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.

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The 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

AI-Assistants-&-Chatbots

What’s included


governance

Use case and content review

What the assistant should and shouldn’t answer.

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Knowledge base setup

Website pages, PDFs, FAQs and policies.

 
person

Conversation design

Tone, flows, hand-offs and error states.

seo

Integration

HubSpot, booking systems and help desks

aeo

Guardrails and testing

Accuracy, privacy and off-topic handling

websites

Monitoring and tuning

Monthly review of conversations and gaps.

Where assistants help most

Councils
Finding services, programs and facility information

 

Healthcare and aged care
General enquiries and routing to the right team
Tourism and leisure
Opening hours, bookings and conditions
Financial services
General product information, within compliance rules
Internal teams
Policies, procedures and onboarding
Prioritised AI roadmap
Quick wins, bigger moves and what to avoid
summerland-schedule-desktop
Work: Summerland Bank

Once the branches close, AI takes over to keep customers banking and achieving every day.

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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.

Is customer data safe?

We configure the assistant to meet your privacy obligations, including what data is collected, where it’s stored and how long it’s kept.

Answering the same questions every day? Let’s see what an assistant could handle.