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Handoff Agent

It prepares the meeting so your closer doesn’t have to.

Before every meeting Nudge books, your closer gets a brief: what the lead is after, what holds them back, and their own words. One hour ahead, by email and in Nudge — no rereading the conversation.

WHAT IT DOES

The brief a closer never has time to write.

  1. 01

    It keeps what the lead said

    During the conversation with the Website Agent, it notes the need, the topics that caught their interest and the objection raised — plus budget, timing or decision role whenever they came up. Whatever was not said stays blank.

  2. 02

    Every point comes with a quote

    A need or an objection only makes it into the brief if it rests on a sentence the lead actually wrote, checked word for word. Your closer knows where each point comes from, and can bring it up on the call.

  3. 03

    It lands before the call, where your closer looks

    One hour before the meeting — or up to 24 hours, as you choose — the brief goes out by email with the video link and a link to the conversation. It also waits in Nudge, on “My day”, and in Slack if you connect it.

HOW IT WORKS

Three steps, and your closers show up prepared.

  1. 1

    A meeting is booked

    By the Website Agent, in the conversation, or through your booking form. It lands on the closer’s calendar.

  2. 2

    Nudge writes the brief

    It rereads the exchange and pulls out the need, the objection and the lead’s own words. With no conversation, it works from the form answers.

  3. 3

    The closer gets it

    One hour ahead by default, by email and on “My day”. The video call opens straight from the brief.

AND ALSO

Built for the team that sells.

  • The closer, or the whole team

    The brief goes to the closer who owns the meeting. You can also send it to every member of the team.

  • Booking form included

    A meeting booked through your booking form gets a brief too, built from the answers.

  • No empty briefs

    A conversation that taught nothing produces no brief: no pointless email in your closers’ morning.

  • After the meeting, too

    The closer logs Sale, No sale or No-show. A no-show on a meeting booked in the chat? The Nurturing Agent prepares the follow-up.

TRY IT

It is on this page. Ask it a question.

The widget at the bottom of the screen is Nudge’s Website Agent. Ask it how the brief reaches your closers.

TRUST

It talks to your team. Only to your team.

  • Never sent to the lead

    The brief only ever goes to your team. That is why it does not wait for your approval before each send.

  • Nothing made up

    A point with no sentence from the lead to back it is dropped. Budget and timing are only noted if they were said.

  • Contact details masked

    The lead’s email, phone number and name are masked before they reach the AI model, then restored in the brief for your team.

  • Sent once, before the call

    A meeting is only briefed once. Once the call has started, nothing more goes out: the brief would arrive too late.

THE OTHER AGENTS

Nudge prepares. Your reps close.

The Handoff Agent prepares the meeting. The other three answer your visitors, follow up with them and go after the ones who come back without writing. The sale stays with your team.

See all four agents →

Your next visitors are already on their way.

See what your agents would do on your website, with your own pages.