How to: How to Create a Discovery Call Bot in Hyperbound

Last updated: April 22, 2025

Summary

Learn how to build a Discovery Call Bot that simulates thoughtful, qualification-based sales conversations. Discovery calls are designed to assess fit, understand customer challenges, and uncover goals before offering solutions.

đź›  Tools Required

  • Hyperbound Admin access

  • Prior knowledge of Cold Call Bot creation

  • Customized discovery call scenario

Step 1: Go to “Create New Bot” and Select “Discovery Call”

  1. Navigate to the Bulk Creation or Bot Creation section.

  2. Select the Discovery Call option from the available bot types.

Step 2: Define the Bot Brain

  • Example scenario: You’re from Hyperbound, selling to the VP of Sales at Infotech.

  • Include basic company info and context (e.g., number of reps, industry, etc.).

  • Click Generate to build the draft.

Step 3: Set the Call Context

  • Choose a buyer type (e.g., solution-aware but skeptical).

  • Define the backstory for how the call was set up:

    • “We booked this call last week.”

    • “We met at a workshop and exchanged contacts.”

Step 4: Add Personal and Company Details

  • These are auto-generated but editable:

    • Name, role, avatar type (tone/personality)

    • Company mission, structure, and industry notes

Step 5: Define Priorities, Objections, and Opinions

  • Fill in:

    • Priorities (goals the buyer is working toward)

    • Objections (likely pushbacks you may encounter)

    • Opinions (what they believe about your product, problem space, or industry)

Step 6: Link a Discovery Call Scorecard

  • Create or attach a Discovery Call-specific scorecard that evaluates:

    • Qualification approach

    • Active listening

    • Needs identification

    • Objection handling

Step 7: Publish the Bot

  • Once you complete all fields, click Publish to deploy your Discovery Call Bot.

đź“ť Notes

  • Discovery bots differ from cold/warm bots in tone, goals, and scoring.

  • Consider using more nuanced scenarios and skeptical buyers for realism.

  • Use AI-assisted fields for faster setup and tailor as needed.

If you have any other questions, feel free to reach out to the HyperBound team, either via the chat button, or email us at help@hyperbound.ai.