The AI assistant on your website

We use it on this site

The bubble in the bottom right of this page is ours. It's not a screenshot and it's not a mock-up: it's this module, running on our own instance, with our product page as its source material. Ask it about pricing, about installation, about what happens to your data.

And the animated assistant on our home page is the same one, just dressed differently. One body of content, two ways in, one place to correct it. We use what we sell before anyone else does: it's the best way to find out what's missing.

It only says what you have given it

This is the point that matters. A public assistant plugged into your internal data is an accident waiting to happen. This one has its own material: a list of questions and answers, a description of your firm, and nothing else. No access to your client files, your exchanges or your working documents. The separation is built in, not a setting you can forget to tick.

When a question falls outside that scope, it doesn't make things up: it says so and offers to put the person in touch with you. That is the best sales answer there is, and it's also the one that protects you.

You start with the questions of your profession

When you open the module, the list is already filled with the questions your sector really gets. An accounting firm starts with fourteen written answers: the services offered, taking over a set of accounts mid-year, changing expert-comptable (chartered accountant), fees, filing deadlines and how to send in documents.

You correct them, you remove some, you add others. What you have written belongs to you: when we add to the sector catalogue, the new items arrive as suggestions, they never replace your answers. The bubble stays off until you switch it on.

What it doesn't know becomes what it will know

Questions left unanswered land in the Learning queue of your platform, tagged "public website", along with the number of times you have been asked them. You write the answer once, it joins what the bubble knows how to say, and the next question will find its answer.

The prospect arrives with their context

When a visitor leaves their name and phone number, they don't land in yet another inbox. They appear in your platform, in the Prospects queue, with the questions they asked before making up their mind and the page they came from. So you know what interests them before you pick up the phone.

An alert goes out to the address of your choice, the dot in the menu lights up, and you can track the prospect: to call back, in progress, won, lost. When they sign, one button turns them into a client file with everything they have already given you.

What it costs, and what it doesn't

A question that finds its answer in your list costs nothing: it is served as it is. A question already asked comes back from memory, again at no cost. The artificial intelligence only steps in for new questions, and you set a monthly cap. Beyond that, the bubble carries on serving your answers and collecting contact details, without writing anything new.

A public website also gets bots. Each visitor is capped at fifteen questions per hour, and you choose which domains are allowed to display the bubble.

What it doesn't do

It is not an adviser. It says what your firm does, never what the person should do about their own situation. On a specific case, it offers a call with you. That is written into its instructions and displayed under the window: the answers are automatic and given for information only.

It doesn't book meetings on your behalf either, and it signs nothing. It brings the conversation to you, and stops there.