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For agencies and local businesses

Turn every client website into an AI receptionist, and a new monthly service.

Launch a branded assistant that answers from the client's approved content, qualifies visitors and books appointments. Manage every client and every conversation from one agency dashboard — or run a single assistant for your own business.

Build a client demo Try it on a real website
  • No code required
  • Test with a real website
  • 7-day free trial

Add a client website

Reading public pages…
/listings
/buying
/selling
/viewings
ListingsPricingNeighborhoodsViewingsFAQs
HL

Harbor Lane Realty

Answers 24/7

Hi! I can help with listings, viewings and pricing.
Ask me aboutIs the 2-bed on Maple Street available?What are your fees for sellers?Can I book a viewing?
0New conversation
0Qualified lead
0Viewing booked

What happens after you paste a client website · sample data

Built for local businesses — your own, or the ones on your client roster

Real-estate teamsDental practicesMed spasHVAC companiesPlumbersRoofersLaw firmsChiropractorsFitness studiosSalonsVeterinary clinicsHome services

See it for yourself

Test it on a real website before you believe any of this.

This is the workspace you’d run your client roster from. Paste any URL and ChatDock opens a working assistant built from that site’s public content.

Your agency workspace

4 clients · March

Sample data

Add a client: build the demo on their site

Paste a prospect's URL. ChatDock reads their public pages and opens an assistant that answers about their business, which is the version worth showing them. No signup, no card.

Or try one of these:

Clients

Conversations · leads · 30-day trend
  • HL

    Harbor Lane Realty

    harborlane.example

    72
  • NC

    Northgate Cooling

    northgatehvac.example

    54
  • HW

    Hartwell Law

    hartwelllaw.example

    11
  • PV

    Parkview Veterinary

    parkviewvet.example

    —

Sample data, not real customers. The demo you open above runs on a real website of your choosing.

Answers come from approved content

The demo reads real pages from whatever URL you give it, the same way a client workspace does. What it can't find, it won't invent.

Installs anywhere you build

One script tag before the closing body tag. No plugin, no theme edits.

  • WordPress
  • Webflow
  • Wix
  • Shopify
  • Squarespace
  • Framer
  • Custom builds

From the founder

“ChatDock is early and I build it myself, so you won't find customer logos or testimonials on this page yet, and I'm not going to invent them. What you can do is test it on a real site right now, and email me when something breaks.”

Prathap, founder · book 15 minutes

Why this sells

Your clients want more captured opportunities, not another chatbot.

Four things make an AI receptionist an easy conversation with a client you already have.

Websites stop working when the office closes.

Visitors with buying intent leave when they cannot quickly find an answer or reach someone. The traffic you already earned for the client goes unclaimed.

Custom AI builds destroy your margins.

Crawlers, prompts, widgets, inboxes, integrations and spreadsheets have to be rebuilt and maintained for every client. The second account is as much work as the first.

“The bot is live” does not renew retainers.

Clients keep paying when you can show conversations, leads and appointments. Message volume is not a result they recognise.

Somebody answers the same five questions all day.

Hours, pricing, availability, fees, whether they take new clients. Every one of those is a call or an email a person has to stop and handle, and none of them needs a person. This is usually the first thing the client notices, because they feel it in week one.

Today

Missed questionAbandoned visitor

With an assistant on the page

Instant answerQualified leadBooked appointment

How it works

From client website to working AI receptionist in one afternoon.

The same four steps for every client you sign: real-estate brokerage, dental practice or law firm. No custom development at any point.

1

Add the client

~2 min

Paste the website and upload any approved documents, FAQs or service information.

New client workspace
Approved documents
listing-sheet-2026.pdf
buyer-faq.docx
fees-and-commissions.pdf
Create workspace
2

Review what it learned

~10 min

Check the pages and sources it picked up, then test common customer questions privately before anything goes live.

Knowledge sources · Harbor Lane Realty
/listings1,840 words
/buying620 words
/viewings310 words
listing-sheet-2026.pdf4 pages

Private test: not visible to visitors

Is the 2-bed on Maple Street still available?

Yes, the 2-bed at 48 Maple Street is listed at $329,000 and still available. Would you like to book a viewing this week?

3

Brand and configure

~10 min

Add the client’s logo, colours, greeting, the questions that qualify a lead, and where a booking should go.

Appearance & lead questions
Brand colour
Qualifying questions
Buying or renting?
Which property?
Best number to reach you?
HLHarbor Lane Realty

Hi! I can help with listings, viewings and pricing. What are you looking for?

Write a message…↑
4

Install and measure

~5 min

Drop in one embed snippet. Conversations, leads and appointments land in your agency dashboard.

