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“Nutshell is super user-friendly and intuitive
“I would highly recommend Nutshell
“Easy to use and... wait for it ... 100% buy in!
“Nutshell is both simple and powerful
Nutshell’s AI chatbot greets every inquiring website visitor, serves up on-brand answers, books meetings, and captures contact details—so your pipeline grows even when your team is off the clock.
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When someone opens your chat widget, generative AI pulls from your personal knowledge base to deliver on-brand answers, offer meeting slots, or capture lead details. If a question needs human input—or your hand-off rules trigger—the bot passes the chat and full transcript to the right teammate without missing a beat.
Quickly provide your chatbot with information through your website URLs and PDF documents, and it instantly learns your products, pricing, and FAQs—no coding required.
Did something change about your business, products, or services? Update your sources at any time, and the chatbot refreshes itself behind the scenes so answers stay accurate as your business evolves.
Give prospects real-time help day or night, then automatically create leads (if you want) in Nutshell with every chat transcript and visitor detail saved for follow-up. Each new lead arrives enriched with context, giving your reps the data they need before they reach out.
When a visitor is ready to talk, your chatbot drops your meeting Scheduler right inside the chat—all they need to do is choose a date and time to lock in a booking. Confirmed meetings instantly appear on both calendars and are logged to the lead timeline, so nothing slips through the cracks.
Try Nutshell free for 14 days or let us show you around before you dive in.
Customize your AI chatbot’s name, icon, tone, and answer length so conversations feel like they’re coming straight from your team. Add quick-reply prompts or restricted topics to keep every response perfectly aligned with your brand voice and policies.
Set rules for when a team member should step in. Your AI chatbot will provide visitors with the option to request a human and can route leads to the correct team member with a click. Agents receive the full chat transcript, ensuring they pick up the conversation seamlessly without asking prospects to repeat themselves.
Our AI Chatbot is available on our Engagement Foundation plan.
Implementing Nutshell’s AI chatbot on your website ensures every visitor is greeted with immediate, on-brand answers to their questions, promoting a better experience and capturing qualified leads at any time of the day or night.
Learn more about the Nutshell CRM AI chatbot and how to get started with it in our comprehensive support article.
Have a question? Need to see more? Register for a free 30-minute Nutshell demo and product tour with one of our team members to determine if Nutshell is a match for your business.
Allow website visitors to start chatting with your team directly from your customized chat widget so you can meet their needs and open more opportunities.
Manage conversations with leads and customers across Facebook Messenger and Instagram DMs—all without leaving your CRM.
Connect with our world-class support team to get fast, friendly, and free support when needed.
We take the security and reliability of your data seriously. We partner with the industry’s most trusted infrastructure provider, Amazon Web Services.
Explore the comprehensive selection of features available in Nutshell’s Sales Suite
Find out more about Nutshell’s extensive range of Marketing Suite features
Discover the broad spectrum of features and tools available to Nutshell customers
You provide your website URLs and essential information in the form of PDF documents, and Nutshell’s AI chatbot turns that content into an instant knowledge base that it uses to craft accurate, helpful replies.
The AI chatbot lives in Nutshell’s Engagement suite and is part of the Engagement Foundation plan, which all Nutshell Sales subscribers can access.
The AI chatbot can gracefully offer to connect the visitor with a human representative or collect their question for follow-up. All inbound conversations can easily be accessed and managed within your Nutshell inbox, ensuring no inquiry falls through the cracks.
Take our guided tour to explore Nutshell’s incredible features!
Nutshell helps streamline our marketing and lead capture processes, making it easy to engage with our audience and grow our customer base.
Raven S. – Content Marketing Specialist
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