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Use case / Service recommendations

Service recommendations

Our AI chatbot asks a few simple questions, explains which of your services fits each visitor and guides them to the right next step.

Guided to the right service, from your approved knowledge

Your know-how, in your words
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Services
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Service areas
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Your FAQs
Do you cover Parramatta?
We do! Parramatta’s one of our busiest areas. Is it a house or a unit you’re thinking about?
Your know-how, in your words
≡
Services
≡
Service areas
≡
Your FAQs
Do you cover Parramatta?
We do! Parramatta’s one of our busiest areas. Is it a house or a unit you’re thinking about?

Why use a chatbot for service recommendations

Your service menu makes sense to your team. A new visitor may describe their need in very different language. Service recommendations gives them a conversational way to explore the options, understand the differences and choose a useful next step. The goal is clarity, not a recommendation that goes beyond the information your business has approved.

What your customers see

How the chatbot conversation works

01

Start with the visitor’s goal

Ask what they are trying to achieve instead of requiring them to select an internal service label.

02

Explain relevant options

Compare your approved services in plain language. Ask a small number of follow-up questions only where they help distinguish between the options.

03

Make the next step clear

Direct the visitor to the appropriate service page, enquiry route or team discussion. If the answer is uncertain, acknowledge that and offer a human next step.

A conversation like yours

An example chatbot conversation

Conversation in progressWarm lead · 2:20pm
Website visitorZoe
993 ••• ••••
SituationOverdue tax return
RecommendedIndividual tax service
UrgencyCall today
Next stepCall this afternoon
Sent to your team
Chat with us
Replies in seconds
I’m not sure which of your services I need.
AI agentThat’s no problem. What would you like help with, and what has prompted you to look?
Our tax return is overdue and I’m quite worried about it.
AI agentThat is very fixable. Our individual tax service is the right fit, and Paul can call you today. May I take your name and best number?
Yes please. I’m Zoe, 993 ••• ••••
AI agentThank you, Zoe. Paul will call you this afternoon to explain the next steps.
AI agent
Replied in 2 seconds

Trained on your business

Service descriptions, differences between options, relevant customer situations, exclusions and the next step for each service.

When the chatbot hands over to your team

The assistant should not manufacture a service or make a professional suitability decision. Complex or ambiguous needs should go to your team.

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 service recommendation 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.