AI chatbots
Turn website visitors into qualified CRM leads, day and night
Most visitors leave without asking anything. A chatbot that answers from your own approved content, asks the right qualifying questions and creates the lead in your CRM gives them a reason to stay, and gives your sales team a warm conversation to pick up.
- Zoho Premium Partner
- Official Odoo Partner
- Cyber Essentials certified
Your enquiries today
What happens to your website enquiries now?
Tick what you recognise. Some of these are chatbot problems, and some are process problems that a chatbot would only hide.
Visitors browse, then leave without getting in touch
Root cause: The only routes to you are a form or a phone number, and neither answers a quick question in the moment.
Cost if ignored: Paid and organic traffic that never becomes a conversation or a lead.
Enquiries after 5pm wait until the next morning
Root cause: Nobody covers the website out of hours, and the contact form gives visitors no answer or next step.
Cost if ignored: Buyers comparing suppliers in the evening contact whoever replies first.
Sales retype chat and form details into the CRM
Root cause: The chat or form tool is not integrated, so qualification answers end up in emails rather than records.
Cost if ignored: Typos, lost context and some leads that are never logged at all.
Our team answers the same five questions all day
Root cause: Routine answers exist in policies and FAQs, but visitors cannot ask them conversationally, so they email or phone instead.
Cost if ignored: Skilled staff spend hours on questions a well-trained bot could answer.
Our old chatbot frustrates people
Root cause: Scripted decision trees only handle the paths someone predicted, and they trap visitors with no way to reach a person.
Cost if ignored: Visitors abandon the chat, and some leave with a worse view of you.
We worry a bot will make things up
Root cause: Generic AI answers from broad training data unless it is restricted to approved sources and told when to hand over.
Cost if ignored: Wrong prices or promises in writing, and customers who stop trusting your answers.
Tick the ones that apply
A chatbot fixes some of these on its own. The rest need a process change too.
How we approach it
Design the conversation before the bot
A useful chatbot is a sales and service process in conversational form. We design that process with you first, then choose and connect the technology to fit it.
01Review the questions
Learn what visitors actually ask, and what they need to hear.
What we do
We analyse your enquiry emails, form submissions, call notes and site searches to find the most common questions and the points where buyers hesitate. That tells us what the bot must answer and when it should hand over.
You receive
- Top question inventory
- Qualification criteria
- Hand-over rules
“What do your best salespeople ask in the first two minutes of a call?”
02Curate the knowledge
Agree the approved sources the bot may answer from.
What we do
We gather and tidy the pages, documents and FAQs the bot will rely on, remove outdated content and mark topics it must never answer, such as bespoke pricing or contract terms. Accuracy starts with the source material.
You receive
- Approved knowledge set
- Restricted topic list
- Tone of voice guide
“Which answer, if wrong, would cause you the most trouble?”
03Connect to your CRM
Make every qualified conversation a record your team can act on.
What we do
On Zoho we typically use Zoho SalesIQ, whose bots can add lead details and raise support tickets. On Odoo, Live Chat AI agents can create a lead when a conversation needs follow-up. We map fields, owners and assignment rules.
You receive
- Field mapping
- Lead routing rules
- Duplicate checks
“Who should own a lead that arrives at 9pm on a Saturday?”
04Test with real questions
Try the bot on genuine past enquiries before visitors see it.
What we do
We replay real past enquiries, including awkward and off-topic ones, and score each answer for accuracy and tone. We tune the content and hand-over rules until your team is comfortable putting the bot in front of customers.
You receive
- Answer accuracy log
- Tuned knowledge and prompts
- Sign-off from your team
“Would you be happy if a customer screenshotted this answer?”
05Launch and learn
Go live, read the transcripts and keep improving.
What we do
After launch we review conversations, unanswered questions and hand-overs, add missing content and adjust the qualification questions. We also report how many chats became leads, so the bot is judged on outcomes rather than activity.
You receive
- Monthly conversation review
- Content gap list
- Lead conversion reporting
“Which questions did the bot hand over this month, and should it learn them?”
What changes
What changes on your website
Out of hours
Evening visitors leave a form and hope
Evening visitors get answers and a clear next step
Lead capture
Chat details retyped into the CRM
Qualified lead created in the CRM automatically
Routine questions
Staff answer the same questions daily
Approved answers given instantly, staff handle the rest
Accuracy
Scripted bot with dead ends
Answers from approved content, hand-over when unsure
Insight
No idea what visitors wanted to know
Transcripts show the questions buyers really ask
What we deliver
Everything a dependable chatbot needs
We cover the conversation design, the knowledge, the integration and the ongoing tuning, so the bot stays accurate as your business changes.
