SlateCX
Built by - SlateCX
Installs - 10+ installs
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
Access Type Shared SlateCX Subscription - Starter or Premium plans
Overview
1/5 - SlateCX Intro Video
SlateCX creates AI-powered workspaces that turn inbound interest into active buying conversations. Each Slate is a persistent, personalized space — filled with videos, docs, and AI agents — that meets your prospects where they are and moves them toward a decision.
SlateCX helps B2B demand teams increase engagement, capture high-quality intent signals, identify members of the buying team and enable a seamless sales handoff.
Unlike traditional AI SDRs and Chatbots, SlateCX offers:
1) Persistence - SlateCX provides an always-on workspace that remembers everything where most Chatbots are session based.
2) Collaboration - SlateCX enable member of the buying committee to engage and collaborate
3) Content & Assets - Cards with docs, videos, demos, links — all in one place
4) Goal Achieving AI Intelligence - Reasoning, summarization, goal-driven guidance vs scripted responses.
6) Support for the Full Journey - Most Chatbots focus only on booking meetings. SlateCX supports the full buying journey ( consideration => evaluation => purchase => onboarding => expansion)
We Help You Solve Your Challenges:
You've invested in a fast site, a slick UI, and interactive elements. But despite the modern code, your website is still a one-way street. In an era where buyers expect personalized and detailed answers, the "digital brochure" model is failing. Moreover, your site doesn't have a way to support prospects who do their research with tools like ChatGPT. This is where your pipeline is leaking:
The Engagement Gap:
Even the best HTML pages can't answer a specific, nuanced question. Your website is filled with great content, but it's organized for browsing—not for answering. When a buyer arrives with a specific question about your pricing model, your integration with their stack, or how you compare to a competitor, they have to hunt through multiple pages, PDFs, and FAQs. If they can't find their specific answer in 10 seconds, they bounce. The engagement gap is the distance between what your buyer needs to know and what your website can actively deliver. Static pages create a passive experience where buyers must do all the work—and most won't.
The AI Expectation Gap
Buyers are researching you on ChatGPT right now. If your brand's best evidence isn't "AI-Ready," external bots are making up answers about you—or worse, recommending your competitor. The way buyers research solutions is fundamentally changing. Instead of visiting 10 vendor websites, they're asking AI assistants to compare solutions, summarize capabilities, and recommend options. When they do arrive on your site after that AI research, they expect the same speed and intelligence—a personalized, conversational experience. If your site still delivers a static "digital brochure," you lose the chance to guide the narrative and convert that intent while you have their attention.
The Silent Visitor
You see traffic in your analytics, but you don't see intent. You know they visited the pricing page, but you don't know why they didn't convert. Your analytics tools tell you what pages were viewed, for how long, and in what order—but they can't tell you what the buyer was actually thinking. Were they comparing you to a competitor? Were they trying to understand if you support their use case? Were they looking for security documentation to share with their IT team? The "silent visitor" represents the vast majority of your website traffic—people who are evaluating you but never raise their hand. Without a way to capture their questions and concerns, you're flying blind.
The Ghost Prospect
When a buyer finally talks to Sales, they have to start from scratch. All that time spent browsing your site? It stays locked in a browser history your sales rep can't see. A buyer spends 45 minutes on your website reading case studies, watching demos, and reviewing your pricing page. They finally fill out a form or book a meeting. Your sales rep gets a notification with a name, email, and company—and nothing else. The first sales call becomes a repetitive discovery session where the rep asks questions the buyer has already answered for themselves. This "discovery reset" wastes time, frustrates buyers, and slows pipeline velocity. The context that marketing generated is completely lost at the handoff.
Features

Persistent Buyer Workspace
A dedicated, persistent workspace where buyers evaluate, collect assets, and continue the journey across visits and stakeholders. • Drives return visits and deeper evaluation • Supports buying committees (share + collaborate) • Keeps the journey in one place (no reset per page)

Cards + Engagement Tracking
A modular card system that delivers content, tools, insights, actions, collaboration, and generated outputs inside the buyer workspace. Makes engagement measurable and repeatable—turning your site into a guided buying experience.

Team Collaboration & Sharing
A shared workspace where members of the buying team can collaborate; preserves context across sessions and stakeholders. Increases buying committee participation and account progression—supporting larger pipeline creation. • Encourages stakeholder invites • Preserves context for each teammate • Reduces “restarting” evaluation

Sequenced Goal Seeking Behavior
Most AI tools are wait for the buyer to drive. SlateCX is proactive. We give your AI an "agenda" that aligns perfectly with your marketing and sales playbooks. The Agent is designed to do more than just answer questions. It constantly identifies the best moment to pivot from education to qualification, ensuring no high-intent signal goes wasted.

Slate AI Agent
An embedded AI agent that greets buyers, answers questions, recommends content/actions, and guides evaluation via text and voice. Scales high-quality engagement and qualification without adding headcount, improving pipeline creation. • Reduces friction vs. forms and static pages • Provides on-message answers • Improves sales handoff context

HubSpot integration & UI Card
SlateCX captures high-fidelity intent signals and pushes them directly into your HubSpot portal. Every single Slate interaction is tracked directly in HubSpot, including: Goal Attainment, Qualification Data, Dialogue History (exact questions asked and answers provided), and Asset Engagement (which cards were added to their research workspace).
App Functionality
Shared Data
SlateCX Contact | ||
Forms | ||
Content | ||
Meeting | ||
Contact Properties | ||
Companies |
Reviews
Pricing
Starter
$0
For teams that want to get started with Agentic Workspaces
Includes all features
Starter
$0
For teams that want to get started with Agentic Workspaces
Includes all features
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 04/24/2026
More info
Built by - SlateCX
Installs - 10+ installs
Categories Languages this app is available in English
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