AI customer support assistants are revolutionizing the way businesses scale their operations while delivering exceptional customer experiences. These tools allow businesses to handle queries more efficiently, reduce response times, and enhance customer satisfaction—all while cutting costs.
At PMG360, we’ve successfully developed an AI customer support assistant tailored to our needs. Through this process, we learned what works and what doesn’t, and now we’re sharing a practical, step-by-step guide to help you create your own. Whether you’re looking to automate FAQs, provide personalized responses, or streamline support workflows, this guide will help you build a scalable solution that aligns with your business goals.
By the end of this guide, you’ll have everything you need to create an AI-powered assistant that meets your customers’ needs and positions your business as a leader in efficient customer service.
Let’s get started.
You’ve brought a lead to the decision stage—the tipping point where they’re evaluating if your solution is the perfect fit. But hesitation creeps in: unanswered questions, doubts about value, or difficulty finding the next step. That’s where an AI assistant comes in, acting as a real-time closer and conversion booster.
Picture this: a lead is browsing your website, exploring pricing or features. They have questions but don’t want to commit to a call just yet. Instead of bouncing, they engage with your AI assistant, which provides immediate answers, keeps them engaged, and even sets up their next step.
Here’s how an AI assistant can drive conversions:
Real-Time Problem Solving
Leads often hesitate because of unanswered questions. The assistant provides instant, tailored responses, keeping the momentum going.
Proactive Engagement
AI identifies high-intent behaviors—like time spent on pricing pages—and initiates helpful chats, ensuring no opportunity is missed.
Guided Decision-Making
The assistant can surface the exact resources a lead needs, from case studies to testimonials, removing friction in their decision-making process.
Seamless Scheduling
Once all their questions are answered, the assistant doesn’t stop there. It can present your sales team’s calendar, allowing the lead to book a call right away. This ensures they don’t leave your site without taking action.
Boosting On-Page SEO
Leads interacting with the assistant stay on your site longer, exploring more content. This not only improves engagement but also reduces bounce rates—a win for your website’s SEO performance.
An AI assistant doesn’t just help leads decide; it takes them all the way to action. It’s your 24/7 sales partner, working behind the scenes to guide high-intent visitors through to conversion while improving your website’s overall performance.
You don’t need to be a developer or an AI expert to build a powerful assistant that helps decision-stage leads convert. Follow these steps to set up your assistant using Chipp.AI.
📌 For now, we’ll focus on building with Chipp.AI. In future articles, we’ll show how to do the same with ChatGPT.
🚀 Step 1: Define Your AI Assistant’s Purpose
Before building, know what you want your assistant to do.
🔹 Goal: Help decision-stage leads by answering key questions, providing relevant resources, and guiding them to book a call with your sales team.
🔹 What it won’t do: Act as a generic chatbot answering random inquiries. The focus is on converting high-intent leads, not providing basic customer support.
Example:
A lead is checking out your pricing page. They hesitate because they’re not sure what’s included. Instead of bouncing, they ask your AI assistant, “What’s covered in your plans?” The assistant responds with a clear answer, shares a case study for proof, and offers a link to book a call.
Your AI assistant should sound like your brand, not a generic robot.
1️⃣ Download the PMG360 Tone of Voice Document. (We’ve provided a template you can modify to fit your brand.)
2️⃣ Edit it with your style. Remove PMG360-specific references, add approved phrases, and delete anything that doesn’t fit your company’s communication style.
3️⃣ Save it and upload it to Chipp.AI. This ensures your assistant speaks like a real member of your team.
💡 Pro tip: If your brand voice is friendly and confident, make sure your assistant reflects that. Avoid overly formal, robotic, or vague responses.
Now, let’s create your AI assistant.
1️⃣ Log in to Chipp.AI and create a new app.
2️⃣ Add this prompt to define its role:
👉 "You are an AI assistant for a [B2B company]. Your job is to guide decision-stage leads by answering product questions, providing relevant resources, and offering a link to book a call. Maintain a professional but friendly tone."
3️⃣ Upload your PMG360 Tone of Voice document. This ensures your assistant speaks like a real member of your team.
4️⃣ Enable smart responses. Chipp.AI allows you to add case studies, pricing pages, and FAQs, making sure your assistant has all the information it needs.
Most AI assistants just answer questions. Yours will actively convert leads by guiding them toward a decision and collecting key information for lead nurturing.
🛠️ Set a Goal for Lead Conversion
With Chipp.AI, you can set a goal for your assistant to focus on conversion rather than just providing information. Before answering questions, the assistant can prompt users to share key details like their name, company, and what they’re looking for. This helps personalize responses while capturing valuable lead data that your sales team can use for follow-ups.
