The Plan
This task creates an AI Chatbot that is installed on the website to capture more leads and increase visitor conversion through 24/7 automated responses. The chatbot provides information, pre-sells services, and captures leads from visitors who may not be ready to call.
Why This Matters
Many website visitors browse outside business hours or prefer chat before calling. A chatbot engages these visitors instantly, answers questions, qualifies intent, and captures contact details — converting passive traffic into active leads at all times.
How the AI Chatbot Differs from the AI Voice Agent
The AI Chatbot handles website visitors through text-based chat.
The AI Voice Agent handles inbound phone calls when calls are not answered.
Both operate on different channels and can run simultaneously depending on the plan.
Required Fields
Voice & Language
Voice Preference
Select Female or Male for the chatbot persona.
Agent Language
Select the language used when engaging website visitors. Available options include English, Spanish, French, German, Portuguese, Italian, Dutch, Arabic, Hebrew, Mandarin, Japanese, and Korean.
Knowledgebase Training (Optional)
Additional Training Content
Additional context beyond the website to improve response accuracy. This can include FAQs, service details, pricing guidelines, sales talking points, or specialized terminology.
Guardrails (Optional)
Guardrails
Topics or information the chatbot should avoid discussing or committing to.
Examples:
Do not discuss refund policies directly
Do not commit to specific appointment times
Website Access
Website Login URL
The URL of the website’s admin or backend login page.
Username / Email
The admin username or email used to access the website backend.
Password
The admin password. All credentials are encrypted at rest. The chatbot is not installed until final approval is provided after testing.
What Happens Next
The team builds the AI Chatbot using the submitted information.
Build and quality assurance typically take approximately one week, including human testing.
The chatbot is shared for testing and feedback before installation.
The chatbot is installed on the website only after final confirmation is provided.
Frequently Asked Questions
What happens if the chatbot provides incorrect information?
The Knowledgebase Training and Guardrails fields are designed to reduce this risk. Training improves accuracy, while guardrails restrict sensitive or uncertain topics.
Is testing available before installation?
Yes. The chatbot is tested and feedback can be provided before installation. It is only installed after final confirmation.