Enterprise DNA

Sales and new business · Live demo

Website enquiry chat

Answers questions about the firm's services, fees and approach on the website, and hands serious enquiries to the right partner.

Web chat Your knowledgeLead captureHuman handoff
Live demo

Talk to Ivy at Pellbridge Consulting

Pellbridge Consulting is made up. Ivy 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.

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Want one like this for your business? Book a call with Sam


The problem

Corporate buyers researching consultants want to know what a firm does and roughly what it costs before they commit to a call. Most leave the website without asking, and the firm never knows they were there.

How it works

  1. Answers from the firm's own service descriptions, fee guide and FAQs
  2. Explains how an engagement runs, from discovery call to closing workshop
  3. Asks a few questions to understand the visitor's company and problem
  4. Passes custom scopes and proposal requests to the right partner with a summary
  5. Never promises results and never gives legal, tax or accounting advice

What it connects to

  • Website
  • CRM
  • Email
  • Service and fee documents
Sample chat
  1. ClientDo you work with large groups? We're a regional distribution company with about 3,000 staff.
  2. AgentYes, most of our clients are corporate groups of that size, across Hong Kong and Southeast Asia. What would you like help with?
  3. ClientOur warehouse costs keep rising and the business units don't agree why. What would a review like that cost?
  4. AgentThat sounds like our operations diagnostic. It runs six weeks at a fixed fee of HK$680,000 for one business unit, and ends with a report, a costed plan and a workshop with your leadership team.
  5. ClientWe'd need it to cover our Malaysia operation too.
  6. AgentIt can. Extra business units are scoped by Priscilla Cheung, the partner who leads our operations practice, and she'll reply within one working day. Can I take your first name and company to pass to her?

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

Book a discovery call →