The chatbot answers common customer questions about docks, boat lifts, service areas, warranties and other products using Cottage Docks’ own approved information. It is designed to keep conversations simple, help visitors find what they need and identify potential sales leads.
When a customer is interested in a product or project, Dockside Dan collects their contact information and securely sends the lead into Zoho CRM for the Cottage Docks sales team to follow up.
The project included:
- Custom AI chatbot development
- Zoho SalesIQ integration
- Zoho CRM lead tracking
- WordPress integration
- Custom Cottage Docks knowledge base
- Lead qualification and contact collection
- Automated duplicate-lead prevention
- Testing, security and production deployment
Have a Process You’d Like to Automate?
The Cottage Docks chatbot is one example of how AI can improve customer service, capture leads and connect existing business systems.
Design Tactics can build custom AI and automation solutions around the way your business already works, from customer service and quoting to document processing, CRM workflows and repetitive administrative tasks.
Tell us a little about your business or the process you’d like to improve. We’ll help identify where AI or automation could make the biggest difference.