Top-tier agent for high-traffic sites and multi-location operators. CRM integration, split testing, custom triggers, payment processing, monthly prompt optimization. $299/mo for the sites where the agent is doing real sales work.
Advanced is the tier where the AI agent stops being a chat widget and starts being a sales channel. CRM-wired so it knows your existing customers when they return. Split testing every variable that matters. Custom triggers that fire based on visitor behavior. Payment processing inside the conversation. Monthly optimization based on real transcripts.
Most accounts do not need Advanced. The ones that do, the agent is already producing 3 to 10 booked appointments or qualified leads a week on Enhanced and the question becomes "how do we squeeze more out of this?"
Honest threshold. Advanced makes sense at 5,000+ monthly visitors OR when your average customer value clears $1,000 and the agent is touching 50+ conversations a month. Below that, Enhanced ($149/mo) is enough.
The agent reads and writes to your actual CRM in real time. When a returning visitor opens the chat, the agent recognizes them by email or cookie, pulls their record, and personalizes the conversation: "Welcome back, Sarah — I see you booked a consult last month, did you want to follow up on that or look at something new?" New leads get written into the CRM with the full transcript, tagged with the chat source, and routed to the right rep based on your existing rules.
Out of box: HubSpot, Salesforce, Pipedrive, Zoho, Close, Keap, ActiveCampaign, GoHighLevel. Anything else: API setup on the discovery call.
Every chat element gets tested: greetings, lead-capture timing, recommended-next-step prompts, escalation thresholds, even agent personality. We run two or three variants in parallel against live traffic, hit statistical significance after 200+ sessions per variant, lock in the winner, then test the next variable. Continuous compounding optimization instead of "we set it and hoped."
The chat does not just sit there waiting. It fires based on rules you configure: open automatically for first-time visitors after 5 seconds, open with a different greeting for visitors arriving from Google Ads, suppress for visitors who opened a support ticket this week, auto-escalate to human when the visitor mentions "cancel" or "refund," show a special offer to visitors who viewed pricing twice without converting. Whatever rule maps to your funnel, we wire.
Stripe integration ships standard. The agent can collect a deposit, charge a fixed service, process a subscription signup, or send a Stripe payment link mid-conversation. No leaving the chat to go to a separate checkout page. Useful for businesses where the close happens inside the same session as the question.
Every month we audit 50+ real transcripts and identify the failure modes: questions the agent fumbled, conversation drop-offs, edge cases that needed human handoff. We rewrite the underlying prompts to fix the patterns, test the new versions against last month's baseline, and lock in whatever measurably improved performance. Compounds every cycle.
A live dashboard with sessions, captured leads, booked appointments, payments collected, transcript snapshots, conversion funnel breakdown, and split-test status. Monthly written report on the same data plus what we tested, what won, and what is next.
Plus the ability to log into the underlying admin and read every transcript in real time. Some clients leave that tab open during business hours and listen to the conversations like a salesperson's call recordings.
Pick Advanced if your site does 5,000+ monthly visitors with meaningful conversion intent. Pick it if you run multi-location operations and need centralized agent management across sites. Pick it if your average customer value justifies optimizing every percentage point. Pick it as the bundled agent in the Premium Marketing Plan if you want it inside the flat rate.
Skip Advanced if you are a single-location small business with under $200 average customer value. Enhanced does the job at half the price and the extra optimization layer of Advanced will not pay for itself at that scale.
14 to 21 business days. The CRM integration is the long pole. We do 50+ test conversations covering edge cases, run a one-week soft launch with conservative trigger rules, then expand to full rules once we have confirmed nothing is broken.
$299/mo, billed monthly. No setup fee on standalone. 30 days notice. All fees non-refundable (MSA §6). High-volume accounts (50,000+ monthly visitors or 1,000+ sessions/month) may quote higher — we discuss on the call.
HubSpot, Salesforce, Pipedrive, Zoho, Close, Keap, ActiveCampaign, GoHighLevel, plus anything with a public API. The agent reads existing customer records (so it knows if the visitor is already in the system), writes new leads + conversation history, and triggers your existing automations.
We run multiple greeting variants, multiple lead-capture flows, multiple recommended-next-step prompts in parallel against real traffic. After 200+ sessions per variant we pick the winner and shift traffic to it. Then we test the next variable. Continuous optimization based on real conversion data, not guesses.
Conditional rules for when and how the chat appears. Examples: "open after 5 seconds for first-time visitors," "open for return visitors who viewed pricing twice," "show a different greeting for visitors arriving from Google Ads vs organic," "ignore visitors who already opened a ticket this week," "auto-escalate to human if the visitor mentions cancellation." We configure these on the discovery call and tune monthly.
Yes. Stripe integration ships standard. The agent can collect deposits, charge for services, process subscription signups, or send a Stripe payment link mid-conversation. PCI compliance is on Stripe's side; we never touch card numbers.
Every month we read a sample of real chat transcripts, identify failure modes (questions the agent fumbled, conversion drop-offs, edge cases it could not handle), and rewrite the underlying prompts to fix them. Then we test the new prompts against last month's baseline to confirm they actually improved things. Compounds over time.
Standalone month-to-month with 30 days notice. No refunds (MSA §6). Bundled inside the Premium Marketing Plan ($549/mo), follows the Plan’s 12-month commitment.
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