Conversation AI
When your team is busy, give customers a way to get answers over chat or messaging. Optimizing Leads sets up an AI assistant that can answer common questions, collect details about the job, and help your team follow up.
What It Can Handle
The assistant uses the business information and conversation rules we configure.
Answer Common Questions
Use the services, hours, and service areas you provide to answer questions like “Do you work in my area?”
Collect Details for Follow-Up
Ask what the customer needs and capture the contact and job details your team needs to respond.
Hand Off to Your Team
When a customer needs a custom quote or has a question the assistant isn't set up to answer, it can pass the conversation to your team for follow-up.
How It Works
A simple three-step process. You stay in control of what the assistant answers and when your team steps in.
Review Where Customers Message You
Show Daniel which channels you use and which questions your team answers most often.
Set Up the Conversation
Connect the channels included in your setup and agree on what the assistant should answer, what details it should collect, and when your team should take over.
Test Real Scenarios
Try a common question, a new job inquiry, and a request that needs a person. Check that each conversation reaches the right next step.
Frequently Asked Questions
Book a Discovery Call with Daniel
Show Daniel where customers message you today. He'll help you decide which questions the assistant can handle and when your team should step in.