A website voice assistant is the quickest way to see what conversational AI does for your business, because it needs no telephony and no integration to start. This walkthrough takes you from an empty account to a live assistant capturing enquiries — in an afternoon, not a project.
What you need before you start
- An account on the Free plan
- Your FAQs, key packages and policies in any text format
- Edit access to your website's template or a tag manager
Step 1 — configure the assistant
Give it a name and a voice, write a two-sentence opening line, and upload the knowledge documents. Then define the fields it should capture from a sales conversation — dates, destination, party, budget, contact details — and the sentence it uses to close.
Step 2 — add the embed
The widget is a single script tag. Place it before the closing body tag, or add it through your tag manager, and publish to a staging page first.
<script src="https://cdn.example.com/widget.js"
data-agent="YOUR_AGENT_ID" async></script>Step 3 — connect the outcomes
Point the completion webhook at your CRM or an email address. Every finished conversation arrives as a structured record with the captured fields, a summary and a transcript link. Start with email if you want to see the data before building automations.
Step 4 — measure
Track conversations started, conversations completed and enquiries captured. Read ten transcripts a week for the first month: they will tell you which questions the knowledge base is missing faster than any dashboard.
Ship the website assistant first. Every lesson it teaches you transfers to the phone.
