AI CHAT CONCIERGE

// FOR EVERY BUSINESS · CONTRACTORS · LAWYERS · CLINICS · AGENCIES

The questions repeat. Your work doesn’t have to.

Do you cover my area? What should I bring? How do I book? Give customers a place to ask the everyday questions while you get on with the work. ChatGenius uses your business information to help with the basics and pass requests to your team when they need a person.

01
The everyday questions
Business details, next steps, and follow-up.
02
Contractors & trades
Service areas and requests for a visit.
03
Professional services
Consultation steps and approved information.
04
Real estate
Listing details and viewing inquiries.
05
Clinics & practices
Administrative information and staff contact.
06
Agencies, communities & teams
Useful answers from your own content.

// THE PATTERN

Different businesses. Familiar questions.

01

The same details, again

Hours, service areas, pricing, what to bring, and how to get started. These questions matter to the customer, even when your team has already answered them several times today.

02

Questions in different places

A message on your website, a reply in a messaging app, a note passed to a colleague. Keeping the underlying information consistent gets harder as more channels are added.

03

Customers ask when it suits them

Someone may be researching after you’ve closed or while you’re with another customer. Give them a way to check the basics and leave a request for follow-up.

FIX

Start with the questions you can answer well

Use clear, current business content as the foundation. Choose the channels you need, test the common questions, and set up a route to your team for anything outside that scope.

// USE CASES

What useful chat looks like in your business.

TRADE

Contractors & trades

Explain your service area, the jobs you take on, and how to request a visit. Collect a description or photo where supported so your team has context. A qualified person should assess faults and confirm quotes.

LAW

Law firms & immigration practices

Share practice areas, office details, and your approved consultation process. Help prospective clients find the next step without assessing their case. Legal advice and sensitive intake belong with your legal team.

CPA

Accountants & bookkeepers

Share document checklists, office procedures, and appointment information from your approved content. Send questions about someone’s tax position or filing obligations to the responsible professional.

RE

Real estate & property management

Help people find listing details, viewing instructions, and rental policies. Current availability needs an up-to-date source; applications, offers, and personal records need the appropriate access and human review.

DOC

Medical, dental & veterinary practices

Keep chat focused on administrative information such as hours, location, and how to contact the practice. Clinical questions and urgent concerns need professional care. Review privacy requirements before enabling any patient-data workflow.

AGENCY

Agencies & freelancers

Explain what you do, how projects start, and what information helps you scope the work. Collect a short brief or guide someone toward a discovery call, with scheduling connected where needed.

FB

Restaurants & cafes

Make menus, hours, and reservation instructions easy to find. Confirming a table needs a booking connection or your team. Allergy and food-safety questions should be checked directly with staff.

NGO

Non-profits & community groups

Share donation information, volunteering opportunities, and event details. Help people reach the right contact. Do not use the chat as a crisis service or promise an immediate human response.

SAAS

SaaS & developer tools

Help customers find answers in your documentation and published integration details. Collect context for support requests so your team can follow up without asking them to explain the issue again.

HR

HR & internal operations

Make approved handbook and onboarding information easier to find. Personal balances or payroll records require a suitable authenticated connection. Keep grievances and sensitive matters on a clear route to HR.

// EXAMPLE CONVERSATION · SERVICE INQUIRY

From a customer’s question to a service request.

This illustrative conversation shows how a service inquiry could move toward a booking. In practice, photo interpretation needs professional review, prices need an approved source, and bookings need a connected system. Chat should not be relied on to diagnose a fault or handle an emergency.

DP
Dave's Plumbing
ChatGenius · online
📸 (photo of leaking pipe joint) This started an hour ago, can you come today?
11:42 AM
That looks like a joint failure on the cold feed — worth turning off the main shutoff now. Dave has a slot open 3-5 PM today, $145 service call plus parts. Confirm and I'll book it.
11:42 AM
Please book it. Address is 812 Oak.
11:43 AM
Booked. Dave will text on arrival. Turn off the main + put a bucket under it in the meantime.
11:43 AM
LIVE ON WHATSAPP · CONTRACTOR BUSINESS · VISION + BOOKING
Multilingual conversationsImage input optionsYour business contentWebsite + messaging optionsCalendar + CRM connectionsAnnouncement optionsStaff access controlsData handling settingsHuman handoffConversation review + export options

Questions before you get started.

My industry isn’t listed. Could it still be a fit?

Possibly. Start with the questions you receive and the information needed to answer them. We’ll review your use case, any sensitive topics, and required integrations before recommending a setup. Not every task is suitable for an automated answer.

What should I expect it to handle?

Start with repeatable questions covered by your content, such as hours, services, and how to get started. Requests needing judgment, approval, or personal advice should go to your team. Test real customer questions to assess usefulness instead of relying on a promised automation percentage.

Do I need a technical team to set it up?

We can help with setup. You provide the business information, review the answers, and agree how follow-up should work. A website embed may need whoever manages your site; custom integrations may need developer support. We’ll agree the scope and timeline with you.

What if the AI gets an answer wrong?

AI can make mistakes. Review common questions before launch, keep source content current, and check conversations for gaps. Define when the chat should ask for clarification or refer someone to your team. Confirm any reply-review controls available for your setup.

Can I choose which channels to use?

Yes. Start with the channels that fit your customers and your team. Additional channels have their own setup and account requirements, which should be checked before adding them.

How should we handle customer data?

Only provide the information the chat needs. Before connecting customer records, confirm access controls, hosting, retention, and processing terms for the proposed setup. Sensitive or regulated uses need a separate review. See our security information for more context.

What about a busy season or a traffic spike?

Share your expected traffic and peak periods so we can review capacity, integration limits, and the appropriate plan. Agree testing and a fallback route before the busy period. Performance and pricing depend on the setup; neither should be assumed.

Can I use website chat on its own?

Yes. You can use the website widget without connecting a messaging account. Add other supported channels later if there is a reason to, with the relevant setup and plan requirements confirmed first.

Does it make sense for a solo business?

It may help if you spend time answering the same questions while doing the work itself. Start with a small, useful scope and a clear follow-up process. We’ll help you assess whether the setup and cost make sense for your business.

Bring the questions you keep answering.

Tell us what your customers ask and where the follow-up gets stuck. We’ll walk through your use case, the content you already have, and any tools that need connecting. Then you can decide whether it fits the way you work.