Omni Agents · Web chat
Turn website visitors into booked meetings.
Most visitors have one question before they get in touch, and leave when nobody answers it. A web chat agent answers from your own content, asks a few questions and books the meeting.
What it does
Your best front-of-house, on every page.
A contact form asks visitors to wait. A web chat agent answers straight away, in plain words, from your own service descriptions, fees and FAQs.
When the visitor is ready, it takes their details and books the meeting. When they need a person, it says so and gets one.
Capabilities
What a web chat agent handles.
Chat and voice in one widget
Visitors can type or tap to talk. The same agent answers either way, on every page of your site.
Answers from your content
Learns from your website, documents, fee guides and videos, and refreshes when they change.
Qualifies the enquiry
Asks your qualifying questions in a natural way and writes a clean lead into your CRM.
Books the meeting
Shows real availability and books the first meeting without the visitor leaving the page.
Beyond the website
A hosted agent page and a QR code put the same agent on a flyer, a sign or an email footer.
Knows its limits
Declines advice it shouldn't give, and passes the conversation to a person with the context attached.
Talk to Grace at Larchmere Accountants
Larchmere Accountants is made up. Grace is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
From the example Tax time front desk.
Want one like this for your business? Book a call with Sam
Worked examples
Web chat agents at work.
Examples from advice firms, clinics, property, education and software companies.
Website enquiry chat
Answers questions about practice groups and first meetings on the firm's website, captures the enquiry and books a first call with the right attorney.
New client onboarding: identity checks and engagement letter
Walks new clients through the firm's identity checks and engagement letter, tracks what's missing and tells the partner when work can start.
Precedent and knowledge search for lawyers
Helps the firm's lawyers find the right precedent and practice note in seconds, and sends clause changes to the partner who owns the precedent.
Tax time front desk
Handles the rush of calls and website questions at tax time: deadlines, what to bring, appointments and new-client enquiries from business owners.
New client onboarding and anti-money-laundering documents
Guides new business clients through the engagement letter and anti-money-laundering identity documents, tracks what is missing and tells the partner when work can start.
Payroll query desk for outsourced payroll clients
Answers pay questions from the employees of outsourced payroll clients: payslips, leave balances, pay dates and cut-offs, by phone, chat or text.
Application checklist chat
Answers "what do I need for my application?" on the website and by email, and tracks which documents each client still owes.
Pre-approval qualifier line
Answers pre-approval calls and chats, asks the qualifying questions, books the right adviser and writes the summary into the CRM.
New enquiry chat
Answers questions about the firm's services, fees and minimums on the website, then books a free first meeting with the right adviser.
Adviser file compliance checker
Checks any client file against the firm's file standards when an adviser asks, lists what's missing and sends the client the forms to fix it.
Multilingual enquiry line
Takes enquiries from employees, HR teams and private clients in their own language, switching mid-call if needed, and books a licensed consultant.
Document checklist chat
Answers "what documents do I need?" on the website in the visitor's own language, for new hires, relocating staff and private clients, and passes eligibility questions to a licensed consultant.
Consultation booking line
Explains the paid consultation, takes the caller's details in their own language, books the right licensed consultant and sends the payment link.
Quote enquiry line
Answers quote calls and website chats from businesses, gathers what a producer needs to take the account to market, and books the call.
Policy questions chat
Answers everyday policy questions from clients on the website in English or Spanish, and hands coverage questions to a licensed agent.
Discovery call booker
Turns website, phone and email enquiries from corporate buyers into booked discovery calls with the right partner, with the context written up before the call.
Website enquiry chat
Answers questions about the firm's services, fees and approach on the website, and hands serious enquiries to the right partner.
Tender and RFP response assistant
Answers the bid team's questions about a tender pack, checks the requirements against the firm's cleared case studies and drafts answers from the approved library for review.
Project enquiry line
Answers calls and chats about new commercial projects, asks the questions the architects need and books a first consultation.
Tender document questions for bid teams
Answers the bid team's questions about a tender pack, checks the requirements against the firm's project references and keeps every deadline in view.
Leasing inspection booker
Answers business enquiries about vacant office, retail and industrial space from the listing records, and books inspections with the leasing team.
Owner and investor enquiry line
Answers calls and chats from owners and investors looking for a commercial property manager, explains the fees and books a free property review.
Valuation request line
Answers business owners who want to know what their building is worth, explains a broker opinion of value, and books a valuation meeting with the right advisor.