💡 Example:
A lead visits your pricing page and starts a chat. Instead of jumping straight into responses, the assistant first asks:
"Before we dive in, can I get your name and company? That way, I can tailor my answers to your needs!"
By collecting this upfront, the assistant ensures that responses feel customized—boosting engagement and trust.
📅 Guide Leads to the Next Step
Once a lead’s questions are answered, the assistant doesn’t stop there. It guides them seamlessly toward booking a call.Instead of ending the chat abruptly, it reinforces the next step.
✅ Example of a strong transition:
"I’m glad I could help! Before we wrap up, would you like to explore how this solution would work for your company? You can schedule a free consultation call here: [Insert link]. In the meantime, I’ll make sure our team has the details you’ve shared so they can tailor the conversation to your needs."
This approach ensures your AI assistant isn’t just an FAQ bot—it becomes a lead qualification and conversion tool, working 24/7 to engage decision-stage prospects and move them closer to becoming customers.
Before going live, make sure your assistant works as intended.
🔹 Test internally. Have your team ask common lead questions and check if the assistant responds accurately.
🔹 Fix awkward responses. If the AI sounds too stiff or misses key points, tweak the prompt or upload better resources.
🔹 Track its impact. Measure engagement, call bookings, and conversions. Adjust based on results.
💡 Pro tip: If leads keep asking the same question, update your AI to handle it better.
Your assistant is now actively helping leads make decisions and book calls with your team. Over time, keep refining it to make sure it converts at the highest level.
👉 Want to build with ChatGPT instead of Chipp? Stay tuned—our next guide will show you how.
Now that we’ve built the assistant and made it conversion-focused, the next section will be about improving performance over time. This will ensure your assistant continues to engage decision-stage leads effectively, reduce website bounce rates, and maximize conversions.
Here’s the draft for the next section:
📈 Enhancing and Optimizing Your AI Assistant
Your AI assistant isn’t a “set it and forget it” tool. To maximize its impact, you need to track how it performs, refine its responses, and continuously improve its ability to engage and convert leads.
📊 Track Conversations and Identify Gaps
Every interaction is a goldmine of insights. Reviewing conversation logs in Chipp.AI helps you spot patterns in what leads are asking, where they hesitate, and when they drop off.
🔍 How to analyze conversations effectively:
💡 Improve Response Precision and Engagement
A vague or robotic answer can kill engagement. Leads need clear, confident responses that push them toward the next step.
❌ Weak Response:
"Our pricing varies. You can check the details on our pricing page."
✅ Stronger Response:
"We offer flexible pricing based on your needs. Most businesses start at $X per month, but if you’re looking for a custom solution, I can walk you through the best fit. Would you like me to share a detailed breakdown, or do you want to book a call to discuss specifics?"
The stronger version keeps the conversation going instead of shutting it down.
⏳ Optimize the Call-to-Action Timing
Your assistant should suggest booking a call at the right moment—not too early (which feels pushy) and not too late (which loses the lead).
🚀 Smart flow for call scheduling:
1️⃣ Answer all questions clearly.
2️⃣ Reinforce confidence by providing a case study or testimonial.
3️⃣ Then, transition naturally to scheduling:
"It sounds like this solution could be a great fit for you. If you'd like, I can help set up a free consultation call to go over the details. Here’s a link to our calendar: [Insert link]. Let me know if you have any questions before booking!"
📉 Reduce Website Bounce Rate and Improve SEO
Your AI assistant does more than just convert leads—it keeps visitors engaged longer, improving your website’s performance.
🔹 If visitors interact with your AI assistant, they spend more time on your site, reducing bounce rate.
🔹 If the assistant guides them to explore deeper pages (like case studies or FAQs), it signals value to search engines.
🔹 Optimizing the assistant’s responses can improve session duration, which boosts SEO rankings.
🛠️ Run A/B Tests to Improve Performance
The first version of your AI assistant won’t be perfect—but it will improve with testing.
🔬 How to A/B test effectively:
The more you refine it, the better it gets at moving leads from curious to converted.
🎉 Your AI Assistant Is Now a Revenue-Generating Machine
At this point, you don’t just have an AI assistant—you have a conversion engine that actively engages leads, reduces website bounce rates, and ensures prospects take action.
👉 What’s next? In future articles, we’ll cover how to build the same assistant using ChatGPT, giving you even more flexibility and control. Stay tuned!
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