AI has changed how people buy software. Breakout is the system that helps marketers keep up.
What’s happening
The way buyers engage is changing.
AI search and dark social have made buyers faster, smarter, and stealthier. But the faster your buyers move, the harder it is to capture them with static forms and passive widgets.
The pace has changed waiting for a "chat" gets harder
Visibility starts to drop: 98% of your traffic remains anonymous.
Coordination becomes a liability: Leads get trapped in "conversation logs" instead of CRMs.
Decisions suffer: You spend budget driving traffic you can’t see or talk to.
The choice legacy chatbots were never built to go this fast
Most conversational marketing tools were designed for a slower era (2016). They’re built around manual decision trees, not intelligence. Every revenue leader is facing a decision:
Do you keep stitching AI wrappers onto a "playbook" system that wasn’t designed to think? Adding complexity to an already expensive tool. Or do you modernize the operating layer itself?
Introduction
Breakout is the operating layer for this new way of selling.
Breakout is where revenue teams identify, track, and engage visitors. From anonymous traffic to closed-won revenue.
Because everything runs through Breakout’s data layer, it’s the most natural place to deploy AI SDRs. Tools like Salesforce, HubSpot, Apollo, Salesloft, and LinkedIn plug directly in, so instead of improvised "Zapier" patches and glued-together workflows, everything works through one structured intelligence layer.
Fast-growing teams like MoEngage, Ketch, Browserstack, CaptivateIQ, and Pebl have already made the switch to build a modern inbound engine.
Why revenue teams are making the switch
Identity
You actually see who is there
Breakout is fast, accurate, and runs silently in the background. Teams that migrate to Breakout report significantly higher signal density:
3-4x Increase in qualified pipeline
Up to 88% visitor de-anonymization rate
0 manual playbooks to maintain
When the system sees the visitor (not just the cookie), data stays relevant. You can see which accounts are active, who is browsing pricing, and how that connects to your CRM.
Shilpi, Director of Media & Demand Gen
RecruitCRM. Migrated out of Intercom. Chose Breakout over Drift, Qualified.
Autonomy
Every signal gets acted on
Breakout connects the systems your team already uses to close deals like marketing automation, e-mail sequencing, CRMs, and enrichment tools
Context from website behavior flows into Breakout as intent, whether captured automatically by the AI or engaged by a human.
Breakout automatically structures it for you. Researching the prospect, finding the right decision-maker, and triggering the outreach. It’s like having a BDR team working around the clock, ensuring no high-intent visitor leaves without a touchpoint.
Colton Calandrella, CEO & Founder at Barti.
Orchestration
Humans and agents sell together
The best revenue tools - like HubSpot, Salesforce, and Clay - integrate natively into Breakout.
Your AI SDRs operate just like a human teammate. Their work shows up where everyone can see it, and humans can step in to take over conversations seamlessly. Giving you massive leverage and velocity in your prospecting phase, without losing quality or control.
Vikas, CEO of HackerEarth
Control
You move fast without seat limits
Breakout gives you visibility at every altitude, from total site traffic down to a specific follow-up e-mail sent by an agent. Everyone in your organization gets access because we don't charge per seat.
When humans and AI are both working the pipeline, you get one unified view of that collaboration. You can see what’s being generated, by whom, and how it connects to revenue, whether the meeting was booked by an SDR or an AI.
Who else switched
Breakout is the operating layer for this new way of selling.
Breakout is the tool of choice for modern GTM organizations, from PLG startups to enterprise sales teams.
It’s never too early or too late to make the switch. Some started with Breakout to avoid the Drift or Qualified “Setup tax" from day one. Others migrated after years of struggling with complex Playbook maintenance.
They switched to stay ahead as the way companies buy changes.
CaptivateIQ: Moved from Drift to Breakout after a Drift security breach in September, 2025. Chose Breakout over Qualified.
MoEngage: Migrated from Qualified to Breakout.
Ketch: Migrated 10+ SDRs from Drift in a week.
How the switching process works
See for yourself if Breakout is the right fit for your team and switch with confidence.
Try it yourself: Create a workspace. Install the script in minutes. (Launching soon)
Resources
Breakout pilots involve one high-volume SDR team and last two to four weeks. Participating in a pilot is an opportunity for revenue teams to see how AI can automate pipeline generation.
