- Activates when
- An unknown visitor arrives.
- Primary role
- First contact. Greets, understands intent, determines which specialist agent should take over.
- Handoffs to
- Sales agent (qualified prospect) or Customer Care agent (identified existing customer).
How it works
How does Cloop actually work?
An orchestrated system of five specialized AI agents that runs your inbound commercial workflow end to end. Visitor arrival to CRM-ready record in under four minutes. The buyer gets help in seconds. The rep walks into a meeting that's already half done. The organization gets commercial functions that produce more.
In one sentence
Cloop orchestrates five specialized AI agents across five workflow stages, Identify, Qualify, Book, Sync, and Follow up, so every visitor moves toward a booked meeting and every meeting walks in prepared.
Welcome · Sales · Booking · Customer Care · Follow-up
The orchestration
Five specialized agents. One shared workflow.
Cloop routes by context. It reads who arrives and which moment they're in, then activates the agent that fits. The agents share state, so context captured by one flows to the next without re-introduction. Click any agent to see how it works.
Tip Click any numbered agent above to reveal its activation rules, role, and handoffs.
- Activates when
- Welcome agent identifies a prospect with qualification intent, or visitor directly engages sales-related content.
- Primary role
- Run ICP-fit qualification conversation. Capture structured data (name, email, phone, role, team size, challenge, budget, timeline).
- Handoffs to
- Booking agent (qualified + meeting intent) or Follow-up agent (qualified + no immediate meeting).
- Activates when
- Qualified lead expresses meeting intent.
- Primary role
- Show real-time calendar availability. Route to the right rep (by industry, size, region, ownership). Confirm meeting. Trigger CRM sync.
- Handoffs to
- Sync (system-level). Notification to assigned rep.
- Activates when
- Identified existing customer arrives (CRM match: email, domain, IP, prior conversation).
- Primary role
- Serve existing customers instantly with full relationship context. Answer questions, resolve simple issues, flag upsell signals and churn risks.
- Handoffs to
- Sales agent (upsell conversation) or to human CSM (escalated support or relationship situation).
- Activates when
- Qualified lead didn't book a meeting, or existing customer needs post-interaction sequence.
- Primary role
- Run 4-touch personalized sequence over 14 days. Pause on re-engagement. Escalate to human on reply. Long-term nurture if silent.
- Handoffs to
- Human sales or CS on reply, with full conversation context.
Company identification
company match rate on Finnish and EU B2B traffic
Cloop identifies which company is visiting your site in milliseconds, before the chat opens. 75%+ match rate for Finnish B2B traffic, enriched by the Finnish Business Registry (PRH), EU business data, and LinkedIn signals. This identification is what makes personalized agent routing possible: Cloop knows who's arriving before deciding how to greet them.
Who Cloop serves
One workflow. Three beneficiaries.
The purpose of the entire system is simple: help commercial functions produce better results. That purpose serves three people at once, the buyer, the seller, and the organization behind them. Every design choice in Cloop maps back to one of these three.
- The buyer Gets help instantly. Books with the right person.
The buyer doesn't fill out a form and wait. They get an answer in seconds, in their language, with context about their situation. When they need a meeting, they book directly with the right rep, not a random SDR. Their confidence in the decision grows, not shrinks.
- The sales rep Walks into every meeting fully prepared.
The rep opens their calendar and finds: company profile, every question the buyer asked, AI-identified pain points, competitor mentions, budget signals, timeline hints, and recommended talking points. Discovery is done before the call begins. Selling can start at minute zero.
- The organization Commercial functions that produce more, cost less.
Every inbound visit becomes intelligence. Every conversation becomes pipeline or market signal. Every team, sales, marketing, customer success, product, executive, RevOps, gets the data they need. Commercial motion produces more output, with the capital efficiency of software.
That's the purpose of the work. The five agents and five stages are how we get there.
The five stages
How a single visit flows through Cloop.
- 01 Identify
Cloop matches the visitor's IP to a company database covering 300M+ organizations, company name, industry, size, location, tech stack, in milliseconds, before the chat widget appears.
