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
Visitor: Do you offer emergency boiler call-outs in Bristol?
AI assistant: Yes — I can check coverage, urgency, property type, and preferred contact details before sending the job to the team.
Next action: Create a qualified enquiry in HubSpot and send a WhatsApp follow-up with the booking link.
Workflow blueprint
Capture intent
Identify whether the visitor needs support, a quote, a booking, or advice.
Qualify the lead
Collect the few details your team needs before spending time on the enquiry.
Create the record
Push the conversation summary into your CRM or shared inbox.
Trigger follow-up
Send a booking link, confirmation email, or WhatsApp message automatically.
Likely stack
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.
Explore other demos
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CRM + email + WhatsApp automations
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