Engine Agent
Questions that come in after you close, messages that wait until morning, people ready to book when nobody's free. Engine Agent answers the chat on your website day and night, takes each request down for your team, books appointments when your calendar is connected, and hands the conversation to your team during the hours you set. It always says it's an automated assistant.
What it does
Six jobs, all done in the chat on your website, and all where you can see them.
It answers questions in the chat on your website, day or night.
It writes every conversation down, and your CRM keeps the history.
It spots who's ready, asks your questions and starts the conversation at the right moment.
When your calendar is connected, it books the appointment right in the chat.
A real person can take over whenever you want, but only during the hours you set.
Every conversation feeds the follow-up your team sets up in your CRM.
How it works
We talk through your services, your hours, the questions customers ask most and anything it should never say. Then we turn that into the agent's instructions.
We add it to your WebEngine website and connect your customer records (your CRM). Connect your calendar too, and it can book appointments in the chat; we test that before it goes live.
You choose your hours, when it hands off to you and which pages it stays quiet on.
Watch conversations as they happen, take over any time and read the summary each morning. Tell us what to change and we'll update it.
One customer, start to finish
Your CRM remembers every customer: who they are, what they own, what they asked last time. So every message feels personal and nothing slips through. Follow one customer from a missed call to a customer for life.
Texts · Dana's phone
Update: Missed call · 9:41 pm
Auto-text: Sorry we missed your call! This is an automated text. Reply here, or chat with us on our website. Reply STOP to opt out.
Dana: Water heater's leaking all over the garage! Opening your chat now.
Chat on your site · yourbusiness.com
Engine Agent: Hi, I'm Engine Agent, an automated assistant. What's your name, and what part of town are you in?
Dana: Dana, Northside. It's the water heater.
Engine Agent: Sorry about that, Dana. Is it gas or electric, and roughly how old?
Dana: Gas. Maybe ten years old.
Chat on your site · yourbusiness.com
Engine Agent: The first opening is tomorrow at 8:00 am. Want it?
Dana: Yes! Text me a reminder, please.
Update: Booked · Wed 8:00 am
Texts · Dana's phone
Auto-text: Morning, Dana. Reminder: your visit is today at 8:00 am. Reply C to confirm or R to reschedule.
Dana: C
Update: Visit confirmed
Texts · Dana's phone
Your team: Hi Dana, it's Sam. Pulling up now.
Your team: All done. New 50-gallon gas heater in, old one hauled away.
Update: Job notes saved
Texts · Dana's phone
Auto-text: Thanks for having us today, Dana. Would you share how it went? It helps your neighbors find us.
Dana: Done. Sam was great.
Update: New review received
Texts · Dana's phone
Auto-text: Hi Dana, the gas heater we installed last year is due for its annual flush. Saturday mornings are open. Want one?
Dana: Saturday works.
Update: Booked · Sat 9:00 am
Chat on your site · yourbusiness.com
Dana: Hi, it's Dana R. The pilot light keeps going out. Is that covered?
Engine Agent: Our warranty covers that part. I've sent your question to the team so they can check your records and confirm.
Your team: Hi Dana, you're covered. Can we stop by Thursday?
VIS Mountain Hub · on your phone
You: We do tankless installs now. Can we add that to the site?
Pit crew: On it: a new service page, your service list, and the structured data search engines and AI read.
Update: Request closed · page live
One customer. Fourteen months. Nobody had to remember a thing. The engine did.
Most small businesses lose customers in the gaps: the call nobody could answer, the quote nobody followed up, the reminder nobody sent, the question that sat in an inbox. A web engine closes those gaps by connecting the website to the systems that handle the conversation after the click.
When a call is missed, the CRM texts back automatically, with a way to reply or to continue in the chat on your website. That CRM is Dash Funnels, the CRM and follow-up system behind every web engine. On your website, Engine Agent, an automated assistant that always says it is one, answers common questions with information your team approves and takes the enquiry: it asks the questions your team would ask and logs the answers to the customer's record with a summary and next step. When your calendar is connected and tested, customers can book right in the chat.
Confirmations, reminders and follow-ups are sent by CRM workflows our team sets up for your business. Your CRM remembers every customer: the contact record keeps their history, visits, equipment and preferences, and the workflows use it to make each message personal. Texts are only sent to people who have agreed to receive them, and every customer can reply STOP to opt out.
After the visit, Bird Local sends a review request to every customer the same way. Reviews are never filtered or gated, and new ones can appear in the review widget on your site. Months later, the same record powers a maintenance or recall reminder about the customer's own equipment or treatment, set up once as a workflow by our team rather than blasted to a whole list.
When a customer asks something specific in the chat, such as a warranty or billing question, Engine Agent answers from the information your team has approved and hands anything it cannot confirm to your team, who can see the customer's history in the CRM. And when your business changes, you send a request through the VIS Mountain Hub. Requests come in 24 hours a day, every request becomes a tracked ticket, and most changes are live within 24 hours.
Dana and the conversation above are an illustration. The exact messages, timing and workflows are configured for each business during setup.
Safeguards
Plain answers about what it says, what it records and who's in charge.
Its greeting tells people they're talking to an automated assistant, not a person, and how to reach your team.
It works from instructions you sign off on. AI can still get things wrong, so it's set up to say when it isn't sure and pass the question to your team.
It handles front-desk questions like hours, services, directions and booking, and sends anything medical, legal or financial to your team. It asks people not to share health or payment details in the chat.
Take over any chat with one click, and decide when it hands off and when it works on its own.
Every chat is saved to your customer records with a short summary. Any extra tracking, such as which pages a visitor views, is a setting your business controls, and it can be set to wait until a visitor agrees.
Your business decides what's collected, so your privacy policy needs to describe the features you use. We can set the agent to load only after a visitor accepts cookies. Conversations are processed by third-party AI models to write replies, and visitor data is deleted after the service ends.
It asks people not to share passwords, card numbers or health details in the chat. If you turn on form capture, it skips fields like passwords, card numbers and birth dates.
Follow-up emails and texts are sent by your CRM workflows, not by the chat. Texts go only to people who agreed to get them, and they stop when someone replies STOP.
Questions
Yes. It introduces itself as an automated assistant, and anyone can ask for a person. Replies are written by AI and can sometimes be wrong, which is why your team can step in at any time.
It keeps answering questions in your website chat and writes each request down for your team. If your calendar is connected, it can book an open time. It only hands conversations to your team during the hours you set.
No. Engine Agent answers in the chat and saves each request to your CRM. Follow-up emails and texts are sent by the CRM workflows your team sets up, and texts go only to people who agreed to get them.
From instructions we write together in plain English: your services, your hours, your policies, the questions people ask and what it must never say. You approve them before it goes live, and we update them when things change.
It works with Google Calendar and Calendly, and connects to CRMs such as HubSpot and Salesforce. Every conversation is saved there with a summary. Booking in the chat starts once your calendar is connected and tested. If your tool isn't listed, ask us. Many others connect through Zapier or webhooks.
Every chat is saved with a summary. Any extra tracking, such as which pages a visitor views, is a setting your business controls, and your privacy policy needs to mention the ones you use. It can also be set to wait until a visitor accepts cookies.
It handles the front-desk side: hours, services, the questions you've approved and booking. It doesn't give medical, legal or financial advice, it asks people not to share health details in the chat, and it sends those questions to your team. Check your own privacy rules before you turn on any extra tracking.
Yes. Engine Agent is an add-on to a WebEngine website plan, so it's set up on the same site we build and manage for you.
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