Website Chatbot

Overview

The website chatbot adds an AI assistant to your published contractor website that answers customer questions automatically. Configure a greeting message, add custom Q&A pairs, and the assistant will help potential customers — even when you're unavailable. You can now configure how the assistant behaves for your company (suggest-only vs. automatic replies), review threaded conversations in-app, and route widget notification emails to a separate inbox.

What’s new

• Company-configurable Website Inquiry Assistant: control assistant behavior per company from Settings → Assistant.
• Assistant modes:
  • OFF — disabled.
  • MANUAL — AI drafts replies and suggestions for your team to approve and send.
  • AUTO — AI can automatically send replies on behalf of your company.
• Conversation threading: messages submitted via your website or widget create a conversation that appears in the Lead / Customer communications UI so your team can review history and assistant activity.
• Separate widget notification email: route widget submissions to a dedicated inbox (appointments@, leads@) instead of your primary contact email.

How To

1. Open your contractor dashboard and go to Settings → Assistant (or Settings → Website Widget for widget-specific options).
2. Toggle the assistant on and pick a mode:
   • Choose MANUAL to have the assistant draft replies you review.
   • Choose AUTO to allow the assistant to send replies automatically.
3. Edit the greeting message and add up to 10 custom Q&A pairs to tailor behavior.
4. (Optional) Set a Widget Notification Email in Settings to route inbound widget emails to a separate inbox.
5. Publish or update your website/widget so the assistant appears on your live site.

Reviewing Conversations

• All widget/website inquiries and assistant activity thread into your Lead and Customer communications views.
• Open a lead or customer and look for the "Website inquiry conversation" panel to view message history, assistant status, and to manually send or edit replies.
• If the assistant is in MANUAL mode, review AI-drafted replies in the conversation panel before sending.

Safety & Controls

• Pause the assistant at any time from Settings → Assistant or from the conversation panel (if the assistant has been paused, messages will still queue for review).
• Use the Widget Notification Email override to send submissions to a monitored team inbox if you prefer humans to handle replies.
• Assistant activity is logged in conversation history so you can audit what was sent and who (AI or user) took action.

Tips

• Start in MANUAL mode to preview AI drafts before enabling AUTO replies.
• Customize the greeting and a few Q&A pairs to bias the assistant toward your typical responses — small edits improve relevance quickly.
• Monitor early conversations to tune the assistant and avoid unwanted auto-sends.

Questions

Q: Will the assistant send emails on my behalf when AUTO is enabled?
A: Yes — in AUTO mode the assistant can send replies automatically. Use the Widget Notification Email override and monitor conversation history while you tune the assistant.

Q: Where do I find inbound website inquiries?
A: Inbound widget submissions and assistant-threaded messages appear in your Leads and Customer communications. Open a lead/customer and view the "Website inquiry conversation" panel.

Q: How do I stop the assistant from replying automatically?
A: Change the assistant mode to MANUAL or OFF from Settings → Assistant, or pause it per-conversation from the conversation panel.