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Illustrative Workflow

Website AI Concierge & Triage

On-site conversational assistant that answers visitor questions from your verified documentation and captures qualified consultation leads.

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Website AI Concierge & Triage
FocusConversational AI & On-Site Triage
Typical Timeline2 – 3 Weeks Typical Delivery
Designed & Scoped ByData Donkey
Integrations5 Integrations

Workflow Overview

An intelligent on-site assistant strictly anchored in your company's approved documentation, service definitions, and qualification rules. Rather than generic chatbots that make up answers, our concierge accurately resolves visitor enquiries, confirms whether your services fit their requirements, and smoothly guides qualified prospects into booking an introductory call.

What's Included & Deliverables

Who This Service Suits

  • Specialist Service Businesses: Websites that receive good traffic but lose visitors who have specific technical questions.
  • Agencies & Consultancies: Turn passive readers into booked discovery calls by answering feasibility questions 24/7.
  • High-Value B2B Firms: Provide a polished, responsive digital experience that differentiates you from slow competitors.

What's Included & Deliverables

  • Curated Knowledge Base Pipeline indexing your verified service guides, FAQs, case studies, and boundary rules.
  • Custom UI Chat Widget tailored to match your brand typography, colors, and responsive mobile layouts.
  • Lead Qualification & Triage capturing name, company, email, phone number, and specific requirement summary.
  • Instant Lead Routing notifying your sales team via Slack, Teams, or CRM the moment a qualified prospect engages.

Operational Guardrails & Boundaries

  • Grounded Answers & Escalation: The assistant uses approved knowledge sources and is configured to hand over missing or uncertain information. Responses can still be incomplete or incorrect.
  • Prompt-Injection Reduction: Layered input checks, restricted tool permissions, output validation and human handover reduce prompt-injection risk. They do not guarantee that every malicious input will be detected.
  • Data Retention Boundaries: Transient processing, retained lead fields and any diagnostic logs are agreed during scoping, including access controls, providers and deletion periods. Model-training restrictions are confirmed for the selected provider and account settings.

Operational Realities & Solutions

High website bounce rate because visitors cannot quickly find answers to specific scoping questions.

Our ApproachInstant, conversational answers address specific queries immediately and guide the visitor toward booking a scoping call.

Traditional chatbots generating inaccurate pricing or misleading promises.

Our ApproachRetrieval, source checks and human handover are designed to reduce unsupported answers. Custom-scope questions and uncertain responses are directed to human staff.

Three-Stage Delivery Roadmap

Stage 1: Knowledge Curation & Boundary Definition

We gather and structure your approved service documentation, specify answers to standard objections, and define human handover rules.

Stage 2: Model Tuning & Safety Guardrails

We configure retrieval thresholds, implement layered prompt-injection safeguards, and run a documented suite of boundary and adversarial tests.

Stage 3: Widget Embedding & Pilot Launch

We embed the chat interface on your website, monitor live visitor interactions, refine retrieval accuracy, and hand over the management console.

Pricing Approach & Running Costs

Fixed-milestone scoping with transparent, at-cost infrastructure

Project Investment Model

Fixed-scope implementation covering website knowledge base curation, streaming chat UI integration, lead qualification logic, and human takeover routing.

Direct Running Costs (At-Cost)

Running costs depend on your selected providers, website enquiry volume, model token usage, and storage. We agree a usage-based estimate during scoping. Third-party charges are billed at cost; implementation and optional support are quoted separately.

Post-Launch Care & Support

Includes 30 days of post-launch diagnostic log review, prompt refinement, and unanswered question triage based on agreed retention boundaries. Ongoing retainers cover monthly knowledge updates.

Key Drivers That Shape Your Quote

Breadth and depth of company knowledge documents/FAQs
Required lead qualification fields and CRM webhook destination
Real-time human handover mechanisms (Slack, live chat sync)
Estimated monthly website visitor query volume

WORKFLOW SCOPING

Fixed-milestone scoping with transparent, at-cost infrastructure

Discuss This Workflow

Connected Integrations

Retrieval-Augmented Generation (RAG)
Streaming Conversational UI
Knowledge Base Vector Sync
Lead Capture Webhooks
Calendar Integration

Table of Contents

  • • Workflow Overview
  • • What's Included & Deliverables
  • • Operational Realities & Solutions
  • • Three-Stage Delivery Roadmap
  • • Pricing Approach & Running Costs
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