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AI chatbot implementation

Turn website conversations into qualified next steps.

We implement chatbots that answer from approved knowledge, collect the information your team needs, and route, book, or escalate each conversation under clear rules. The result is a usable handoff, not an isolated chat transcript.

Results

What clients got.

SPEED-TO-LEAD

Sales-response automation for wholesale enquiries

For a US ecommerce store, a monitored sales workflow reduced lead-response time from the next morning to minutes. Every outbound reply remains subject to human approval.

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VERIFIED OUTCOMEMinutesspeed-to-lead; previously the next morning
OPS AUTOMATION

Protocol data prepared for study setup review

For a US clinical research organization, the workflow prepares 59 overview fields, 13 visits, and a visit–procedure matrix for coordinator review. It does not write directly to the live system.

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VERIFIED OUTCOME~45 minsaved per study setup
ACTIVATION

Reactivating former fitness-club members

For a fitness club, a reactivation campaign used the existing member database and was live within three weeks; the public outcome wording remains client-reported until source evidence is approved for publication.

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VERIFIED OUTCOME+35%client-reported monthly revenue
INTEGRATION

Webshop and inventory data kept in sync

For an EU supplement retailer, the webshop and inventory system exchange stock, price, order, and product data in both directions, removing manual reconciliation.

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VERIFIED OUTCOME2-waystock synchronization
DATA SYNC

Daily customer data for win-back email

For a US ecommerce store, a daily Extensiv-to-Klaviyo workflow replaced weekly CSV cleanup and keeps the reactivation audience current.

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VERIFIED OUTCOMEDailycustomer sync; previously weekly and manual
ACCOUNTING

Sales data prepared for QuickBooks

For a US ecommerce store, an Azure order database sends prepared sales data to QuickBooks. Finance rules are maintained in configuration rather than code.

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VERIFIED OUTCOMEOncesales protected against duplicate posting

A chatbot creates value when the conversation reaches a defined next action.

What breaks without a workflow

A chatbot needs ownership, data, and handoff rules around the interface.

WITHOUT A WORKFLOW
×Unmanaged knowledgeOutdated or unapproved sources reduce trust.
×No qualification logicThe same reply is given to every visitor.
×No operational handoffConversations end without an owner, booking, or CRM record.
×Unclear escalationSensitive or uncertain questions receive inconsistent answers.
WHAT WE IMPLEMENT
Approved knowledge baseSelected sources are versioned and reviewed.
Qualification rulesQuestions and routing reflect your sales or support process.
Defined next stepEach conversation is booked, assigned, or logged with context.
Review loopReal conversations identify missing knowledge and rule changes.
What the implementation includes

The chatbot interface is one part of the operating workflow.

01

Approved knowledge

Select and maintain the customer-facing sources.

02

Qualification

Capture the fields your team uses to assess fit.

03

Routing

Assign the conversation to the correct owner with its context.

04

Booking

Offer a calendar action where the process calls for it.

05

Support triage

Resolve documented routine questions and prepare complex cases for a person.

06

Escalation rules

Route uncertainty, sensitive requests, and exceptions to human review.

07

CRM & email handoff

Create a useful record in the system your team uses.

08

Review loop

Review real conversations and update sources or rules.

The rule

Customer commitments require review

Pricing, availability commitments, and non-standard terms are handled by an authorised person.

Implementation options

Chat interface only, or chat connected to the workflow?

The right choice depends on the next action your team needs.

CAPABILITY
Chatbot only
Workflow chatbot
Answer common questions
Collect qualification information
Book or route the next step
Create a CRM record
Escalates with full context
Support a tracked business outcome
AI chatbot implementation: FAQs

Decide what the chatbot should own before it goes live.

Is a chatbot enough for lead generation?

It is enough only when it supports the next step you need, such as qualification, routing, booking, or prepared follow-up. A Q&A widget alone does not create that handoff.

Can it support customers?

Yes, for documented, routine questions and triage. Complex, sensitive, or uncertain requests should reach a person with a concise summary.

What can it answer from?

Only sources your team has approved for customer-facing use, such as selected web pages, FAQs, and support documents.

How do you reduce wrong answers?

We set source boundaries, confidence and fallback rules, escalation paths, and a review process for real conversations.

Can it connect to our CRM or calendar?

Where the workflow requires it, the chatbot can pass a booked slot, summary, and captured information into the relevant system. Integration scope is agreed before build.

Questions are arriving. Define what should happen next.

In the review, we will map the knowledge, qualification, handoff, and escalation rules for one chatbot use case.

Review your chatbot workflow