Conversation design
Greeting, qualification questions, tone of voice and hand-over points written around how your buyers actually make their decisions.
Knowledge curation
Approved website pages, documents and FAQs organised so the bot answers from your content, with restricted topics clearly defined.
CRM lead creation
Qualified conversations become leads, contacts or tickets in Zoho CRM or Odoo, with source, answers and owner captured.
Human hand-over
Live transfer to your team in working hours, and a logged follow-up request out of hours, so nobody hits a dead end.
Messaging channels
Deployment on your website and, where the platform supports it, channels such as WhatsApp, with consistent answers across each one.
Privacy and consent
Clear privacy notices in the chat, sensible retention of transcripts and no collection of personal data you do not need.
Honest fit
Is a chatbot right for your business?
This is right for you if
- Your website gets steady traffic but relatively few enquiries
- Your team answers the same questions every day
- You use Zoho CRM or Odoo, or are moving to one
- You have approved content the bot can answer from
It is probably not right if
- Your site has very little traffic. Invest in content and search visibility first, then add a bot.
- Every enquiry needs a bespoke quote. A well-designed form with fast human follow-up may serve buyers better.
- Nobody is available to take hand-overs. Fix response cover first, or the bot will make promises you cannot keep.
Why Thoughtlogik
Why build your chatbot with Thoughtlogik
CRM is our home ground
We implement Zoho CRM and Odoo for a living, so leads arrive with the right fields, owners and follow-up tasks, not as loose transcripts.
Native tools first
We use Zoho SalesIQ or Odoo Live Chat where they fit, which keeps licences, support and data within the platforms you already run.
Accuracy over novelty
We restrict answers to approved sources, define topics the bot must refuse and test against real enquiries before your customers ever see it.
Security you can audit
Our ISO 27001 and Cyber Essentials certifications cover how we handle the access, credentials and customer data that a chatbot project involves.
- Zoho Premium Partner
- Official Odoo Partner
- ISO 27001 certified
- ISO 9001:2015
- Cyber Essentials
See what your visitors are really asking
Share your website and current enquiry process. We will show you where a chatbot would help, which questions it should handle and how leads would reach your CRM.
Related services
Often combined with chatbots.
FAQs
Questions buyers ask us
How is an AI chatbot different from the scripted bots we have tried?
Scripted bots follow fixed decision trees, so anything unexpected leads to a dead end. An AI chatbot understands questions phrased in different ways and answers from your approved content. It still needs structure: we define qualification steps, restricted topics and when to hand over, so it behaves predictably where it matters.
Can the chatbot create leads in Zoho CRM or Odoo?
Yes. Zoho SalesIQ bots can add lead details to Zoho CRM and raise support tickets. Odoo’s Live Chat AI agents can create a lead when a conversation needs human follow-up. We map the fields, assignment rules and duplicate checks so each lead lands with the right owner and context.
What if it gives a wrong answer?
Any AI can make mistakes, so we reduce both the chance and the impact. The bot answers only from approved content, refuses topics such as bespoke pricing or contract terms, and hands over when it is unsure. We test against real past questions before launch and review transcripts afterwards to close gaps.
Which channels can it work on?
Your website is the usual starting point. Zoho SalesIQ also supports messaging channels including WhatsApp, Instagram and Facebook Messenger, so the same bot can answer across them. We recommend starting with one channel, proving the answers and lead quality, then adding more.
What about UK GDPR and chat transcripts?
Chat transcripts can contain personal data, so UK GDPR applies. We help you add a clear privacy notice to the chat, collect only what you need for follow-up, set retention periods and restrict who can view transcripts. Your privacy policy should also explain how chat data and any AI processing are used.
Will a chatbot replace our sales or service team?
No. A good bot handles routine questions and early qualification, then passes warm conversations to people. Your team spends less time on repeated answers and more on enquiries that need expertise. If nobody is available to pick up hand-overs, that needs solving before launch.
Start your project
Ready to launch your AI chatbot?
Tell us about your business and goals. A certified consultant will get back to you within one working day with practical next steps.
- Free, no-obligation consultation
- UK-based Zoho and Odoo partner
- Clear plan, milestones and pricing