About Services Fractional CMO Fractional CAIO AI Automations AI Agents Industries Partners Blog Q&A Help & Tutorials FracMO CRM Tutorials NWM CMS Tutorials AI Automations AI Chat Agents Email Marketing Paid Ads Social Media Contact Shop Login Get Your AEO Audit
Home / Tutorials / AI Chat Agents

AI Chat Agents — An AI that answers customers and helps your team

This page shows you how to put a smart AI on your website and in your inbox — in under an hour. It will answer easy questions, collect leads, and book meetings, so your team only touches the ones that matter.

⏱ 8 min read 📖 7 sections 🆕 Updated Apr 2026
What you'll need

What's inside

  1. 1. Two AIs, one plan
  2. 2. Phone calls: coming soon
  3. 3. Set it up in 30 minutes
  4. 4. Train it and fence it in
  5. 5. Connect it to your other tools
  6. 6. See what it's doing
  7. 7. Pricing

1. Two AIs, one plan

Answering customers is different from helping your team. FracMO CRM ships two AIs so you can tune each one on its own.

AI Copilot — for your team

A helper pane next to every customer record. Your reps ask it to write replies, summarize a contact's history, or pull a quick report. Lives at /crm/ai-copilot. It sees your CRM. It never talks to your customers.

Conversations — for your customers

One inbox at /crm/conversations for every customer message. Website chat. Email. Text. WhatsApp. Social DMs. The AI answers common questions from your own content. It hands off to a human the moment a real opportunity shows up.

Answers common questions

Handles 6 or 7 of every 10 routine questions in Conversations, instantly.

Captures leads

Asks for an email or phone when interest spikes. Creates a new contact right away.

Books meetings

Connects to your Calendar or Calendly and books a time on the spot.

Hands off to humans

Passes the chat to a live rep, or routes it to the right person's queue.

2. Phone calls: coming soon

Voice AI, an AI that answers and makes phone calls, is coming soon. It is not included in any plan yet, so there is nothing to set up for it today.

Until it launches, phone calls stay with your team. Everything on this page covers the channels the AI handles now: website chat, email, text, WhatsApp and social DMs.

3. Set it up in 30 minutes

1

Show it your content.

Paste your website URL. Upload PDFs. Drop in text. The AI reads everything in about two minutes.

2

Pick a personality.

Friendly helper. Expert consultant. Customer service rep. This sets the tone and the opening line.

3

Write one handoff rule.

Example: "When the visitor asks about pricing over $5,000, collect their email and send the chat to sales."

4

Paste one line of code on your site.

Copy the small script tag we give you. Paste it before the </body> tag on your website. Done. (Your web person can do this in 2 minutes. We can do it for you.)

4. Train it and fence it in

The AI only answers from the content you gave it. If it does not know something, it says so and offers to get a human. You can add:

Never let the AI guess at prices

Always hard-code your current prices in the locked-in answers. AIs will invent numbers otherwise. That is the fastest way to lose trust.

5. Connect it to your other tools

6. See what it's doing

Your Monday dashboard shows:

Review it every Monday. Fill the gaps. The AI gets smarter every week.

7. Pricing

$149/month for up to 1,000 chats across AI Copilot and Conversations. $349/month for up to 5,000. Enterprise is custom. Voice AI (phone calls) is coming soon and is not included in any plan yet.

Every plan includes unlimited pages indexed, CRM connection, weekly tuning by us, and no NWM branding on your widget.

What success looks like

Common mistakes to avoid

Get your AI live this week

Free 30-day trial. We do the hard part — you click approve.

Start free trial → Talk to us

Still stuck? Here's what to do

Email us at hello@netwebmedia.com or request a free AI audit. We'll set up a test widget on your site for free so you can try before you buy.

Common questions

What does it do with questions it doesn't understand?

It politely declines and offers to connect the visitor with a human. You can edit the wording in Settings.

What about privacy laws (GDPR)?

Chats from EU visitors are stored in EU data centers. You pick how long to keep them — default is 90 days. "Delete all my data" is one click.

Can it speak Spanish?

Yes. Spanish, Portuguese, French, and German work out of the box. It picks the language from the visitor's browser.

Will it replace my sales team?

No. It makes them roughly five times more productive. The AI takes the first touch. Humans close the deal.