For service businesses

Turn service inquiries into complete, actionable quote requests.

Give prospects immediate answers, collect the details your team needs, and keep quotation context attached to every lead.

One connected workflow

Visitor question → qualification → lead record → quotation or payment → analytics

The challenge

Stop losing context between inquiry and follow-up.

Website forms often capture too little information, while repetitive pre-sales questions consume time before your team can prepare a useful quote.

The outcome

Give every qualified conversation a destination.

The widget guides each prospect through a useful conversation, records their contact details and intent, and creates a structured quotation trail for follow-up.

Recommended workflow

From configuration to customer action.

1

Teach the assistant about your services, coverage, policies, and qualification criteria.

2

Ask relevant questions based on the visitor’s request.

3

Capture contact information, requirements, conversation context, and quotation items.

4

Review the lead in your workspace or synchronize it to Google Sheets.

Included capabilities

Configure the workflow around your offer.

Access depends on the subscription plan selected by your account.

  • Business knowledge and custom AI behavior
  • Qualification questions and structured lead capture
  • Quotation totals and statuses
  • Email notifications and Google Sheets synchronization
  • Conversation and lead analytics
Ready to build your workflow?

Start with a plan that matches your websites and lead volume.

Compare the current database-driven plan features, limits, billing intervals, and available payment methods.

View pricing