Approved answers
Select customer-facing facts; private drafts and CRM notes stay excluded.
YOUR WEBSITE. YOUR ANSWERS.
Keep your website and add a chat widget backed by the business facts you approve for visitors. Capture inquiries when a person needs to help.
Reviewed facts + instructions
APPROVAL FIRSTConcept illustration · See each product page for current availability.
Website answers and lead capture require configuration and testing. Activation needs AI, Turnstile, allowed origins and business permissions. Shared inbox/live takeover is planned.
WEBSITE CHAT · THE APPROACH
Select customer-facing facts; private drafts and CRM notes stay excluded.
Ask visitors for contact details and reply consent, then create a lead.
Configure widget title, color, allowed sites and handoff wording.
SEE THE BUSINESS POSSIBILITIES
Build an AI agent around your business facts and rules. Help customers get answers, capture their interest and organize what happens next—using built-in modules or supported connected tools.
Illustrative conversations for fictional businesses across auto repair, salon, home cleaning and jewelry services. These previews do not make calls, send messages or create bookings. Availability is shown on each example.
Do you service hybrid cars? Can I get a brake repair estimate?
Yes, our example shop services hybrid vehicles. A technician needs to inspect the brakes before confirming a repair estimate. May I collect your vehicle details and contact information for the service team?
Answer service questions using approved shop information and collect the details a technician needs to follow up.
BEYOND THE CONVERSATION
The roadmap extends to email, customer support, sales, commerce and team tasks. Each workflow needs the right tool access, permissions and a tested outcome.
Draft replies from approved policies.
Route inquiries and track follow-ups.
Use product facts; connect live systems for current data.
Assign tasks and surface exceptions for review.
Automation roadmap illustration. Failed actions and unanswered questions need a visible queue and human follow-up; no system can guarantee that every lead is captured.
A PRACTICAL PATH
Start with a focused workflow.
Check availability and setup before activation.
Approve current facts and separately select public AI use.
Authorize your website origin and configure required providers.
Use the generated embed; verify answers and inquiry handoff.
GOOD TO KNOW
Yes. Use supported connections where available. Built-in tools and connected tools can be used together; each workflow needs an explicit setup and permissions.
No. Business records and knowledge stay in your private workspace. Customer-facing AI uses separately selected approved information.
KEEP EXPLORING
Services, products, prices, FAQs and policies belong in one reviewed knowledge foundation, ready to support the workflows you choose.
A practical CRM foundation for small businesses: contacts, lead stages, notes and follow-ups without needing another CRM to get started.
Our planned shared inbox will bring channel conversations, customer context and team handoffs into your business workspace.
START WITH YOUR BUSINESS
Create a private workspace. Start with the features available today
and grow with the platform.