Answer
The chatbot is an AI-powered assistant that helps visitors on your website. It answers questions about your services, offers advice, and captures leads. The chatbot knows your identity profile, tone of voice, and knowledge base, making responses personal and relevant.
Activating the chatbot
- Go to Settings > Chatbot in the dashboard
- Toggle Chatbot active on
The toggle saves immediately. The chatbot appears on your public website within a few minutes. All other settings (mode, persona, languages, etc.) are saved using the Save button at the bottom of the page.
Choosing a mode
There are three modes, each with its own purpose:
- Service: answers questions about your services and expertise. Suitable for most situations. The chatbot can also suggest services when a visitor shows interest or describes a problem your service solves.
- Sales: focused on conversion. Guides visitors toward booking or purchasing. You can set a focus service so the conversation is steered toward that specific service. Without a focus service, the chatbot treats all services equally.
- Assessment: guides visitors through 5 targeted questions linked to a specific service. First choose a service, click Generate, and the AI creates an assessment that positively references your service. You can adjust the questions, insight, and result texts before saving.
Choose the mode that fits your goal.
Sales: focus service
When you choose Sales mode, an extra option appears: Focus service. Select the service the sales conversation should focus on. The chatbot automatically connects visitor questions and needs to this service. Leave it empty to treat all services equally.
Assessment: service-linked
When you choose Assessment mode:
- Choose a service from your published services
- Click Generate: the AI creates 5 questions with 4 answer options each
- Adjust the questions and result texts as needed
- Click Save assessment
Each assessment has three outcome tiers. All three reference your service positively, regardless of the visitor's score.
Setting up the persona
- Persona name: the name shown at the top of the chat window (e.g., your own name)
- Persona avatar: a profile photo shown next to messages
Activation type
- Click: visitors click the chat icon themselves
- Proactive: the chat window opens automatically after a set number of seconds
- Proactive message: the first text visitors see when the chat opens automatically
Languages
Set which languages the chatbot supports and which language is the default. The chatbot responds in the visitor's language.
Knowledge base training
You can train the chatbot on your own content so its answers stay accurate and on-brand. Configure your knowledge base in the chatbot settings to add the information the chatbot should draw from when answering visitor questions. The more relevant content you provide, the better the chatbot can represent your expertise.
Lead capture
The chatbot can request contact details from visitors:
- Timing: after the first message, after three messages, or never
- Captured leads are saved to your contact list
Lead scoring
Every lead the chatbot captures is automatically scored using the BANT methodology. This means the chatbot evaluates four signals during the conversation: Budget, Authority, Need, and Timeline. The resulting score gives you a quick indication of how sales-ready a lead is, so you can prioritize your follow-up. You can view lead scores directly in your contact list.
Escalation to human
When a visitor wants to speak to a real person, the chatbot makes it easy to hand off the conversation. The visitor's name and their message are captured and saved automatically, so you have full context before you follow up. You can configure how escalations reach you:
- Escalation email: the address where escalation requests are sent
- Escalation method: email or WhatsApp
CTA buttons
Configure buttons the chatbot can show:
- Booking URL: link to your calendar
- Payment URL: link to a payment page
- WhatsApp number: direct contact via WhatsApp
- Signal username: contact via Signal
- X handle: link to your X profile
Conversation history and analytics
The dashboard gives you insight into how the chatbot is performing. Under Analytics you can review conversation history, see which questions visitors ask most, and track lead capture over time. This helps you spot gaps in your knowledge base and fine-tune your chatbot setup.
Voice (optional)
Enable voice features so visitors can speak and listen to responses:
- Voice input: visitors speak their question (microphone)
- Voice output: responses are read aloud
Voice works in Dutch, English, and German.
Safety features
The chatbot is built to handle sensitive situations responsibly. When a visitor shows signs of a personal crisis, the chatbot refers them to the appropriate support resources. Requests that are illegal or outside ethical boundaries are refused automatically. This keeps your chatbot a safe and trustworthy experience for every visitor.
Privacy
If you use a cookie banner, you can require visitors to accept cookies before the chatbot becomes active.