AI Assistants & Chatbots
AI assistants and chatbots that answer from your content, not the internet
Customers want answers now, not after a phone call or a form. We design and build AI assistants for your website, app or intranet that answer from your own approved content, capture enquiries into your CRM and hand over to your team when a person is needed.
Learn moreThe problem
- The same questions answered by staff every day
- Visitors leaving because they can’t find information
- Old rule-based chatbots that frustrate people
- Concern that AI will say the wrong thing
What a good assistant does
- Answers accurately from approved sources only
- Sounds like your brand
- Captures leads and bookings into your CRM
- Hands over to a person when it should
Shows you what people are asking
What’s included
Use case and content review
What the assistant should and shouldn’t answer.
Knowledge base setup
Website pages, PDFs, FAQs and policies.
Conversation design
Tone, flows, hand-offs and error states.
Integration
HubSpot, booking systems and help desks
Guardrails and testing
Accuracy, privacy and off-topic handling
Monitoring and tuning
Monthly review of conversations and gaps.
Where assistants help most
Work: Summerland Bank
Once the branches close, AI takes over to keep customers banking and achieving every day.
Frequently asked questions
About AI Assistants & Chatbots
How is an AI assistant different from an old chatbot?
Old chatbots follow fixed scripts. AI assistants understand natural questions and answer from your content, so they handle far more questions without rigid menus.
Will the assistant make things up?
We limit answers to your approved content, test extensively and set rules for when the assistant should say it doesn’t know and hand over to a person.
Can it connect to HubSpot?
Yes. Assistants can create contacts, log conversations and book meetings in HubSpot, or hand conversations to your team in HubSpot’s inbox.