Turn website visitors into booked appointments
An AI chat assistant on your website greets visitors, answers questions about your services, captures contact details, and books appointments, handing off to your team when the conversation needs a person.
The Problem
Most website visitors leave without a trace
People browse your site after hours with a question standing between them and a booking. A static “contact us” form feels like a dead end, so they bounce, and you never know they were there. Without someone to answer in the moment, your website is a brochure, not a salesperson.
How it works
Install the chat widget
Add a snippet to your website, including sites built in CoastaFlow, and the chat assistant appears on your pages.
Train it on your business
Load your services, FAQs, service area, and booking rules so it answers questions accurately and stays in bounds.
It engages and captures
The assistant greets visitors, answers questions, collects name and contact info, and books appointments into your calendar.
It hands off gracefully
When a visitor asks for a person or the question is out of scope, the conversation routes to your team with full context.
What you get
Capture leads around the clock
Visitors get answers and a booking path at midnight, not just during office hours.
Higher conversion from existing traffic
Engaging visitors in the moment converts more of the traffic you already have.
Every chat becomes a CRM contact
Transcripts and contact details flow into your CRM automatically for follow-up.
Your team steps in only when needed
Routine questions are handled automatically; complex conversations reach a human with the full transcript.
A typical workflow
- 1
After-hours inquiry
Visitor asks about a service → AI answers and qualifies → books an estimate → contact created in CRM → team notified in the morning.
- 2
Pricing question
Visitor asks about cost → AI gives your approved range and explains next steps → offers to schedule a quote.
- 3
Human handoff
Visitor requests a person or asks something sensitive → AI collects contact details → conversation flagged for immediate team follow-up.
Where it earns its keep
Home services
A pest control company’s chat answers “do you treat for termites?” instantly, quotes the inspection process, and books the visit on the spot.
Real estate
A brokerage’s chat answers listing questions, captures buyer criteria, and schedules showings while agents are in the field.
Professional services
A family law practice’s chat handles initial intake questions sensitively, screens for fit, and books consultations.
Related features
Frequently asked questions
It answers from the business information you provide and is configured to say “let me have the team confirm” rather than guess when something is outside its knowledge.
Yes. Visitors can ask for a human at any time, and the conversation routes to your team with the full transcript attached.
Yes. The chat widget installs on virtually any website with a simple snippet, no rebuild required.
Every conversation is saved, tied to a CRM contact, and visible in your unified inbox alongside texts and emails.
See AI Chat working on your leads.
Book a working demo and we'll walk through your pipelines, conversations, automations, and AI agents, configured around how your business actually operates.