Customer-Facing AI Assistant
Workflow example: build an AI assistant around a client's brand and approved business information to answer customer questions and capture enquiries.
Customer-facing AI assistant
Leadoca can build a custom AI assistant for a client's own business and customers. The assistant is configured around the client's brand, services, FAQs, and approved information.
Step 1: Prepare business knowledge
Gather accurate service information, policies, common questions, and approved answers.
Step 2: Design the customer journey
Define how the assistant should answer questions, ask clarifying questions, capture enquiries, and offer handoff to a person.
Step 3: Connect the next action
Where supported, connect enquiry forms, quote requests, or booking workflows.
Step 4: Test responses and handoffs
Test common and edge-case questions, review privacy needs, and provide a way to reach a person when appropriate. Capabilities depend on the agreed scope and tools.
Leadoca helps B2B teams build a more consistent sales pipeline with targeted prospect research, personalized outreach, automated follow-ups, appointment setting, and customer-facing AI assistants.
