CLIENT LOVES
- An intelligent AI chatbot that speaks like a human
- A CRM chatbot integration to skip manual entry
- An automated quote generation system
- A quote delivery system to send the created quotes
HOW WE DELIVERED
- Built a GPT-4o mini chatbot on Botpress
- Integrated the chatbot into the WordPress site
- Connected the chatbot to Uptick CRM via API
- Built a custom WP plugin for advanced automation
GAME-CHANGING FEATURES
- Smarter, more human chatbot experience
- Real-time built-in knowledge base integration
- Adaptive conversations for customer segments
- End-to-end automation of the CRM workflow
CLIENT VALUE ACHIEVED
- Increased lead quality and completeness
- Faster and more accurate quote generation
- Improved customer engagement and trust
- Shorter sales cycle for revenue growth
Website AI Chatbot for Fire Safety and Prevention
Project Goal – Smarter Leads and Faster Quotes
The project aimed to transform website lead capture and quote generation for our client, a fire protection company. The core objective was to replace a manual, inefficient process with an automated, AI-driven solution integrated with their CRM, thereby accelerating conversions.
Overcoming the Challenge – Selection, Constraints, Optimization
It starts with choosing the right chatbot tool that balances performance, cost, integration ease, and functionality. Other issues included no built-in API support in Botpress (requiring custom backend development), prompt token usage inflating API costs, and managing high API consumption, which we addressed by optimizing message length and using a lightweight model.
👏🏽 Transformative Solution – Redefining Sales Automation with AI
This solution redefines how leads are captured, data is processed, and sales begin, effectively turning our client’s website into a revenue channel without increasing headcount. By automating the entire quote process and integrating with the CRM, the solution drives measurable revenue growth.
Tech Stack
Some technologies used for this project
GPT-4o mini
Botpress
WordPress
