Cleo AI Sales Agent

Cleo AI Sales Agent is Scoot’s browser-based agent for qualifying website visitors and booking sales meetings. It suits sales teams that want prospect conversations connected to a broader meeting and coaching workflow. Its strongest case is that end-to-end path; its main trade-off is conversation-volume pricing for Cleo itself.

Overview

Cleo can qualify website prospects, present visuals during conversations, schedule meetings on the appropriate representative’s calendar, and brief that representative before they join. Text, voice, and video support make it more flexible than a text-only lead capture tool, while browser delivery means guests do not need to install software or create accounts to join a meeting. Scoot.app also serves as Cleo’s demo.

Cleo sits within Scoot, a sales platform combining meetings, AI agents, and The Brain, its intelligence engine. Scoot Engage includes Mingle, Presentation, and Meeting modes for events, broadcasts, and sales meetings. Google and Outlook calendar integrations support scheduling, and The Brain can sync with a customer’s CRM. Agents can connect to The Brain through API and MCP; Scoot’s agent page also lists CLI connectivity. This breadth is useful to teams that want sales conversations and meeting workflows together, but may be more platform than a business seeking only a simple website bot needs.

Key features

Qualification and booking are Cleo’s core advantage: it can take a visitor beyond an initial exchange and toward a meeting, then prepare the representative with a briefing. That is a more complete handoff than collecting a lead alone. The practical value depends on whether the team wants an automated first conversation and has enough inbound volume to justify a conversation-priced agent.

Live Advisor adds real-time sales coaching on Scoot meetings and Zoom and Teams calls. The coaching is visible only to the seller’s team, a useful boundary for teams that want guidance during customer conversations without exposing it to participants. Scoot also offers a Mac desktop app for Live Advisor Anywhere; Windows is coming soon, so Windows users should not assume desktop support is ready.

Scoot says it is SOC 2 Type II compliant, with the report available under NDA. It also says customer data is not used to train its AI models and its AI providers are not permitted to use that data to train general-purpose models. Meeting hosts control whether AI features are active, and participants can ask the host to disable them or leave. These controls matter for teams handling sensitive conversations, though they do not replace an organization’s own review of compliance needs.

Pricing

Scoot has a free plan and paid subscriptions. Cleo inbound agent pricing is an annual subscription based on conversation volume, so a team should match expected traffic to its budget before committing. The plan includes a branded website agent that greets and qualifies visitors and books meetings.

The free plan is generous for trying Scoot’s meeting and coaching features, but its 50 GB recording allowance is the clearest constraint. Scoot says recordings are not deleted when storage reaches that limit, but users should still plan for the cap. Pro costs less per seat than Team but includes a quarter of the storage and a quarter of the Brain calls; Team is the more capable choice for heavier use. The Brain Platform tiers suit buyers focused on call volume, with Scale adding unlimited agents. Enterprise is for organizations needing its added storage, residency, compliance, and support terms.

Platforms

Cleo runs in a browser on scoot.app and supports text, voice, and video. Scoot’s platform supports API connectivity, and its agent page also lists MCP and CLI. The Mac desktop app is for Live Advisor Anywhere; Windows desktop support is coming soon. Free browser access for meeting guests lowers friction for prospects, but teams requiring a Windows desktop app now should look elsewhere.

Who it's for

Cleo is best for sales teams that receive website inquiries and want an agent to qualify visitors, arrange meetings, and prepare the assigned representative. It is also a stronger fit when the same organization wants Scoot’s meeting modes, CRM sync, and private seller coaching. A team with low inbound volume, a narrow chatbot need, or a requirement for current Windows desktop support may find the broader platform or annual conversation-based commitment a poor match.

Pros and cons

• Pros: Qualifies visitors, books meetings, and briefs representatives, creating a clear path from inquiry to sales conversation.
• Pros: Text, voice, and video support give browser conversations more flexibility than text alone.
• Pros: Live coaching works across Scoot, Zoom, and Teams, with guidance restricted to the seller’s team.
• Pros: Guests can join meetings from a browser link for free without an account or installation.
• Cons: Cleo’s annual price is based on conversation volume, making the commitment sensitive to inbound traffic.
• Cons: Pro and Team are billed annually per seat, and their storage and Brain-call quotas differ substantially.
• Cons: Windows desktop support is still coming soon, limiting Live Advisor Anywhere for Windows users.

Alternatives

For a broader comparison, see Sales Chatbot Software.

• Chatbase is a freemium alternative with a free plan, free trial, and Android, iOS, API, and web support; choose it when those platform options and a free chatbot tier matter more than Scoot’s meeting and coaching workflow.
• Manychat is a freemium option with a free plan and trial across Android, iOS, and web; its free plan caps use at 25 active contacts per month and two selected social channels.
• Quickchat AI offers a freemium plan, free trial, and API, self-hosted, and web platforms; its free plan is limited to 50 AI credits monthly, one user, and personal non-commercial use.
• ConnectLoop LIA is a web-based freemium alternative with 200 messages, one agent per workspace, one lead owner, and community support on its free plan; choose it when that capped free plan fits better than Cleo’s conversation-based annual subscription.
• Tars is a freemium web and API alternative whose free plan allows 50 conversations per month, basic LLM models, and up to five knowledge bases.
• FullContext is a freemium web and browser-extension alternative with a free plan of 100 credits monthly, one agent, five resources, and 20 webpages.
• Gimiq is a freemium web and API alternative with a free trial and a free plan for up to three agents and 250 tickets per month.
• WorkBot SalesFlow Assistant is another freemium web alternative with a free trial.

Verdict

Choose Cleo if your sales team wants a browser-based agent to qualify website visitors, arrange meetings, and hand representatives a useful briefing, particularly alongside Scoot’s meetings and private coaching. Its visitor-to-meeting workflow is the main reason to choose it. Look elsewhere if you need Windows desktop support now, or if conversation-volume pricing and annual terms do not suit your expected traffic.