Chat that answers, qualifies and books.
Not the old pop-up that asks you to pick from four buttons. An AI chat agent on your website, WhatsApp and SMS that understands the question, answers from information you have verified, qualifies the enquiry, books it in and drops the lead straight into your CRM.
Your website works all night. Your team does not.
A lot of people research after work, on the sofa, on their phone. They have a question. If the answer is not in front of them, they fill in your form and wait, or they go back to Google and find someone who replies.
Contact forms collect names. They do not answer questions, check whether the enquiry is a fit or book anything. An AI chat agent does all three, then tells your team exactly what happened.
What a good chat agent does
- Answers from a verified knowledge base, not the open internet
- Asks the qualifying questions you would ask
- Books calls, visits or appointments into your calendar
- Hands over to a human when it should
- Captures every lead into your CRM with the transcript
- Replies in the customer's language
One brain. Three places customers already are.
The same agent, the same knowledge and the same rules, working wherever your customers prefer to type.
Website chat
Sits on your site and answers visitors while they are still on the page. Can be placed on key pages, such as pricing or service pages, with prompts that match what that visitor is reading.
Many customers would rather message than ring. A WhatsApp agent replies instantly, can receive photos where useful, and keeps the conversation going over hours or days.
SMS
Works on every phone with no app. Ideal for instant replies to new leads, appointment confirmations and two-way follow-up campaigns that let prospects reply in their own time.
Answers you can trust, because you approved them
The fear with AI chat is simple: what if it tells a customer something wrong? So we do not let it improvise. Each agent answers from a knowledge base we build with you, made up of your services, prices, policies, coverage areas and processes. You review it before launch.
If someone asks a question that is not covered, the agent says it will get a member of the team to come back to them, and captures their details. That is a far better outcome than a confident wrong answer.
Qualify first, then book
Not every enquiry deserves the same treatment. We agree with you what makes a good enquiry: location, type of work, budget, timescale, case type, policy type, whatever matters in your business. The agent asks those questions conversationally, in a natural order, and only books the ones that fit.
Enquiries that do not fit are still treated politely. They might be pointed to a useful resource, offered a different service or logged for a later follow-up.
Handover to humans, done properly
Some conversations need a person. A complaint. A complicated case. Anything involving regulated advice. We set clear handover rules, and when one is triggered the agent alerts your team with the full transcript and a summary. If someone is free, they can step straight into the conversation. If not, a callback is booked.
Every lead captured into your CRM
Chat that does not reach your CRM creates a second inbox nobody checks. Our agents create or update the record in Salesforce, HubSpot, Zoho, Proclaim, Monday.com or a spreadsheet, attach the transcript, fill in the qualification fields and assign an owner. See CRM and system integration for how that works.
Multilingual without extra staff
If your customers do not all write in English, the agent can reply in the language they use, while your team reads the summary in English. Useful for attractions with overseas visitors, firms serving diverse communities and businesses with customers across borders.
After-hours coverage
The agent never closes. A visitor at 11pm gets an answer and a booked call for the morning. Your team starts the day with qualified conversations already in the diary, rather than a pile of forms to triage.
The leads you never reached are still worth something.
Every business has them: enquiries where nobody answered the phone, quotes that went quiet, people who said "not yet". They sit in the CRM and slowly go stale.
An AI SMS campaign sends a short, personal message to those contacts on a schedule, for example once a month. When someone replies, the AI picks up the conversation, answers their questions, qualifies them and books them in. Your team only sees the people who are ready to talk. Law firms use this to re-engage prospects they never managed to reach.
How a monthly re-engagement campaign works
- We select contacts you have a lawful basis to message
- A short, personal SMS goes out on a set schedule
- Replies are handled by the AI in real time
- Interested contacts are qualified and booked
- Opt-outs are honoured and recorded automatically
- Outcomes are written back to the CRM
Why the old chatbots let you down.
