A sales concierge with project context — not a generic chatbot.
The Project Advisor sits inside the conversion flow. It can use the visitor’s assessment answers, approved business knowledge and deterministic rules to explain the next step, answer common questions and prepare the handoff.
Use assessment context
The advisor should know what the visitor already answered.
Stay inside approved knowledge
Service area, pricing, insurance, rebates and credentials should come from maintained rules or approved sources.
Handle common objections
Explain process, timing and next-step expectations without inventing guarantees.
Route action
Move the visitor to inspection, diagnostic, consultation or another configured next step.
What that looks like in a real conversation
“How fast can you get someone out?”
Answers with the service-area and scheduling rules the business configured, then continues the assessment that routes the job to the right crew.
“Is this covered by insurance?”
Explains the documented position on storm and insurance work and what the inspection will look at — without inventing coverage promises.
“I’m just comparing options.”
Stays useful: explains what makes a quote comparable and offers the assessment, so the comparison is based on the same facts instead of three guesswork callbacks.
What it will not do
The boundaries are part of the product. The advisor will not invent prices, discounts or availability. It will not collect information the business has not asked for. And it will not pretend to be a human — automation is stated plainly, because trust is what survives the handoff to your team.
Built as one conversion system.
Project Advisor connects to the same industry logic, client configuration, analytics events and lead payload instead of becoming another disconnected website widget.