Advise and close in the conversation, without made-up promises

What people ask just before buying is usually very specific. What exactly is included in the plan? Is there a minimum term? How long does delivery take? The bot answers these questions from your service descriptions, price lists and terms, exactly as you've provided them.

It also explains the small print in plain sentences. A footnote that confuses on the pricing page becomes, in the chat, a clear answer to exactly the question that was asked. And in the prospect's own language, too.

In sales, a wrong promise costs more than no answer. That's why the bot only quotes prices, discounts and delivery times that are in your documents. If someone asks for a discount that doesn't exist, it says so. It can't negotiate, and it isn't supposed to.

For this to work, your documents need to be right. If an old price list is still in the uploads, the bot will quote old prices. So have website sources re-crawled regularly. For questions where every word matters, such as contract terms, add a question-and-answer pair.

Once the question is answered, the bot moves things on. In online shops running Shopware or Shopify, it shows matching products as cards with image, price and buy button. The customer buys right where they asked.

For services, the next step is usually a conversation. The bot offers an appointment from your calendar, via Calendly, Google Calendar or Outlook. Or it takes the details for a call back. If someone from your team is available, it hands over in live chat. The deal itself is then closed by a person.

Every sales conversation in the chat shows what a decision hinges on. The analytics show the most frequent questions and the ones the bot couldn't answer. If ten people ask about the meeting room in one week, the answer belongs on the pricing page, not in a footnote.

On top of that there's lead tracking and conversion rate. Advanced analytics with conversation histories come with the Professional plan.