AI agent solutions/Website chat agent01Approved answers02Visitor qualification03BookingRequest a quote
Partly demonstrated

Website AI Chat Agent Development

Visitors answered while they browse

An agent for the chat window on your own website.

Area of workCommunication and front desk
Status todayParts of this run in our demonstrations on test data. The rest is a proposed workflow.
How it is builtCustom development around your own systems, with a named person behind every decision the agent does not take.

An agent for the chat window on your own website. It answers visitors from knowledge you approved, tells a browser from a buyer with your own questions, takes a booking or an enquiry through to a record, and hands over to your team with the conversation attached.

Website chat fails in two ways. Either it is a form with a chat bubble, collecting an email address and answering nothing, or it is an eager assistant that answers everything, including questions your business has no approved answer to. Visitors learn quickly which one they are talking to. The useful version sits in between: it answers what you have decided, and it is honest about the rest.

Parts of this workflow run today in our demonstrations on test data. The conversation logic behind it runs today in our demonstration console as a web chat on test data. What is not built is the chat window for your site, visitor identification and the hosted service behind it. The rest of what this page describes is a proposal that we build with you.

02Before

How the Work Is Done Today

01

A bubble that answers nothing

The visitor asks a real question and is told to leave an email address.

02

Answers nobody approved

A fluent reply about pricing or policy that your team never agreed.

03

No difference between visitors

A student researching and a buyer ready to book get the same treatment.

04

Anonymous by default

The visitor is a session, not a person, until they choose to say who they are.

05

Chats that end nowhere

The conversation closes and nothing reaches the CRM or the calendar.

06

Handover into silence

The visitor is told someone will be in touch, outside working hours, with no time given.

03Website chat agent

Six jobs it carries through

01

Approved answers

Answers from the knowledge you approved.

  • Finds the approved answer and its source
  • Links to the page that explains more
  • Says when there is no approved answer
  • Warns when a source is out of date
Works inWebsite content, knowledge base
Where it stopsIt does not answer from general knowledge.
02

Visitor qualification

Finds out what the visitor needs.

  • Asks your questions one at a time
  • Applies criteria you can read
  • Keeps the visitor's own words
  • Stops when it has enough
Works inYour criteria
Where it stopsYour rules decide, not a score.
03

Booking

Books a call or a visit against your real calendar.

  • Offers times that are actually free
  • States date, time and time zone
  • Confirms only when the calendar accepts
  • Handles a change or cancellation
Works inCalendar
Where it stopsNothing is confirmed that the calendar did not accept.
04

Enquiry record

Writes the enquiry where your team works.

  • Creates or updates one contact
  • Records the page the chat started on
  • Assigns an owner
  • Reads the record back before confirming
Works inCRM
Where it stopsIt asks before it stores contact details.
05

Page awareness

Uses the page the visitor is on.

  • Knows which service page is open
  • Answers about that service first
  • Suggests the next relevant page
  • Does not track across other sites
Works inWebsite
Where it stopsIt uses the current visit only.
06

Handover with context

Passes the chat to a person.

  • Live when your team is online
  • As a ticket when it is not
  • With the conversation and the answers given
  • With an honest reply time
Works inHelp desk, team inbox
Where it stopsThe visitor is told what happens next.
04Workflow

One Case, Start to Finish

An example of one case, in 6 steps. The same steps play in the picture at the top of this page.

01 / 06

Chat opened

A visitor on your pricing page asks whether a service is available in their country.

02 / 06

Question answered

The reply comes from your approved information and names where it is written.

03 / 06

Need established

The visitor says they want a quote. Your qualification questions follow, one at a time.

04 / 06

Time booked

A discovery call is offered from your real calendar and confirmed with its time zone.

05 / 06

Record written

The contact, the answers and the page the chat began on are saved in your CRM.

06 / 06

Team informed

Your team sees the booking and the conversation, and can join the chat if it is still open.

→Book a meeting

Walk One Real Case Through It

Thirty minutes, one case from your own process. We map it against the workflow on this page and tell you plainly what can be reused from our demonstrations and what has to be built for your systems.

Book a 30-minute callRequest a quoteBring one real case. No slide deck on either side.
05Integration scope

What It Reads and Writes

The systems named here are the kind this agent works with. Which ones it connects to in your case is settled in the scope.

Website

  • A chat window built for your site, in your design

Knowledge

  • Your site content
  • help centre
  • approved policies

Calendar

  • Calendly
  • Google Calendar
  • Microsoft 365
  • or your booking system

CRM

  • HubSpot
  • Zoho
  • Salesforce
  • or a custom CRM

Handover

  • Live chat tools
  • help desk
  • a team inbox

Hosting

  • A service that holds conversations and credentials, separate from your website
06Operating boundaries

Honest About What It Knows and Who It Is Talking To

A website visitor is anonymous. The agent says so in how it behaves: it shares general, approved information freely and asks for proof before anything tied to an account. When no approved answer exists, it says that and offers a person.

The chat window is part of your website. The agent behind it is a separate service, because customer conversations and credentials do not belong in a public page's code.

  • Answers only from approved knowledge
  • Visitors anonymous until they say otherwise
  • Contact details only with consent
  • Bookings confirmed by the calendar
  • Honest reply times at handover
  • A record of every conversation
07Questions

What Buyers Ask First

How is this different from a standard chatbot plugin?

A plugin answers from whatever it was given, in its own window, with its own data store. This is built around your systems and rules: your approved knowledge, your calendar, your CRM, your qualification criteria and your handover. It is custom development, not a subscription.

How is this different from the WhatsApp agent?

The logic is shared. The situation is not. A WhatsApp sender has a phone number and wrote to you on purpose. A website visitor has no identity and may be on any page, so this agent relies on the page context and asks before it stores anything.

Does it work on our existing website?

Yes. The chat window is added to your site and designed to match it. The conversations run on a separate hosted service that we set up with you, connected to your calendar and CRM in test accounts first.

What exists today?

Some of it. The conversation logic behind it runs today in our demonstration console as a web chat on test data. What is not built is the chat window for your site, visitor identification and the hosted service behind it. The remaining steps on this page are a proposed workflow. We would build them with you and prove each one on test data before it touches a live system.

Start a project

Start With the Questions Your Site Already Gets

Bring your contact-form enquiries from the last quarter. They show what visitors ask, and which answers you have already approved.

Response within 24 hoursFree consultation and scopingNDA available on request

Premium digital product and engineering studio. We build high-performance web platforms, SaaS applications, mobile apps, and 3D experiences for high-growth companies.

Alpha Expansion is a premium digital product and engineering studio specializing in React development, Next.js development, full-stack development, mobile app development, UI/UX design, and 3D interactive experiences.

We serve industries including SaaS, FinTech, Healthcare, E-commerce, Logistics, and Real Estate.