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Configure a drio sales app that turns AI-search intent into booked calls — and see what converts.
Your buyers are already asking ChatGPT and Claude what to use. drio is the layer that wins that conversation: it turns the buying questions you already show up for into a sales app that answers from your content, qualifies the buyer, and books the call — then shows you what converted.
These docs are for the team running that app. They assume you are not building "an AI app" in the abstract. You are capturing demand that already exists and turning more of it into pipeline.
Who This Is For
- growth, marketing, and RevOps teams at brands that already appear in AI-search answers for commercial questions
- operators configuring and optimizing a sales app, not engineers building from scratch
- technical reviewers checking auth, data access, and deployment before launch
What You Configure
A drio sales app carries one buyer from question to booked call. You are not designing screens. You are configuring how a buying conversation should go, then measuring which version books the most calls.
- the answers it gives, grounded in your own content and product data
- the tools that qualify a buyer with live data
- the conversation that moves "just looking" toward a decision
- the booking step that captures the lead and puts a meeting on the calendar
- the branding so it feels like you, inside the chat
The Conversion Spine
Every app follows the same path. Use it as your checklist for what to configure:
| Stage | What your app does | Configure in |
|---|---|---|
| Ask | the buyer asks a commercial question in ChatGPT or Claude | — |
| Answer | it replies from your approved content, not guesses | Plan assistant actions |
| Qualify | it pulls live data and asks the right questions | Plan assistant actions |
| Handle objections | it shows proof and comparisons | Choose the response format |
| Book | it captures the contact and books the meeting | Choose the response format |
| Launch | it connects to the AI clients your buyers use | Connect to AI clients |
Core Concepts In Plain Language
| Concept | What it means |
|---|---|
| App | The sales conversation your team configures and publishes |
| Tool | One thing the assistant can do, such as answering from your content or pulling live account data |
| Widget | The response format shown in chat, such as comparisons, proof cards, or a booking form |
| MCP endpoint | The URL that lets ChatGPT, Claude, and other AI clients connect to your app |
| Branding | The visual identity applied to the app and its widgets |
What A Strong App Looks Like
- it answers one kind of buyer's questions well, not every question loosely
- every answer is grounded in your content, data, or a connected system
- the conversation always offers a clear next step toward booking
- objections are met with proof, not deflection
- the booking step is easy to reach the moment the buyer is ready
- branding feels close enough to your existing product or site
Recommended Reading Order
- Launch your first app
- Plan assistant actions
- Choose the right response format
- Match your brand
- Connect to AI clients
If your app needs per-user authentication or direct API automation, continue into the pages under Technical Overview.