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Peak Atlas

Peak Chat / SaaS demo template

Fit first.
Then the demo.

Not every demo request needs a meeting right away. This planned template asks about team and use case, offers a short tour and only leads to a call when it fits for both sides.

For which occasion?

Change the greeting. The chat preview next to it reacts instantly.

Edit all texts and details ↗Test the chat preview directly ↗
Local demo with sample data
Chat template · previewPreview reacts instantly
Peak ChatLocal demo with sample data

Hi! Let us quickly see whether we are a fit for you.

Which task should the software solve for you, and how do you do it today?

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailFirst question, details & next step
01

Your draft

Make it yours.

Additional details in the chat

The preview always asks for name, e-mail and request.

JSON file for your local draft. Not an import into Peak Chat.

01 / A good demo request

Use case, team,
fitting path.

The greeting offers help, not sales. The first question clarifies the use case. The next step is a tour or a call, depending on the answer.

01 / The greetingYour current draft

A conversation
that suits you.

Peak Chat · local preview
Hi! Let us quickly see whether we are a fit for you.

Which task should the software solve for you, and how do you do it today?

Greeting → Questions → Next step

The greeting says in one sentence what the chat helps with.

02 / The questions
4visible details
01Imię i nazwisko02E-mail03Request04Company
03 / The next stepText preview

And then?
A clear next step.

Example of a planned template. The next step would go here, nothing is sent.

Test it in the chat directly above.

02 / Three paths

Same interest.
Different stage.

First check whether it fits, click through yourself or talk directly. Switch the path and adjust greeting and questions.

Another example replaces the current demo draft.

  • 01 / FitSelected

    Is this right for us?

    Use case before feature list.

    Check fit

    „Hi! Let us quickly see whether we are a fit for you.“

    4 details · Company
  • 02 / TourSample draft

    Look around first.

    For those who want to start without a meeting.

    Short tour

    „Would you like to look around yourself first?“

    3 details · Only the basic details
  • 03 / CallSample draft

    Talk to someone directly.

    Clarify team size and timing in advance.

    Demo call

    „Happy to show you in a call.“

    5 details · Company + Preferred time

03 / Move on deliberately

Demos that are worth it.

Download your draft. Booking pages exist today in Peak Booking as a separate app. Booking directly inside the chat is planned.

Your greeting, your questions and your next step, as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Is this template already available in Peak Chat?

No. Chat templates are planned. This page shows a local preview with sample texts. Today there is the Peak Chat inbox and the guest chat from Peak Helpdesk.

Does the chat qualify leads automatically?

Not today. Lead qualification is planned. The preview only shows questions that could make sense for it.

How do prospects book a demo today?

Through booking pages in Peak Booking, a separate app. Booking directly inside the chat is planned.

Is anything saved or sent while I try it?

No. The preview runs in your browser only. Nothing is saved, sent or booked. A file is only created when you download your draft yourself.

More in Peak Chat