure Logo
Clipped
4EON
Freeman Law
Scibble Finance
Zonprep
Jag Finance Consultants
Priority One
Foxit
Channel Payments
  • AI Analysis

AI LEAD INTELLIGENCE

Lead Score:  87 / 100 

High Intent

Buying Stage: Decision

Sentiment: Positive

Urgency: This Month

Recommended Action: Send Meeting Link

  • Salesforce Intelligence

Every Conversation Becomes Salesforce Intelligence

EngagePilot — Salesforce Lead Intelligence

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  • Built for Salesforce

Built for Salesforce. Not Another Disconnected AI Tool.

EngagePilot connects AI-powered conversations directly with Salesforce, giving sales teams complete conversation history and AI-generated lead intelligence without creating another disconnected sales system.

✦
One Connected
Sales Journey
Salesforce → AI → Customer → Intelligence → Human
01 · CAPTURE
☁
Salesforce Lead
New lead enters Salesforce with verified SMS consent
02 · ACTIVATE
✦
EngagePilot AI
AI instantly starts the conversation
03 · ENGAGE
◌
SMS Conversation
AI answers questions and engages the lead
04 · QUALIFY
✦
AI Qualification
87/100
HIGH INTENT
05 · SYNC
✓
Salesforce Updated
AI intelligence written back
06 · HANDOFF
♙
Sales Rep Takes Over
Human conversation when it matters
  • AI Human Handover

AI Handles the Conversation. Your Team Steps In When It Matters.

EngagePilot handles repetitive conversations automatically, then brings your sales team in when a lead is ready to talk.

01 - AUTOMATED

AI Conversation

Can you tell me about pricing?

Absolutely. Our plans start from $X. Would you like me to arrange a quick conversation?

Question answered automatically

02 - Qualified

Qualified Lead

AI Lead Score
87/100
Intent
High
Stage
Decision

Looking to start with this month

03 - Handover

Sales Rep Alerted

🔥

High Intent Lead

Sarah is ready to talk

SCORE
87/100

INTENT
High

STAGE
Decision
View Conversation

04- HUMAN

Human Conversation

Sales rep takes over.

With the complete context already prepared.

Conversation history

AI summary

Lead score & intent

Recommended next action

BEFORE THE HANDOVER, ENGAGEPILOT HANDLES

Initial Engagement

Customer Questions

Lead Qualification

Follow-ups

Meeting Link Delivery

WHEN A LEAD IS READY

Your team gets the full context.

No digging through messages. No guessing what the prospect wants. Everything the sales rep needs is ready before they take over.

Conversation

History ✓

AI Summary

Ready ✓

Lead Score

87/100

Intent

High

Buying Stage

Decision

Next Action

Contact Now

EngagePilot handles the work. Your team handles the opportunity.

AI supports your sales team — it doesn't replace them.

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product overview
  • PRODUCT OVERVIEW

EngagePilot Overview

EngagePilot is an AI-powered SMS engagement platform built exclusively for Salesforce. It engages every lead within seconds, answers customer questions, qualifies prospects, books meetings, and automatically updates Salesforce records. With intelligent automation working around the clock, your sales team can focus on building relationships and closing more deals instead of handling repetitive tasks.

  • AI-Powered Conversations
  • Instant Lead Engagement
  • Smart Meeting Booking
  • Deep Salesforce Integration
  • Actionable Insights
  • Automatic CRM Updates
  • Key Benefits

Why Businesses Choose EngagePilot

  • Respond to every enquiry within seconds
  • Never miss after-hours leads
  • Improve customer experience
  • Increase meeting bookings
  • Reduce manual work
  • Keep Salesforce automatically updated
  • Give sales teams AI-powered insights
  • Scale customer engagement without increasing headcount
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Customer Success
  • features

Product Features

Instant AI Conversations

  • Respond to every enquiry within seconds.
  • No delays.
  • No missed opportunities.