If you tried a chatbot a few years ago and hated it, you were probably using a rule-based bot. AI chat agents are a different thing.
| AI chat agent | Rule-based chatbot | |
|---|---|---|
| Understanding | Reads free text and follows the meaning | Matches keywords or button clicks |
| Answers | Draws on your verified knowledge base | Only scripted replies someone wrote in advance |
| Off-script questions | Handles them or hands over gracefully | "Sorry, I didn't understand that" |
| Qualification | Conversational, in a natural order | Rigid form in a chat window |
| Booking | Checks live calendar and books | Usually a link to a separate form |
| Languages | Replies in the customer's language | One language per script |
| CRM | Creates and updates records with transcript | Often emails a notification |
| Maintenance | Update the knowledge, not the flowchart | Rebuild decision trees for every change |
What chat agents do in different sectors.
The examples below are illustrative of how we set agents up for each sector. Your flows are designed around your business.
Out-of-hours intake
Captures the enquiry, asks screening questions for the case type and books a callback with the right fee earner. Legal advice is always left to qualified staff.
Law firms → TradesQuote requests that qualify
Checks postcode coverage, type of job and timescale, can ask for photos on WhatsApp, and books a survey. No more wasted trips.
Trades → InsuranceQuote and renewal enquiries
Gathers the details a broker needs, answers general product questions and routes anything that counts as advice to authorised staff, in line with Consumer Duty.
Insurance → AttractionsVisitor questions, instantly
Opening times, prices, accessibility, parking and what is on today. Answered in seconds, in the visitor's language, with bookings handed to staff.
Family attractions → TechnologyFirst-line support
Answers how-to questions from your help articles, collects diagnostic details and escalates real issues with the context your engineers need.
Technology → Housing disrepairClaimant screening
Asks about the property, the landlord and the problem, explains clearly what happens next, and passes genuine enquiries to the firm.
Housing disrepair →From first call to live chat in 1 to 3 weeks.
Discovery
We agree the channels, the questions customers ask, what a good enquiry looks like and the handover rules.
Knowledge base
We turn your website, documents and team know-how into a verified knowledge base. You review and approve it.
Connect and test
We connect your CRM and calendar, then test the agent hard with realistic and awkward conversations.
Launch and improve
Go live, then we review transcripts, fill gaps in the knowledge and refine the flows month by month.
Managed AI chat agent
Website, WhatsApp, SMS or all three. Built, hosted and optimised by the EngageAI team. Price depends on channels, volumes and integrations.
- Verified knowledge base
- Qualification and calendar booking
- CRM capture with transcripts
- Ongoing review and improvement
Pair chat with VoiceAI
Many clients run chat and voice from the same knowledge base, so a customer gets the same answer whether they type or ring. One set of rules, one CRM, one team looking after it.
Explore VoiceAI →AI chatbot questions, answered.
How is this different from the chatbot we tried before?
Older chatbots follow fixed decision trees and fail as soon as someone types something unexpected. An AI chat agent understands free text, answers from your verified knowledge base and hands over to a person when it should.
Can it give wrong answers?
We minimise the risk by restricting the agent to a knowledge base you approve. When a question falls outside it, the agent says a team member will follow up rather than guessing. We also review transcripts regularly to close any gaps.
Does it work on WhatsApp and SMS as well as our website?
Yes. The same agent can run on your website, WhatsApp and SMS, using the same knowledge and rules, so customers get consistent answers on every channel.
Will leads go into our CRM?
Yes. The agent creates or updates the record in your CRM, attaches the transcript, fills in qualification fields and assigns an owner. We work with Salesforce, HubSpot, Zoho, Proclaim, Monday.com, spreadsheets and more.
Are SMS follow-up campaigns compliant?
We only message contacts where there is a lawful basis under UK GDPR and PECR, every message includes a way to opt out, and opt-outs are recorded automatically.
How much does an AI chat agent cost?
Managed AI chat agents start from £497 per month ex VAT. The final price depends on channels, message volumes and integrations, and you get a fixed written quote after the discovery call.
Turn website visitors into booked conversations.
Book a discovery call. We will look at where your enquiries come from and show you what a chat agent would handle from day one.