Can website chat book appointments like phone agents?

Yes. Chatbots check connected calendar availability, respect appointment-type rules, and book while the visitor is still on your site.

Can my team take over a chat mid-conversation?

Yes. Use the realtime inbox to take over, reply as a human, and hand back to the AI when you are done.

Do chat and phone share the same customer record?

Yes. Calls, chats, SMS, and notes all land on one timeline per contact. Copilot searches across all of it.

Website Chatbots | DialWise AI CRM Features

Features

Website chat that captures leads, answers from your knowledge base, and books real appointments

Overview

Turn your website from a brochure into a staffed front desk that answers questions, qualifies visitors, books appointments, and writes the full context back to the CRM.

Someone lands on your site at midnight with a question about pricing. A generic contact form gives them a black hole. DialWise website chatbots answer from your knowledge base, capture their name and number, and drop the conversation into your CRM with full context.

You wake up to a warm lead, not a blank form submission. Human agents can take over mid-chat and hand back to AI when they are done, with the conversation summary preserved for the next response.

The same chat system powers embedded widgets, public chat landing pages, live inbox handling, lead creation, knowledge-base answers, appointment booking, and closed-session indexing for CRM Copilot.

Capabilities

What Website Chatbots does for your business

Embeddable chat widgets

Drop a branded chat widget on your site in minutes, with live preview, origin-checked public access, greeting controls, theme presets, and public chat landing pages for chat-first lead capture.

Knowledge-base answers

Train chatbots on the same approved docs, URLs, FAQs, and service information as your phone agents. Consistent answers across phone and web.

Lead capture and CRM sync

Every chat creates or updates a lead with the full conversation, captured fields, session summary, and follow-up context on the timeline. No manual copy-paste.

Live chat handoff

Realtime inbox with human takeover when a prospect needs a person. Hand back to AI when the conversation is routine again, while preserving the human's notes and summary.

Appointment booking from chat

Check connected calendar availability and book directly in the chat thread. Chatbots use the same appointment types and availability rules as your phone agents.

Prompt variables and branded setup

Use prompt variables, widget appearance controls, greeting rules, and branded share pages so each chatbot matches the site, service, and audience it is handling.

After-hours coverage and indexing

Capture leads while you are on a job, in a consult, or asleep. Closed chat sessions can feed CRM Copilot so future questions include the full website conversation history.

Why DialWise

More than a memory layer

CRM assistants summarize what reps already logged. DialWise chatbots talk to visitors before anyone on your team is awake and turn those conversations into booked appointments and CRM records automatically.