We train it on your knowledge
Your site, docs, FAQs, and past conversations become the agent's source of truth, so it answers in your voice and only from facts you approve.
🤖AI Agents & Chatbots
AI agents that qualify leads and answer customers around the clock
Stop losing inquiries after hours and burning team time on the same questions. We build AI agents, trained on your knowledge base and connected to your CRM, that capture and qualify every lead, resolve routine support, and pass only the conversations that need a human.
5.0 from clients on Upwork
🎯The problem
Every missed message is a missed deal
Most inquiries arrive when no one is watching the inbox. Prospects expect an answer in minutes, not the next morning, and the ones who wait often go to whoever replied first. Meanwhile your team spends hours each week answering the same handful of questions instead of doing real work.
A generic chatbot does not fix this. Scripted button-trees frustrate people and a model with no guardrails invents answers. The fix is an AI agent grounded in your own content, that knows when to act, when to capture details, and when to bring in a human.
⚙️How it works
From first message to booked call
A clear, deterministic flow. The AI extracts and writes, the logic decides what happens next.
It engages and qualifies
The agent greets every visitor, answers questions, and asks your qualifying questions naturally, scoring intent as the conversation unfolds.
It acts, then hands off
Qualified leads get logged in your CRM and offered a booking link, with the flow orchestrated in n8n. Anything sensitive or unclear is routed to a human with the full transcript attached.
🧩What we build
Agents for the jobs that never stop
Lead intake & qualification
Captures contact details, asks your qualifying questions, scores the lead, and writes it straight into your CRM.
24/7 support agent
Resolves routine tickets from your knowledge base, day and night, and escalates the rest with full context.
Booking agent
Turns a good conversation into a meeting, offering live availability and confirming the slot without the email back-and-forth.
Multi-channel deployment
One agent, many front doors: website, WhatsApp Business Platform, social DMs, email, and Slack, all sharing the same brain.
Human handoff & transcripts
Clean escalation to your team with the full conversation, plus a log of every chat for review and improvement.
Grounded & safe
Answers come only from your approved content. Routing and actions run on fixed logic, so the model never makes the call that matters.
📈The result
A grounded support agent typically clears the routine questions on its own and makes sure no lead goes unanswered, so your team only handles what actually needs a person.
50-60%
of routine L1 tickets resolved automatically for one client, with no leads missed after hours
🛠️Built with
Best-in-class models, wired into your stack
We pick the right model for the job and connect it to the tools you already run on.
Claude
GPT
Gemini
n8n
HubSpot
WhatsApp
Slack
Gmail
Notion
❓FAQ
Questions about AI agents
A classic chatbot follows fixed rules and scripted buttons. An AI agent understands free-text questions, pulls answers from your knowledge base, and can take actions like booking a meeting, creating a CRM record, or escalating to a human. We build both, and usually combine them.
We ground every agent in your own content and instruct it to answer only from that source, and to hand off to a human when it is unsure. Routing and actions are handled by deterministic logic, not the language model, so the AI extracts and writes but never makes the decisions that matter.
Your website, WhatsApp, Instagram and Facebook DMs, email, Slack, and most live-chat tools. The same agent logic can serve several channels at once.
A focused first version is typically live in 7 to 14 days, depending on how much knowledge it needs and how many integrations are involved. We favour a phased rollout so you see value early.
🔗Related services
Often built alongside
📬Contact
Put an AI agent on the front line
Book a free audit. We will map where leads and tickets leak, and show you exactly what an agent would catch. Confidential, no obligation.
Book My Free Audit bastien@otimizagency.com