AI chat & lead assistants
AI conversations with a useful next step.
A website assistant that uses approved business information, gathers the details your team needs and gives visitors a clear route to a person.
What we can
put in place.
- An agreed set of services, FAQs and answers the assistant can use
- A visible introduction that identifies it as an AI assistant
- Enquiry capture with the conversation attached where supported
- Human handoff and an honest response when information is missing
- An approval process for changes to prices, policies and offers
- Usage limits and a review of unanswered questions
From idea to everyday use
A clear route
to the first version.
- 01
Approve the information and conversation boundaries
- 02
Connect the permitted lead fields and handoff route
- 03
Test ordinary, unclear and out-of-scope questions
- 04
Review conversations and improve the answers
Agree the boundaries.
Measure what matters.
Public chat starts with public business information. Access to a customer’s order or account requires a separately designed identity and permission flow. The assistant must not invent prices, confirm availability without a source, or promise a refund.
How a first project usually works
One job.
A checkable path.
The same sequence on every scoped AI project, before anything depends on the system.
- 01
Free 30-minute conversation about one specific job.
- 02
Written scope that separates the build, ongoing care, and AI usage.
- 03
Test the full path, including failure cases.
- 04
Human review before anything goes out.
- 05
Logs, limits, and a way to stop it.
Before we begin
Your questions,
answered.
Is this a general-purpose chatbot?
No. Its scope is your approved business information and the tasks we agree. It should say when it does not know and offer the next step.
Can it connect to ViaCRM?
Yes, subject to the agreed tenant, fields and integration. Delivery and access boundaries must be tested before launch.
Can it replace our team?
The intended role is to handle repeat questions and prepare enquiries. Your team handles exceptions, commitments and decisions that need judgment.
Your next AI project starts here
Bring the challenge.
Let’s build the AI.
Show us the task, the information and the tools involved. We’ll help you shape a useful first project.