AI Chatbot
Deploy an AI-first chatbot that responds instantly, qualifies leads, and books meetings before humans get involved.
Table of Contents
- Overview
- Install on Your Website in Minutes
- Interface & Positioning
- Customize to Match Your Brand
- Agent Behavior & Intelligence
- Upload & Train with Your Knowledge Base
- Capture the Fields You Care About
- Automatically Syncs to Your CRM
- AI-Powered Meeting Scheduling
- Schedule Meeting Settings
- Calendar Configuration
- Security & Privacy Controls
- Manage Credits with Full Transparency
- Analytics & Performance Tracking
- Playground & Versioning
- Why Use the ClosingDealz AI Chatbot?
- Analytics & Conversation Insights
Overview
The AI Chatbot in ClosingDealz is a fully customizable, embeddable sales assistant designed to capture leads, qualify visitors, and sync data directly into your CRM in real time.
It installs in minutes, requires no developer work, and adapts to your brand, tone, and business logic. Every interaction is tracked, measurable, and actionable.
Install on Your Website in Minutes
Deploy your chatbot with a lightweight embed script that works on any website.
Installation
- Copy the provided embed script from the Widget Settings section.
- Paste it anywhere inside the
<body>tag of your website. - Publish your chatbot and toggle it live.
No frameworks, no dependencies, no maintenance required.
Interface & Positioning
Control how and where the chatbot appears on your site.
Display Modes
- Widget – Floating chat launcher (recommended)
- Popover – Opens on click or trigger
- Embed – Inline chatbot embedded directly on a page
Positioning Controls
- Left or right alignment
- Adjustable bottom and side spacing
- Custom launcher icon or button text
Customize to Match Your Brand
Design the chatbot to feel native to your website.
Appearance Settings
- Font selection
- Primary and foreground colors
- Header image
- Agent avatar
- Banner image with headline and subtext
- Custom placeholder text
You control how the chatbot looks, feels, and speaks.
Agent Behavior & Intelligence
Define exactly how the chatbot behaves.
Agent Configuration
- Agent Goal (e.g. Capture lead)
- Tone (Professional, Friendly, etc.)
- Response Brevity
- Temperature & Top-P for response control
Instructions
- Basic instructions for fast setup
- Advanced instructions for precise behavior control
Upload & Train with Your Knowledge Base
Turn your chatbot into an expert on your business.
Supported File Types
- Markdown (MD)
- TXT
- DOC / DOCX
Capabilities
- Uses your uploaded content to answer questions
- Can be enforced to only respond from your knowledge base
- Ideal for FAQs, services, pricing, policies, and internal documentation
Capture the Fields You Care About
Decide exactly what data the chatbot collects and where it goes.
Supported Field Types
- First name
- Last name
- Phone number
- Custom CRM fields
- Supports additional built-in CRM fields
Field Controls
- Mark fields as required
- Define field purpose
- Allow or block post-submit edits
All captured data is structured and CRM-ready.
Automatically Syncs to Your CRM
No exports. No integrations. No delays.
What Syncs Automatically
- Conversations
- Captured leads
- Contact data
- Custom field values
- Engagement history
Everything appears instantly inside ClosingDealz.
AI-Powered Meeting Scheduling
The AI Chatbot can automatically suggest and book meetings based on your availability rules — turning qualified conversations into confirmed calendar events without manual follow-up.
Once enabled, the chatbot can:
- Suggest available time slots
- Respect your booking rules
- Create video meeting links
- Assign meetings to a specific team member
- Sync events directly to your calendar
This keeps the entire scheduling experience frictionless and inside the chatbot — no redirects required.
Schedule Meeting Settings
Scheduling behavior is controlled inside the Schedule Meetings settings panel.
Core Controls
Enable Schedule Meeting
Activates automatic meeting booking inside the chatbot.Create Video Meeting Link
Automatically generates a meeting link when a booking is confirmed.