AI Qualification

Automatically determines:

  • Customer intent
  • Budget
  • Timeline
  • Product interest
  • Buying stage
  • Lead quality

AI Sentiment Analysis

Understands whether customers are:

  • Positive
  • Neutral
  • Frustrated
  • Interested
  • Ready to buy

AI Analytics

Track:

  • Response Time
  • AI Engagement Rate
  • Meetings Booked
  • Qualified Leads
  • Customer Sentiment
  • Lead Scores
  • Conversion Trends

AI Recommendations

EngagePilot suggests the next best action, such as:

  • Call the customer
  • Schedule a meeting
  • Send pricing
  • Follow up tomorrow
  • Escalate to a sales representative

AI Knowledge Base

Upload:

  • PDFs
  • Word Documents
  • FAQs
  • Policies
  • Product Information
  • Pricing Guides
  • Training Manuals

The AI uses your approved business knowledge to answer customer questions accurately and consistently.

Meeting Scheduling

When a customer is ready, EngagePilot can send a booking link and help schedule a meeting with your sales team.

Complete Salesforce Timeline

Every SMS conversation is automatically logged against the relevant Lead or Contact, providing a complete interaction history for your team.

  • Integration

Salesforce Integration

Built specifically for Salesforce.

EngagePilot automatically:

salesforce integration

Updates Leads

Updates Contacts

Creates Activities

Stores Conversations

Generates AI Summaries

Updates Custom Fields

Triggers Salesforce Flows

Supports Agentforce workflows

Supports Sales Cloud

Supports Service Cloud

Supports Experience Cloud

  • Video

Watch the Product Demo

video thumbnail
  • Pricing Plans

Simple, Transparent Pricing

Choose the plan that fits your business. Every EngagePilot plan includes AI-powered SMS conversations, Deep Salesforce Integration, automated lead engagement, and enterprise-grade security to help your team convert more leads with less effort.

AI Lead Engagement for Salesforce

Engage Pilot

Turn every new Salesforce lead into an intelligent conversation

$299
/month
Plus applicable SMS carrier and usage charges.
No lock-in contract

Simple monthly subscription.

10 Features

AI SMS Conversations

Engage new leads automatically

Lead Qualification

Identify buying intent automatically

AI Lead Scoring

Prioritize your best opportunities

Salesforce Updates

Keep CRM records automatically updated

AI Conversation Summary

Give sales reps instant context

Knowledge Base

Answer questions from your content

Meeting Booking

Let qualified leads book meetings

Automated Follow-ups

Keep leads engaged automatically

Human Handover

Bring your team in when it matters

Conversation History

Keep every interaction available

Built to work with your existing Salesforce org

Connect EngagePilot to Salesforce and get up and running quickly — without replacing your existing CRM.

Simple monthly subscription. No lock-in contract.

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  • Get STARTED

Start Your Conversation With EngagePilot

Tell us about your enquiry and we'll get back to you. If you choose to receive SMS messages, we'll use your consent to communicate with you regarding your enquiry, appointments, reminders and follow-up communications.

SMS messages are only sent when you provide consent through the opt-in checkbox.

  • FAQ

Frequently Asked Questions

Does EngagePilot replace my sales team?

No. EngagePilot complements your team by handling initial engagement, answering common questions, qualifying leads, and surfacing buying signals. Your sales team focuses on high-value conversations and closing deals.

Yes. You can upload product guides, FAQs, policies, brochures, and other approved business content. EngagePilot uses this knowledge to provide accurate, consistent responses.

Yes. EngagePilot is built with Salesforce in mind and automatically logs conversations, updates records, creates activities, and enriches CRM data with AI-generated insights.

Absolutely. EngagePilot is available 24/7, ensuring every enquiry receives an immediate response, even when your team is offline.

Yes. You can tailor greetings, qualification questions, tone of voice, escalation rules, knowledge sources, and workflows to match your business processes.

  • GET STARTED

Ready to Transform Your Customer Engagement?

EngagePilot helps businesses respond faster, qualify smarter, and convert more leads with AI—all while keeping Salesforce up to date automatically.

Whether you're looking to improve lead response times, reduce manual effort, or deliver exceptional customer experiences, EngagePilot gives your team the tools to scale with confidence.

Ready to modernise your client communications?

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