Industries / Service Businesses
Help clients understand your services.
For service businesses that want to explain what they do, understand a potential client’s request and prepare for a useful follow-up.
AI starts only after setup and explicit activation. Your team can also handle supported website conversations manually.
Service Businesses
Knowledge → conversation → your team
A workflow illustration, not a live product screen.
Everyday conversations
Turn service questions into clearer requests
Explain the scope
Describe the services and exclusions your team has provided, so visitors can understand what to ask for.
Gather requirements
Invite visitors to explain their project, location or preferred timing when relevant to the service.
Clarify the process
Answer questions about the steps, documents or preparation described in your reviewed business information.
Collect an enquiry
Keep the request and voluntarily shared contact details available for your team to assess and answer.
From a service question to a project request
A fictional example with written sample messages, not live AI answers or a real customer conversation.
The assistant helps with information. Your team handles requests that need a person’s judgement.
Visitor
Do you help businesses set up their websites?
Assistant
The sample service description includes website setup. What kind of site are you planning?
Visitor
A small business site. I would like to discuss the scope and cost.
Assistant
You can describe the project and share contact details for follow-up. The team can review the request before proposing a scope or price.
The right tools for the next step
Reviewed knowledge
Choose and review the FAQs, guides and policies the assistant can use.
AI-assisted answers
Test answers using your business information before explicitly activating AI.
Enquiries with context
Keep the conversation and contact details visitors choose to share available for follow-up.
A person can take over
Your team can review supported website conversations and reply directly to visitors.
Explain the service before making commitments
Use approved service descriptions and process information. Keep quotes, appointments and individual commitments with your team.
- Service scope and published conditions
- Preparation and process information
- Project enquiries with conversation context
Set up CloseNexa on WordPress
- 1
Install the CloseNexa WordPress plugin.
- 2
Connect your workspace and verify your website.
- 3
Review your business knowledge and, for WooCommerce stores, the catalogue import.
- 4
Test website chat and manual replies, then explicitly activate AI when ready.
Frequently asked questions
Can it give an automatic quote?
It can explain published pricing you provide, but should not invent a tailored quote. Your team reviews the request and confirms the proposal.
Does it book appointments?
No automatic booking or live availability is promised. Visitors can leave their preferred timing for your team to review.
Can I ask for project details?
Yes. Use relevant questions and let visitors decide what to share. Avoid requesting sensitive information that is unnecessary for the enquiry.
Can someone answer a complex request?
Yes. Your team can review supported website conversations and reply directly to the visitor.
How do I start on WordPress?
Install the plugin, connect and verify your site, review your service information and test chat before explicitly activating AI.
Give every service enquiry a clear starting point
Explain your scope, understand the request and let your team continue the conversation.
AI starts only after setup and explicit activation. Your team can also handle supported website conversations manually.