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AI and Automation

AI Chatbot for Websites (custom)

Custom AI chatbots that answer, qualify, and route visitors on your site.

Overview

What we deliver

We build custom AI chatbots for websites that answer product questions, qualify leads, and book meetings using your own content and CRM.

We design and ship AI chatbots that fit how your site, product, and sales team actually work. The bot is grounded in your documentation, pricing pages, and approved knowledge, with retrieval that keeps answers current as content changes. We define intents for sales, support, and self-serve flows, then connect the bot to your CRM, calendar, and ticketing tools. Conversation design covers tone, fallback rules, and escalation to humans during business hours. We add lead capture, qualification questions, and routing logic that sends qualified visitors to the right rep or sequence. After launch, we review conversations weekly, tag gaps, and refine prompts and content. The outcome is a chatbot that deflects routine questions, accelerates the buying journey, and gives your team clean records of every conversation it has.

Fit Check

Built for teams like yours

Who it's for

  • B2B SaaS sites
  • Professional services firms
  • E-commerce stores with complex catalogs
  • Education and training providers
  • Marketing teams running paid traffic

Pain points we solve

  • Slow replies to website inquiries
  • Repetitive product and pricing questions
  • Low conversion on high-traffic pages
  • Generic chatbots that frustrate visitors
  • Lost leads outside business hours
What's included

Capabilities

Everything we cover in this engagement.

  • Knowledge base ingestion
  • Retrieval-augmented answering
  • Intent and flow design
  • Lead qualification logic
  • CRM and calendar integration
  • Live chat handoff
  • Analytics and tagging
  • Weekly tuning and review
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Audit

We review site, content, and current chat data.

02

Design

We map intents, flows, and qualification rules.

03

Build

We train the bot on your content and integrate systems.

04

Launch

We deploy with monitoring and human escalation.

05

Improve

We review transcripts weekly and refine the bot.

What you get

Deliverables & outcomes

What you get

  • Deployed website chatbot
  • Knowledge base index
  • Conversation flow library
  • CRM and calendar integration
  • Analytics dashboard
  • Weekly improvement report

Outcomes you can expect

  • Higher lead capture rate
  • Faster response on the site
  • Lower support ticket volume
  • More qualified pipeline
  • Clearer visibility into visitor questions
Timeline

3 to 6 weeks

Engagement

Monthly retainer, Project, Sprint

Tools we use

OpenAI, Pinecone, Intercom, HubSpot, Webflow

KPIs we track

Containment rate, Lead capture rate, Booked meetings, Answer accuracy, CSAT

Client stories

What clients say

"

My books were 90 days behind and I was avoiding my accountant. They cleaned up nine months of mis-categorized Shopify and Stripe entries, set up proper rules in QuickBooks, and now my close lands on day four of every month. First time in three years I opened a P&L without wincing. Cash forecasting actually makes sense now.

D.R.
"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

Will the bot hallucinate answers?
We ground the bot in your approved content with retrieval and add guardrails for unknown questions.
Can we control which pages the bot appears on?
Yes, we configure targeting by page, source, and visitor attributes.
Does it integrate with our CRM?
Yes, we sync leads, conversations, and tags to systems like HubSpot or Salesforce.
How does it hand off to humans?
During business hours, qualified or stuck conversations route to your live chat tool with full context.
How often is the bot updated?
We refresh the knowledge index on a schedule and review conversations weekly for tuning.

Ready to put a smarter chatbot on your site?

We will scope intents, integrations, and a launch plan with you.