Executive Fix Virtual Assistant Deployed
Professional chatbot + lead routing system is live
Visitor Features
- ✓ Floating chat launcher (bottom-right)
- ✓ Service explanations
- ✓ NAICS code lookup
- ✓ 4-step lead capture form
- ✓ Callback request scheduling
- ✓ Direct contact options
- ✓ Mobile responsive
Admin Features
- ✓ ChatbotLeads page (in navigation)
- ✓ Filter & search leads
- ✓ Lead scoring (0-100+)
- ✓ Status management
- ✓ Internal notes
- ✓ View full transcript
- ✓ Assign to team members
Database Entities Created
ChatbotLead
Lead capture & scoring
ChatbotConversation
Chat session tracking
ChatbotKnowledgeItem
9 seed items
ChatbotRoutingRule
11 seed rules
Backend Functions
chatbotStartConversation
Initializes chat session with unique ID
chatbotGetResponse
AI + rules response engine with routing
chatbotSubmitLead
Lead capture with automatic scoring
UI Components
ChatLauncher
Floating chat button
ChatWindow
Main chat interface
ChatLeadCaptureForm
4-step form wizard
ChatbotLeadDetail
Admin lead view
How to Use
For Visitors: Look for the navy chat button in the bottom-right corner on any page. Click to start a conversation.
For Admin: Go to "Chatbot Leads" in the navigation to view all submissions, filter leads, and manage follow-ups.
To Customize: Edit ChatbotKnowledgeItem records to add new FAQs or update existing responses. Edit ChatbotRoutingRule records to adjust escalation triggers.
Ready to use!
The chatbot is live on all pages. Open any page and look for the chat button in the bottom-right corner.
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