Teams / Sales & Lead Generation
Give interest a useful next step.
For sales teams that want to help website visitors understand the offer, describe their needs and choose how to get in touch.
AI starts only after setup and explicit activation. Your team can also handle supported website conversations manually.
Sales & Lead Generation
Knowledge → conversation → your team
A workflow illustration, not a live product screen.
Everyday conversations
Start with the questions behind an enquiry
Explain your offer
Use reviewed product or service information to clarify what you provide and who it suits.
Understand the request
Invite visitors to describe their goals, requirements and questions without treating the conversation as an automatic qualification decision.
Capture contact details
Let visitors choose which details to share and keep their enquiry with the conversation for follow-up.
Continue with a person
A team member can review the context and reply directly when a visitor needs a tailored discussion.
From comparing options to a sales enquiry
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
Which service would suit a small team?
Assistant
I can explain the options in the information provided. What would you like your team to achieve?
Visitor
We need help with onboarding. Can someone discuss it with us?
Assistant
You can describe your requirements and share contact details for the team to follow up. A person can review this conversation.
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.
Keep sales answers grounded in your offer
Provide accurate descriptions and confirmed terms. Your team handles tailored proposals, pricing exceptions and commitments that need a decision.
- Reviewed product and service descriptions
- Confirmed scope and published terms
- Visitor requirements and voluntary contact details
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
Does CloseNexa automatically qualify leads?
It can help collect context. Your team should assess suitability and decide how to respond; no automatic qualification outcome is promised.
Can it book a sales meeting?
It can explain contact options you provide and collect an enquiry. Automatic scheduling or calendar availability is not promised.
Can visitors request a quote?
Yes. They can describe their needs for your team to review. The assistant should not invent a price or commit to a proposal.
Can we respond without AI?
Yes. Your team can handle supported website conversations manually. AI starts only after required setup and explicit activation.
What should we test before launch?
Test offer questions, requests beyond the published scope, contact capture and manual replies on your verified website.
Make it easier to ask about your offer
Review your sales information, connect your site and give your team enquiries with useful context.
AI starts only after setup and explicit activation. Your team can also handle supported website conversations manually.