Describe the agency's services
Use approved advertising, branding, design and retainer information without inventing deliverables or prices.
Give the agency a brief it can discuss
An AI chatbot for marketing agency enquiries.
A prospective client often starts with an open question about ads, branding or social media. Connectail explains your agency's approved services and collects the goals, scope and timeline needed for a useful consultation.
Website chat is included in Web, Connect and Complete. WhatsApp is included in WhatsApp + Calls, Connect and Complete; Instagram in Connect and Complete; Facebook in Complete. Social channels require eligible authorised connections. Live calls require an eligible paid plan and accepted KYC.
Built around the enquiry
Keep the answer, the context and the next step together.
Capture the commercial brief
Ask for the customer's goal, required services and preferred deadline when relevant, keeping the context available to your team.
Prepare the scoping call
Let staff review the request, clarify the scope and agree a proposal through the agency's own process.
Questions to prepare for
Collect a brief before preparing a proposal.
The assistant helps the agency understand the request. Your team reviews the commercial recommendation.
Can you manage our social media?
Information to prepare: Approved management services and any published deliverables or retainer terms.
Your team's next step: Review channels, volume and scope before agreeing a package.
We need a new brand identity.
Information to prepare: The relevant design services, the customer's goal and requested deliverables.
Your team's next step: Discuss the creative scope and prepare a suitable proposal.
Can you guarantee more leads next month?
Information to prepare: Only approved service information and the customer's target and timing.
Your team's next step: Set realistic expectations; no enquiry, sale or advertising outcome is guaranteed.
A practical start
Prepare. Connect. Verify.
- 01
Review your service descriptions
Prepare the deliverables, published package terms, examples and FAQs your agency permits the assistant to explain.
- 02
Decide what makes a useful brief
Identify the goals, channels, deliverables and timing your team needs before a discovery conversation.
- 03
Test different client requests
Try a branding enquiry, a paid-ads request and a custom retainer question. Check the captured brief and staff handoff.
Before you begin
Clear answers for your team.
Does this AI bot run ad campaigns for the agency?
This workflow handles the agency's incoming customer enquiries and collects a consultation brief. It does not promise campaign creation, ad buying, budget management or creative production.
Can it capture custom project enquiries?
Yes. Prepare your actual services and test how goals, scope and deadlines stay with the request. Your team reviews feasibility and pricing before committing to the work.
Can it promise a return on ad spend or a number of leads?
No. Use accurate service information and let your team discuss expectations. A chatbot conversation does not guarantee campaign results, leads or sales.
Can my team continue the discussion?
Your team can review and continue a conversation when a person is needed. Check the team capabilities available in your chosen plan and test the handoff.
Review our Privacy Policy and Terms, or contact the team about a product question.
Start with your own business information
Make the next enquiry useful.
Test a response and review the captured context before connecting live customer channels.
Start free trialSee current plans and trial terms