AI Chatbots
An assistant that actually knows your business.
We build AI chatbots for business websites and messaging channels, grounded in your approved content, with lead capture, booking, and handoff to a person.
Give customers a chatbot built around your approved documents, policies, and product information. We define what it should answer, what it should collect, and when to offer human help. We test representative questions and unsupported requests on the agreed channels before launch.
Delivering this for an agency client? Submit a client project
- When
- Visitor asks a question
- Then
- Answered and booked
Fictional workflow example
See a chatbot answer, then book
Grounded in your own content, it answers with sources, notices when someone is ready to book, and hands off to your team when a person should step in.
This interactive example illustrates a possible workflow. It is not a live client system or a promise of results.
- Website chatVisitor asks a question
- Knowledge baseSearch 214 articles
- AI assistantAnswer with sources
- RouterWants to book?
- CalendarBook the visityes
- Your teamHand off to staffno
- CRMSave the lead
Execution log
Press Run to watch it work. Click any node to see what it does.
What we build and configure
The capabilities below guide scoping. Your proposal defines the included deliverables, integrations, acceptance criteria, and software costs. The account owner pays third-party subscriptions and usage directly.
Grounded in your content
We configure approved knowledge sources and test answers against them. Source quality, updates, and model limitations affect the results.
Lead capture built in
The bot collects agreed lead details and sends them through supported CRM or inbox connections, with a defined response if delivery fails.
Human handoff
We configure handoff rules, the context to share, and a fallback when your team is unavailable.
Your voice
Tone, boundaries, and fallback behavior are tuned to match how your brand talks.
Outcomes we define together
Goals to measure after launch, not guaranteed results.
Answers to routine questions beyond staffed hours
Lead details captured through agreed qualification steps
A clear route from automated answers to human support
A good fit for
Businesses fielding the same questions over and over, or losing leads outside business hours.
What we handle and what we need from you
These apply to every project. The questions below cover what this service needs in particular.
We handle
- Workflow mapping and a written scope
- Tool configuration and supported integrations
- Prompts, knowledge sources, and conversation or call flows
- Testing, including failure paths and human handoff
- Documentation, handoff, and optional ongoing care
You provide and decide
- Account ownership and authorized access
- Approved business information, policies, and tone
- Decisions on consent, disclosure, and messaging rules
- A person for escalations and launch approval
- Provider subscriptions and usage charges
From first conversation to approved handoff
Share the workflow
Tell us what you want to hand off: the current process, the tools involved, and the outcome you need. Agencies can submit a client brief instead.
Agree scope and delivery
We review feasibility, dependencies, deliverables, and acceptance criteria. You receive a written proposal and quote before work starts.
Build, test, and approve
We configure and build the agreed system, then test the workflow, failure paths, and human handoffs. You approve the launch.
Hand off or add care
You receive the agreed documentation and account handoff. Add an optional care plan for monitoring, fixes, and agreed improvements.
Questions, answered
Straight answers to what people ask before they start. Something else on your mind? Ask us.
Where can the chatbot live?
We review your website, app, and messaging channels, then confirm supported integrations, account permissions, and platform rules before including a channel in the proposal.
Where do its answers come from?
We configure the bot around content you approve, such as help documents, policies, and product details. Knowledge sources and refresh responsibilities are agreed in scope. Grounding reduces unsupported answers but does not eliminate model errors.
What happens when it doesn't know the answer?
We test fallback responses and offer an agreed next step, such as human handoff or a contact form. The bot may not recognize every incorrect answer, so the plan also defines review, correction, and escalation responsibilities.
Can it book appointments and send leads to our CRM?
Where the selected tools support it, we connect qualification, booking, and lead delivery. We test availability checks, permissions, and failure handling before launch. Unsupported tools or additional integrations require a separate scope.
Who can see the conversations, and how does it stay current?
We agree who can access transcripts, how long they are retained, and which records may be reviewed. Your team approves content changes. Refresh frequency and ongoing answer review belong in the handoff or optional care plan.
What do we need to provide?
Bring your approved content, target channels, qualifying questions, booking rules, and a contact for human handoff. You provide authorized account access and the final approvals. We confirm gaps and software costs before agreeing the build.
What do we receive, and who keeps it updated?
You receive the agreed bot configuration, knowledge-source list, test results, and operating notes. The handoff names the owners of content updates, access, and escalations. Ongoing review and maintenance are optional, separately scoped services; your business pays software and usage.
Also in Custom AI systems
- AI AgentsCustom agents for research, triage, and data entry across approved tools, with defined permissions and review points.
- AI Voice AgentsAI voice agents for agreed inbound or outbound call flows, with lead qualification, supported booking, and human handoff.
- AI AutomationsConnected workflows for approved data transfers, follow-up, and AI-assisted steps, with defined checks and alerts.
- AI EmailAI-assisted inbox triage, reply drafts, and approved follow-up sequences, with sending rules and review steps.
- Custom Business SolutionsInternal tools, dashboards, portals, and AI features scoped around your workflow and supported integrations.
Let’s scope AI Chatbots for your business
Tell us about the workflow and the tools you use. We will review the fit and propose a scope before any work starts. Agencies can submit a client project for this service.