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AI Assistant

Optional AI assistant for lead capture.

This is an add-on, not a requirement. If your business gets off-hours traffic or repetitive questions, it can help you capture more qualified leads. Try the scripted demo below.

Scripted demo

See how the assistant turns a question into a lead.

Pick one of the three opening questions. The assistant answers from approved business information, asks a qualifying follow-up, and ends with a captured lead — sent to your inbox.

Switch between scenarios to see how the same pattern works for different industries.

summitridgeroofing.com

Summit Ridge Roofing Assistant

Trained on your business · Demo

Scripted

Pick a question to see how the assistant answers:

Scripted demo. The real assistant uses your approved business information, not generic AI replies.

Why it helps

Catches leads that would otherwise bounce.

Off-hours traffic, repeat questions, and the moments when you cannot get to the phone. The assistant handles the parts that do not need a human, then sends you the parts that do.

Stops missed-lead leakage

Customers who land on your site at 9 p.m. get an answer immediately instead of bouncing to a competitor's site that loaded faster.

Filters before the phone rings

Tire-kickers get their basic questions answered without you spending 15 minutes on the phone. Serious leads come with their context already collected.

Speaks your business

We train the assistant on your services, hours, service area, and pricing. It does not invent answers; if it does not know, it captures the lead and routes them to you.

How it captures a lead

Four steps from question to qualified lead.

The assistant follows a script you approve, asks the questions you actually need answered, and sends you the lead before the visitor leaves your site.

  1. 01

    Visitor asks a question

    Someone lands on your site, often after hours or while you are on a job. They have a real question: do you serve their area, what does it cost, can you come tomorrow.

  2. 02

    Assistant answers from approved info

    It only uses the services, hours, areas, and pricing you provided. If it does not know, it says so and routes the conversation back to you.

  3. 03

    It collects contact details and service need

    Once the visitor signals real interest, the assistant asks for a name, phone or email, and what they need. No fake urgency, no upsell scripts.

  4. 04

    Lead is sent to your inbox

    You get a clean lead summary by email: who, what they need, how to reach them, and the full conversation as context.

summitridgeroofing.com

Book with Summit Ridge Roofing

Demo widget · works with Cal.com, Calendly, or similar

Demo
ServiceTimeDetailsDone

Booking-style assistant

For appointment-based businesses, the lead is a booking.

Med spas, salons, vets, attorneys, accountants, and other appointment-based service businesses often need the conversation to end in a confirmed time slot, not just a phone number. The assistant can collect the same details and hand off to a booking widget like the one shown here.

  • Mockup widget — no booking is created
  • Works with Cal.com, Calendly, or similar tools
  • Confirmation + add-to-calendar email included
  • Customer reschedules from the same email

What the assistant will not do

Honest about the limits.

The assistant is a lead-capture tool, not a replacement for your judgment. These are the hard limits, by design.

  • It will not make promises on your behalf

    Quotes, timelines, and commitments stay yours. The assistant captures intent; you confirm details.

  • It only answers from approved information

    If something is not in your business profile, it tells the visitor it will check and routes them to you instead of guessing.

  • It will not replace your team

    Customers who want a human get one. The assistant always offers to connect them directly or schedule a callback.

  • You can update what it knows

    Hours, services, prices, and areas change. Email what changed and we update the assistant's knowledge base — included in the plan.

Plans

Two ways to add it.

Both plans are add-ons to a website package and a care plan. They are not standalone offerings.

AI Lead Assistant

From $1,500 setup · $149 / month

Answers common questions and captures new leads, 24/7.

  • Embedded chat on your site
  • Trained on your services, hours, areas
  • Answers FAQs and pricing questions
  • Captures contact info for serious leads
  • Emails new leads to you immediately
  • Monthly performance summary

Best if you get a lot of repeat questions, have off-hours traffic, or want to stop missing leads while you are on a job.

AI Booking and Intake Assistant

From $3,000 setup · $399 / month

Qualifies leads, books appointments, routes to your CRM.

  • Everything in Lead Assistant
  • Qualifying questions (custom per business)
  • Booking flow tied to your calendar
  • Lead scoring and routing rules
  • CRM or email-list handoff
  • Quarterly script tuning included

Best for appointment-based service businesses (med spa, vet, law, accounting, and similar practices) that want a structured intake before the phone rings.

Not sure if you need an assistant?

Book a free audit. We will tell you, honestly, whether this would actually help your business right now or whether your site fixes come first.

Book Free Website Audit