Web Concierge (site chatbot)

An embeddable, brand-grounded chatbot for your website that answers questions and captures leads.

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Web Concierge is a chatbot you embed on your website. It answers visitors' questions in your brand voice, captures leads into your CRM, and learns from every conversation - all from approved knowledge, never your raw internal data.

Setting it up

  1. Configure the bot - its persona, goal and guardrails, the website origins it's allowed to run on, and a per-session message cap.
  2. Approve knowledge - the platform suggests safe, public-friendly snippets (rewritten from your brand info and data); you approve what the bot is allowed to say. It works on a default-deny basis, so nothing goes live until you approve it.
  3. Copy the embed code and drop it on your site.
  4. Test it right in the dashboard before you go live.

What it does for you

  • Answers visitor questions, grounded only in approved knowledge.
  • Captures leads straight into your CRM (HubSpot, Salesforce or GoHighLevel).
  • Learns - logs conversations and unanswered questions, feeding the Brain so gaps get filled over time.
  • Hands off to a human when needed.

Safety built in

The bot only ever reads (1) public brand fields and (2) knowledge your team has approved - never the raw Brain. It's also protected by origin checks, rate limits, per-session caps and spend safeguards, so it can't be abused.

What counts toward your allowance

Everything Web Concierge does with AI shares one Web Concierge allowance: replies to visitors, Suggest knowledge (drafting snippets from your brand info), and Learn from conversations (mining logged chats for gaps). The allowance is generous enough that ordinary use won't reach it, but the two buttons are AI work like any reply, so they count. See Usage & limits.

Availability

Web Concierge is part of the Insights + Studio plan - see What's in Creator's Studio.