Chatbot Integration Services

On-brand chatbots for website and messaging that capture, qualify, and route—then hand off to humans when it matters. Fully synced with your CRM and analytics. Serving Boulder, Colorado, New York, and teams across the U.S.

Website Chatbot WhatsApp & Messenger Lead Capture & Qualification Human Handoff CRM & Calendar Sync Guardrails & Logs

Why choose our Chatbot Integration

Turn conversations into qualified pipeline—without adding headcount or tool bloat.

Always-On Coverage

Answer FAQs, book calls, and capture leads 24/7 across web and messaging channels.

On-Brand & Safe

Trained on your content with tone controls, fallbacks, and guardrails to avoid off-brand replies.

Human When Needed

Smart escalation to a person via inbox, email/SMS, or live chat—with transcripts and context.

Measurable Impact

Events, UTMs, and dashboards show source → conversation → booking → pipeline.

Our chatbot integration process

  1. Scope & Design

    Define intents, FAQs, brand tone, routing rules, and escalation paths. Map data capture to CRM fields.

  2. Build & Train

    Connect your knowledge (site, docs, FAQs). Configure flows, small-talk fallbacks, and disallowed topics.

  3. Integrate & Sync

    Wire CRM, calendar booking, email/SMS, and web analytics. Set up UTM discipline and events.

  4. QA, Launch & Tune

    Safety checks, test conversations, transcript reviews, and monthly improvements from logs.

What’s included

  • Website chatbot widget setup
  • WhatsApp/Messenger connectors
  • Brand tone & response rules
  • FAQ & knowledge ingestion
  • Lead capture & qualification
  • Calendar booking handoff
  • CRM sync (objects & fields)
  • Routing & escalation paths
  • Email/SMS notifications
  • Safety guardrails & filters
  • Analytics events & UTMs
  • Conversation logs & reviews

Chatbot Integration FAQs

Which channels do you support?

Website widget by default, with optional WhatsApp, Facebook Messenger, and email/SMS touchpoints based on your audience.

Does it integrate with our CRM?

Yes. We map captured fields to your CRM objects (lead/contact/deal), create activities, and attach transcripts for context.

Is this using AI or scripts?

Both as needed. We combine scripted flows for reliability with AI answers trained on your content—protected by guardrails and fallbacks.

How do you keep it on-brand and compliant?

We enforce tone presets, banned topics, safe replies, and human handoff. Logs are reviewed regularly and updated with new guidance.

Ready to turn chats into qualified bookings?

We’ll deploy an on-brand bot, wire the handoffs, and measure the results clearly.