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Automation & integrations

AI chat and enquiry automation

AI chat and enquiry automation answers common questions from your approved content, qualifies enquiries and hands over to a person when it should. It suits businesses receiving the same questions repeatedly who want faster answers without an assistant inventing information.

When this helps

Problems this solves

  • The same handful of questions answered by email all day.
  • Enquiries arriving without the detail needed to respond usefully.
  • Off-the-shelf chat tools answering confidently and wrongly.
  • Leads that never reach the CRM.

Scope

What's included

Every quote lists the deliverables in writing, so there is no ambiguity about what you receive.

Deliverables

  • Approved knowledge source defined: the content the assistant may answer from.
  • Scope of permitted answers, plus explicit refusal and escalation rules.
  • Qualification questions that capture the detail your team needs.
  • Human handover route, including hours and what happens outside them.
  • CRM or email routing of captured enquiries, with agreed fields.
  • Personal-data handling documented, reflected in your privacy information.

Not included as standard

  • The assistant does not quote prices or make commitments unless you approve exact wording.
  • No claim is made that it will answer every question; escalation is designed in.
  • Model usage costs and any third-party platform fees are identified separately.
  • Consent and privacy obligations are implemented as agreed with your advisers.

Anything here can be added to the scope and priced separately.

Defined starting point

Grounded enquiry assistant

Fixed price after scoping

Typically includes

  • Approved knowledge source prepared
  • Permitted answers, refusals and escalation rules
  • Qualification flow capturing the fields you need
  • Human handover and routing to email or CRM
  • Data handling documented for your privacy information
  • Review period with transcript sampling
Price this work

Process

How the work runs

  1. Step 1

    Define

    Agree what it may answer, what it must refuse, and when to escalate.

  2. Step 2

    Ground

    Prepare the approved content it draws answers from.

  3. Step 3

    Build

    Implement the flow, capture fields and routing.

  4. Step 4

    Review

    Sample real transcripts and tighten the rules.

What I need from you

  • Approved content the assistant may use.
  • Decisions on what must always be escalated to a person.
  • A destination for qualified enquiries and a named owner.

What changes the price

  • Size and structure of the approved knowledge source.
  • Number of qualification paths.
  • CRM integration complexity.
  • Whether transcripts are retained, and for how long.

Questions

Frequently asked questions

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Get a fixed cost for ai chat & enquiry automation.

Share a little about your website, your goals and what is getting in the way. I'll use that to work out the right scope and next step.