Conversational pipeline platform
Waypoint identifies the account behind an anonymous visit, qualifies it with an AI agent, routes the ones worth a rep's time, and books the meeting — all inside the chat widget. Priced on conversations that convert, not seats.
One <script> tag. Live in minutes. Free Starter plan forever.
Reverse-IP resolves the visitor's company — free DNS tier first, paid enrichment only on a miss.
Firmographics + intent signals weight the account hot / warm / cold on every visit.
The AI agent asks the qualifying questions and captures the buyer's email once.
Playbooks match tier, page path, and campaign — good accounts skip straight to a human.
The agent checks a connected calendar and books a real slot mid-conversation.
The gap
A director-level buyer from a target account fills out "Contact us" and waits a day for a rep to notice. Most don't wait.
Generic live chat treats a Fortune 500 evaluator and a student doing research exactly the same. Your reps burn hours sorting it out.
The platforms that do this well start at five figures a month on annual contracts — built for enterprise Salesforce shops, not mid-market teams.
Product
One platform, full suite. No stitching six point tools together.
Team Cymru DNS lookup resolves IP → company for free; a paid reverse-IP provider fills the gaps only when the free tier misses.
LiveCompany size and reverse-IP confidence weight each account hot / warm / cold, recomputed on every identify and surfaced in Slack and the inbox.
LiveGemini 2.5 Flash runs the conversation, asks your qualifying questions, and calls real tools — list_available_meeting_times, book_meeting — to close the loop.
Playbooks match on tier, page path (/pricing), and UTM campaign — any combination ANDs together. Matching chats skip AI and go straight to a rep.
Connect Google or Microsoft calendar over OAuth. The agent offers genuinely-open slots and writes a real calendar event plus a booking record.
Live · GoogleEvery identified contact links into the account's buyer group with a buying role (economic buyer / champion / …). Reports show conversion by tier, deal value, decision-maker coverage, and a 14-day trend.
LivePush contacts and leads into HubSpot or Salesforce (upsert, no duplicates), and pull the deal/lifecycle stage back onto the account.
LiveChat ends with no meeting but a known email? Waypoint runs a 3-touch sequence (day 0 / 2 / 5) over Resend, and cancels the rest the moment a meeting gets booked.
Live · 3-touchA visitor drops their number, Twilio calls them, and on pickup bridges straight to your team's forwarding line. No softphone, no mic permissions.
Code-completeOn any LinkedIn company page, a badge shows tier, CRM stage, and known contacts if that domain is already in your pipeline.
Code-completeConsent-gated enrichment, cascading right-to-delete, visitor self-service erasure, and a nightly retention purge — GDPR / CCPA §9 built in, not bolted on.
LiveClick any conversation for full thread history, a live WebSocket join, reply-as-rep, and a one-click "take over from AI" handoff.
LiveHow it works
Sign up, set your brand color, company name, and welcome message, and copy one <script> tag onto your site. The widget is 7.3 KB and loads async.
OAuth into HubSpot or Salesforce and Google or Microsoft calendar. Set routing playbooks — "cold → AI, warm/hot → rep", "page /pricing → rep".
Visitors get identified, qualified, and routed. Meetings land on your reps' calendars. Contacts and stages sync both ways. Reports fill in.
vs Qualified
Qualified is the category leader for enterprise Salesforce orgs. Waypoint is the full-suite version for mid-market teams who want usage pricing and a free start.
| Waypoint | Qualified | |
|---|---|---|
| Pricing model | Usage-based — pay per AI conversation over the plan's included volume | Seat-based, annual contract |
| Entry point | Free Starter plan, self-serve, no card | Sales-led, five-figure minimums |
| Target segment | Mid-market, HubSpot or Salesforce | Enterprise, Salesforce-first |
| CRM support | HubSpot & Salesforce, bidirectional | Salesforce-native |
| AI qualification agent | Included on every plan, real function-calling | Add-on (Qualified AI / Piper) |
| Company identification | Free DNS tier first, paid enrichment only on a miss | Bundled data provider |
| Time to live | Minutes — one script tag | Weeks — implementation project |
| Meeting booking | Google & Microsoft, agent books mid-chat | Yes |
| Buyer-group reporting | Yes — conversion by tier, deal value, trend | Yes, more mature (buying roles) |
Honest gaps: Qualified's buyer-group model supports assigned buying roles (economic buyer / champion), its reporting is deeper, and it has years of enterprise hardening. Waypoint trades that maturity for price, speed, and a segment Qualified doesn't chase.
