Handle document checklists, appointment prep, service scope, and contact steps. Stay within approved content and route qualified leads to the right advisor.
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Explain document checklists, onboarding steps, and appointment preparation from approved content.
Use fallback copy instead of guessing about sensitive decisions. Only answer from what you've trained.
Capture inquiry details before a licensed team member responds โ with full context included.
AskGPT is strongest when your website has clear pages, service details, policies, and contact paths. The setup flow crawls your pages and lets you approve knowledge before the chatbot goes live.
Crawl your website pages, service descriptions, and FAQs. Approve knowledge before the chatbot goes live.
Set controlled fallback copy so the chatbot never guesses about rates, advice, or regulatory details.
Review conversations, leads, and knowledge gaps to refine answers over time.
These examples use made-up businesses so you can explore the experience without real customer data.
Harborwise Finance
A finance inquiry assistant for planning consultations.
CedarLedger Advisory
An accounting assistant for small businesses.
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