DigitalbyDefault.ai
All demos

Website chat + lead capture

Chatbot demo

A practical chatbot flow for clinics, trades, accountants, agencies, and local service businesses that need faster enquiry handling without adding another inbox.

Sample interaction

1

Visitor: Do you offer emergency boiler call-outs in Bristol?

2

AI assistant: Yes — I can check coverage, urgency, property type, and preferred contact details before sending the job to the team.

3

Next action: Create a qualified enquiry in HubSpot and send a WhatsApp follow-up with the booking link.

Workflow blueprint

1

Capture intent

Identify whether the visitor needs support, a quote, a booking, or advice.

2

Qualify the lead

Collect the few details your team needs before spending time on the enquiry.

3

Create the record

Push the conversation summary into your CRM or shared inbox.

4

Trigger follow-up

Send a booking link, confirmation email, or WhatsApp message automatically.

Likely stack

Website widgetOpenAI or ClaudeHubSpotEmailWhatsApp/SMS optional

Common use cases

  • Appointment FAQs
  • Quote requests
  • Document collection
  • Support triage
  • Lead qualification

Want this adapted to your actual workflow?

We can map the current process, define a safe pilot, and connect the right tools without forcing a full rebuild.

Book a discovery call

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