From embed to closed deal — the full Poniq loop

Deploy in minutes.
Improve every week.

Poniq is built around a simple idea: your AI agent should get smarter with every conversation. Here's exactly how it works — from first embed to self-improving playbooks.

<10m

Time to deploy

24/7

Agent availability

1-click

Live meeting escalation

Continuous improvement

1
Step One · <10 Minutes

Embed Poniq.
One script tag.

Copy a single JavaScript snippet into your website's <head>. No CRM migration, no developer sprint, no complex configuration. You're live in under 10 minutes.

Works on any website

WordPress, Webflow, Shopify, custom — doesn't matter

Zero performance impact

Loads asynchronously — your site speed is unaffected

Instant activation

Agent goes live the moment the script is detected

index.html

<!-- Add to your <head> -->

<script

src="https://cdn.poniq.ai/agent.js"

data-site="your-site-id"

data-playbook="saas-trial"

async

></script>

Agent detected · Going live...

Live in 8 minutes

No dev sprint needed

SaaS Trial Playbook

v2.3 · Active

Live

Primary Goal

Book a product demo or start a free trial within the conversation

Qualification Questions

Q1

What's your team size?

Q2

Are you currently using a competitor?

Q3

What's your main pain point right now?

Objection Handling

Pricing too high Need SOC2 Already using HubSpot + Add Objection

Vertical Templates

SaaS Trial Active
Medical Intake
2
Step Two · One-Time Setup

Define your
Sales Playbook.

Your playbook is the brain of your agent. Set your goals, qualification criteria, objection-handling scripts, and value messaging. Start from a vertical template — SaaS or Medical — and customize in minutes.

Goal Setting

Define what success looks like for every conversation

Qualification

BANT, custom questions, or vertical-specific criteria

Objection Scripts

Pre-load responses for your most common pushbacks

Value Messaging

Your USPs, proof points, and closing language

3
Step Three · Always On

Agent runs.
Deals happen.

Your Poniq agent is live 24/7 — qualifying visitors, delivering your value proposition, handling objections, and executing real actions in your CRM, calendar, and payment tools. No human needed for the routine.

Pipedrive → Deal Created

Auto-creates contact + deal when lead qualifies

Auto

Google Calendar → Meeting Booked

Proposes slots, confirms, sends invites

Auto

Stripe → Payment Link Sent

Sends payment link directly in chat when ready

Auto

HelpScout → Conversation Logged

Full transcript + lead intel saved automatically

Auto
Sarah Mitchell 🔥 Hot Lead
Lead Score: 87
P
Poniq Agent AI
Hi Sarah! I noticed you've been exploring our pricing page. What's your main goal right now — scaling sales coverage or reducing response time on inbound leads?
Sarah
Both. We have a lot of inbound but our team can't keep up. Is Poniq lighter to deploy than HubSpot?

Pipedrive → Deal Created · $5,970

✓ Done
P
Much lighter! One script tag, live in under 10 minutes. No CRM migration needed — we connect directly to Pipedrive. Want me to show you how the trial works?
P

This session

87

Lead Score

$5,970

Deal Value

Human Coach Panel Watching Live

AI Recommendation

Sarah has mentioned budget twice. High close probability if you offer the Pro plan at $399/mo — full loop with unlimited conversations.

Coach Mode Private — visitor cannot see this
Offer the Pro plan at $399/mo

Cloudflare RealtimeKit

Zero-latency video/audio with your visitor

Ready
4
Step Four · You're in Control

Coach. Close.
Or let it run.

You watch every conversation live. When you see a hot lead, coach your agent privately, jump in and take over, or launch a live video meeting with the visitor — all without friction.

Coach Mode

Send private instructions to the agent. Offer a discount, change strategy, or handle a specific objection — the visitor never sees your message.

Jump In & Take Over

One click puts you in the driver's seat. Reply directly as yourself. The agent steps back and you close the deal.

Live Meeting Escalation

Launch a live video/audio session with an engaged visitor in one click via Cloudflare RealtimeKit. No scheduling, no friction, full context.

5
Step Five · Auto-Logged

Every conversation
surfaces intelligence.

Poniq automatically extracts structured feedback from every conversation — objections raised, features requested, competitors mentioned, website friction, sentiment scores, and key quotes. All stored, all searchable.

