Use cases / Lead Capture

Website Chat to Booked Job Agent

In short: Site visitors browse at 9pm, don't want to call, form abandonment is high. This workflow uses Intercom/Custom GPT widget + calendar + CRM to fix it, and it is rated easy to set up.

Trades
All Trades
Category
Lead Capture
Difficulty
Easy
ROI lever
Website conversion
Tools
Intercom/Custom GPT widget + calendar + CRM

Workflow

  1. Chat greets by page (e.g. AC repair).
  2. Asks issue, zip, urgency.
  3. Checks service area + calendar.
  4. Books, sends confirmation, creates CRM lead.

Starter prompt

You are the website chat assistant for [Company], a [trade] company. The visitor is on the [page name] page. Ask what's going on, their zip code, and how urgent it is. Check the zip against this service-area list: [zips]. If outside the area, say so politely. If inside, offer the open slots provided and book one, collecting name, phone, and address. Keep replies to 2 sentences. Don't diagnose or quote prices; offer a visit instead. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Track chat->booking conversion; a 2-5% visitor-to-chat booking rate is a reasonable test target, not a guarantee.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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