MATE's lead wizard: let prospects *build and test* a live AI agent on your marketing site, then capture them as a lead
Most "book a demo" buttons are a dead end — the prospect never sees the product. So MATE has an embeddable Agent Builder Wizard: a step-by-step widget you drop on your marketing site where a visitor builds, actually chats with, and then requests an AI agent. It provisions a real, live trial agent on the spot, then captures the visitor's details as a lead. No billing anywhere — it ends with a price estimate and a "we'll contact you," and you follow up to activate.
How it works
- The visitor picks a tier and fills in a bit of config (e.g. their website URL).
- MATE provisions an isolated trial project, builds the agent(s) from that tier's template, and issues a widget key.
- The wizard embeds the standard chat widget right there, so the visitor tests their own agent immediately.
- It captures name / email / company as a lead (with the tier, the shown price estimate, and which site they came from), and trial projects auto-clean-up after a TTL.
The tiers
- Tier 1 — Website Support: reads the prospect's own website (via the browser tool) and answers support questions about it. Live trial.
- Tier 2 — Support + Scheduling: everything in Tier 1 plus Google Calendar availability/booking. Live trial.
- Tier 3 — Sales: shows products, fills a cart, and places orders via an e-commerce integration. Trial runs on a built-in demo shop.
- Tier 4 — Custom: the visitor picks the MATE capabilities they care about and describes the need → forwarded as a structured lead.
The nice touches
- Site analysis — for website tiers, MATE crawls the prospect's site and runs an LLM to extract a short business summary + a list of services, then injects those into the trial agent. So the agent already "knows the business" before the prospect types a word.
- Per-partner pricing & origins — every site that embeds the wizard can be a "partner" with its own prices, currency, contact email, and allowed domains, all managed from Dashboard → Wizard Pricing with no code change or restart.
- One-line embed —
<script src=".../wizard/mate-wizard.js" data-server="..." data-target="mate-wizard">, withdata-*options for tier, language (en/sr), currency and partner. Auto-resizes. - Leads dashboard — every captured lead, its tier, price snapshot and source partner, in one view.
Why I like it as a pattern
It flips lead-gen: instead of "trust us, it's good," the prospect experiences a working agent tailored to their business in ~2 minutes, and you get a warm lead that already knows what they're buying. Same platform, same templates, same widget you'd ship to the customer anyway.