Project Advisor
A sales concierge with project context — not a generic chatbot.
The Project Advisor sits inside the conversion flow. It can use the visitor’s assessment answers, approved business knowledge and deterministic rules to explain the next step, answer common questions and prepare the handoff.
1
Use assessment context
The advisor should know what the visitor already answered.
2
Stay inside approved knowledge
Service area, pricing, insurance, rebates and credentials should come from maintained rules or approved sources.
3
Handle common objections
Explain process, timing and next-step expectations without inventing guarantees.
4
Route action
Move the visitor to inspection, diagnostic, consultation or another configured next step.
Built as one conversion system.
Project Advisor connects to the same industry logic, client configuration, analytics events and lead payload instead of becoming another disconnected website widget.