Pricing
Every plan includes the full suite — identification, AI agent, routing, meetings, CRM sync, reporting. You pay for AI conversation volume, not seats.
Pricing is drafted and shown in-app; payment collection isn't wired yet — pilots run free. A paid reverse-IP data provider (for the company-size scoring term) and Twilio for voice are pass-through vendor costs on top.
Roadmap
Waypoint is Phase 0 — built, hardened, and live-smoke-tested against production. These are the known gaps to parity and general availability, sorted by priority, with the vendor cost each one carries.
| Item | Priority | What it unblocks | Vendor cost |
|---|---|---|---|
| Paid intent-data provider | High | Company-size term of the score (40 of 100 points). Without it every production score caps below "hot". | Clearbit/6sense tier — ~$0.02–0.10 / lookup or seat plan |
| Real payment collection | High | Billing the pricing tiers above. Currently informational only. | Stripe — 2.9% + 30¢ / charge |
| Custom domain + move off pages.dev | High | Production widget URL, branded settings page, sender domain for outbound email. | Domain ~$12/yr · Resend verified domain free tier |
| Twilio account for voice | Medium | End-to-end verification of the click-to-call channel (code-complete today). | Twilio — ~$1/mo number + ~$0.014/min |
| Microsoft Calendar live verification | Medium | Booking for Microsoft 365 shops. Code + tests done, no Azure AD app registered. | Azure AD app — free |
| Chrome Web Store listing | Low | One-click install for reps instead of unpacked-extension load. | $5 one-time developer registration |
| HubSpot Marketplace submission | Low | Discovery in HubSpot's app search. Direct-connect link already works for pilots. | Free — review queue only |
FAQ
Waypoint starts with a Team Cymru DNS lookup that maps the visitor's IP to the network operator's organization — free, no API key. That catches a large share of corporate traffic. Only when the free tier returns nothing does it fall back to a paid reverse-IP provider, and only past an engagement threshold (2+ pageviews or a chat open), so you're not paying for bounces.
Booking. The agent does real function-calling: it calls list_available_meeting_times against your connected Google or Microsoft calendar, offers genuinely-open slots by index, and calls book_meeting to write a real calendar event and a booking record. It hands off to a human the moment a rep takes over.
HubSpot and Salesforce, both bidirectional. Waypoint pushes contacts/leads (upsert by email then domain, so returning visitors update one record instead of spawning duplicates) and pulls the deal or lifecycle stage back onto the account. Salesforce uses the modern External Client App flow with PKCE and refresh-token rotation.
Qualified is seat-based on an annual contract with five-figure minimums, built for enterprise Salesforce orgs. Waypoint is usage-based: a free Starter plan, then you pay per AI conversation above your plan's included volume. Every plan has the full feature suite.
Enrichment is consent-gated — /identify refuses until the visitor row has consentGranted=true. Right-to-delete cascades across visitor, sessions, conversations, messages, and the buyer-group contact record. Visitors can trigger their own erasure from the widget. A nightly job purges data past the retention window.
SaaS. The API runs on Cloud Run, the widget and settings page on Cloudflare Pages, data in Neon Postgres. The whole stack is designed to sit near-zero idle cost — one warm chat-serving instance is the only standing spend.
Phase 0: built, hardened, and live-smoke-tested against a real production deploy — real Postgres, real OAuth dances with HubSpot / Salesforce / Google, real Gemini agent, real WebSocket chat. Not yet through a paid pilot. The roadmap lists every known gap.
Free Starter plan, no credit card, one script tag. Connect a CRM and calendar when you're ready.
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