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Chat Agents

AI Chat Agents for website answers, lead capture, and support

Train one agent on PDFs, documents and your website, then deploy it to every chat channel with shared knowledge, one inbox and the same handoff rules. Paid plans start at $39 a month.

Start with one workflow, use your approved content, and keep a human in control of exceptions.

Updated

5 min

Website go-live

$0

Free plan, no card

50+

Languages

9

Chat channels

In short

What are chat agents?

AI chat agents are conversational assistants that answer questions from your own documents on your website and messaging channels, capture and qualify leads, book next steps and hand off to a person with the transcript. Botcadence chat agents run on the website chatbot, WhatsApp, Instagram, Telegram, Slack, SMS and email; the Free plan covers website chat and WhatsApp with 100 AI replies a month.

The Problem

Why chat still under-delivers

Chat Agents turn digital conversations into structured outcomes: answers, qualified leads, and clean human handoffs.

Visitors bounce without answers

Pricing and product questions go unanswered outside business hours.

Agents drown in repetitive tickets

The same FAQs fill queues while complex work waits.

Leads arrive incomplete

Forms collect emails without budget, timeline, or use-case context.

Chat tools are disconnected

Conversations never write clean next steps into CRM or helpdesk.

Product capabilities

Turn chats into answers, leads, and actions

Helpful digital support

Answer common questions with context instead of sending customers through a maze of pages.

Clear answers

Lead and support workflows

Collect the details needed for qualification, routing, or scheduling.

Structured

Human handoff

Escalate with conversation history when a person should take over.

Context preserved

Proactive or inbound modes

Wait for the customer to start, or respond to a clear on-site signal.

Flexible triggers

Conversation analytics

See deflection, lead quality, and escalation reasons in one place.

Improve weekly

How it works

From the first message to the right owner

Step 01

Select the chat job

Choose inbound support or proactive assistance with a clear conversion or deflection goal.

Step 02

Train and connect

Upload docs, set qualification fields, and connect CRM or helpdesk tools.

Step 03

Set escalation rules

Define what AI resolves and when humans join with full transcript context.

Step 04

Measure helpful outcomes

Review resolved chats, handoffs, and captured leads to improve prompts and routing.

See Chat Agents in a live workflow

Book a demo to map one website or messaging conversation to Botcadence: answers, qualification, and human handoff.

Example workflow

Website visitor converts from pricing chat to booked demo

Chat Agents answer enterprise pricing questions after hours, qualify the account, and book a demo for the morning sales team.

1

Trigger

Visitor opens chat on pricing

A returning prospect asks whether annual plans include onboarding support at 11 PM.

2

AI action

Agent answers from docs and qualifies

Botcadence cites approved pricing FAQs, asks team size and timeline, and offers demo slots.

3

System update

CRM lead created with page context

The conversation, intent tag, and booking land in CRM before sales starts the day.

4

Business outcome

Pipeline without live chat staffing overnight

Sales begins with a qualified demo and full chat history instead of a bare form fill.

The Transformation

Before vs after Botcadence Chat Agents

Compare passive website and messaging experiences with chat agents that answer, qualify, and route in real time.

CapabilityWithout AIWith Botcadence
Response timeMinutes to hoursSeconds with grounded AI replies
Lead qualityEmail-only formsConversational qualification fields
Support loadEvery FAQ becomes a ticketRoutine chats deflect automatically
HandoffCopy-paste into helpdeskTranscript and fields sync on escalate
CoverageStaffed chat hours only24/7 digital presence

Lead scoring

Conversational AI lead scoring

The agent asks the questions an SDR would ask, in the flow of the conversation rather than as a form: what the visitor is trying to do, company size or job type, timing, budget band and the current tool. It scores the answers against the fit and intent rules you write, tags the conversation, and routes a hot lead to a person or books a meeting while the visitor is still on the page. Cold leads get the information they asked for and a follow-up on the channel they came from. The score and every captured field land in HubSpot, Salesforce or your CRM through the lead scoring feature. The lead qualification guide has the rubric to start from.

Handoff

Intelligent agent handoff to your team

When a rule fires, such as a refund request, an angry message, a VIP account or a plain "can I talk to someone", the conversation moves to your shared inbox with the full transcript, the captured fields and the reason for the handoff. The person picks up mid-conversation; the customer never repeats themselves. If nobody is online, the agent takes a message, sets the expectation and the thread stays open. Handoff rules are yours to write and change without engineering. The human handoff feature page and the AI-to-human handoff design guide cover the patterns that work.

Common Questions

Questions teams ask before launching a Chat Agent

The chat agent asks qualifying questions in the conversation, scores the answers against your fit and intent rules, tags the lead and routes hot leads to a person or a booked meeting while the visitor is still on the page. The score and fields go to your CRM.

A rule you set moves the conversation to your shared inbox with the transcript, captured fields and the handoff reason, so the person continues mid-conversation. If nobody is online the agent takes a message and the thread stays open.

Botcadence Chat Agents are grounded in your approved content and connected to workflows (qualification, booking, and human handoff), not just scripted button trees.

Yes. Start on website chat, then expand to connected messaging surfaces your customers already use while keeping shared knowledge and escalation rules.

Inbound waits for the customer to open chat. Proactive responds to a clear on-site or opted-in signal. Neither is a substitute for permission-based WhatsApp campaigns.

When confidence, policy, or customer request requires a person, the suite routes the thread with full history and collected fields to your queue.

They should answer from approved sources, refuse unknown topics, and escalate instead of guessing on pricing, legal, or clinical questions.

Turn one high-intent chat into a useful next step

Bring a website or messaging workflow to a guided demo and see where grounded answers, qualification, and human handoff fit.

  • One workflow to start
  • Approved content
  • Human handoff when needed

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