Prepare the business information
Keep your business details, services and approved content accurate. This is the information that should ground answers, so review it before enabling a public widget.
Useful answers. A human next step.
Help website visitors move from a question to an inquiry.
Offer a website assistant grounded in approved business information, with a lead-capture path when a visitor needs your team to follow up.
Your business. Your information. Your decisions.
NexaGrowthProExample workspaceAI Lead AssistantA useful conversation.
A useful conversation.
A human follow-up.
Do you offer condo moving services?
Our approved service information includes condo moves. Would you like the team to follow up on a quote?
Yes, I would like a quote.
Next: collect inquiry detailsYour team confirms availability and pricing.
Sample conversation · not a confirmed booking
The opportunity
Interested visitors should not have to guess what to do next.
A visitor may be ready to ask about a service but not ready to complete a long form or make a phone call. They might need to understand what your business offers before they leave contact information. AI Lead Assistant gives them a conversational starting point, using the business information you have approved rather than treating every question as permission to invent an answer.
The assistant works alongside Lead Capture and your inquiry workflow. A conversation is not the same as a confirmed sale or reservation. When a visitor asks for human help, the goal is to collect the relevant inquiry and contact information for your team to review, not to make commitments that your business has not authorized.
From understanding to action
Here is how the workflow comes together.
Enable and test the widget
Use the chatbot integration and its business-specific embed setup. Test realistic visitor questions and check the answer quality before placing the assistant on your website.
Answer within the available context
Visitors can ask questions through the website chat. Answers should remain tied to the approved business information, with a human follow-up path rather than an unsupported promise when more help is needed.
Follow up on the inquiry
When an inquiry and contact details are captured, your team can review the lead in the related workflow. Confirm the visitor's requirements and decide the next step personally.
What you get
Useful outputs, not another disconnected tool.
A business-specific conversation
A website assistant that uses the configured business context instead of a generic sales script.
A route to human follow-up
A lead-capture path for visitors who need a quote, callback or further assistance from your team.
An integration you can test
An embed setup with a visible connection state, so you can review the experience before making it public.
A moving company receives a quote inquiry
A visitor asks whether the business handles condo moves. The assistant uses the approved service information and can guide the visitor toward leaving a quote inquiry. The moving team checks dates, access requirements and pricing before making any commitment. This is a sample conversation, not a confirmed customer booking.
You keep control.
Your team controls the approved business information and the integration. Review answers during setup and after meaningful service changes. The assistant is not presented as a substitute for your staff, a guaranteed booking engine or permission to offer unapproved prices.
Before you get started
Access and availability
The assistant requires the relevant plan access, an enabled business integration and configured AI service. Lead capture and follow-up depend on the inquiry details actually provided by the visitor.
Compare the current plansA little more clarity
Your questions.
Straight answers.
Does the assistant automatically confirm bookings?
Do not treat a chat answer or captured inquiry as a confirmed booking. Your team must confirm availability and any commitments through its actual booking process.
What should I do before publishing the widget?
Approve accurate business content, configure the integration and test realistic questions. Check what happens when the visitor asks something outside that content.
Is a conversation the same as a lead?
No. A visitor can ask a question without giving contact details. A captured inquiry is a separate step and should only be described as a lead when the relevant information has been provided.
Ready to grow?
Your next chapter starts with a clearer plan.
Bring your reviews, marketing content and customer opportunities together.Get started Your accounts Your approval Your control