Use case / Consultation booking
Consultation booking
Our AI chatbot finds out why each visitor is getting in touch, explains your consultation process and books them with the right person on your team.
Every consultation starts well prepared
Why use a chatbot for consultation booking
A visitor may be ready to talk but unsure whether they are contacting the right team or what the conversation will involve. A consultation assistant can explain the process, clarify the topic and invite a concise outline of the situation. That preparation makes the request more useful without turning the chatbot into a substitute for professional advice.
What your customers see
How the chatbot conversation works
01
Identify the topic
Ask what the visitor would like to discuss and connect that need to your approved service or practice areas.
02
Set expectations
Explain the purpose, format and any published conditions of the consultation using information you provide.
03
Prepare the request
Collect a short outline, timing preferences and contact details, then guide the visitor to the appropriate booking or enquiry route.
A conversation like yours
An example chatbot conversation
Trained on your business
Consultation types, practice areas, what the first discussion covers, published fees where applicable and your approved booking route.
When the chatbot hands over to your team
The assistant should avoid requesting unnecessary sensitive information. A consultation request does not itself establish an engagement or confirm a time.
We agree where each enquiry goes before launch: your form, booking link or team contact. If you need an extra connection, we’ll scope it with you.
Frequently asked questions
Get a consultation booking chatbot for your website
Show us your website and tell us what a great lead looks like. We’ll show you what your chat could sound like.