Site chat
Site chat for a local-services company: the business's own site with a widget that answers from its services and published prices, qualifies where, what and when in whatever order the visitor gives them, and books a real two-hour window; a drawer shows what the business sees as the visit lands in the CRM, the field-service system and SMS.
One working session with the people in the seat: which decisions, which systems, what a good week looks like.
The app you see above, running on your own exports instead of the simulated world. Every screen, every decision, your numbers.
Wired to your systems with your permissions, agents proposing, people approving, the ledger recording who did what.
Overview
A visitor opens the site at 9 pm with one question and leaves without asking it. The site lists 17 services; the chat answers about all 19, including the two the site has no page for.
The widget answers from the business's own services, prices, service area and hours. It recommends the service from the symptom, confirms the address is in the area, offers the next three open windows for the trade at the covering branch and books with a name, a mobile and a street. Every step lands in the systems: a lead in the CRM, a customer and a job in the field-service system, a confirmation text, a note for the technician. It never states a price outside a published range and hands off to a person the moment a question is outside its data.
Key features
- Three sample visits: AC not cooling booked for tomorrow, an EV charger quote that becomes a callback, no hot water with a photo attached.
- Where, what, when in any order, with the next open windows as chips and a photo attach for the technician.
- What the business sees: the lead, the booking and every record the systems wrote, as they land.
- Answers only from the site's own content: published ranges, service area, hours, branches.
Decisions it produces
- Recommend the service from the symptom
- Confirm the address is in the service area
- Book the visitor into an open window
- Hand off to a person or the on-call line
Data sources
| Service catalog | services, published ranges, branches, hours |
|---|---|
| Field-service system | open windows, technicians, jobs |
| CRM | leads and callbacks |
| SMS | confirmation texts |
Simulated data throughout. Book a call to see it on your own systems.
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