Peak Chat / For SaaS
The demo is booked.The first fifteen minutes are guesswork.
Anyone evaluating software usually has a concrete question: integrations, permissions, rollout. The plan is for Peak Chat to answer such questions from your product content, understand the use case and hand a demo request with context to the right team. Contacts then live in Peak CRM, which exists today as its own app.
Put the goal into words. Add perspectives and timing right below.
Explore the planned flow with a local example.
Question / context / next step
What the demo should know.
- The question
- What does the visitor want to know before the demo?
- The handoff
- Who answers when it gets technical?
- The next step
- What happens after the chat?
Your small trial run
From a visitor question to a demo note.
Fill in the working example and see how question, handoff and next step fit together. Everything stays in this open preview only.
Local working example · nothing is saved or sent. Please don't enter personal data.
Three thoughts. A better demo.
Draft · not yet put together
- The question
- Still open
- Takes over
- Still open
- The next step
- Still open
From the question to a prepared demo
The use case first. Then the demo.
The order turns an anonymous request into a prepared conversation. That's how the flow is planned.
- 01Occasion
A visitor is evaluating you.
The questionWhat does the visitor want to know before the demo?
On the pricing or features page a question comes up. The plan is for the chat to answer it from your product content and name the source.
Question → answer with source - 02Action
Understand the use case.
The handoffWho answers when it gets technical?
Team size, existing tools, timeframe: the chat is meant to ask only what you defined and hand technical questions to a person.
Tool → defined questions - 03Result
A demo with context.
The next stepWhat happens after the chat?
The request is meant to land with the right team, summary included. The note here is a local preview.
Sample artifact → demo note
What you can already see today
See the demo request as a simulation.
The live demo plays through a conversation with example data. Today the Peak Chat inbox brings conversations from e-mail, Slack, Teams and WhatsApp Business together per person.
See the live demoPeak Chat / Your next step
A good demo starts before the meeting.
Take the question that comes up first most often in your demos and check it in the example.
Start the SaaS example
A demo with context.
What happens after the chat?
Frequently asked questions
Is there an API for Peak Chat?
Not yet. A developer API is planned.
Can the chat answer technical questions?
The plan is for it to answer from approved product content and hand technical questions to a person. That's not available today.
What can I use today?
The Peak Chat inbox, which brings conversations from Gmail, Outlook, Slack, Teams and WhatsApp Business together per person.