CAPABILITIES

Everything Aijent does, end to end.

It talks to your visitors, books the meeting or drives the signup, updates your CRM, runs support, and never loses a lead.

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SETUP & INSTALL

Live on your site in minutes.

No developers, no lengthy onboarding.

Live in ~8 minutes

From sign-up to qualifying leads.

One line of code

Paste it into your site.

No developer needed

Copy, paste, done.

Live in-app preview

Design and test before you go live.

Manage your approved sites

Control where your agent appears.

Platform guides

WordPress, Wix, Squarespace, Webflow & Shopify.

Learns your site on sign-up

Reads your pages from day one.

Guided 4-step setup

Industry, audience, name and tone.

THE CONVERSATION

Talks like a human. Knows your business cold.

A real conversation, not a clunky chatbot.

Natural language

Real back-and-forth, the way people actually talk.

Five qualification depths

Direct, Light, Balanced, Thorough or Full BANT.

B2B and B2C modes

Adapts its questions to your customer.

Multilingual English

Australian, US or UK spelling and tone.

Four tone presets

Professional, Friendly, Direct or Consultative.

Your brand voice

Custom instructions it follows every time.

Custom opening greeting

The first thing every visitor sees.

Works 24/7

Qualifies and answers even at 2am.

APPEARANCE & BEHAVIOUR

Looks like your brand. Knows when to step in.

You control how and where it shows up.

Right-edge position

A sleek tab down the side of your site.

Bottom-right corner

The classic chat-bubble placement.

Wiggle to grab attention

A subtle nudge that lifts engagement.

Open on a timer or on scroll

After a set time, or at 25%, 50%, 75% or 100%.

Sit inside the page itself

Embedded mid-page, not only in the corner.

Your brand colour

Match it to your site in one click.

Your logo and agent name

Fully your identity.

Show only where you want

Target specific pages.

KNOWLEDGE BASE

It knows everything you teach it.

Answers grounded in your real content.

Upload your documents

PDF, Word and text files.

Learns your website

Automatically on sign-up.

Crawl a page or a whole site

As much as you need, with include and skip rules.

Most-relevant answers first

Your best content wins.

Review and manage every source

Preview, prune, refresh, pause or remove.

Reads your Shopify store

Straight from your product feed.

Reads your WooCommerce store

Through its own store API.

Answers on your real products

Price and options, not guesses from a page.

SCREENING & SUREGATE

It knows who is worth your time.

Screening on every plan. Firm rules on Growth and above.

Visitor Screening included

On every plan, at no extra cost.

Two questions at setup

Who you want, and who to screen out.

Never judged on behaviour

An early buyer is never written off.

Every conversation tagged

See how many were real prospects.

SureGate firm criteria

Numbers, money or categories (Growth+).

Go, Review or No-go

You set where each band begins.

Borderline goes to a human

The safety net, so nothing is lost.

A warm no, in your words

You write the decline message yourself.

THE CALENDAR

Books real meetings, every time.

Real availability, real invites, real calendar.

Real availability

Google Calendar and Microsoft 365.

Automatic video link

Zoom, Teams or Meet, created for you.

Only real open times

It never invents a slot.

Verifies the email

Checks it's real before booking.

In-chat calendar picker

Visitors pick a time in one tap.

Confirm-your-details card

They check their info first.

Branded confirmation email

With a one-click "View in CRM".

Post-booking message

A warm note or next step after they book.

ON YOUR TERMS

Your calendar, your rules.

Every booking respects how you work.

Your working hours

Set availability per day.

Your timezone

Every time shown correctly.

Meeting length

15 minutes to 2 hours.

Buffer between meetings

Protect your back-to-backs.

How far ahead

Book up to 60 days out.

Custom meeting name

Flows into the calendar and CRM.

Corporate emails only

Block free inboxes (optional).

CC your team

Copy anyone on every booking.

DRIVE SIGNUPS

When the win is a signup, not a meeting.

Point qualified visitors at your trial, quote or checkout.

Choose the outcome

Each agent books meetings or drives to your link.

Your link, your destination

Wherever your signup actually lives.

Six ready-made offers

Free trial, quote, enrolment, registration, purchase or get started.

Qualified first

The link is offered after a real conversation, not to everyone.

