All blueprints

Website Chat Agent Setup

Put a chat agent on a small business website that answers from their own pages and hands over when it does not know.

Tool costs
$0 - $50/mo
Ongoing time
8-15 hours per week for building, testing and monthly fixes.
Difficulty
Medium

How it works, step by step

  1. Collect the real answers (Claude): Turn the website's prices, hours and FAQs into a short answer sheet, including questions the agent must refuse.
  2. Build the agent (Chatbase): Train the chat agent on that sheet and the public pages. Tell it to say it is an automated assistant.
  3. Test the awkward questions (ChatGPT): Ask about refunds, emergencies and things the business does not do. The right answer is often a handover.
  4. Send handovers to a person (Make): Email or message the team when the agent cannot answer, with the question attached.
  5. Log the leads (HubSpot): Save the visitor's name and question only when they asked to be contacted, and review unanswered chats each month.

What this can become

A chat agent for a plumbing company that answers service-area and booking questions, for a $1,200 setup and $300 a month.

Who it suits

People who like testing questions and writing short, careful answers.

How to test it

Train a free agent on one public FAQ page, ask it ten questions including three it should refuse, and show the transcript to the owner.