First Pilot Inc

Smart Chat Agent

Site chat that answers from your documents and books, instead of collecting emails.

Live in 5–7 days

We price it on the audit and put it in writing before we start. Usage charges from third-party platforms, such as per-minute call rates, are separate and vary with volume. Book the audit to get a figure.

The problem, plainly

Generic chat widgets either answer nothing useful or invent things. Both cost trust, and neither books work.


What we build

A retrieval-grounded chat agent that answers only from sources you approve — your pricing, policies, service areas and documentation. It cites what it used, says plainly when it does not know, escalates to a human with full context, and can complete a booking inside the conversation. Deployed on your site, and optionally on WhatsApp and SMS.

What this service moves

74%

Chats resolved without a human

100%

Answers traced to a source

2.4x

Lift in qualified web enquiries

These figures are design targets and illustrative examples, not guarantees. Results depend on your business and on the third-party platforms involved. Your baseline is measured during the audit, before anything is built.

What changes

What it is designed to deliver

  • Answers grounded in your approved content, with the source shown
  • An explicit 'I don't know, here's a human' path rather than a guess
  • Bookings and quote requests completed in the chat window
  • Every unanswered question logged as a content gap to fix

What is included

Everything in the deployment

  • Retrieval grounded on approved sources only, with citations
  • Human handoff carrying the full transcript
  • Web, WhatsApp and SMS channels from one knowledge base
  • Lead capture that writes straight to your CRM
  • WCAG 2.2 AA keyboard and screen-reader support
  • Weekly unanswered-question digest

How it gets built

Four stages, live in 5–7 days

Nothing is a black box. You sign off the scope before we build, and you review the test log before anything goes live.

  1. 01

    Build the knowledge base

    We index your site, price lists, policies and FAQs, and mark what the agent may never state.

  2. 02

    Set refusal rules

    Medical, legal and pricing-exception questions route to a human by design, not by accident.

  3. 03

    Embed and style

    One script tag, your colours and type, keyboard accessible and screen-reader tested.

  4. 04

    Review the gaps

    Weekly digest of questions the agent could not ground, so your content improves every week.

No obligation · no sales sequence

Start with smart chat agent?

The audit tells you whether this is the right first system for you. If it is not, we will say which one is. Live in 5–7 days from a signed scope.