An AI chatbot for business that answers from your facts, not guesses
Visitors ask the same dozen questions at night and on weekends, and plenty leave when nobody answers. A vetted specialist builds a chatbot that replies from information you've approved, collects contact details and hands the tricky cases to a person.
Free, no obligation. A senior project manager walks you through the analysis.
What you get
You get a knowledge base, a bot on your website and messengers, a clear handoff to your team and a monthly check of real conversations.
What the specialist does
What the specialist does to build your AI chatbot for website visitors
The AI model is the easy part. The real work is deciding what the bot can say, feeding it correct answers, connecting it to your inbox or CRM and reading its chats until the replies come out right.
At the start
Questions and knowledge base
Pulls the questions customers actually ask from emails, calls and chat logs, then writes a knowledge base of approved answers, the only source the bot may draw on.
At launch
Bot on the site and messengers
Puts the bot on your website and, if you need it, on Facebook Messenger, Instagram or WhatsApp, sets up the handoff to a person and sends captured contacts to your CRM.
Every month
Conversation checks and fixes
Reads a sample of real chats, fixes wrong or vague replies, fills in missing answers and shows how many questions the bot resolved and how many leads it passed along.
Scope of work
When an AI chatbot for lead generation and support is worth it
A chatbot earns its keep when your team loses hours to repeat questions (hours, pricing structure, service area, shipping, how to book), when leads come in after hours and sit until morning, or when visitors leave pages without asking anything. It also fits a company that spends heavily on ads and wants every paid visit to have someone to talk to.
Scope depends on how many topics the bot covers, where it lives (just the website, or also Messenger, Instagram, WhatsApp or SMS), whether it books appointments or only collects details, which CRM or help desk it connects to, and how sensitive your field is. A dental office bot has to stay away from medical advice, while an online store bot can talk sizes and returns all day.
Metrics this work is built to improve
- Questions resolved without staff
- Qualified leads captured by chat
- First response time after hours
Typical scope
- Inventory of real customer questions
- Knowledge base with approved answers
- Conversation paths and lead qualification
- Deployment on website and messengers
- Human handoff and CRM connection
- Monthly conversation audit and report
You agree on the scope with your senior project manager before work begins, and the same person oversees it from start to finish.
How we match
You don't pick the marketer. A senior project manager with 15+ years of experience does.
What to know
What to know about the chatbot knowledge base and AI answers
An AI chatbot writes fluent sentences whether it knows the answer or not, so the knowledge base is the whole job. The bot should answer only from content you've approved, say plainly when it doesn't know, and never make up a price, a policy or a promise. It should also tell people they're talking to an automated assistant. Customers forgive a bot that hands them to a person. They don't forgive one that confidently gets their order wrong.
Common mistakes: switching on a bot trained on the whole website, outdated pages included; hiding the way to reach a human; asking for an email before answering anything; and never reading the transcripts. Another is ignoring privacy, since visitors type personal details into chat. Your specialist keeps sensitive topics out of the bot's scope and follows your data rules, and regulated questions, like health or legal matters, go to your staff.
Your project manager works out with you what the bot covers, what it must never say and who gets the handoffs. The specialist builds it and tests it on real questions before launch, and you approve the answer base. After launch, your project manager sends a monthly summary: resolved questions, captured leads, handoffs and every answer that got corrected that month.
How we work
How your chatbot project gets started
Step 1
Free analysis
Send your website and tell us where questions come in today. Within 24 hours you'll get a PDF on the questions a bot could handle, where leads slip away and which channels it should cover.
Step 2
Call and scope
On a short call you go over topics, channels, the CRM and who takes over live chats. Your project manager then writes the scope along with a list of things the bot must never do.
Step 3
Matching
The senior project manager (15+ years of experience) brings in a chatbot specialist who has built bots for companies in your field. After meeting them, you decide if the project goes ahead.
Step 4
Launch and tuning
The specialist builds, tests and launches the bot, your project manager approves the answer base, and every month the specialist reads transcripts and fixes replies where needed.
FAQ
Questions before you start
Don't see your question? Request the analysis, and the project manager will answer it on the first call.
01Will an AI chatbot for small business replace our front desk?
No, and it shouldn't try to. It takes the repeat questions and after-hours inquiries so your staff can focus on conversations that need a person. When a visitor asks something outside its scope or just wants a human, the bot collects their details and passes the chat on.
02How does the human handoff work?
The specialist sets rules for when the bot steps aside: a question it can't answer, an upset customer, a request to talk to someone, or a lead that fits your ideal client. The conversation lands in your inbox, help desk or CRM with the full transcript, so nobody has to ask the customer to start over.
03Can the bot work as a chatbot for customer service and for sales at once?
Yes, with separate paths. Existing customers get order status, returns and account help, while new visitors get qualifying questions and a way to book a call or leave details. Keeping the paths apart stops the bot from pitching to someone who only wants to track a package.
04What stops the chatbot from making things up?
It's set up to answer only from the approved knowledge base and to admit when something isn't covered. Before launch, the specialist throws tricky and off-topic questions at it, then reads transcripts every month and fixes any answer that has drifted. Prices and policies come from your text, never from the model's guess.
05Which chatbot platforms does the specialist use?
It depends on your stack: Intercom, Tidio, HubSpot chat, Zendesk, ManyChat for Facebook Messenger and Instagram, or a custom bot on an AI model when you need more control. If you already pay for a tool with chat features, the specialist starts there before suggesting anything new.
Get the free analysis
Find out what an AI chatbot could handle for your business
Order the free marketing analysis and get a PDF in 24 hours on the questions a bot could answer, the leads you lose after hours and the channels to cover. Then a senior project manager matches you with a chatbot specialist.
- Analysis within 24 h
- No obligation
- PDF covering 5 competitors
- Team picked by your PM