Bots and assistants
Web chat assistants
Site chat that captures a lead or ticket, not a parallel inbox.
Bot handoff
Buy on handoff + CRM write-back, not demo chat.
Embedded chat with routing rules and a single system of record.
Site chat that captures a lead or ticket, not a parallel inbox.
Problems we hear, outcomes we ship
Buyer problems
- Chat emails a shared inbox that nobody triages.
- Hours and routing rules live only in the widget config.
Outcomes
- Widget with CRM or ticket fields filled.
- Hours policy and routing you can audit.
What is included
- Widget
- Routing rules
- CRM fields
- Hours policy
How this work is shaped
Same desk language as the parent lane - scoped to this package.
Site chat
One system of record.
How we deliver
Click a step - the desk below updates. That panel is a preview, not another step.
Step preview
01, Fields
Discover, job map
Reckap AI desk| Job | Data source | Risk line |
|---|---|---|
| Ticket triage | Helpdesk API | No auto-close |
| Lead qualify | CRM + site chat | Human closes |
| Doc Q&A | Allowlisted PDFs | Cite or escalate |
Pilot pick: one job with a named owner and a fail check.
More in this lane
Other packages under Bots and assistants.
Cases and guides on this path
Only mapped case studies and posts - empty slots stay empty.
FAQ
Next step
Ready to talk scope?
Bring the job, the systems you already run, and who owns the handoff. We write the rest.