Candidate questions chat
Answers candidates' questions about roles, fees and the process, and tells each applicant where their own application is up to.
Demo qualifier
Answers product questions on the website, qualifies demo requests against the rules sales agreed and books the right account executive.
Customer support inbox
Answers customer emails and chats about seats, settings and workflows from the help docs and each customer's account, and hands bugs to the support team.
New client enquiry chat
Answers questions from companies looking for a managed IT provider, explains plans and service levels, and books a free IT and security assessment.
Inbound lead qualifier
Talks to every website and phone enquiry, asks the agency's qualifying questions and books the good fits with the managing director.
New business discovery chat
Runs the studio's discovery questions on the website, explains how projects work and books a call with the creative director.
Enrolment assistant
Answers programme, date and fee questions from the course schedule, and walks individuals and company sponsors through enrolling.
International student enquiry line
Answers enquiries from learners and company sponsors across the region in their own language, at any hour, and books calls with the right admissions adviser.
Student support helpdesk
Answers current learners' everyday questions from their learner record, including what their employer sponsor sees, and passes the rest to the right person.
Staff policy helpdesk
Answers staff questions about leave, expenses and procedures from your own policies, and routes the sensitive ones to a person.
IT service desk for staff
Takes IT problems from staff by voice or chat, checks known outages and the asset register first, then logs the ticket and books desk-side help.
New starter onboarding guide
Guides new starters from signed offer to day one, answers their questions at any hour and tells them exactly which forms are still outstanding.
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Purchase request intake
Takes purchase requests from staff in plain words, checks the catalogue, budget and approval rules, and raises the request with the right approver.
Board pack questions, answered from the numbers
Board members ask about the board pack by voice or chat and get answers from the pack and the ledger behind it, with the page reference.
Month-end close status
The financial controller asks where the close is at any time and hears which tasks are done, which are late and what is holding them up.
Contract and renewal register questions
Answers staff questions about supplier contracts from the contract register, including renewal dates, notice periods and who owns each contract.
Traveller helpline for corporate travellers
Answers business travellers day and night in their own language, finds options from the booking and the client's policy, and puts urgent problems through to the duty consultant.
Conference attendee helpdesk
Answers delegates' questions about badges, sessions, interpretation, travel and facilities by chat, email and phone, in the delegate's own language.
Event registration line
Registers delegates and company groups by phone and chat, explains passes and group rates, records access needs and passes sponsor enquiries to the partnerships team.
Distributor and wholesaler enquiry line
Handles calls and chats from wholesalers and distributors who want to stock the range, explains how the company works with distributors and books the channel sales manager.
Promotions and trade spend questions for key account managers
Answers key account managers' questions on trade budgets, the promotion calendar and how past promotions performed, and drafts promotion requests for approval.
Category review prep for key account managers
Turns scan data, market share and rate of sale into the talking points a key account manager needs before a retailer's category review.
Retail execution questions, answered from store audit data
Answers sales managers' questions about displays, planograms and shelf availability straight from store audit data, and turns gaps into rep actions.
Stock and demand position questions for planners
Answers planners' questions on stock, cover and whether supply will meet a promotion, from the planning and ERP systems.
Co-packer and ingredient supplier onboarding
Guides new co-packers and ingredient suppliers through onboarding, collects documents, explains what is still missing and books the quality site visit.
Range and pricing coach for new sales reps
Quizzes new sales reps on the range, packs, prices and trade terms by voice or chat, corrects answers and tracks what to practise next.
Service request intake for business clients
Takes service requests from retainer clients by chat, email or phone, checks them against the service catalogue and the days left, and logs them for the account manager.
Service level and ticket status questions from clients
Answers clients' questions about service levels, breaches and open tickets from the live figures, and books the service delivery manager for anything contractual.
Change request intake for project clients
Captures client requests to change a project's scope, checks them against the agreed statement of work and logs a change request for the engagement manager to price.
Monthly client report, explained by voice
Walks clients through their monthly performance report by phone or chat, explains what changed and why, and passes decisions to the account team.
First-week guide for new employees
Tells new employees what's on each day of their first week, where to go and what's due, straight from their onboarding plan.
IT setup and access requests for new starters
Sets up laptops, accounts and system access for new starters by role, and gets the extra approvals in before day one.
Contractor onboarding and induction
Tells contractors what their crews need before starting on site, checks the documents, books induction sessions and explains the site rules in their language.
