A clear place to go.
The customer follows the checklist or opens the linked resources, then asks your team about anything specific to their situation.
Chat assistance
Help new customers arrive prepared for the next step.
Put your approved preparation checklist and onboarding guidance in one conversation.
Fictional example · chat
Sample preparation checklist
- Bring
- Goals and reference photos
- Prepare if available
- Approximate measurements
- Ask a person
- Clarify missing details with the consultant
Example checklist only. No account is created and no preparation task is marked complete.
The everyday problem
New-Customer Welcome Guide
New customers are unsure what to prepare, which resources to read, or what happens next.
Built around your business
What CPL configures.
CPL configures and manages a chat assistant with your onboarding steps, preparation checklists, approved resources, and contact instructions.
- An explanation of the first steps and what to expect.
- Preparation checklists for your service.
- Links to approved forms and resources.
- Instructions for reaching your team about exceptions.
A fictional demonstration
Fictional demo · prepare for a first consultation
Follow the conversation and its useful result. This sample does not make calls, send messages or take action in your systems.
Watch this solution at work.
Fictional demo · prepare for a first consultation
A short, silent animated example
A short animated exampleSample businessFictional website chat
01 / 04Fictional demo · prepare for a first consultation
CONVERSATION → ACTION
Sample preparation checklist
Waiting for sample detailsFollow the conversation to see the useful result take shape.
Local sample only. Nothing is sent to a business.
Read the complete sample and result
This fixed example illustrates a configured workflow. It uses no audio, microphone, live AI, or real customer data.
Sample business information: Only the service details supplied in this fictional example are available. There is no live customer, account, booking, or operational connection.
- Sample visitor
What should I prepare for my first consultation?
- AI assistant
For this example, bring your goals, a few reference photos, and approximate room measurements if available.
- Sample visitor
I don't have exact measurements yet.
- AI assistant
The example checklist allows estimates. Note what is uncertain and ask the consultant what they need next.
Sample preparation checklist
- Bring
- Goals and reference photos
- Prepare if available
- Approximate measurements
- Ask a person
- Clarify missing details with the consultant
Example checklist only. No account is created and no preparation task is marked complete.
Where it fits
A useful fit for…
- Consultation-based businesses
- Teams with a repeatable new-customer preparation process
Works well together
Part of a wider workflow.
Combine related needs in a clearly scoped service.
Configured for your business
See how this could work for you.
Share your workflow and the outcome you need. We’ll discuss the scope and provide a custom quote.