Interactive workflow demo

Website Concierge + Support

Watch a website visitor get useful answers, lightweight discovery, a relevant next step, and a clean human handoff when the conversation reaches a boundary.

Simulation mode Pet Services
Tuesday · 8:12 PM
A visitor has questions after the front desk is closed.

They do not know what solution they need. The concierge should help without inventing scope, pricing, or guarantees.

Ready System idle
Watch the handoff happen

Run the workflow. The active source, decision, output, and exception will highlight together.

Ready
01

Visitor conversation

What the customer is asking

Visitor Waiting
8:12 PM · website chat

Do you help small businesses with online booking? I own a dog grooming shop.

Visitor Waiting
8:13 PM · follow-up

We use a calendar now, but people still call and text us constantly.

Visitor Waiting
8:14 PM · scope question

Can you tell me exactly what this would cost for my shop?

02

Concierge logic

How the request is handled

  1. 01
    Read the first question

    Identify the visitor’s topic without assuming the final solution.

  2. 02
    Answer the useful part

    Confirm that MethodMade works on booking and intake workflows in plain language.

  3. 03
    Listen for the actual friction

    The second message reveals scattered calls and texts around the calendar.

  4. 04
    Match the closest example

    Recommend the receptionist/booking demo because it illustrates the described handoff.

  5. 05
    Capture discovery context

    Preserve business type, current process, and pain point for the next conversation.

  6. 06
    Recognize the pricing boundary

    An exact custom quote requires real scope; the concierge should not fabricate one.

  7. 07
    Escalate with context

    Hand the question to a person without making the visitor repeat everything.

03

Useful response

What the visitor gets

0 ready
Validated results will appear here as the workflow progresses.
04

Escalation + audit

What happened + where a person takes over

0 exceptions
Every action will be recorded here as it happens.

Follow the highlight across all four panels. The point is to show exactly where information moves, where rules apply, and where a human still owns the judgment call.

The point is the handoff, not the shiny robot

What actually changes

The automation is useful because the work moves cleanly from request to action — with less manual handling and clear human boundaries.

Before Manual handoffs
  • Visitors wait for office hours to get basic answers
  • The same questions are answered manually again and again
  • Useful context disappears between website chat and the next conversation
  • A bot can overreach into promises it should not make
After Connected handoffs
  • Common questions are answered immediately
  • Discovery happens naturally while the visitor explains the problem
  • Relevant demos or next steps appear at the right moment
  • Pricing, commitments, and unusual requests escalate with context attached

MethodMade Studio

What questions keep landing on your staff?

MethodMade can turn repetitive website questions into a useful front door while keeping important decisions with a person.

Map my customer questions

Keep exploring

See another handoff in action.

Different problem, same idea: make the work visible, connect the handoffs, and keep judgment with a person when it matters.

View all 17 demos
Next up in the showroomSales

Lead Intake + Qualification

Capture a new lead, organize the useful context, apply clear qualification rules, and hand the right opportunities into a sales queue.

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AI Receptionist

AI Receptionist + Booking

Turn a clear incoming request into service identification, availability, booking, confirmation, and a visible audit trail.

AI Receptionist

AI Receptionist: Fully Booked + Waitlist

Recover from a genuinely full calendar by discovering flexibility, offering a real alternative, and preserving the preferred-time waitlist.

AI Receptionist

AI Receptionist: Reschedule + Duration Rules

Move an existing appointment safely while rejecting calendar gaps that cannot actually fit the service duration and buffer.

AI Receptionist

AI Receptionist: Complex Intake + Human Handoff

Ask targeted questions, recognize when routine booking reaches a staff-judgment boundary, preserve context, and resume after the human decision.

Spreadsheet Chaos

Spreadsheet Chaos: Payroll Cleanup

Turn messy texts, emails, photos, and notes into clean payroll records while uncertain entries stop for human review.

Spreadsheet Chaos

Spreadsheet Chaos: Job Costing Rollup

Reconcile time texts, vendor invoices, receipt photos, mileage, and change orders into one defensible project-cost view.

Spreadsheet Chaos

Spreadsheet Chaos: Inventory + Vendor Cleanup

Normalize POS, warehouse, vendor, pricing, and duplicate-SKU data into one controlled inventory update.

Spreadsheet Chaos

Spreadsheet Chaos: Multi-Location Reporting

Turn incompatible location spreadsheets into one KPI packet while recovering missing facts and separating math from interpretation.

Sales

Lead Intake + Qualification

Capture a new lead, organize the useful context, apply clear qualification rules, and hand the right opportunities into a sales queue.

Sales + operations

Quote + Estimate Workflow

Move a customer request through scope questions, required details, estimate preparation, approval, and follow-up without retyping everything.

Field operations

Job Dispatch + Work Orders

Turn service requests into work orders, detect missing route-critical details, ask the customer for what is missing, and continue dispatch once the reply arrives.

Back office

Invoice + Payment Reconciliation

Match invoices, payments, and reference numbers automatically while mismatches land in a small exception queue for review.

Customer retention

Customer Follow-Up Engine

Trigger the right reminder or follow-up after an appointment, estimate, service visit, or unanswered request — with explicit stop rules.

Sales

Sales Discovery + CRM Handoff

Guide an interested prospect through practical discovery, capture what matters, identify fit, and prepare a clean human handoff.

Internal operations

Employee Onboarding + Internal Ops

Coordinate forms, tasks, access requests, training steps, and missing-item follow-up so onboarding does not live in one person’s memory.

AI safety + trust

Try to Break the Bot

Attack a business chatbot with prompt injection, fake authority, private-data requests, stale policies, impossible bookings, and unanswerable questions while the guardrails and Bridge grounding layer show exactly what happens.