AI Agent for Solutions Engineer (Pre-Sales): Automate Technical Demos and Discovery
Run interactive technical demos and present product capabilities. Update CRMs and book meetings with leads qualified by an AI agent.
Deploy your Solutions Engineer (Pre-Sales) Double
Trusted by professionals across the world
Every Pre-Sales Inquiry Qualified and Routed Before It Reaches You
From the first inbound technical question to a confirmed booked meeting, your AI agent runs the Solutions Engineer (Pre-Sales) workflow. Every prospect moves forward automatically with qualified leads and booked meetings, as the AI agent presents product demos and updates the CRM for the Solutions Engineer.
No More Repeated Demos
Every prospect gets a tailored technical demo without requiring your presence.
Automated Discovery
Your Double qualifies technical leads and presents product capabilities during conversations.
What your Solutions Engineer (Pre-Sales) Double Agent can do
From live technical conversations to system-level actions, your Double covers the full spectrum of pre-sales engineering interactions.
Live Technical Conversations
Engages visitors in real-time, answers technical questions, and handles discovery conversations.
Real-time Q&A about product technical capabilities
Technical feasibility assessment and qualification
Integration and security question handling
Technical Demo Presentations
Presents technical product demos, architecture diagrams, and integration workflows during conversations.
Contextual technical demo presentations
Interactive product capability walkthroughs
Guided technical explanation
System Updates and Actions
Updates CRM, sends follow-up emails, and triggers workflow actions after every conversation.
CRM contact and deal updates
Automated follow-up emails
Workflow triggers and action notifications
Lead Qualification and Capture
Captures lead details, technical requirements, and qualification signals during conversations.
Technical lead qualification
Lead capture and contact details
Qualification signal analysis
Follow-up and Nurturing
Sends follow-up emails, technical resources, and nurturing messages to qualified leads.
Post-conversation follow-up emails
Technical resource sharing
Nurturing message sequences
Your Double handles technical demos, discovery conversations, and lead qualification, allowing you to focus on high-value sales activities.
Automate Technical Demo Delivery
Every prospect gets a tailored technical demo without requiring your presence, increasing the chances of closing deals.
Improve Discovery Conversation Efficiency
Your Double qualifies technical leads and presents product capabilities during conversations, reducing the time spent on unqualified leads.
Enhance Technical Credibility
Your Double presents technical product demos, architecture diagrams, and integration workflows, enhancing your technical credibility and increasing trust with prospects.
Streamline Post-Interaction Tasks
Your Double updates CRM, sends follow-up emails, and triggers workflow actions after every conversation, reducing administrative tasks.
How it works
Deploy your Solutions Engineer (Pre-Sales) Double in minutes. Upload your technical product information, map your sales flow, and let your Double start qualifying leads.
STEP 1
Create your Solutions Engineer (Pre-Sales) agent
Sign up and build your AI agent from scratch or import your LinkedIn profile to generate it instantly.
STEP 2
Set your technical voice and style
Choose the voice your Double speaks in and set the tone, personality, and conversational style so it sounds like you in every technical conversation.
STEP 3
Add technical product information and workflows
Upload your technical product documentation, configure qualification rules, and set up follow-up sequences.
STEP 4
Launch your AI agent
Your agent is live and ready. Share the link, embed it on your website, or send it directly to prospects.
Email Signatures
Short URL for Socials
Meeting Backgrounds
Branded QR Codes
Solutions Engineer (Pre-Sales) Agent Features
Everything you need to build, train, and scale your AI twin in one platform.
Identity-driven conversations
Your Double reflects your technical expertise and communicates in your voice.
Knowledge base training
Train your Double using technical product documents, data sheets, and whitepapers.
Interactive presentations
Run technical demos, product presentations, and walkthroughs inside conversations.
Agentic system actions
Trigger CRM updates, emails, and workflow actions after every conversation.
Conversation memory
Your Double remembers previous interactions and builds on them.
Workflow automation
Chain multi-step processes from conversation outcomes.
Lead capture workflows
Capture contact details, technical requirements, and qualification signals automatically.
Booking automation
Qualified prospects book meetings without friction or manual scheduling.
Connects to your existing stack
Your Double works with the tools you already use, syncing data and triggering actions across your workflow.
Gmail
Google Sheets
Calender
Hubspot
Calendly
Salesforce
Zoho CRM
Pre-Built AI Agent Templates for Solutions Engineers (Pre-Sales)
Start with a ready-made agent template and customize it to your workflow in minutes.
Technical Demo Agent
Runs technical product demos and presentations during conversations.
Discovery Conversation Agent
Qualifies technical leads and presents product capabilities during conversations.
Follow-Up Agent
Sends follow-up emails, technical resources, and nurturing messages to qualified leads.
Lead Qualification Agent
Captures lead details, technical requirements, and qualification signals during conversations.
Individuals and Teams love us alike
From solo creators to leading brands, users are turning their bio link into a powerful hub with Double.
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Our brand's bio link needed to be as polished as our main website. Cardtree allowed us to create a stunning, on-brand microsite that we control completely. It’s the perfect middle ground between a simple link list and a full website, giving our followers a premium experience and giving us the data we need.
Carlos Rossi
Marketing Manager
My biggest goal was to make things easier for my audience. Before Cardtree, I was sending people to an ugly list of links that didn't represent my work. Now, I have one beautiful page where I can feature my newest video, my design resources, and my newsletter signup. The feedback from my community has been amazing; they love that everything is finally in one place.
Javi Rojas
Digital Creator
My old bio link wasn't doing anything for my coaching business. With Cardtree, I built a page that not only showcases my services but uses the AI Assistant to qualify leads for me. I’m now getting high-quality, booked consultations directly in my calendar, all on autopilot. It’s a total game-changer.
Chloe Dubois
Growth Strategist & Coach
Frequently asked questions
Common questions solutions engineers ask before deploying their Double.
How does the Double learn my technical product information?
You feed it everything a prospect would ask about: technical product documentation, data sheets, and whitepapers. It uses that material to hold informed conversations about your offerings.
Can it present my technical product demos?
Yes. Your Double walks prospects through technical product demos, architecture diagrams, and integration workflows during conversations.
What tools does it integrate with?
Double connects with CRM, email, and workflow tools. It updates records, sends confirmations, and triggers actions after each conversation.
Is it hard to set up?
Setup is fast. Most solutions engineers deploy within minutes. Upload your technical product information, connect your tools, and your Double is live.
Can I customize what my Double says?
Governance controls let you define boundaries around technical claims, product guarantees, and sensitive topics.
Will it sound like me?
You shape the tone, energy, and language boundaries. If you are technical and detailed in your conversations, your Double communicates the same way. If you keep things concise, it mirrors that.
Launch your Solutions Engineer (Pre-Sales) Double today
Automate technical demos, discovery conversations, and lead qualification. Focus on high-value sales activities and close more deals without adding headcount.
