What can the AI chat agent do on my website and by text?

A typical conversation

A visitor opens the chat window or texts your business number. The agent greets them in your business name and asks how it can help. The visitor writes in their own words. The agent answers from your approved knowledge, such as services, hours, locations, what to bring and how to get started. If the visitor wants to talk to someone or book a time, the agent collects the details it needs and either books the meeting or creates a hand-off.

If the question is outside what you have approved, the agent says so and offers a callback, a meeting or a transfer to a person. It does not guess.

What it can be set up to do

• Answer common questions from a knowledge base you maintain, with the option to link to a page for more detail.
• Qualify a visitor with a short set of questions you define: what they need, where they are, how soon, and how they prefer to be contacted.
• Book a meeting or appointment into a connected calendar and send a confirmation by email or text.
• Collect intake details for a new client, patient or file and pass them to your team or, once connected, to your CRM.
• Hand off to a person by opening a live chat with a staff member, scheduling a callback or transferring to a phone queue.
• Switch between English and French based on the language the visitor writes in.

Where the conversations go

Every chat and text conversation is stored with a transcript and a short summary. Your team can read them in the admin portal, receive them by email, or, once a connection is scoped and confirmed, have them written to your CRM or helpdesk as notes or tickets. Who can see transcripts follows the roles on your account.

A 3CTel specialist configures the agent with you, and you test it on a staging page and a temporary text number before it goes live. The knowledge and the rules can be changed at any time.