B2Shift

CONVERSATIONS THAT MOVE WORK FORWARD

Useful chat and voice assistants — beyond scripted replies.

Multilingual assistants that answer from approved knowledge, capture structured details and take controlled actions.

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WORKFLOW / PREVIEW CONTROLLED
01Customer message
02Intent detection
03Knowledge lookup
04Answer or action
05Conversation summary

01 — OUTCOMES

Start with the change
you need to measure.

Technology is selected after the workflow, constraints and success metric are clear.

01Shorter wait time
02More enquiries handled
03Multilingual coverage
04Structured lead data

02 — USE CASES

Practical workflows.
Clear ownership.

Website concierge

Designed with rules, exception handling and a visible system record.

WhatsApp assistant

Designed with rules, exception handling and a visible system record.

Voice reception

Designed with rules, exception handling and a visible system record.

Guest support

Designed with rules, exception handling and a visible system record.

FAQ automation

Designed with rules, exception handling and a visible system record.

Call qualification

Designed with rules, exception handling and a visible system record.

03 — EXAMPLE FLOW

From trigger to
traceable result.

Every workflow has a defined start, bounded decisions, controlled actions and a clear hand-off when confidence is low.

01TRIGGERCustomer message
02CONTEXTIntent detection
03ACTIONKnowledge lookup
04CONTROLAnswer or action
05SYSTEM UPDATEConversation summary

TOOLS / SYSTEMS

WhatsAppTwilioElevenLabsWeb chatCalendlyCRM

04 — SCOPE & DELIVERY

AI Chatbots & Voice Assistants
from fit to operation.

Technology is selected after the workflow, constraints and success metric are clear.

01

Fit / problem

  • High enquiry volume with repeatable questions
  • Approved knowledge base or FAQ content exists (or can be written)
  • You can name who handles escalations and sensitive cases

Not a fit if: Conversations mostly require negotiation or bespoke advice · No one is available to review flagged conversations

02

Outcomes / deliverables

  • Conversation flow map with escalation points
  • Deployed chat/voice assistant on your channel(s)
  • Approved knowledge source and update process
  • Conversation quality review after launch
03

Architecture

  • Message or call received
  • Language and intent detection
  • Knowledge retrieval or workflow step
  • Answer or bounded action
  • Escalation with full transcript when confidence is low
04

Tools / systems / integrations

  • WhatsApp Business, web chat or voice via Twilio/ElevenLabs depending on channel
  • CRM logging of every conversation and outcome
  • Voice deployments need carrier/number setup lead time
05

Controlled / controls

  • No medical, legal or emergency guidance given directly
  • Confidence threshold routes uncertain answers to a person
  • Full transcript retained per your data-retention policy
06

Implementation / timeline & cost

  • Number of languages and channels
  • Knowledge-base size and how current it is
  • Voice vs text-only scope
  • Integration count with CRM/booking systems
ProcessPricing

IMPLEMENTATION

01AuditFit, process, metric
02MVPWorking core flow
03LaunchIntegrate and train
04OperateMonitor and improve

FAQ

Questions before
implementation.

01Does the assistant only use our content?+

Yes — answers are grounded in the knowledge sources you approve, not general web knowledge.

02Can it handle multiple languages?+

Yes, this is one of the more common reasons clients deploy it — see the multilingual coverage outcome above.

03What happens with an angry or sensitive message?+

It's flagged and handed to a named person with the full conversation context, not silently closed.

BOOK FREE AUDIT

Start with one workflow
worth fixing.

We’ll identify the best first opportunity, the controls it needs and what a focused MVP would take.

Discuss your workflow