Get-a-Quote Chatbots: How to Prepare a Useful Estimate Workflow

A visitor asking for a quote needs a useful next step. For repeatable work, a business may choose to publish an approved price or range. For custom work, the assistant should collect the details needed for a human quote.

The examples below are illustrative configurations, not customer case studies, actual prices or measured results. Use your own pricing and terms.

Decide what can be priced safely

List common services and divide them into three groups:

1. Fixed price: The scope and exclusions are clear enough to publish one price.
2. Indicative range: The business has approved a range and can explain what changes the final price.
3. Human quote: The work requires inspection, diagnosis or other information the assistant cannot verify.

Avoid implying that a chat estimate is a binding quote unless your business has deliberately set it up that way.

Example: a plumbing enquiry

For a hot-water replacement, the assistant might ask what kind of system the visitor has, where the job is and whether the issue is urgent. If the business has an approved estimate range, the assistant can show it with its assumptions and offer a follow-up. If it does not, it should collect the details without inventing a price.

Example: an electrical enquiry

For a new power point, the assistant might ask about the property, access and location. It should route electrical safety concerns to the business's stated urgent contact process. It must not promise an on-call response or give safety advice beyond approved instructions.

Example: a cleaning enquiry

For an end-of-lease clean, the assistant might ask about property size, location, extras and preferred date. It can then present the approved estimate or send a structured request to the team.

Configure and test

1. Add your service descriptions and any approved pricing guidance to the assistant's knowledge.
2. Configure lead capture for the details your team actually needs.
3. Test common jobs, out-of-area jobs, unusual scope and questions with no approved answer.
4. On Starter or an eligible trial, read the resulting lead record and make sure a person can follow up.
5. Review real conversations regularly and correct gaps in the source material.

See the quote request feature, current plans, or start free to test answers. Lead capture requires Starter or an eligible trial.