If there is no suitable time
The visitor can leave a callback request with permission. The chat does not promise a response time or create an unconfirmed appointment.
HOW CLIENTAVO WORKS
From an HVAC website question to a confirmed visit.
Clientavo connects approved company answers, callback requests and appointment booking in one website chat. You choose the facts and booking rules; the visitor chooses whether to share details and confirm a visit.
HOW IT WORKS
A useful next step for the visitor.
A clear next action for you.
Explore the visitor experience and the connected company workspace. The sample uses fictional data.
From “my AC isn’t cooling” to a reviewed appointment.
- Ask in your own words. Get answers from approved company information.
- Check the service and ZIP. Choose to share contact details.
- Review the address, date and time. Explicitly confirm, or request a callback instead.
What happens before a booking is confirmed?
- The assistant identifies the requested service and checks that the address is in your covered ZIP codes.
- The visitor agrees to share contact information. They can request a callback without making an appointment.
- For online bookings, Clientavo checks your working hours, blocked time, visit duration and remaining capacity in Clientavo Custom Calendar.
- The visitor reviews the service, contact details, address, date, time and company time zone, then explicitly confirms.
- Clientavo checks the slot again and saves the visit. Only then does the chat show confirmation and the appointment appear in your dashboard.
If an answer is missing
The assistant asks the company to confirm instead of guessing a price, warranty or service policy. You can review the question and approve an answer for future visitors.
If the request is unsafe
Emergency guidance takes priority. A conversation about a gas smell or immediate danger does not continue as a routine booking.
A THOUGHTFUL START. A SIMPLE INSTALL.
From your website
to your website assistant.
- 01
Bring your business information
Add your website. Review the imported facts, services and service area. You decide what gets published.
- 02
Make it yours, then test it
Set up your assistant, callback preferences and booking availability. Try a repair booking, a callback and a question it can’t answer, and check each result.
- 03
Add one snippet. Open the conversation.
Copy the website code from your dashboard, install it on your site and verify the connection. Activate the trial when the tests look right.
- 04
Judge the result, not the promise
Compare qualified contacts, confirmed appointments and completed jobs. Decide whether it earns its monthly cost.
Your website. Your assistant.
JavaScript installation · WordPress · Wix · Squarespace*
*Requires access to custom code. Platform plan restrictions may apply.Try the workflow before going live.
The public demo uses fictional company information and does not create real service visits or subscriptions. In your account, use your own private test chat while preparing the assistant. Trial activation is a separate step after installation.
Explore HVAC use cases · See the plan and trial terms · Open the interactive demo
Set up and test it free, no card. Your 14-day trial starts only when you activate it, after your assistant is installed.
Card needed at activation · $199/month (excl. VAT / taxes) after the trial · Cancel before the trial ends and pay nothing · No automatic overage charges
Clientavo product help
AI assistant · Answers from our product guide.
I’m an AI assistant. I answer only from Clientavo’s product guide and say when I don’t know, the same rule your website assistant follows. Please don’t share personal or customer details.