Answer pre-sale questions using your business knowledge, ask what matters for fit, and capture the conversation. Qualified visitors can receive your configured booking link. Your team gets context for a useful follow-up.
Start where a visitor needs help deciding whether an offer fits. A concierge can work with existing demand; it does not create website traffic or guarantee bookings.
Pre-sale answers, your qualifying criteria, and useful lead context belong in one conversation. Keep a person responsible for uncertain details and follow-up.
<script> line and configure brand colours. The widget can collect questions and contact details outside office hours, subject to usage safeguards.Fictional example, not customer results. Answers depend on the business content supplied. A booking-link offer is not a completed booking.
Start with your website and five to ten real pre-sale questions. We confirm the scope, then review the answers alongside your source content, the qualification path, and what your team receives for follow-up.
Check a product, service or comparison answer against the source page. This is a manual demo check, not a promise of automatic answer citations.
Test a missing detail and a request for a person. Agree who reviews the conversation and follows up.
Walk through contact capture and the configured booking link. Check completed bookings separately.
Identify missing or conflicting product or service details before trusting the assistant with those questions.
Send your public website address and the kinds of questions buyers ask. Do not send customer records or private conversation transcripts. We will confirm fit and scope before preparing a demo.
Running multiple products? The Growth Bundle includes AI Sales Assistant and saves $75/mo.
Yes. The widget runs on your website using an embed script. Check that your website platform and plan allow custom scripts, then install the snippet from your dashboard.
Supply approved FAQs, services, pricing and policies, and test the answers against those sources. Retrieval checks and instructions to avoid unsupported claims reduce risk, but do not guarantee accuracy. Your team should confirm uncertain or time-sensitive details.
AI Sales Assistant helps prospective buyers understand fit and take a sales next step. AI Support Chatbot handles recurring support questions. Choose the workflow you need; neither product replaces human judgment.
The assistant can acknowledge a request for a person and collect contact details. Your team reviews the captured conversation for follow-up. This is not an instant live-agent transfer or a response-time promise; keep a clear contact option visible on your website.
Do not assume those capabilities. Approved knowledge and daily refreshed website snapshots are not live inventory or pricing feeds. Visitor-facing source citations are not a verified standard feature. Confirm a specific integration before relying on current availability or price.
No. A static booking link can be configured without Calendly. When Calendly is connected, the assistant can check live availability and offer the selected booking link; the visitor completes the booking. Native Google Calendar and Outlook booking are not currently live.
Yes. Conversations are stored encrypted and scoped to your business only. We never use your visitor data to train models. See our privacy policy for details.
A credit card is requested when you sign up for the trial, but you won't be charged during the 7-day trial. Once the trial ends, your card is billed and the widget keeps running without interruption. Cancel any time before the trial ends and you won't be charged at all.
Seven days, no contracts, no charges until the trial ends. Install the widget, configure your questions, and review the lead context it captures.