Booking Rules
You control exactly how your availability works:
Meeting Duration (minutes)
Length of each booked session.Minimum Notice (minutes)
Required time before a meeting can be booked.Maximum Meetings Per Day
Limit daily booking volume.Time Slot Increment (minutes)
Defines how frequently time slots appear (e.g., every 30 minutes).Buffer Before / After Meeting (minutes)
Prevents back-to-back bookings.Booking Window (days)
Defines how far into the future meetings can be scheduled.Assigned Meeting User
Select which team member receives and owns the booking.
These controls allow you to maintain operational control while the chatbot handles scheduling automatically.
Calendar Configuration
Meeting availability is based on your calendar configuration.
Before enabling scheduling, ensure:
- Your calendar settings are properly configured.
- Your availability hours are defined.
- Your timezone is set correctly.
→ See the full guide: Calendar Settings
Security & Privacy Controls
Maintain full control and compliance.
Domain Restrictions
- Restrict embedding to approved domains
- Prevent unauthorized usage
Chat Persistence
- Enable conversation memory
- Set retention duration (e.g. 2 weeks)
Privacy & Compliance
- Custom privacy policy link
- Optional AI disclaimer
- GDPR-friendly defaults
Manage Credits with Full Transparency
Track exactly how your AI usage is consumed.
Credit Visibility
- Credits used per conversation
- Usage over time
- Clear breakdown of consumption
No hidden costs. No black boxes.
Analytics & Performance Tracking
Measure what matters.
Key Metrics
- Conversations started
- Engagement rate
- Lead conversions
- Response accuracy
Conversation Log
- Review every interaction
- Searchable and structured history
- Ideal for optimization and quality control
Playground & Versioning
Test before you publish.
Playground
- Chat with your agent internally
- Validate behavior and responses before launch
Versions
- Create versions
- Publish when ready
- Iterate safely with full control
Why Use the ClosingDealz AI Chatbot?
- Converts visitors into qualified leads
- Eliminates manual lead capture
- Centralizes conversations and data
- Scales without hiring
- Fully integrated with your sales workflow
The AI Chatbot isn’t just a widget — it’s a sales channel.
Analytics & Conversation Insights
The Analytics section gives you a complete, real-time view of how your AI Chatbot performs across engagement, lead generation, and revenue impact. Every interaction is measurable, attributable, and auditable.
Performance Overview
At the top level, you get instant visibility into key performance indicators:
- Leads Generated – Total leads captured by the chatbot
- Total Sessions – Number of chatbot conversations started
- Average Messages per Session – Engagement depth indicator
- Lead Conversion Rate – Sessions that resulted in a captured lead
- Deals Created – Deals generated from chatbot leads
- Closed Deals Value – Revenue attributed to chatbot-driven deals
- Lost Deals Value – Lost revenue tied to chatbot-originated leads
- Deal Conversion Rate – Lead-to-deal success rate
- Closed Deal Conversion Rate – Deals successfully closed
- Tokens Spent – AI usage at the token level
- Credits Spent – Billing and usage transparency
- ROI – Return on investment calculated from revenue vs. AI cost
These metrics allow you to evaluate performance, efficiency, and profitability at a glance.
Session-Level Analytics
Below the summary metrics, you can drill down into individual chatbot sessions.
Recent Sessions Panel
- View all chatbot sessions chronologically
- Identify active, inactive, or high-performing sessions
- Quickly spot sessions that resulted in leads or deals
If no sessions exist, the interface clearly communicates the state to avoid confusion.
Conversation Viewer
Selecting a session opens the full conversation timeline:
- User messages
- Agent responses
- Direction indicators (Inbound / Outbound)
- Message-level breakdowns
This enables:
- Quality assurance
- Prompt optimization
- Sales insight extraction
- Compliance and audit review
Every conversation is preserved exactly as it happened.
Why This Matters
The Analytics module turns your chatbot from a black box into a measurable sales asset:
- Prove ROI with real revenue attribution
- Improve prompts using real conversations
- Identify drop-offs and friction points
- Optimize lead qualification logic
- Scale what works, remove what doesn’t
You’re not guessing — you’re operating on data.
The AI Chatbot Analytics experience ensures every conversation counts, every credit is justified, and every outcome is traceable back to business impact.