For accountants, law firms, consultants and agencies

First questions answered. Intake details ready for your team.

Your AI agent answers what you do, what a first meeting costs and what to bring, on your website and WhatsApp. It collects the client's details and the matter, then hands the chat to the right person.

  • Answers from your services and fee pages
  • Collects the intake details you choose
  • Hands every case question to your team

Card required. Cancel anytime before day 7 and pay nothing.

The first questions every new client asks

  • "Do you handle this kind of case?"Answers from your list of services.
  • "How much is a first meeting?"Gives the fee you publish.
  • "What should I bring?"Lists the documents you ask new clients for.
  • "Do you work with businesses in my area?"Answers from your website.
  • "What should I do about my case?"Says it cannot advise and passes the chat to your team.
  • "Can I speak to someone?"Hands the chat to your team inbox with an alert.

Intake details before the first call

Each chat ends with the details you choose, for example:

  • Name
  • Email
  • Phone
  • Service needed
  • Short description
  • Best time to call

Choose your own questions. Leads arrive by email and in your team inbox (Starter).

The AI answers the repeats. Your team closes.

Prices, opening hours, areas you cover, "is it still available?". The agent answers the questions your team hears every day, on every channel.

When a customer asks for a person, or is ready to buy, the chat moves to your team inbox. Assign it, add a note, reply, or pause the AI. Reply from your own phone and the AI stays quiet in that chat for 12 hours.

  • Unlimited team members
  • Alerts by email and browser notification
  • Quick replies and tags

Alerts go to email and your browser. They do not arrive on WhatsApp.

Team inboxHanded off · 1
SSam R.Can a person check if Thursday morning works?Website
Customer asked for a personAI pausedAssigned to Maya

Can a person check if Thursday morning works?

Customer asked for a person · AI paused in this chat

MayaHi Sam, this is Maya. Thursday 9 to 11 works. Dan will call you before he arrives.

One agent on your website, WhatsApp and Telegram

Same knowledge and the same lead questions everywhere. Your customers pick where to write. Your team answers from one inbox.

Website

  • Add one line of code, or follow the guide for WordPress, Wix, Shopify, Squarespace, Webflow, Framer or Google Sites.
  • Match your brand colors, greeting and position.

WhatsApp

  • Link the WhatsApp number you already use with a QR code. It takes about 2 minutes, no Meta Business app.
  • Your customers keep writing to the same number. You keep WhatsApp on your phone.
  • Test your agent on our WhatsApp test number before you connect your own.
  • Official WhatsApp Business API (Meta Cloud API, no QR, verified business number): coming soon.

Telegram

  • Paste your bot token and it answers in your Telegram bot.

Instagram and Facebook Messenger are not supported yet.

What it does not do

It does not give legal, tax or financial advice. It answers from what you publish and passes anything about a specific case to your team.

Law firms

Recommended plan

Starter, US$29 a month

  • Lead capture with your intake questions
  • Team inbox and handoff
  • Website and WhatsApp
Compare plans

Questions people ask before they start

Will the AI make things up?

It answers from the website pages, files and Q&A you give it. You choose what it does when it does not know: ask for contact details or pass the chat to your team.

What if my customer wants to talk to a person?

They get one when it matters. The AI answers the questions your team hears every day. When a customer asks for a person, or is ready to buy, it hands the chat to your team inbox and alerts you by email and browser notification. Reply from your phone and the AI stays quiet in that chat for 12 hours.

Can it send leads to my CRM or Google Sheet?

Every lead arrives by email on Starter. On Growth, signed webhooks send each lead, appointment request and handoff to your CRM, a Google Sheet or Zapier.

How long does setup take?

Paste your website address. ChatbotGen reads your pages and builds the agent. Add it to your site with one line of code, or follow the step-by-step guide for WordPress, Wix, Shopify, Squarespace, Webflow and others.

Do I need a card?

Yes. Every account starts with a 7-day free trial of Starter, and the trial needs a card. Cancel anytime before day 7 and pay nothing. Want to see it first? Chat with the live demo on this page, no signup needed.

Your next client may write tonight.

Build your agent from your website, test it during your 7-day free trial, then put it live.

Card required. Cancel anytime before day 7 and pay nothing.

Included in every agent

Lead capture, handoff and channels from Starter.

  • Answers 24/7 from your content
  • Lead capture with your own questions
  • Team inbox and handoff
  • Website, WhatsApp and Telegram
  • Replies in your customer's language