No forced capture

Visitors give their details once, on your real form.

Runs alongside booking

One agent books, another converts, one account behind both.

Your destination only

The link comes from your settings, never from the visitor.

On every plan

Included from Starter up, at no extra cost.

TRACKING & ATTRIBUTION

Know which conversations actually converted.

Every signup link is measured, end to end.

Every click tracked

The link runs through us before your site.

Tagged automatically

UTM source, medium and campaign, added for you.

The conversation travels

Its ID rides along, so a signup traces back to the chat.

Offered and clicked

Both counted, for today or any date range.

An outcome on every conversation

See at a glance which ones went somewhere.

Signed up, once you connect it

Close the loop from your own signup and we record it.

Stamped on the HubSpot contact

With a note, and never a competing deal.

A deal, only if you ask

Off by default, so your pipeline stays yours.

THE CRM

Updates your CRM like a senior ops manager.

Native to the CRM you already use.

HubSpot logo
Listed on the HubSpot Marketplace
  • Creates contact, company and deal
  • Logs the meeting and full transcript
  • Tags every record for one-click reporting
Salesforce logo
  • Creates contact, account and opportunity
  • Logs the meeting as an Event, plus the transcript
  • Tags Lead Source "Aijent" for reporting
Pipedrive logo
  • Creates person, organisation and deal
  • Logs the meeting as an Activity, plus the transcript
  • Auto-labels everything it creates
Zoho logo
  • Creates contact, account and deal
  • Logs the meeting as an Event, plus the transcript
  • Tags Lead Source "Aijent" for reporting
Captures every visitor: booked, unbooked, even anonymous
Two-way, real-time sync
One-click "View in CRM" from every booking email
Never duplicates a contact
SUPPORT & SERVICE

Not just sales: a support agent too.

Answers your customers, around the clock.

A second agent type

Support, alongside sales.

Answers from your knowledge

Replies using only what you've given it.

Warm and natural

Friendly replies with clickable links.

Never guesses

If it doesn't know, it brings in a human.

Points to the right page

Links visitors to the exact answer.

Works across all four CRMs

Escalations land where you work.

Keeps your CRM clean

Only real escalations land there.

Fully branded

The same look and voice as your brand.

HUMAN CALLBACK

When a human's needed, no one slips through.

The safety net under every conversation.

Request-a-callback card

The visitor leaves their name, phone and email.

Straight into your CRM

Creates a contact, a task and the full transcript.

The universal fallback

Fires whenever it can't book or answer.

Works after booking too

Even a booked visitor can ask for a call.

Straight to Slack

Alerts land in the channel you choose.

A real phone number

Validated before the card submits.

No duplicates

Attaches to the existing contact.

Nothing lost

Every interested visitor becomes a follow-up.

THE TEAM

One account. A whole team of agents.

Sales and support agents, working side by side.

Many agents

A separate agent for every site, brand or campaign.

Own knowledge and voice

Each agent is its own.

Sales or support

Choose each agent's job.

One shared back-end

All feeding one calendar and one CRM.

Turn any agent live or off

Instantly.

Its own install code

Drop each agent onto a different site.

Per-agent analytics

See how each one performs.

Built for agencies

Run multiple clients from one account.

DASHBOARD & ANALYTICS

See exactly what's working.

Every conversation, lead and meeting in one place.

At-a-glance stats

Today's conversations, leads and meetings.

Full lead table

Name, email, company and phone.

BANT score on every lead

See how qualified they are.

CRM sync status

Know which leads landed in your CRM.

Filter by agent, date or search

Find anything fast.

Meetings-booked tracking

Measure what matters.

Read any conversation in full

The complete transcript.

CSV export with transcripts

Take your data anywhere (Pro).

SECURITY & PRIVACY

Built to be trusted with your pipeline.

Enterprise-grade, by default.

Bank-grade encryption

AES-256 on everything sensitive.

Two-factor authentication

Protects every account login.

Your data, isolated

Strict separation from every other customer.

Stored in Australia

Data residency you can point to.

OAuth-secured

We never see or hold your CRM password.

Tamper-proof audit log

An immutable record of every action.

Built-in privacy notice

A consent banner links to your privacy policy.

Monitored 24/7

Live error and uptime alerting.

Put the whole team to work on your website.

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