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Capture leads and schedule meetings around the clock—no reps required. Auto-create contacts/leads and log transcripts to the right records.
Auto‑sync everything to your CRM for instant follow‑up.
When someone engages with your chat widget, generative AI pulls from your personal knowledge base to deliver on-brand answers, offer meeting slots, capture lead details, or guide visitors to a desired action through custom prompts and CTAs. 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.
Experimente Nutshell gratuitamente durante 14 dias ou deixe-nos mostrar-lhe tudo antes de mergulhar de cabeça.
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.
Prefer a person-to-person conversation? Nutshell Chat lets visitors start a live chat with your team through your customizable website widget, with every detail stored on the contact record in your CRM. With Nutshell Chat, you have the option to use Web chat on its own or alongside your AI chatbot—handing off seamlessly whenever a human touch is needed.
Put clear next steps in front of every visitor. Smart Nudges surface on‑page conversation starters your AI chatbot can answer, while the Engagement Bar highlights quick CTAs that streamline the path from initial interest to meaningful interaction. Together, they capture attention fast and convert more visits into qualified leads.
Our AI Chatbot is part of our Nutshell Chat feature, 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.
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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.
Nutshell’s chatbot engages visitors with conversational questions instead of clunky forms, making them feel heard instead of surveyed. As visitors chat, the bot gathers key information like name, email, company, and buying intent—all while having a natural conversation. The chatbot instantly qualifies leads based on your criteria and automatically adds them to your Nutshell CRM with all conversation details intact. Your sales team gets context-rich leads ready to follow up, not just contact info.
Most teams launch their chatbot within hours, not weeks. Once you enable the feature in Nutshell, add your knowledge sources (URLs or PDFs), and embed a simple script on your website, you’re live. No coding required, no complex setup—just quick configuration and you’re capturing leads 24/7. Many customers are up and running the same day they start.
Track these key metrics to prove your chatbot’s ROI: Engagement Rate (how many visitors start chatting), Goal Completion Rate (qualified leads captured), First Response Time (how fast the bot responds), Conversation Length (deeper conversations = better qualification), and Escalation Rate (when humans need to jump in). Nutshell’s analytics dashboard shows you all these metrics so you can see exactly how your chatbot is performing and where to improve.
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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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