Sales Assistant

Your Sales Assistant is a friendly chat helper that lives on your website. It says hello to visitors, answers their questions using information about your business, and collects their contact details so you never miss a potential customer. It works all day and night, even when you’re busy or asleep. This is the first step in winning more customers: turning visitors who might have clicked away into leads you can follow up with.

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Watch a 2-minute overview

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Who this is for

Set up a Sales Assistant if:

• Visitors come to your website but leave without getting in touch.
• You can’t always reply to new enquiries quickly enough.
• You want a simple way to capture leads while you focus on running your business.

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Setting it up, step by step

When you open the Sales Assistant, EasyMate walks you through a few short steps. Each one is pre-filled with sensible suggestions where possible, so you’re reviewing and tweaking rather than starting from a blank page. You can change any of it later.

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1. Name and personality

Give your assistant a name (for example, “Luna”) and choose a personality that matches your brand voice, such as Supportive, Warm & friendly, Professional & polite, Confident & persuasive, Casual & fun, and a few more. This is the voice your visitors will chat with.

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2. Goals

Choose what you want the assistant to do. Collect visitor details is turned on for you, and you pick which details to ask for: name and email (always required), plus optional ones like phone, company, job title, or budget. You can also turn on Send to a booking page and add the link, so the assistant can point interested visitors straight to your calendar.

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3. Rules

Set the boundaries. A few safety rules are always on and can’t be removed, like always telling people they’re chatting with an AI. You can add your own rules, list topics the assistant should avoid, and decide what it should do when it doesn’t know an answer (for example, offer to pass the question to you).

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4. Your customers

Tell the assistant who you serve, how you help them, and what makes you different. EasyMate suggests answers based on your business, and you simply adjust them. This helps the assistant talk about your business accurately.

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5. Your content

This is the knowledge your assistant answers from. Add pages from your website, upload documents like brochures or FAQs, and pull in information already shared from other parts of your workspace. The better the content here, the better the answers. You can add more or update it anytime later, see Knowledge Sources.

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6. Qualifying your leads

Tell the assistant what to pay attention to, such as a visitor’s budget or timeline, and what a good potential customer looks like for you. This helps the assistant focus the conversation and helps you see which leads are most worth your time. The last step is a live preview where you can chat with your assistant and test it before you go live.

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A few finishing touches

After the main setup, two optional steps appear from your assistant’s page:

• Greeting and suggestions: write the opening message and a few starter questions visitors can tap.
• Look and feel: choose the avatar, color, and where the chat bubble sits on your page.

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Launching your Sales Assistant

When you’re happy with the preview, take it live from the Launch screen.

1. Open the Sales Assistant and go to Launch.
2. Click Launch Sales Assistant, then confirm.
3. Under Embed on your website, copy the install snippet.

Paste that snippet into your website, the same snippet on every page, to make the chat appear. We walk you through it for each platform in Deploying to your website. To pause the assistant, open the Launch screen and click Take offline.

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What you’ll see once it’s live

Your assistant starts chatting with visitors right away. From its page you can review every conversation it has had, and see simple reports on things like how many people it chatted with and how many leads it captured. Any contact details it collects flow straight into your Leads Portal.

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How it works with your other solutions

The Sales Assistant is the start of the chain. The leads it captures are sent automatically to your Leads Portal, where they’re organized into your sales process. From there, your Follow-Up Assistant can email those leads at the right moments. Set up the Sales Assistant first, since the others build on it.