AI bots for agencies
Website chatbot trained on your documents for agencies
New client onboarding means the same twenty emails every time. For agencies that's a common story, and it's what the document chatbot is for. A chatbot on your website that answers from your own documents, policies and FAQs.
Why agencies ask for this
- New client onboarding means the same twenty emails every time.
- Proposals are copied from the last one and edited by hand.
What it looks like in practice
Picture a small design studio that runs fixed-scope projects. A client lands on your site at midnight with a specific question. The chatbot answers from your own documents, links the page it used, and offers to pass the conversation on if they need a person. In the morning you see the question in the log.
How it works for agencies
Once the document chatbot is running for a small design studio that runs fixed-scope projects, this is the sequence.
- I collect your FAQs, policies, price lists and guides.
- They're loaded into a private knowledge base.
- A chat widget on your site answers using only that content.
- When it isn't sure, it says so and offers a way to reach you.
- You get a log of questions so you can improve your content.
Tools it connects to
It plugs into the tools agencies already use, such as HubSpot, and runs on OpenAI, Supabase and n8n.
Questions from agencies
Does the document chatbot work with HubSpot?
Often, yes. Before building the document chatbot I check your HubSpot account and plan, because some features depend on API access. If there's a gap for your agency setup, you'll know before you pay anything.
How long does it take to set up for agencies?
Plan on 5 to 7 days from the day I get access to your accounts. Most of that is testing with your real calls and messages, so nothing goes live until it behaves the way you want.
What will my clients see?
They'll see a chat box that answers their question in plain words, using your own information. I write the wording with you so it sounds like your agency business, and you approve it before launch.
Want this for your agency business?
Tell me how your agency business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built