In today’s dynamic digital landscape, your customers seek flexible communication options that suit their preferences. While phone calls remain a valuable channel, the popularity of chat interactions is growing rapidly, with more customers opting for instant messaging to connect with businesses. 79% of customers prefer instant responses via chat over waiting on hold, highlighting the demand for immediate engagement. Chat AI seamlessly integrates into your website, providing a real-time communication solution that enhances customer engagement and drives more leads. Businesses using chatbots see a 20% boost in lead conversion.

Chat AI is an AI chat receptionist designed to assist your team manage the influx of customer chats and inquiries, both during the workday and after hours. With your guidance, Chat AI will learn the ins and outs of your business, enabling it to effectively do the following:

Chat AI will feature a personalized design, ensuring that the logo and color scheme align with your website's branding. To get Chat AI on your website, our team will support you by providing the specific information that will be inserted into your website's index file.

Your AI chat receptionist will be fully customized to meet the unique needs of your business. Think of Chat AI as an invaluable team member that grows and evolves alongside you. During the onboarding process, you’ll provide essential information through a tailored form specific to your industry. This form includes a range of questions about the services you offer, common customer inquiries, and your preferred handling methods for various scenarios. Additionally, you’ll share important details such as your timezone and the areas you service.

But it doesn’t stop there! Chat AI is designed to continuously learn and adapt to your business and your customers' needs over time. With each interaction, it becomes more attuned to your operations, ensuring that it not only meets but exceeds your customers' expectations.

Chat AI will create a new customer record as needed within FieldPulse. Chat AI will collect the following information to create a new customer record:

The newly created customer record will then have the following tags attached to it: Chat AI Generated. You can run reports and/or filter by this tag. This will allow you to easily distinguish who became a customer of yours thanks to the help of Chat AI!

Chat AI will also create a new job record in FieldPulse using the information collected during the customer chat as well as the customer record. The job record will contain the following information:

What happens if the person chatting in is not a current customer of mine?

No worries! Chat AI will create a new customer record for you within FieldPulse. The record will the be tagged with the following tag in our system: Chat AI Generated. This will allow you to easily distinguish who became a customer of yours thanks to the help of Chat AI!

How will Chat AI book the job on my schedule?

Chat AI will schedule the job for the next available time slot on your team's calendar, based on your settings in the Booking Portal. Please note that your customers cannot request an exact time; the booking will be made for whatever is next available.