How it works

From approved knowledge to happier visitors in four steps

No engineering project, no training a model on your data. You approve the knowledge, the assistant uses only that, and your team stays in control.

Step 1

Add and approve your knowledge

Import content from your website pages, upload policies and product sheets, or write short question-and-answer pairs for the things people ask most.

Nothing is live until you approve it. Each item shows the exact text the assistant may use, so there are no hidden sources.

  • Import from pages, documents, or written answers
  • Review and edit every item before approval
  • Retire outdated items at any time
Website pages Documents & PDFs Written FAQs You review & approveOnly approved items are used.Edit or retire anything, any time. Assistant answersfrom approved knowledge only,and cites the source it used
Step 2

Embed one snippet

Copy the script tag from your dashboard and paste it into your site template. It loads asynchronously, respects your domain allow-list, and can sit alongside your existing cookie banner.

Customise the launcher colours, greeting, and position from the dashboard. Changes apply instantly without touching the snippet again.

More about embedding and customisation

Before you go live

  1. Test in the dashboardAsk the assistant real questions and check the sources it cites.
  2. Fill the gapsAdd answers for anything it could not cover.
  3. Invite your teamAdd teammates to the inbox so handovers reach a person.
Step 3

The assistant answers, or captures a complete enquiry

Every visitor question follows the same honest path.

Website visitorasks a question AI assistantchecks approvedknowledge only Answer with the sourceWhen the knowledge base covers it Capture a complete enquiryName, contact details, question, page URL Hand to your teamLive chat with a person, full transcript

Covered by knowledge

The assistant replies immediately and shows which approved item it used. Visitors can ask follow-up questions in the same thread.

Not covered

The assistant says it does not have that information and asks for the visitor’s name, contact details, and question so your team can reply properly.

Needs a person

Order changes, complaints, custom quotes: the assistant offers a handover. If your team is available it becomes a live chat; otherwise it becomes an enquiry.

Step 4

Your team takes over

Enquiries and handovers land in a shared inbox with the full transcript, contact details, and the page the visitor was on. Reply in live chat, respond by email, assign to a teammate, or close.

Human conversations are never counted against your AI reply allowance, so your team can keep talking even when AI answers are paused.

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Inbox New enquiries (3) Handed to team (1)Assigned to meClosed Change of delivery addressOrder #4821 - contact details captured - from /checkout/confirmationNeeds reply Bulk order for 40 seatsLive handover - transcript attached - from /pricingIn chat Email notification sent to the on-duty team member

What happens after launch

Watch usage and gaps

See which questions were answered, which were handed over, and which knowledge items need attention.

Keep knowledge current

Edit or retire approved items whenever your policies change, so answers never drift from what you publish.

Stay ahead of limits

Usage warnings at 70%, 85% and 100% of your allowance. No automatic overage billing, ever.

Start answering website questions the honest way

Try ReplyAIDesk free for 7 days with up to 300 delivered AI replies. $0 setup fee. Cancel anytime.

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