Objections

Automatically tagged and counted per objection type

Competitors

Track which competitors come up and how often

Feature Gaps

Missing features visitors ask about, ranked by frequency

Website Friction

Pages and content that confuse or block visitors

Insights & Gaps Dashboard
Last 30 days · 247 conversations

Top Objections

SOC2 Compliance
24x
Salesforce Integration
18x
Pricing Too High
13x
API Access
10x

Competitor Mentions

HubSpot 19x
Intercom 11x
Drift 7x

Key Visitor Quotes

"Does Poniq have SOC2 certification? That's a hard requirement for our security team."

— Mentioned 9 times this week

Playbook Improvement Suggestions
3 Pending

Add SOC2 Objection Script

Approved · Live

Based on 24 mentions of SOC2 compliance concerns, add a dedicated response section explaining your security posture and roadmap.

Predicted: +12% conversion on security-sensitive leads

Salesforce Integration Mention

Review Needed

18 visitors asked about Salesforce integration. Add a section addressing native Salesforce connector timeline (Q3 2025) and current Zapier workaround.

Stronger Pricing Reframe

Review Needed

13 visitors objected to pricing. Current response lacks ROI framing. Suggest leading with "1 closed deal pays for 12 months" instead of feature comparison.

6
Step Six · The Magic Loop

Playbooks improve.
Conversion climbs.

Poniq analyzes all structured feedback and proposes specific, targeted improvements to your active playbook. You review, approve, and deploy in one click. Approved changes are versioned and immediately improve future conversations.

AI proposes specific improvements

Not vague suggestions — exact copy, exact objection responses

You stay in control

Review every suggestion before it goes live. Edit or dismiss freely.

Versioned and instant

Every approved change is versioned. Roll back anytime. Deploy is instant.

The Continuous Loop

Gets smarter every week.

This is the closed loop that separates Poniq from every other chatbot. Every conversation makes your agent better.

Conversations

Agent chats with visitors 24/7

247 this month

Structured Feedback

Objections, gaps, competitors, sentiment

24 objection types

AI Suggestions

Poniq proposes playbook improvements

3 pending review

Owner Approves

Review, edit, approve, or dismiss

1-click deploy

Smarter Playbook

Versioned, instant, better handling

v2.3 now live

Better Conversion

More deals, fewer gaps, higher ROI

↑ 34% avg lift
Channel Architecture

One agent.
Every channel.

Poniq operates across four channels — all coordinated, all feeding the same intelligence engine.

Webchat

Primary channel. Embedded on your website, handles all visitor conversations autonomously.

Primary · Live

Voice AI Chat

Voice-enabled conversations for visitors who prefer to talk. Same playbook, same intelligence.

Live

Internal Backchannel

Private coach-to-agent channel via Cloudflare RealtimeKit. Invisible to visitors, instant delivery.

Cloudflare RealtimeKit

Live Meeting

One-click video/audio escalation with engaged visitors. No scheduling, no friction, full context.

Cloudflare RealtimeKit
FAQ

Common questions.

Everything you need to know about how Poniq works.

Under 10 minutes for most websites. You copy one script tag into your site's <head>, pick a playbook template, and your agent is live. No developer sprint, no CRM migration, no complex onboarding.

Yes. Poniq creates Pipedrive deals, books Google Calendar meetings, sends Stripe payment links, and logs to HelpScout — automatically during the conversation, not after a human copies notes.

Yes. Coach mode lets staff watch live conversations, whisper backchannel guidance the visitor cannot see, or take over entirely — including one-click video escalation via Cloudflare RealtimeKit.

Poniq analyzes conversation gaps and proposes playbook improvements — new objection handlers, pricing reframes, vertical FAQs. You approve changes before they go live, so the agent improves weekly without drifting off-brand.

Webchat is the primary channel, embedded on your site. Voice AI chat uses the same playbooks. Internal backchannel and live video meetings run on Cloudflare RealtimeKit for coach-to-agent and rep-to-visitor escalation.

No. Poniq integrates with Pipedrive out of the box and syncs deals, contacts, and activity automatically. No migration project — connect your account and the agent starts creating pipeline from day one.

Go live in under 10 minutes.

Join the waitlist for early access in late June 2026.

Join Waitlist