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Integration & Setup

Connect Your AI Sales Workflow

Use the website assistant as the front-end conversation layer and connect it with the supported business systems required by your sales process.

How It WorksDiscuss Integration
Integration Areas

What Can Be Connected?

WEB

Website Content

Use supported website crawl/import or knowledge-base workflows to make approved information available to the AI.

FORM

Lead Forms

Connect structured enquiry forms to capture customer details and requirements.

CRM

CRM Workflow

Send or organize lead information through a supported CRM integration or API workflow.

API

Business APIs

Use supported APIs to connect the assistant with business processes and external systems.

MAIL

Email Notifications

Route new enquiry information to configured email workflows where supported.

HUMAN

Human Handoff

Provide a path from AI conversation to a human representative for complex or high-value enquiries.

Recommended Setup

Implementation Flow

  • Define business information and approved answers
  • Prepare website knowledge or import supported content
  • Define lead qualification questions
  • Configure lead capture fields
  • Connect notification/CRM workflow
  • Test conversations before publishing
Important

Knowledge Quality Matters

The quality of responses depends on the information available to the AI and the way the knowledge base, instructions and integrations are configured. Keep business information current and review important workflows before going live.

DIAL ME 24

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Have a question, requirement or business enquiry? Share your details with us and our team will get back to you as soon as possible.

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