AI Website Chat Assistant
An intelligent on-site chat assistant that engages website visitors, answers common inquiries, and captures qualified leads around the clock.
The Business Problem
Website visitors often browse outside of traditional business hours or leave without filling out a static contact form because they need a quick answer. Without an immediate way to get assistance, potential customers continue searching and reach out to other businesses instead.
How It Works
- 1A visitor lands on your website and opens the branded chat widget in the corner of their screen.
- 2The assistant welcomes them, answers questions about your services, and explains your general booking process.
- 3It collects their name, email address, phone number, and a description of the project or service needed.
- 4For appointment-based businesses, it can provide a direct booking link or check calendar openings.
- 5The complete chat transcript and contact details are delivered to your Billy SmartOS CRM immediately.
- 6You receive an instant alert on your phone or computer so you can step in or follow up as needed.
What the Customer Receives
- Branded website chat widget configured to match your company visual styling
- Custom knowledge base containing your services, FAQs, business hours, and policies
- Automated lead capture form integrated directly into the chat conversation
- Real-time notifications sent to your team when a new conversation starts or completes
- Transcript logging within your Billy SmartOS central inbox
Setup Requirements
- Installation of chat embed code on your website (or included in your Billy SmartOS site)
- Submission of business information, service descriptions, and common customer inquiries
- Approval of chat tone, fallback messaging, and lead qualification questions
- Integration testing to confirm lead routing to your CRM and notification destinations
Monthly Service Scope
Continuous operation of the website chat assistant. Maintenance includes periodic review of chat transcripts, updates to responses as your services change, and platform connectivity checks. Usage is tracked based on conversation volume.
Service Pricing & Terms
Setup and ongoing service are quoted individually based on website traffic volume, custom response flows, and whether website installation is required. A clear proposal is provided before activation.
Frequently Asked Questions
Can the chat assistant give quotes to customers?
The assistant can share general starting ranges or standard pricing that you have approved, or collect the project details so you can prepare an accurate estimate.
Can I take over a live conversation if I am available?
Yes. Conversations appear in your unified Billy SmartOS inbox, allowing you or your staff to reply directly to the customer in real time.
Does the chat assistant work on mobile phones?
Yes. The chat widget is fully responsive and provides a smooth experience on smartphones, tablets, and desktop computers.
What if a visitor asks an off-topic question?
The assistant is configured to keep conversations focused on your business services and politely guide the visitor back to their inquiry.