Website chat and customer intake
Give visitors a way to ask questions and explain what they need. An AI chat agent can use approved business information, collect useful details, and route the conversation to your team.
Free 30-minute call to discuss the task and a practical next step.
Businesses that receive repeat website questions or want a more useful first step than an empty contact form.
We define the services, business information, and common questions the agent may use. Your team reviews that material before customers rely on it.
The agent should be clear about its role. When a question falls outside its information or authority, the next step is a human handoff, not an invented answer or a commitment your business did not approve.
A good conversation leaves your team with enough detail to respond. Depending on the service, that could include the request type, location, callback details, and a short summary.
A booking link or requested time is not automatically a confirmed appointment. The chat flow needs to distinguish between a request, an available slot, and a booking recorded in the agreed system.
Where the agreed calendar integration supports it, booking can be included. We define when an appointment is actually confirmed and test the result in the calendar. Other setups can offer a booking link or collect a request for staff review.
It should say that it cannot answer and provide the agreed route to a person. The approved knowledge and handoff rules are part of the build.
No. The conversation design may overlap, but SMS needs its own channel setup, contact permissions, and operating rules. We scope that separately rather than treating a website chat widget as a ready-to-send text campaign.
Bring the process you want to improve and the tools you already use. We'll discuss what a useful first version should do.
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