An AI chatbot for service businesses that takes quote requests while you work.

Put your prices and service area in writing first

Customers of service businesses ask three things before anything else: what you do, roughly what it costs, and whether you cover their area. If those answers only live in your head, the agent can’t give them. Write a clear services page, a price list with “from” prices and what they include, and a list of the towns or postcodes you cover. Add them in Data Sources, or upload a PDF price list.

Be honest about ranges. If a job needs a survey or consultation before you can quote, say so in your content. The agent will repeat it, and customers arrive with the right expectations.

Collect the quote request, not the whole job

A quote request needs just enough for you to call back: name, phone or email, postcode, and the job. Set those as fields in the in-chat form. Everything else can wait for the call. Each request lands in Leads, where you can mark it Contacted, Qualified, Converted or Lost as you work through the week.

If you use a CRM, leads can sync to Freshsales on the Professional and Enterprise plans.

Know where the agent should stop

Clinics should tell the agent, in its instructions, never to assess symptoms or recommend treatment. Trades should keep it away from diagnosing faults. Consultancies should keep it to general information. In each case the right move is to hand off. Turn on Human Handoff, set your real working hours, and write an offline message that says when you’ll reply. Then check Unanswered Questions each week to see what to add to your site.