What buyers usually need
The requests that come up most often for this kind of work, and what each one takes to work properly.
01Answers from your own documents
Your help pages, policies and product data indexed so answers come from them, with the source shown.
02Lead capture after hours
Questions answered, contact details collected and a booking or callback created in your CRM.
03Hand-off to a person
A clear route to a human by email, chat or ticket when the bot is unsure or the customer asks.
04An internal knowledge assistant
Staff ask in Slack or Teams and get answers from internal documents, with links to the source.
05Guardrails
Topics it won't discuss, phrases it won't use and a refusal when the answer isn't in your material.
06A log you can review
Every conversation saved, with unanswered questions listed so your content can be improved.
Tools that come up most: OpenAI, Claude, Gemini, vector search, website widgets, Slack, Microsoft Teams, WhatsApp, Intercom, Zendesk, HubSpot and GoHighLevel.