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Elevated AI Consulting
Website assistant implementation

Website assistant and inquiry capture

Prepare one grounded website assistant and a bounded inquiry flow with fallback, tests and handoff.

Tell EAC what you need. We’ll confirm scope, price, payment terms and timing directly. Workshops require an agreed live slot and capability preflight.

A focused problem. A useful result.

Start with the work you need to move forward.

Help visitors find answers in approved website content and express interest through a bounded inquiry flow. EAC sets the knowledge limits, fallback route and failure behavior before implementation, then tests the assistant and destination together.

Who this fits

A business with an existing compatible website, approved content and an existing lead destination.

  • 01One website assistant answers from approved content and captures inquiries for a defined follow-up destination.
What you’ll receive

Deliverables you can inspect and use.

  • 01Branded embedded assistant and approved knowledge boundaries
  • 02Fallback contact route, input limits and basic rate limiting
  • 03Knowledge, unsupported-question and lead-flow test report
  • 04Editable source/configuration, provider assumptions and setup/handoff notes
  • 0520-case report: 10 knowledge answers, five unsupported questions and five inquiry-flow cases; one 30-minute handoff

The scope

  • One English-language assistant on one compatible website
  • Up to five approved public pages/text documents, no more than 5,000 words
  • One inquiry flow with up to four fields and one existing API-accessible lead destination

What we need to begin

  • Website/platform and authority to install
  • Approved content and representative questions with expected answers
  • Brand/tone and fallback contact route
  • Approved lead fields, consent/disclosure and destination documentation
  • Client-owned accounts, project-scoped access and permission to process supplied content
  • 10 representative knowledge questions with expected answers
Interactive example

A useful assistant knows when to stop.

Try three synthetic inputs. This local example uses fixed rules to illustrate validation, boundaries and human review.

SAMPLE WORKSPACE LOCAL ONLY
01 / Sample input
Request
Please send details about a workflow pilot.
Contact
example@example.com
02 / Review point

Waiting for a sample

Choose an input and run it to see the decision and the reason behind it.

Illustrative demo • Synthetic data • No AI call, saved inquiry or live integration. Project behavior is tested against an agreed scope.

A clear handoff

Agree on the checks before the work begins.

  • 01Loads in agreed desktop/mobile checks
  • 02Agreed knowledge-answer rubric and unsupported-question fallback checks pass
  • 03Lead validation, delivery and failure-handling checks meet written expectations
  • 04No browser-exposed credentials; instructions and limitations delivered
  • 05At least 9 of 10 agreed knowledge answers meet the handoff rubric; all five unsupported-question and five inquiry-flow cases meet written expectations
Keep the work focused

Outside this engagement

  • New website/redesign or authenticated account/order lookup
  • Appointment scheduling, voice/WhatsApp or bulk outreach
  • CRM pipeline design, multilingual content, new admin dashboard or sensitive-data workflows

New website/redesign or authenticated account/order lookup

Appointment scheduling, voice/WhatsApp or bulk outreach

CRM pipeline design, multilingual content, new admin dashboard or sensitive-data workflows

From inquiry to handoff

Know the next step.

01

Assess the fit

Agree approved content, questions and lead fields

02

Confirm the work

Implement the assistant and bounded inquiry flow

03

Build, check and hand off

Test knowledge, fallback and delivery behavior

04

Review the result

Hand over editable configuration and operating notes

Before work begins

Confirm the terms together.

EAC confirms availability, timing and required inputs in writing before work begins.

One content, tone or behavior revision and one follow-up clarification round requested within seven calendar days. Ongoing maintenance is separate.

Client-owned accounts, hosting, subscriptions and software usage are separately funded. Workshop recording is off unless every attendee agrees to destination, access and retention.

Before you inquire

A few practical answers.

How do I get started with EAC?

Send an inquiry with your goal, tools and current situation. We confirm fit, scope, price and availability before any engagement. Submitting an inquiry does not purchase or reserve a service.

How are price and billing agreed?

Request this engagement directly from EAC. We confirm scope, price, payment terms and availability in writing. Billing is handled directly through EAC. Workshops require an agreed live slot and capability preflight before committing.

How do you check inquiry capture?

We agree the destination, validation and failure expectations, then test the flow. Delivery is a project acceptance check; a demo on this website does not prove email delivery or a live CRM integration.

What should I confirm before committing to an EAC engagement?

Request this engagement directly from EAC. We confirm scope, price, payment terms and availability in writing. Billing is handled directly through EAC. Workshops require an agreed live slot and capability preflight before committing.

Let’s define the next useful step

Tell us what you’re working on.

Share the problem, your current tools and the result you need. We’ll review the fit and confirm the scope with you.

Request this engagement

Tell EAC what you need. We’ll confirm scope, price, payment terms and timing directly. Workshops require an agreed live slot and capability preflight.

Experience behind the work

Led by Sam Irizarry.

Sam Irizarry brings enterprise AI operations leadership, hands-on development of his own applications, and personally delivered Cowork and Zapier training. Enterprise leadership and owned-project implementation are distinct experience; demonstrations use original, synthetic examples.