Install & dashboard

428

Conversations

72

Qualified leads

31

Viewings booked

Sarah M.Viewing at 48 Maple St · booked
James K.Asked about selling fees

Sample data

What you’re selling

One repeatable service for every website client.

Four connected layers: what the visitor experiences, what you capture, how each client stays separate, and how you run the whole roster.

  1. Layer 1

    Visitor experience

    A helpful assistant that answers questions naturally, in the client’s voice, outside business hours as well as during them.

    • Answers from approved content
    • Available 24/7
    • Matches the client’s brand

  2. Layer 2

    Lead qualification

    The assistant collects contact details and asks the qualifying questions that matter for that specific business.

    • Name and phone captured
    • Business-specific questions
    • Guided toward booking

  3. Layer 3

    Client workspace

    Knowledge, branding, conversations, leads and appointments stay separated for every client you run.

    • Isolated knowledge base
    • Per-client branding
    • Own conversation history

  4. Layer 4

    Agency command center

    You manage the whole roster from one account, without maintaining a different tool or login per client.

    • One dashboard, every client
    • One login
    • One repeatable setup

Keep the retainer

Show clients what the assistant produced.

This is the screen you open on a monthly review call. Every number answers one question: what did it handle, what did it capture, what should the business fix, and why should they keep paying.

HL

Harbor Lane Realty

Monthly assistant summary · March

Assistant liveSample data

0

Visitor conversations

0

Qualified leads

0

Appointment requests

0

After-hours opportunities

0%

Resolved without staff

Conversation trend

Last 30 days
30 days agoToday

Lead funnel

This month
Started a conversation428
100%
Asked a buying question196
46%
Left contact details72
17%
Requested a viewing31
7%

What visitors asked most

Top 5
  • Is this property still available?
    61
  • Can I book a viewing this week?
    47
  • What are your selling fees?
    38
  • Do you handle rentals too?
    34
  • Which neighborhoods do you cover?
    22

Content gaps to fix

Asked, not answered

Questions the assistant could not answer from approved content. Add these to the site or upload a document and it starts answering them.

  • Do you help with mortgages?×14
  • Is the Maple St house pet-friendly?×9
  • Can you value my apartment?×6

Leads by day

Weekly pattern
14Mon
11Tue
9Wed
13Thu
16Fri
6Sat
3Sun

Appointment outcomes

31 requests
Confirmed by the practice19
Awaiting callback8
Visitor did not respond4

Estimated opportunity value is off by default. Turn it on only once the client tells you what an appointment is worth to them.

The agency case

Turn a website project into an ongoing service.

You already earned the client’s trust and manage their website. ChatDock gives you an additional service to introduce without hiring an AI team or rebuilding the stack for every account.

5
125
$300
$100$1,000
ChatDock plan for 5 clientsBusiness · $199/mo

5 client workspaces · 30,000 messages a month across all of them. Yearly billing lowers this further.

Monthly service revenue

$1,500

5 × $300
$1,500
ChatDock Business
−$199

Gross margin over platform cost

$1,301/mo

Sample numbers, not an earnings guarantee. Covers the ChatDock subscription only, not your own delivery time. You set your own prices.

Build a client demo

Selling it

Installing it is the easy half.

The questions below are the ones that decide whether there is a deal at all. Ask them in this order, and be willing to walk away on the answers.

  1. 1

    How much traffic does the site get in a month?

    Everything downstream is a percentage of this number. Ask for it before you ask for anything else, because it decides whether the rest of the call is worth having.

  2. 2

    What share of those visitors actually buy or book?

    Then ask what they think it should be. The distance between those two numbers is the proposal, and they will have said it themselves. Watch for a figure that cannot be right. Someone quoting a conversion rate in the tens is describing a different metric, and the whole business case rests on getting it straight.

  3. 3

    What happens after somebody decides they want it?

    Follow the path yourself while they answer. If the visitor has to call during office hours to finish, no assistant fixes that on its own, and you need to know before you promise a number.

  4. 4

    What are you capturing from the people who leave without buying?

    Often the answer is nothing, and that alone can justify the fee. It is also the easiest thing to show working in the first week.

  5. 5

    Who answers the phone when somebody asks about hours or pricing?

    Usually a person whose time is worth more than that. This is a second budget line, it comes out of a different pocket than marketing, and it is frequently the easier yes.

When not to pitch

  • The arithmetic does not clear your fee. Do it out loud with them: monthly visits, times the conversion gap they just named, times what one customer is worth. If that is smaller than what you would charge, say so and move on.
  • Nobody owns the website. If a copy change takes three weeks and a committee, an assistant will take longer.
  • There is no next step to send anyone to. Fix the booking path first, or you are selling a faster queue for a door that does not open.

