Monty for Sales

Monty for Sales is a friendly AI selling assistant built on G2's proprietary AI platform. Armed with your organization's content and G2 marketplace data, Monty autonomously sells your software directly from your G2 product profile or your company website.

To access the Monty for Sales tab, go to my.G2, then Product Profile > Monty for Sales.

Basics of Monty for Sales

Where Monty for Sales appears

On your G2 profile

Monty for Sales replaces the default chatbot on your G2 profile with an AI sales assistant whose goal is to sell your product, and your product only.

On your website

You can add Monty for Sales to your company website to act as an inbound AI SDR chatbot to qualify buyers and save bandwidth for your Sales team.

For more information, refer to the Adding Monty for Sales to your website section.

Conversion and performance

Monty's goal is to educate, prequalify, and encourage buyers to take a next step, such as booking a demo. G2 offers two options for conversion:

• Custom URL: Send qualified buyers to a landing page on your website. To set a custom conversion URL, refer to the Customization section.
• Integrated G2 lead form: Monty displays your G2 lead form directly in the chat interface, which will follow the same routing, webhook, and notification logic as leads collected from your G2 profile. This option is only available for G2 customers on a Core subscription.

To learn about performance metrics and reporting, refer to the Performance section.

Payment and billing

Monty for Sales follows a pay-per-chat pricing model. A chat is considered chargeable when a buyer sends at least two messages in chat, or if they take a next step, such as clicking a link or booking a demo.

G2 offers two payment options for Monty for Sales:

• Pay-as-you-go: A subscriptionless, pay-per-chat offering. You will be invoiced based on usage and charged monthly. Invoices will be processed on the 2nd of the following month.
• Bulk pricing: Purchase chats in bulk to receive a significantly discounted price per chat. For more information on bulk pricing options, please contact G2.

Training content

Monty learns how to sell your software based on your organization's content. Refer to the Add content section for more information.

G2 recommends providing 10-20 pieces of content to train your Monty effectively, including:

• Transcripts of your top sales calls and webinars, which can be downloaded directly from call recording platforms such as Gong or Zoom.
• Objection handling and battle cards that describe how your product should be positioned against competitors.
• Case studies and customer proof that demonstrate ROI.
• Pricing and packaging details.
• Sales enablement content used to onboard new sales representatives at your organization.
• Documentation that answers frequently asked questions about your product's functionality.

Implementation

It takes approximately 20 minutes to set up Monty for Sales for use on your G2 profile or website.

1. Add content

Add content to teach Monty how to sell your product. For more information on recommended content types, refer to the Training content section.

To add content:

1. Go to my.G2, then Product Information > Monty for Sales.
2. (Optional) Select Import Content from G2 Profile to automatically import the features, pricing and packaging, and downloads from your G2 profile.
3. Add supplemental content by dragging and dropping files from your device directly into the Files section, or pasting a list of URLs into the Website Content section. Each URL must be on a new line.
4. Select Add Content. G2 queues each piece of content for processing and automatically assigns a content type.

2. Preview Monty

Once you've uploaded some content, you can begin testing Monty directly from the Monty for Sales page by selecting Test Monty for Sales.

3. (Optional) Customize Monty

The Customization tab enables you to customize Monty to match your organization's branding, set your preferred conversion method, and target buyers in your ideal customer profile (ICP).

G2 offers the following customization options:

• Agent: Set a custom name and avatar for your chatbot.
• Conversion: Choose your preferred conversion method. For more information, refer to the Conversion and performance section.
• Qualifying Questions: Require buyers to answer a first layer of questions to qualify them for a conversation with Monty. You will only be charged for conversations that use a Response type of AI. For example, you might choose to offer a preset response for your current customers who need support.
• Targeting: Only display the widget on your website for buyers in a specific geolocation.

After customizing Monty, select Save to apply your changes. You can view your brand customization directly from the preview panel.

4. Activate Monty for Sales on your G2 profile

You can activate Monty for your website or G2 profile from the Settings tab.

To activate Monty for Sales:

1. (Optional) In the Limits section, enter a soft and hard limit to cap your monthly spend.
   When your soft limit has been reached, you'll receive an email notification. When your hard limit has been reached, Monty for Sales will be disabled for the remainder of the month.

2. In the Payment Method panel, enter a credit card.
3. Accept G2's AI terms and conditions.
4. To activate Monty for Sales on your G2 profile, set the G2 profile slider to ON.
5. To activate Monty for Sales on your website, copy your embed from the Embed Monty on your website container. For detailed instructions, refer to the following section.

Adding Monty for Sales to your website

To add Monty to your website, navigate to the Settings tab, then copy your embed code from the Embed Monty on your website container.

The chat widget will appear on each page where the embed code is injected. To add it to all pages, add the embed code to the <head> of your website via a CMS, or using Google Tag Manager.

Example: Adding Monty to your website via Google Tag Manager

1. Log in to Google Tag Manager, then select the container associated with your website.
2. Navigate to Workspace > Tags, then select New.
3. Select the Tag Configuration panel to reveal the Choose tag type sidebar.
4. Select Custom HTML, then paste your embed code into the text box provided.
5. Assign triggers by selecting the Triggering panel. G2 recommends firing the tag on All Pages (Page View) by default.
6. Name your tag, then select Save.
7. Submit and Publish the changes to your Google Tag Manager container to apply Monty to your website.

For information payments, refer to the Pricing section.

Performance

Once Monty is live, you can access reporting from the Performance tab.

The Performance over time chart displays the total number of conversations Monty has had with buyers and any actions taken (such as lead form submission or website clicks) for the chosen interval.

G2 also reports more detailed metrics in the Conversations and Links Clicked panels, including the average number of buyer messages per conversation, the content most used to answer buyer questions, and the conversion rate for across all chats in your chosen interval.

The Conversation History table lists each chat, the total number of responses, the amount of content used, and a link to view the full conversation.