Conversational AI & Virtual Assistants
We design and deploy a chatbot trained on your actual content, including FAQs, service pages, pricing rules, and qualification criteria. It answers the questions your team answers every day, captures structured lead details, offers to start booking an appointment when relevant, and escalates to a human the moment a conversation needs one.
Business outcome
Visitors get accurate answers at any hour, your team receives qualified leads with full context, and staff only step in when a real conversation is needed.
4
Avg. qualification steps
3
Handoff destinations
24/7
Hours covered
Who it is for
- Professional service firms that receive repetitive enquiries about pricing, availability, or scope
- E-commerce and SaaS businesses that need to qualify leads before a sales call
- Small businesses that miss enquiries outside office hours and want to stay responsive without extra headcount
Problems solved
- Potential customers leave the website without making contact because no one is available to answer basic questions
- Sales and support staff spend hours each week answering the same pre-sales questions instead of closing deals
- Lead forms collect contact details but nothing useful about what the prospect actually needs
- Urgent enquiries get lost in a shared inbox with no clear owner or next action
What is included
A custom AI chatbot built for your business that answers questions, qualifies leads, and hands off to your team exactly when a human is needed.
Conversation design map covering FAQs, qualification branches, and escalation triggers
Knowledge base built from your existing content, including website pages, documents, and approved answers
Lead capture flow that collects name, contact details, budget range, and intent before handoff
A prompt to start booking an appointment when the conversation calls for it (see Booking & Scheduling Automation)
Human handoff integration that sends a conversation transcript and lead summary to email, Slack, or your CRM
Go-live testing and plain-English documentation so your team can update content without a developer
From trigger to next action.
A visitor explains their project, the assistant asks a few qualifying questions, scores the lead, creates a CRM record, and offers to book a call, all before a human is involved.
Benefits
- Respond to website visitors instantly at any hour without adding headcount
- Receive leads with full context so your team can follow up with a relevant, personalised message
- Cut the volume of repetitive support and pre-sales questions hitting your inbox each week
- Keep full control over what the assistant says. Nothing goes out without your approval.
Tools and integrations
- OpenAI API
- Botpress
- Voiceflow
- Tidio
- HubSpot
- Pipedrive
- Slack
- Zapier
- Make
Timeline/process
- Kickoff call to agree on goals, tone, qualifying criteria, and escalation rules
- Content audit to gather FAQs, service descriptions, pricing guidelines, and support material
- Conversation mapping with branches for common questions, dead ends, and human handoff triggers
- Build and connect the assistant to your website, CRM, and notification channels
- Internal testing covering edge cases and out-of-scope questions
- Launch with a review period to refine answers based on real visitor conversations
Build the wider system when you are ready.
Plan your next step with a useful guide.
Read a clear, no-jargon guide related to this service before you decide what your business needs.
Where this fits
Part of a package, or scoped on its own
Most projects start with a fixed-scope chatbot build, then move into a monthly plan covering content updates and improvements as conversation volume grows.
Questions about Conversational AI & Virtual Assistants
No. It only answers from a knowledge base you review and approve before launch. If a visitor asks something outside that scope, it acknowledges the gap and offers a human handoff rather than guessing.
Yes. We deliver the project with plain-English documentation so your team can add FAQs, update answers, or change qualification questions without needing a developer.
Yes, it can start a booking directly in the conversation against your live calendar. See Booking & Scheduling Automation for the full reminder, reschedule, and no-show workflow that goes with it.
Find the fastest workflow to automate first.
Share your website, CRM, booking flow, lead sources, and manual bottlenecks. Relyforge Systems will identify a practical first automation opportunity.