Tailo AI

An embedded sales agent that demos, qualifies and books meetings in chat

Beginner
Screenshot of Tailo AI, An embedded sales agent that demos, qualifies and books meetings in chat

What is Tailo AI?

Tailo AI is an AI chat bot tool. Tailo AI embeds a page-aware sales agent on your website that runs personalised product demos, qualifies visitors with SDR-style questions, scores intent in real time and books meetings inside the chat, then pushes approved leads to your CRM and Slack.

Tailo AI is an embedded sales agent for company websites, built to convert demo-ready traffic that would otherwise leave through a static page or a request form. The product positions itself against generic chatbots: instead of waiting for a question and replying with canned answers, Tailo runs page-aware, guided micro-demos and pricing walkthroughs, asks qualification questions about budget, timeline and use case, and books a meeting inside the conversation without redirects. The mechanics are progressive. A visitor can identify themselves with a business email, which is optional, and Tailo then enriches the profile with role, company context and intent signals. That enrichment drives which proof points, videos, pages and demo paths the visitor sees. Behaviour on the page feeds back into the flow, so the agent responds to what someone actually does rather than following one fixed script. Leads are scored on fit and intent in real time, and high-intent ones are handed to sales with the conversation context attached. The tool is aimed at B2B marketing and sales teams with enough site traffic to justify automation, particularly where inbound demo requests queue up faster than reps can triage them. It sits on top of the existing stack rather than replacing it: Tailo embeds on current pages and pushes approved lead data into CRM and Slack. Setup is described as a matter of days, configured around the product, ideal customer profile and goals. A public ROI calculator lets teams model a claimed 11 percent lift on booked demos before committing. The company also markets a separate decisioning product for retail customer value, with named clients including Silpo, Askona, Keells, X5 Group and Woolworths. Buyers evaluating Tailo as a sales chatbot should treat the two offerings as distinct and confirm which one a quote covers.

How do you use Tailo AI?

  1. 1Review the live demo chat
    Open the site and work through the embedded Tailo conversation to see how it opens, asks what a visitor wants more of, and moves toward a meeting.
  2. 2Scope the use case and ICP
    Decide which pages the agent will cover and define the product, ideal customer profile and goals it should be configured around.
  3. 3Request a tailored quote
    Pricing depends on traffic, pages and integrations, so the team quotes per setup. Book a call or email to discuss requirements.
  4. 4Configure qualification logic
    Agree the qualifying questions, scoring rules and thresholds that decide when a lead is routed to sales rather than kept in the chat.
  5. 5Embed and connect the stack
    Place the agent on your pages, then connect CRM and Slack so only approved lead data is passed through to the team.
  6. 6Run holdout checks
    Compare booked demos and lead quality against your previous form-based flow to see whether the agent genuinely adds pipeline.

Pros and cons

Pros

  • Guided, page-aware demos replace a passive Q&A chatbot with a structured sales conversationAI
  • In-chat booking removes the form and redirect step where high-intent visitors typically drop offAI
  • Real-time fit and intent scoring routes good leads to sales with conversation context attachedAI
  • Email capture is optional and progressive, so visitors are not gated at first contactAI
  • Data sharing into CRM and Slack is limited to what the team explicitly approvesAI

Cons

  • Pricing is quote-only and depends on traffic, pages and integrations, so there is no published rate to budget againstAI
  • Performance figures such as the 11 percent lift are illustrative and the site offers no independent case study for the chatbotAI
  • No transparent list of supported CRM or CDP vendors beyond CRM and Slack being namedAI
  • Setup and ongoing tuning depend on the vendor team, which raises switching costs laterAI
  • The site mixes two product lines, retail decisioning and sales chat, which can confuse buyers about what they are evaluatingAI

How much does Tailo AI cost?

Pricing

Tailo does not publish rates. The site states that pricing depends on traffic volume, the number of pages and the integrations involved, and directs buyers to request a tailored quote from the team.

Learn more

Support

Onboarding is described as fast and guided, configured around the product, ICP and goals, with the team reachable by email and a booking link for demos.

Integrations

Tailo embeds on existing website pages and sends approved lead data into CRM and Slack. No further integration partners are named on the homepage.

Features

Core features are interactive personalised micro-demos and walkthroughs, automated lead qualification with real-time fit and intent scoring, SDR-style questions on budget, timeline and use case, in-chat meeting booking, behaviour-based conversion, and company-aware personalisation driven by enrichment of role and company context.

Frequently asked questions about Tailo AI

  • How much does Tailo AI cost?
    Tailo does not publish rates. The site states that pricing depends on traffic volume, the number of pages and the integrations involved, and directs buyers to request a tailored quote from the team.
  • How do you use Tailo AI?
    The walkthrough on this page covers 6 steps: 1. Review the live demo chat 2. Scope the use case and ICP 3. Request a tailored quote 4. Configure qualification logic 5. Embed and connect the stack 6. Run holdout checks.
  • What platforms does Tailo AI support?
    Tailo AI is available on Web App.
  • What does Tailo AI integrate with?
    Tailo embeds on existing website pages and sends approved lead data into CRM and Slack. No further integration partners are named on the homepage.
  • What are the limitations of Tailo AI?
    Pricing is quote-only and depends on traffic, pages and integrations, so there is no published rate to budget against. Performance figures such as the 11 percent lift are illustrative and the site offers no independent case study for the chatbot. No transparent list of supported CRM or CDP vendors beyond CRM and Slack being named.

Status

StatusActive
Views0
Outbound clicks0
Added10/22/2026

Platforms

Web App

Pricing

Paid