Automation & AI Services
Chatbot Setup
Our Chatbot Setup service is built to deliver clear outcomes — more visibility, more leads, more revenue.
Why Chatbot Setup?
AI chatbot setup across your website, Messenger, WhatsApp and Slack — to qualify leads, answer FAQs, book appointments and reduce support load. Built on OpenAI, Anthropic, Intercom Fin or custom.
What's included in Chatbot Setup
- ✓Chatbot strategy: scope, channels, escalation rules
- ✓Knowledge base ingestion and grounding
- ✓Flow design: greeting, qualification, booking, escalation
- ✓Integration with CRM, calendar and support tools
- ✓Human handoff and live-chat fallback
- ✓Monthly conversation analytics and tuning
Our Chatbot Setup process
- 01
Audit
Baseline chatbot performance and surface the highest-leverage opportunities.
- 02
Strategy
Build a chatbot roadmap tied to revenue, not vanity metrics.
- 03
Execute
Senior specialists ship chatbot work in weekly sprints with full transparency.
- 04
Optimise
Weekly performance reviews, double down on winners, kill what doesn't perform.
Why Chatbot Setup
Why Chatbot Setup matters for your growth
Modern AI chatbots resolve 50–80% of routine inquiries instantly — capturing leads after hours, qualifying buyers before sales calls and deflecting support tickets that would otherwise need a human.
- ✓Chatbot strategy: scope, channels, escalation rules
- ✓Knowledge base ingestion and grounding
- ✓Flow design: greeting, qualification, booking, escalation
- ✓Integration with CRM, calendar and support tools
How we run Chatbot Setup
A clear playbook — from kickoff to compounding results
Every Chatbot Setup engagement follows the same four-phase rhythm so you know what's happening this week, what's shipping next, and how it ladders to revenue.
- ✓Discovery audit and baseline measurement in week one
- ✓Strategy, tracking and quick-win launches by week four
- ✓Full execution with weekly performance reviews
- ✓Continuous optimisation — scale what wins, kill what doesn't
Our methodology
How we run Chatbot Setup
- 01
Scope
Define the exact chatbot setup outcomes, KPIs and success metrics.
- 02
Setup
Build the foundational chatbot setup infrastructure (tracking, accounts, briefs).
- 03
Launch
Ship the first chatbot setup sprint — measurable in week one.
- 04
Compound
Weekly optimisation cycles to push CAC down and outcomes up.
Benchmarks
Chatbot Setup benchmarks
Client outcomes
Results from our Chatbot Setup clients
Real reviews from businesses running our chatbot setup service.
"Their chatbot setup program paid for itself in the first quarter. We've never seen attribution this clean."
"Best chatbot setup program I've signed off on in 15 years of marketing. The reporting alone is worth it."
"Our cost per qualified lead from chatbot setup is half what it was with our previous agency."
"Chatbot Setup feels like an extension of our exec — senior people, sharp opinions, fast execution."
01Which chatbot platforms do you build on?
Intercom Fin, ChatGPT-powered widgets, Voiceflow, Chatbase, Drift, custom OpenAI Assistants or full RAG apps. Choice depends on use case and data sensitivity.
02Can the chatbot book meetings?
Yes — direct calendar integration with Calendly, HubSpot Meetings, Cal.com or custom. Qualified bookings show up in your CRM with full conversation context.
03What about hallucinations?
We ground responses to your knowledge base, set strict scope guardrails, and human-handoff anything out of scope. Conversation review and tuning is monthly.
04Will the chatbot work in WhatsApp / Messenger?
Yes — same chatbot brain, deployed across your website, WhatsApp Business, Facebook Messenger, Slack and Microsoft Teams.
05Can Chatbot Setup integrate with my other marketing channels?
Yes — we structure chatbot setup so creative, tracking and audiences are reusable across SEO, paid, email and lifecycle for better blended ROI.
06How long does Chatbot Setup take to deliver results?
Early performance signals show within 30–60 days, with compounding results from month three as the program matures and data sharpens targeting.
07Do you guarantee Chatbot Setup results?
No reputable agency can guarantee specific outcomes — but we guarantee senior execution, transparent reporting and a month-to-month exit if the program isn't working.
08Can Chatbot Setup run standalone or only bundled?
Both. Chatbot Setup can run standalone or bundled with other automation & ai services services for better creative reuse and stronger cross-channel attribution.
Start your Chatbot Setup free trial
14 days of senior chatbot setup delivery, no card required. We'll outline exactly how we'd approach it for your business.