Chat assistance

Turn a vague price question into a request your team can review.

Collect the essentials in one structured brief before your team follows up.

Fictional example · chat

Sample project brief

Project type
Bathroom remodel · shower and vanity
Approximate size
60 sq ft
Location
Brookside

Example request for staff review. Nothing is emailed and no quote is calculated or issued in this demo.

The everyday problem

Ready-to-Review Quote Requests

Quote inquiries arrive without the project details needed for a useful response.

Built around your business

What CPL configures.

CPL configures and manages a chat assistant that asks for project type, approximate size, location, timing, budget, and contact information, then emails the structured request to your team.

  • Project type and approximate size questions.
  • Location and preferred timing.
  • Budget context, including when the customer has not set one.
  • Contact information and a readable project brief.
  • A structured request email for staff review.

A fictional demonstration

Fictional demo · a bathroom-remodel brief

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 · a bathroom-remodel brief

14.5 sec · Silent example
A short, silent animated example
A short animated example
Chat agentReady-to-Review Quote Requests
Illustrative demo · Fictional business · Sample data
Sample businessFictional website chat
01 / 04

Fictional demo · a bathroom-remodel brief

Sample visitor

How much for a bathroom remodel?

CONVERSATION → ACTION

Sample project brief

Waiting for sample details

Follow 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.

  1. Sample visitor

    How much for a bathroom remodel?

  2. AI assistant

    I can gather details for the team. What work, approximate size, location, timing, budget, and contact details should they review?

  3. Sample visitor

    Replace the shower and vanity in a 60 sq ft bathroom in Brookside. This fall, budget not set. Casey at casey@example.com.

  4. AI assistant

    Here's your example project brief. A person would review it before discussing any quote.

Sample project brief

Project type
Bathroom remodel · shower and vanity
Approximate size
60 sq ft
Location
Brookside
Timing
This fall
Budget
Not set · discuss options
Contact information
Casey · casey@example.com

Example request for staff review. Nothing is emailed and no quote is calculated or issued in this demo.

Where it fits

A useful fit for…

  • Remodelers and project-based service businesses
  • Teams that need scope details before preparing a quote
01 / Next step

A clear place to go.

Your configured recipient receives the request email. Staff review the scope, ask follow-up questions, and prepare any quote separately.

02 / Human involvement

Your team stays involved.

A person assesses the work, decides what else is needed, and calculates or issues the quote.

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.

Show me this solution