Copy one line from your dashboard and drop it into your site. If someone else looks after the website, forward it to them — it will take them longer to read the email than to do it. Squarespace, WordPress, Wix, Shopify, Webflow or a site somebody built you years ago: they all work the same way.
Upload your pricing, your one-pagers, your case studies, the answers you find yourself typing out every week. That is everything it can draw on. Ask it something you have not covered and it will say so and offer to get you on a call instead — because an assistant that makes things up costs you more than one that admits it does not know.
Budget, timeline, team size, who else has to sign off — it works your questions in as the conversation goes, the way you would. By morning the lead is in your CRM, sorted by how promising it is, with a summary and their answers already written up for you.
Your company site gets one chat carrying the team’s name and branding, and every conversation goes to a rep automatically. Share them out evenly, hold them in a pool and hand them out yourself, or send them all to whoever works inbound. Nothing is stuck where it lands — move any lead to another rep whenever you like.
Website chat comes with both. Solo puts it on your own site. Team adds one for the company site that shares everything coming in across your reps, plus the console to run it all from.
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