How it works

The mechanics, without the hand-waving.

What the assistant reads, when it decides to hand a visitor over, exactly what lands on your phone, and what you can turn off.

01 — What it knows

It reads your site, then you fill the gaps.

Give it your website address and it crawls the site — following links three levels deep, up to fifty pages — and keeps the text. That gets you a useful assistant on day one without writing anything.

Then add the part your site never says out loud: pricing rules, what you don't take on, the lead time you quote, the answer you give forty times a week. Plain text in a box — no FAQ builder, no categories to maintain.

Re-crawl whenever your site changes — you see when it last read, and roughly how much it is holding.
Exclude the pages you don't want it quoting from.
Give it a name and a tone, per widget — it doesn't have to sound like a helpdesk.

Knowledge base

cascadedoors.com
34 pages · depth 3 · read 4 hours ago
Notes & policies
2,140 words you typed yourself

Persona

Name: Cass Tone: direct, local

02 — When it hands over

Four ways a conversation becomes your problem.

You decide which of these are live. When one fires, the assistant asks for a name and a number in the flow of the conversation — no form drops out of the sky — and then texts you.

Words that mean money

You give it the words that matter in your trade — "quote", "emergency", "same day", a product you make good margin on. The moment a visitor types one, the conversation is a lead and you hear about it, however early in the exchange it happened.

quote emergency same day + add your own

Whichever fires, you get one text per conversation — never a second alert for the same visitor.

03 — What you get

A summary, not a transcript.

Nobody reads a twelve-message transcript on a phone at a job site. The assistant writes what the visitor actually wanted, in a couple of lines, with the name and number above it — enough to decide whether to call back now or after lunch.

Alerts can go to one phone or several — in rotation so nobody carries every lead, or all at once when speed matters more than fairness.

Text message · 9:41 PM
Dana Whitfield · (801) 555-0142

Asked whether you install in Ogden. Confirmed Wasatch Front coverage, roughly a week out. Wants a quote call — mentioned two doors on a rental, needs it before the 14th.

Reply to this text to answer Dana directly.

04 — What you can switch off

Settings that admit the AI isn't always wanted.

Every one of these is per widget, not per account — so the assistant can run your after-hours storefront while your support page stays a plain form.

Always, after hours, or never

Let the assistant answer around the clock, only when you're closed, or not at all — in which case the widget captures details and nothing else.

Always After hours Never
How it opens

Pop open after a delay, or wait to be clicked. Suppress it on mobile, or show it only on your home page — useful when the widget competes with a checkout.

delay · mobile · home only
Guardrails you don't set up

Conversations are capped at 20 exchanges, abusive traffic is rate-limited before it reaches the model, and if the AI ever fails the widget falls back to a contact form rather than breaking.

on by default

Point it at your site and see what it says.

The crawl takes a few minutes. After that you can ask it your own customers' questions and judge the answers yourself.

Start your 14-day trial