Then stop describing it

The moment a prospect asks whether you can show them something is the moment the call turns. Build the assistant on their own website before you dial, and answer that question by opening a tab.

Build one on their site

Before and after

Stop rebuilding the same chatbot stack for every client.

Keeping nine moving pieces working across a dozen client accounts is the hard part.

Building the stack yourself

9 things · per client
  • Find and configure a crawler
  • Build and maintain prompts
  • Add a third-party widget
  • Create lead forms
  • Connect a separate inbox
  • Build appointment automation
  • Maintain separate accounts
  • Manually prepare client reports
  • Fix integrations when they break

Every new client repeats the list, and so does every change to one of the pieces underneath you.

With ChatDock

1 workflow · every client
  • One guided setup
  • One client workspace
  • One branded assistant
  • One conversation inbox
  • One lead and appointment view
  • One agency dashboard
  • One repeatable monthly service

The second client takes the same afternoon as the first. That is what makes it a service you can sell repeatedly instead of a project you quote each time.

Capabilities

Everything between “a visitor had a question” and “the client got a booking.”

Grouped by what it does for your agency.

Launch quickly

From a URL to a tested assistant, without a developer.

harborlanerealty.com
12 pages3 documentsTested privately

<script src="https://chatdock.io/embed.min.js" …>

  • Website ingestion
  • Document uploads
  • Private testing before launch
  • One-line embed snippet
  • No-code configuration
Protect the client’s brand

It looks like part of their team, not a tool you resold.

HLHarbor Lane Realtyown workspace
CHCardinal Heating & Airown workspace
VRVance & Reed Lawown workspace
  • Client logo and colours
  • Custom greeting and tone
  • Separate knowledge per client
  • Remove ChatDock branding (Growth & Business)
Generate opportunities

Answers become names, numbers and booked times.

SMSarah Mitchell(555) 014-2288Qualified
Buying or renting?
Buying
Property
48 Maple Street
Preferred time
Saturday AM
  • Lead capture in conversation
  • Custom qualifying questions
  • Appointment guidance
  • One conversation inbox
  • Step in and reply as a human
Prove the value

Walk into the review call with the month already written.

Conversations428
Qualified leads72
Appointments31

Sample data

  • Full conversation history
  • Qualified lead tracking
  • Appointment tracking
  • Client-level reporting
  • Funnel analytics

Everything listed above works today. Shareable prospect demo links, client logins and CSV export are on the roadmap. You will not find them advertised here until they ship.

Answer quality

Helpful when it knows, and honest when it doesn’t.

The question every agency owner asks before putting this on a client’s site, answered by showing both branches rather than promising accuracy.

It knows this one

What are your selling fees?

Our commission is 1.8% including marketing and photography, with no upfront costs. Valuations are free, and most homes go live within a week of instruction.Source: /selling

Answered from an approved page on the client’s own website.

It does not know this one

Will the seller accept an offer below asking?

I can’t speak for the seller. Offers go through the listing agent, who presents every one of them. If you leave your name and number with the amount you have in mind, the agent will come back to you directly.

No answer was invented. The visitor is handed to a person, and you keep the lead.

  • Approved content only

    The assistant answers from the client’s website pages and the documents you upload. Nothing else is in scope.

  • Test before it is public

    Run the questions a real customer would ask in a private test chat, and keep editing until the answers are right.

  • Knowledge stays separated

    Each client workspace has its own knowledge base. One client’s content is never used to answer another client’s visitor.

  • Unknowns become leads

    When it cannot answer, it stops and offers to take the visitor’s details so a person can follow up.

  • Review and improve

    Every conversation is readable afterwards, so gaps in the client’s content turn into a fix list instead of a surprise.

Industry examples

Built for the local businesses already in your client roster.

The same assistant, configured for what each kind of business actually gets asked, and what a good lead looks like there.

HLHarbor Lane RealtySample data

Is the 2-bed on Maple Street still available?

Yes, the 2-bed at 48 Maple Street is listed at $329,000 and still available. Viewings run Tuesday to Saturday, and I can set one up for you this week.

What it does

  • Answers from the live listing pages
  • Confirms availability instead of guessing
  • Moves an interested buyer toward a viewing

What it asks

Buying or renting?Which property or area?Name and best number
Conversion goalBook a property viewing

Pricing

Simple pricing that grows with your business.

Start with one AI agent and a 7-day free trial. Add agents and workspaces as your business grows.

Starter

1 AI agent

$59/ month

7-day free trial · cancel any time

For a small business adding AI support to one website.

