- 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
Looking to start with this month
03 - Handover
Sales Rep Alerted
High Intent Lead
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.
- Process
How it works
From first contact to qualified opportunity, EngagePilot automates every step—so your team can focus on closing more deals.
1
Lead enters Salesforce
- Website forms
- Facebook Lead Ads
- Google Ads
- Manual entry
- API
2
AI Starts the Conversation
Within seconds EngagePilot sends a personalised SMS and begins a natural conversation with the customer.
3
AI Understands Customer Needs
The AI:
- Answers questions
- Explains products
- Handles objections
- Learns customer requirements
- Qualifies opportunities
- Collects additional information
4
Salesforce Updates Automatically
Every interaction updates Salesforce with AI-generated insights including:
- Conversation Summary
- Sentiment
- Intent
- Buying Stage
- Product Interest
- Urgency
- AI Score
- Recommended Next Action
5
Sales Team Takes Over at the Right Time
Instead of chasing every lead, your team receives qualified opportunities complete with conversation history, AI insights, and recommended actions.
- How It Works
From Lead to Qualified Opportunity
Step 1 – Lead Enters Salesforce
Leads from your website, ads, social channels, APIs, or manual entry are automatically captured in Salesforce.
Step 2 – AI Starts the Conversation
EngagePilot instantly sends a personalised SMS and begins a natural, two-way conversation with the lead.
Step 3 – AI Qualifies the Lead
The AI answers questions, understands customer needs, qualifies opportunities, and gathers key buying information.
Step 4 – Salesforce Updates Automatically
Every conversation is logged in Salesforce with AI-generated summaries, lead insights, sentiment, and recommended next actions.
Step 5 – Sales Team Takes Over
When a lead is sales-ready, your team is notified with the full conversation history and AI insights to close the opportunity faster.
- Customer Success
What Businesses Can Expect
- Faster first-response times
- More qualified sales conversations
- Higher meeting booking rates
- Improved CRM data quality
- Reduced manual follow-up
- Better visibility into customer intent
- Increased sales team productivity
- SECURITY
Security & Compliance
Your business data is handled securely with enterprise-grade practices.
Secure API Integrations
Encrypted Communication
Role-based access controls
Salesforce-native integration
Audit trail of customer interactions
Configurable data retention policies
- Use Cases
Ideal Use Cases
Sales Teams
Instant lead engagement, automatic qualification, and meeting booking.
Customer Service
Answer common questions instantly and reduce support workload.
Real Estate
Respond to property enquiries and book inspections.
Healthcare
Answer patient questions and schedule appointments.
Education
Handle student enquiries and provide course recommendations.
Professional Services
Capture leads, qualify opportunities, and book consultations.
- The Challenge
Businesses Lose Customers Because They Respond Too Slowly
Today's customers expect immediate responses.
Unfortunately, many businesses:
- Take hours to respond to new enquiries
- Miss leads outside business hours
- Lose opportunities because follow-ups are inconsistent
- Spend valuable sales time answering repetitive questions
- Lack visibility into customer intent and buying signals
- Have CRM records that are incomplete or outdated
Every minute of delay reduces the chance of converting a lead into a customer.
- The Solution
Meet EngagePilot
From the moment a new lead enters Salesforce, EngagePilot engages, qualifies, and nurtures every conversation automatically. It works around the clock to help your team respond faster, uncover buying intent, and focus on closing the right opportunities.
Instant AI Conversations
AI-Powered Answers
Intelligent Qualification
Intent & Urgency Detection
Meeting Scheduling
Salesforce Auto Updates
AI Sales Insights
Smart Sales Alerts
- Pricing Plans
Simple, Transparent Pricing
Choose the plan that fits your business. Every EngagePilot plan includes AI-powered SMS conversations, native Salesforce integration, automated lead engagement, and enterprise-grade security to help your team convert more leads with less effort.
Starter
Perfect for small businesses getting started with AI-powered customer engagement.
$
99
/month
- AI-Powered SMS Conversations
- Up to 500 Conversations / Month
- Instant Lead Response
- Calendar & Meeting Booking
- Native Salesforce Integration
- Automatic CRM Updates
- Basic Analytics Dashboard
- Email Support
Most Popular
Growth
Ideal for growing businesses looking to automate lead engagement at scale.
$
199
/month
- Everything in Starter
- Up to 2,500 Conversations / Month
- Advanced AI Lead Qualification
- Meeting Scheduling Automation
- Advanced Analytics & Reports
- Custom AI Workflows
- Priority Support
- Multi-User Access
Enterprise
Built for large organizations with advanced workflows, compliance, and high-volume engagement. Price
$
399
/month
- Unlimited AI Conversations
- Unlimited Users
- Custom AI Training
- Advanced Salesforce Automation
- Dedicated Account Manager
- API & Custom Integrations
- Enterprise Security & Compliance
- Premium 24/7 Support
- 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
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.
- Pricing Plans
Simple, Transparent Pricing
Choose the plan that fits your business. Every EngagePilot plan includes AI-powered SMS conversations, native 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
Everything Included
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
Everything included, no hidden fees
- Pricing Plans
Simple, Transparent Pricing
Choose the plan that fits your business. Every EngagePilot plan includes AI-powered SMS conversations, native 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
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
Simple monthly subscription. No lock-in contract.