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Graduate intake programme assistant
Answers graduates' questions before and after they start, from the graduate handbook, and books time with the people and culture team.
Client portal setup and first login help
Walks new clients through activating the client portal, setting up two-step verification and signing their first documents, by phone, chat or email.
Company knowledge search: templates, policies and past work
Finds templates, policies and past work across the company's documents, and only shows what each person is allowed to see.
Who knows what: find the right colleague
Tells staff who in the firm has done similar work, speaks the right language and is free to talk, from the expertise directory and project records.
How do we do this here? Process and SOP assistant
Answers 'how do we do this here?' from the company's own procedures, step by step, and helps staff start the paperwork.
What did we decide? Meeting and decision search
Answers 'what did we decide?' from meeting minutes and the decision log, with the owner, the actions and only the detail each person may see.
Rate card and pricing questions for the sales team
Answers account managers' questions about day rates, discounts and approval rules, works out the numbers and drafts the approval request when one is needed.
What changed in this policy? Explained by voice
Staff ask by voice or chat what changed in a firm policy and get a short, plain answer, with anything that needs a judgment passed to compliance.
IT how-to questions for staff
Answers everyday IT how-to questions from the company's own IT guides and data rules, and logs a ticket when something needs fixing.
Sales call practice: objection handling with a tough buyer
Lets sales staff practise tough calls by voice against a realistic buyer, then scores them against the team's own rubric.
New hire academy coach
Quizzes new hires on the induction academy by voice or chat, explains what they got wrong and gets them ready for the assessment.
Difficult client conversation practice for service teams
Plays a difficult client in realistic practice conversations, then gives account managers and consultants short, specific feedback.
Coaching conversation practice for new managers
Lets new managers practise hard coaching conversations with a realistic team member, then gives feedback against a coaching model.
Data and reporting skills coach for staff
Coaches staff on reading and using the company's own reports, with short exercises on real dashboard figures and instant feedback.
Daily five-minute learning check-in
Sends each staff member a five-minute learning check-in every morning, with realistic questions on the week's topic and instant feedback.
Continuing education tutor for licensed advisers
Quizzes advisers on their continuing education modules by voice or chat, explains what they got wrong and keeps their hours up to date.
Staff and resource scheduling requests
Takes staffing requests from partners and managers, suggests consultants with the right skills and availability, and places a hold for the resourcing manager to confirm.
Meeting notes into actions and owners
Turns meeting notes into clear actions with owners and due dates, sends each owner their part and follows up on what's still open.
Office and facilities requests
Takes office and facilities requests from staff, books rooms, visitors and catering, and logs faults with the facilities team.
Leave and payroll questions for staff
Answers staff questions about leave balances, payslips and pay dates from their own records, and routes pay problems to payroll.
Performance review prep for managers
Prepares managers for performance reviews by pulling goals, results, feedback and 1:1 notes into a short brief, without suggesting a rating.
Incident and near-miss reporting line
Staff report incidents and near misses by phone or chat at any hour. The agent records the facts, logs a reference and alerts the risk team straight away.
New starter IT access requests
Takes new starter and access requests from managers, checks the role's standard access and the approvals it needs, and gives a clear ready date.
Site office IT support line
Answers IT calls from remote site offices, checks known outages first, walks staff through simple fixes and sends everything else to an engineer with the details.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
Brochure download follow-up
Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.
Alumni event RSVPs and questions
Takes RSVPs for alumni events, answers questions about guests, venue and dietary needs, and runs the waitlist when an event is full.
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Gifts and hospitality declarations
Answers staff questions about the gifts and hospitality policy, records declarations in the register, and sends approvals and unclear cases to the right person.
Dangerous goods booking checks
Checks that every dangerous goods booking has its documents before the dangerous goods officer reviews it, and tells the customer exactly what is missing.
Privacy request intake
Takes requests to see or correct personal information, checks identity against the records, and logs each one for the privacy officer with the legal deadline.
Other channels
Voice agents
Answer your phone line and website voice calls, book, hand off and summarise.
Email agents
Triage the inbox, draft or send replies from your knowledge, escalate the rest.
Outbound and SMS
Call leads back in minutes, send reminders and follow up by text.
Agents on your data
Answers from your own database and systems, not a generic script.
Internal agents
For your own team: ask the business anything, log work, chase money.
Tell us what your phone and inbox look like.
Thirty minutes with Sam. Bring the calls you miss and the emails you answer every week, and we will show you which agent to build first.
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