Most teams define “pilot success” as SDRs identifying Breakout as a tool that removes manual busywork and books meetings while they sleep.
Below, we share how to select the right teams to use Breakout, gather the evidence you need, and present a data-backed case for switching from Drift or Qualified.
The pilot process
Pick the teams to pilot Breakout
Make a list of Inbound SDR teams that are currently overwhelmed by volume or frustrated by low-quality chat leads. Review the groups on your list and identify the ones that spend too much time "babysitting" the Drift Live View. They will be the most likely to be sensitive to the friction of manual chat and enthusiastic to pilot a tool that automates the initial outreach.
Once you have a target team in mind (e.g., "North America Inbound" or "SMB Sales"), approach them with a pilot plan: running Breakout on a specific set of high-traffic pages while leaving Drift or Qualified on the rest.
Run your teams on Breakout
We're happy to provide the support your organization needs, such as a strategy session on how to get started and configure the "AI SDR" to match your brand voice, your downstream rules for routing and engagement.
Neha Gaud, Digital Marketing Manager, , RecruitCRM
Compile your data and assess impact
Anecdotes about "smarter AI" are helpful, but the strongest case for migration is built on funnel metrics. Leaders need to see that the switch drives revenue, not just conversation. To validate the pilot, measure the "AI Lift" across four specific dimensions:
Lift in High-Intent Conversions: Compare the conversion rate on your pilot pages (e.g.,
/pricingor/demo) against your Drift/Qualified baseline. Did the AI capture more demand from the same amount of traffic?Conversational Delta: Measure the increase in total engaged visitors. Breakout’s proactive de-anonymization often engages "invisible" traffic that passive chat widgets miss.
On-Site Bookings: Count the meetings booked directly within the chat interface during the session.
Off-Site Bookings: This is the hidden multiplier that legacy tools miss. Track the meetings generated via the AI’s automated email and LinkedIn follow-ups - revenue that was captured after the visitor left the site.
By combining on-site and off-site attribution, you get a true picture of the ROI
Make the switch
A full migration to Breakout is the next step. Book time with us to get your team started with the migration process.
The Migration Paths
We know that a 10-person growth team moves differently than a 500-person enterprise. Choose the deployment path that fits your velocity.
Path A: The fast track
Timeline: < 1 day Best for: Growth teams, PLG startups, and pilots.
Milestone 1: One-click integrations
1. Connect HubSpot/Salesforce
Connect SDRs calendars
Milestone 2: Knowledge ingestion
Paste your URLs (help center, primary website). Our AI scrapes your site to build its brain instantly.
Upload sales decks, call recordings, marketing collateral
Milestone 3: Go live
Swap the JS Snippet in your tag manager
Result: Deanonymization and AI capture begin immediately.
Path B: The "enterprise route"
Timeline: 14-30 days
Best for: Complex sales orgs with strict routing rules, custom objects, and multiple territories. We partner with your Ops team to ensure a "White glove" transition.
Milestone 1: Architecture & security
SSO Setup: Configure Okta/SAML for your organization.
CRM Blueprinting: Map custom Salesforce objects and "Do Not Contact" lists to Breakout logic.
Milestone 2: The knowledge base audit
Bulk ingestion: We scrape your sitemap and auto-structure your knowledge base.
Content curation: You upload high-value assets (PDFs, price sheets) and define visibility permissions (e.g., marking internal docs as "SDR eyes only").
Persona design: We translate your brand guidelines into an Agent Persona (e.g., "Professional & Clinical") and map your specific user journeys to conditional logic.
Iterative testing: Your team validates the Agent on a private Staging Site, using "Thumbs up/down" feedback to refine answers before the public launch.
Routing logic: Set up routing and territory rules
Milestone 3: Team enablement
SDR training: Live workshops to train your team on "Inbox Management" and "AI Handoffs."
Staging environment: Test the bot on a private URL before public launch.
Milestone 4: The switch
Hypercare launch: Our engineers and support teams monitor logs for 48 hours post-launch to ensure 100% uptime and data fidelity.
Transition checklist
AI & logic configuration
Data & Integrations
Team Readiness