Participating agents: Welcome, Sales, Customer Care (identification varies by recognition: is this a new prospect or existing customer?)
- 02 Qualify
The right agent runs a contextualized conversation. Scores the lead 0-100 on industry fit, company size, intent signals, and page journey. Captures name, email, phone, team size, challenge, budget signals.
Participating agents: Sales (for prospects), Customer Care (for existing customers)
- 03 Book
Qualified leads book meetings directly in the chat, no forms, no redirects. Smart routing: by industry, company size, region, account ownership. Round-robin fallback.
Participating agents: Booking
- 04 Sync
Every conversation flows into HubSpot, Salesforce, Dynamics 365, or Pipedrive in real time. Creates Company, Contact, Deal, and Activity objects. Full transcript, intent score, AI-generated summary.
Participating agents: Booking hands context to CRM; Sync is a system-level function.
- 05 Follow-up
Leads who engaged but didn't book get a 4-touch personalized sequence over 14 days. Pauses on re-engagement. Long-term nurture if silent. Full context transferred to humans on replies.
Participating agents: Follow-up
Clear boundaries
Five honest boundaries.
Honest boundaries beat overselling. Here's what Cloop won't do.
- Not a general-purpose chatbot
Cloop is optimized for B2B commercial conversations, qualification, booking, customer care. It's not designed for general customer support, FAQ responses, or website navigation help.
Cloop is Is a B2B commercial conversation enginePurpose-built for inbound pipeline, qualification, and existing-customer care. Use a dedicated support tool for general support or FAQ.
- Not a CRM replacement
Cloop doesn't replace HubSpot, Salesforce, Dynamics 365, or Pipedrive. Your CRM stays the system of record for deals, governance, and reporting.
Cloop is Is a real-time context layer on top of your CRMFeeds clean Company, Contact, Deal, and Activity records plus full conversation context into the CRM you already own, bi-directional sync, no shadow data silo.
- Not a human sales team replacement
Closing, negotiation, and strategic customer relationships remain human work. Cloop does not dial, negotiate price, or nurture a champion through procurement.
Cloop is Is a capacity layer that amplifies the human teamHandles qualification, booking, and follow-up 24/7, in three languages. Your reps walk into every meeting fully prepared, selling starts at minute zero.
- Not a staffed live-chat service
There is no operator team sitting behind Cloop waiting to field every conversation. AI runs every conversation by default, it doesn't need humans in the seat to function.
Cloop is AI-first, with human-in-the-loop when it countsAI handles inbound 24/7 in Finnish, Swedish, and English. During business hours the assigned seller can step into a live conversation the moment a high-intent ICP is about to convert, and jump right back out. Outside hours AI runs the full workflow alone. Either way, every event flows to the seller and into the CRM with the enriched context attached.
- Not for B2C traffic
Individual consumers, impulse purchases, high-volume low-ticket flows, different workflow, different tools. Cloop is not optimized for that motion.
Cloop is Is built for B2B complex salesIdentified companies, multi-stakeholder buying, qualified meetings, enriched CRM records. Designed for the motion where context compounds.
Application by team
How each team uses this.
The same workflow serves every commercial team, but the winning argument differs by role.
- 01 For sales Pipeline without office hours.
100× response-speed multiplier. Qualification in seconds. Meetings booked while your office is dark.
- 02 For marketing Same traffic. Triple the pipeline.
End-to-end attribution. Dark funnel becomes visible. The 95% that currently leave become conversations.
- 03 For customer success Every signal visible in real time.
Churn risks and upsell moments surfaced the moment they happen, not at the quarterly review.
- 04 For product Voice of customer, continuously.
100× more real conversations than quarterly interviews. Roadmap validated by the market, not guessed at.
- 05 For revops The reality layer your stack is missing.
Unified attribution. Pre-meeting briefs. Real-time commercial intelligence across every tool you already own.
- 06 For executives Your website is the first meeting.
Capital efficiency of software. European procurement-ready AI. Commercial intelligence at executive cadence.
See the full workflow on your site.
Book a 30-minute demo. We'll walk through the five agents, the five stages, and a real visitor scenario from your actual site.