  • 1 AI agent · 1 website
  • 5,000 AI messages / month
  • Website, sitemap & document training
  • Lead capture & booking requests
  • Custom appearance
  • Email support
Start free trial
Most popular

Growth

2 AI agents

$99/ month

7-day free trial · cancel any time

For growing businesses managing multiple websites or brands.

  • 2 AI agents · 2 websites
  • 12,000 shared AI messages / month
  • Everything in Starter
  • Remove ChatDock branding
  • Higher training limits
  • Priority support
Start free trial

Business

5 client workspaces

$199/ month

7-day free trial · cancel any time

For agencies and businesses running AI agents across client or brand websites.

  • 5 client workspaces / AI agents
  • 30,000 shared AI messages / month
  • Everything in Growth
  • Separate knowledge base per workspace
  • Client-specific branding
  • Priority onboarding & setup help
Start with Business

Managing more than 5 websites or clients?

Custom workspace limits, higher message volume, implementation support and custom integrations.

Talk to us

What happens at the message limit: the assistant stops replying to new visitors until the allowance resets on your next 30-day cycle, or until you upgrade. There is no automatic overage charge and no surprise invoice. Messages are pooled across all of your client workspaces rather than allocated per client.

Work out your margin at your own prices
Start your 7-day free trial Talk through your first client

Questions before you commit

The things you’d ask on a sales call, answered here instead.

Including the parts that aren’t built yet.

It answers from content you approve (the client’s website pages and the documents you upload) and nothing else. When a question falls outside that, it says it cannot confirm and offers to take the visitor’s details so a person can follow up. You will still want to test it before launch, which is why every workspace has a private test chat.

Yes. A real-estate office, a dental practice, or any business with a website can run ChatDock directly: sign up, add your own site as the first (and only) workspace, and you get the same assistant, lead capture and booking requests. The dashboard is built to hold many clients, but it works just as well holding one — yours. The 7-day free trial is enough to test it on your real site.

An afternoon for the first client, and less for the ones after it. Roughly: two minutes to paste the website and upload documents, ten minutes to review what it learned and test real questions, ten minutes to set branding and the lead questions, five minutes to paste the embed snippet.

Yes. Every workspace has a private test chat that only you can see. Ask it the questions a real customer would ask, fix the gaps, and only then copy the embed snippet. Nothing is visible to visitors until the snippet is on the site.

Yes. That is the point of the product. Each client gets a separate workspace and you run all of them from one agency dashboard with one login. How many workspaces you can have live depends on your plan: one on Starter, two on Growth, five on Business — and more by arrangement if you manage a larger roster.

Yes. Knowledge, branding, conversations, leads and appointments belong to one workspace. One client’s content is never used to answer another client’s visitor, and the workspaces do not share a knowledge base.

Yes. You set the client’s logo, colours, assistant name, greeting and tone per workspace, so it reads as part of their site rather than a third-party tool bolted on.

Yes. You define the questions that qualify a lead for that specific business, and the assistant asks them inside the conversation, saves the visitor’s name and contact details, and guides serious visitors toward booking. Leads and appointment requests appear in your dashboard.

Yes. Installation is a single script tag placed before the closing body tag, which every one of those platforms supports. There is no plugin to install and no theme to modify.

Not yet. Today you open the client’s workspace and walk them through conversations, leads and appointments on a review call. A simplified client-facing view is on the roadmap, and we would rather say that plainly than sell you something that is not built.

Yes, on the Growth and Business plans. The “Powered by” badge is removed from the widget entirely so the assistant carries only your client’s brand. On Starter the badge stays.

The assistant stops replying to new visitors until your allowance resets on the next 30-day cycle, or until you upgrade. There is no automatic overage charge. Messages are pooled across all of your client workspaces rather than allocated to each one.

Not today. Full conversation history and every captured lead are readable in the dashboard, but there is no CSV or API export yet. It is on the roadmap.

Not a live one — ChatDock is deliberately AI-only. When a conversation needs a person, the assistant says so honestly, collects the visitor’s contact details, and the conversation lands in your inbox with the full transcript so a human follows up on their own time. No visitor is ever left waiting for an agent who is not coming.

That is your call and it depends on your market and what the client’s existing retainer looks like. You can fold it into an existing website or SEO retainer as an added line item, or sell it standalone. Use the margin calculator on this page to model your own numbers. We do not publish a recommended price, because we do not have enough real customer data to responsibly claim one.

A prospect is on one of your clients’ websites right now.

Build the assistant before your next client conversation. Show a working demo instead of explaining another proposal.

Build a client demo Book a 15-minute walkthrough

7-day free trial · Real website · Cancel any time