Help visitors find the next useful step
Flor can explain the site’s services, help clarify a project and guide visitors toward relevant pages. The conversation should remain grounded in published information and make it clear when pricing or a specialist answer needs a person.
Visitors retain control over whether to send an enquiry. The handoff presents the details they are sharing and asks for consent to be contacted about that request.
Give the team a workable brief
A lead needs enough context to support a useful response: business, location, service interest, goals and contact details. It should also retain the page where the enquiry began without capturing unnecessary browsing history.
We scope lead-system connections, assignment rules, notification destinations and duplicate handling. Where a downstream service is delayed, the interface should accurately explain the pending state and preserve the visitor’s reference.
Make reliability part of the user experience
Validation, rate limits, durable handoff and clear failure states matter as much as the form’s appearance. A failed request must not silently become a success message.
The project includes a test plan for the agreed integration and a handover that identifies the owner of follow-up. Chat usage and confirmed enquiry events can be measured without sending message contents or personal details to analytics.
What we can scope together
- Website assistant scope and context
- Project enquiry form and consent
- Flor lead-system connection
- Notification and follow-up rules
- Duplicate and failure-state handling
- Integration verification and handover
Every proposal defines the deliverables, responsibilities, schedule and fees for that project.
Questions about flor chat & lead flow
Does chatting automatically send a lead?
No. Visitors choose to submit an enquiry and review the information they want to share.
Can you connect to our existing CRM?
We first review the CRM’s supported integration methods and the required fields. The proposal states whether a direct connection, automation service or another approach is appropriate.
What happens if delivery is delayed?
The form should explain whether the enquiry is confirmed, pending or unconfirmed, and offer a safe retry or contact route. It should never claim an unconfirmed delivery succeeded.
