Website Chat + Lead Qualification Assistant

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Client (confidential)Varies by scope

Added a website chat assistant that answers common questions, captures lead details, and hands off to a human when needed.

Problem

The team spent too much time answering repetitive questions and didn’t always get clean details from new inquiries—especially outside business hours.

What we changed

We set up a knowledge base, built conversation flows for the most common intents, and integrated lead capture with email/CRM handoff so follow-ups are consistent.

Outcome highlights

  • After-hours inquiries: Visitors can request service even when you’re offline
  • Lead quality: More complete details collected before a callback
  • Support load: Fewer repetitive questions hitting your inbox
  • Handoffs: Human follow-ups include context from the chat

Outcomes are described in plain language; details available on request.

Technologies Used

Website chatKnowledge baseCRM integrationAutomation workflows

Ready to Start Your Success Story?

Tell us what you’re trying to improve—more leads, faster follow-ups, or clearer tracking—and we’ll scope the simplest path forward.