Someone answers at 9 p.m., and the lead is on file by morning.
AI chat for boat dealer websites that files the lead. The chat asks for a name and email, answers from your listings and your own instructions, and creates or updates the lead. When a shopper asks for a person, it stops and flags a human.
Chat that files the lead as it talks.
AI chat for boat dealer websites should know your boats and stop when a shopper wants a person. A bubble on every public page opens a short contact form, then the chat. The reply comes from the listing details and the knowledge text your team writes, using a prompt you can read and edit. If the shopper is already a lead, the chat merges into that record instead of creating a duplicate.
- Name and email required before chatting; spam is tagged and quietly kept out of staff alerts
- Dedupes against existing leads by email, cookie and phone
- AI greeting and replies use editable knowledge and an editable prompt, plus the boat the shopper is viewing
- Asking for a person posts a handoff, marks the chat needs-human and silences the AI
- Staff queue with needs-human, waiting, active and closed filters; reply or claim from the admin
- Closing a chat writes an AI summary into the lead's notes
From first message to a staff reply
- 01
Visitor opens the chat
They enter name, email and phone and start typing. A lead is created, or an existing lead is revived, with a chat source.
- 02
The assistant answers
Replies draw on the boat being viewed and your knowledge text. Turn AI replies on or off in settings; staff can claim any conversation.
- 03
A person takes over
A request for a human flags the chat. Staff reply from the queue, and their reply counts as a contact on the lead.
- 04
The chat lands on the lead
Messages are logged on the lead's timeline, and a summary is written when staff close the conversation.
Where it stops
AI replies are a setting, not a default
The assistant answers only when AI chat is turned on for your site and no staff member has claimed the conversation.
Summaries need a staff close
The visitor's close button does not trigger a summary. Only staff closing the chat does.
It answers from what you give it
Quality follows your listing text and knowledge notes. Keep them current; there is no automatic fact-checking beyond that.
Website only
This is the on-site widget. Texts and calls come through the inbox and call tracking, not the chat.
What dealers ask about this
Its instructions are a setting your manager can read and edit, and it works from the listing text you provide. Review the prompt and the first conversations before you leave it on overnight.
It hands off. The chat is flagged needs-human, the AI goes silent, and staff get it in the queue.
No. It matches on email, cookie and phone and merges or revives the existing lead.