What is an AI website chatbot?
It is a website assistant that answers visitor questions, qualifies leads, routes support requests, and sends conversation context to your team.
Website conversion
AI Website Chatbot
Answer visitor questions, qualify leads, route support, book meetings, and send transcript-ready context to your team. Refract trains this agent on your workflow, approved knowledge, tools, and handoff rules so your team gets more coverage without losing control.
Who it helps
Built for the people already carrying this workflow.
Refract is designed to give teams more leverage, cleaner context, and more reliable follow-through. The agent handles the repeatable parts, while people stay involved where judgment matters.
- Website support reps
- Live chat agents
- Sales qualifiers
- Customer help assistants
- Marketing teams
Workflow
The work this agent can help move forward.
01
Answer visitor questions from site content and approved docs
02
Qualify leads by service fit, urgency, and budget signals
03
Book meetings or route qualified visitors to sales
04
Create support requests for existing customers
05
Summarize chat context for CRM, email, or help desk
06
Escalate visitors when a human should step in
Getting started
How you get it running.
A focused deployment takes 1–2 weeks for a site with clear content and defined use cases. Bring the pages, docs, and routing rules and we will do the rest.
- 01
Train on your homepage, pricing pages, FAQs, decks, PDFs, and product materials
- 02
Embed with a one-line script on your website
- 03
Qualify visitors, answer questions, capture leads, and book meetings
- 04
Send transcript-linked conversations to CRM, Slack, sales inbox, or calendar
- 05
Launch a first deployment in 1–2 weeks for focused sites
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Sample scenario
See how it handles a real conversation.
A representative exchange — what the agent hears, what it asks, what it captures, and when it hands off to a person.
A patient visits a physical therapy clinic's website after being referred by their doctor for a knee injury.
Hi, do you accept new patients? My doctor referred me for a knee injury.
Yes, we're accepting new patients. Sports rehab and knee injuries are a big part of what we do.
Do you have a referral form from your doctor, or did they send it over directly?
I have it. I can bring it in.
Perfect. Are you using insurance or paying out of pocket?
Insurance. I have Aetna.
We're in-network with Aetna. New patient evaluations are 60 minutes. Here are the next available slots:
Tuesday May 20 at 2:00 PM
Thursday May 22 at 10:00 AM
Thursday works for me.
Booked. You'll get a confirmation email shortly. Bring your referral form and insurance card to your first visit.
Collected
- Patient type (new)
- Referral (physician, bringing form)
- Condition (knee injury)
- Insurance (Aetna, in-network confirmed)
- Appointment: Thursday May 22 at 10:00 AM (confirmed)
Action taken
Appointment booked directly via calendar integration. Confirmation email queued with intake instructions.
Outcome
Visitor books within the chat, no phone call to the front desk and no separate booking page.
Handoff rule
Would escalate to staff if the visitor described acute pain, asked about specific treatment options, or had a billing question outside the standard network confirmation.
What improves
What gets better when this agent is running.
- More value from existing website traffic
- Fewer unanswered visitor questions
- Cleaner lead capture than a static form
- Better routing between sales and support
Connections
System categories it connects to.
Website widgetCRMCalendarHelp deskAnalyticsSlack or email alerts
Specific integrations confirmed at scoping.
Controls
Guardrails that keep it useful.
- Approved website and document sources
- Lead qualification rules
- Support routing boundaries
- Escalation for pricing, contracts, and sensitive account issues
FAQ
Questions teams ask before they deploy.
How is it different from a normal chatbot?
A normal chatbot often follows a static script. Refract can answer from approved knowledge, collect fields, trigger workflows, and hand off with context.
Can it qualify website visitors?
Yes. It can ask fit questions, collect contact details, identify the right service, and route qualified visitors to sales.
Can it book meetings or send leads to a CRM?
Yes. Refract can connect to calendars, CRMs, email, Slack, help desks, or webhooks depending on the workflow.
Can it answer from our website and documents?
Yes. It can use approved pages, FAQs, PDFs, product material, pricing notes, and internal instructions you choose to provide.
Start here
Map one workflow before you expand the agent.
Bring the process, examples, routing rules, and systems this service needs to use. We will help you decide what should be automated, what should be escalated, and how to prove the first deployment.
Talk through your AI Website Chatbot
Share the workflow, current bottleneck, and tools involved. We will follow up with a practical first-deployment path.