DEPLOYING

// Trial User Qualifier (SaaS Only)

Scout

Qualifies trial users the moment they call. Gets the right info.

Deploy ScoutSee full roster
Scout — Trial User Qualifier (SaaS Only)

// WHAT SCOUT DOES

Scout is an agent that qualifies trial users during their first inbound call. The moment a trial signup call arrives, Scout asks the right discovery questions — company size, use case, team, timeline, budget — and captures the data that matters for onboarding. He asks like a sales engineer, not a chatbot. Every trial qualification is logged to your dashboard with structured fields, so your onboarding team knows exactly what to focus on during the trial. Scout is available on the Pro and Elite tiers.

// HOW SCOUT WORKS

Five steps. Fully autonomous.

  1. 01

    Trial signup call arrives

    A new trial user calls or books a demo call. Scout activates on that inbound event.

  2. 02

    Discovery questions asked

    Scout asks about company size, use case, current tools, team structure, timeline, and budget. He asks like a sales engineer, not a script.

  3. 03

    Answers captured

    Every answer is captured and structured. Company name, team size, use case, timeline, estimated budget all land in your SaaS dashboard.

  4. 04

    Logged to dashboard

    Your onboarding team sees the full qualification profile before the trial even starts. They know exactly what to demo, who to focus on, and what timeline to work with.

  5. 05

    Onboarding team prepared

    With Scout's data in hand, your onboarding team can personalize the trial experience and track against the qualification data throughout.

// MARKETS

Scout across every vertical

Same agent. Vertical-specific intelligence. Deployed differently in each market.

SaaS

Trial Qualifier

Asks the right discovery questions during trial signup calls. Captures company size, use case, team, timeline, budget. Logs structured data to your dashboard.

// INFRASTRUCTURE

What powers Scout

Retell AI (call handling)
Claude (discovery questions)
Supabase (qualification data storage)
Vercel Functions (dashboard logging)

// DEPLOY SCOUT

Ready to put Scout to work?

30 minutes. We map your pipeline, show you exactly what Scout handles, and deploy within minutes of signup.

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