What Is Worknet Website AI Chat?
Worknet Website AI Chat is an AI-powered chat agent that lives on your website and proactively engages visitors to drive more leads, book meetings, and accelerate your sales process. Unlike traditional chatbots, Worknet’s AI chat is designed to qualify prospects, handle objections, schedule demos, and instantly route hot leads to the right team members—all while learning from your own sales calls.
Key Benefits:
- Doubles your lead-to-demo conversion by engaging visitors in real time.
- Delivers consistent, high-quality qualification and objection handling.
- Works 24/7, capturing leads and booking meetings even when your team is offline.
- Seamlessly integrates with CRM, scheduling, and team collaboration tools.
The Power of Playbooks: AI That Learns From Your Best Reps
Worknet uses a unique playbook system to power the AI’s sales conversations. Playbooks are templates that define how the AI chat handles common sales scenarios like qualification, objection handling, demo booking, and handoff.
How Playbooks Work
- Template-Based:
Start with proven playbook templates provided by Worknet, covering all the essential flows for SDRs—qualification, demo booking, handling objections, and more. - Train with Real Calls:
Make the AI truly yours by uploading recordings of your best sales or customer calls. Worknet’s AI analyzes these calls to learn how your top reps qualify leads, address objections, and move deals forward. No need to manually script every scenario—the AI continuously improves by learning from your team’s actual conversations. - Easy Customization:
Refine your playbooks any time by uploading more recordings, updating qualification questions, or tailoring responses to match your industry and voice.
Result:
Your AI chat behaves like your best rep—ready to handle complex scenarios with context and personality.
Integrating Worknet AI Chat With Your Tools
To maximize results, connect Worknet AI Chat with your CRM, appointment scheduling, and team collaboration tools. This ensures every lead is captured, qualified, and routed efficiently.
CRM Integration: Why It Matters
Integrating with your CRM (such as HubSpot or Salesforce) allows the AI chat to:
- Instantly create and update contacts or leads as visitors engage.
- Check for existing companies or visitors to personalize conversations and prevent duplicates.
- Post detailed conversation summaries for easy follow-up.
- Automate handoff and alerting to your sales team.
- Optionally, escalate and log support tickets for existing customers.
Supported Integrations
- HubSpot CRM
- Salesforce CRM
- Appointment Scheduling: Calendly (native) or custom booking links
- Slack: For real-time notifications and team handoff
Step-by-Step: Setting Up CRM Integration
Worknet uses a secure Model Context Protocol (MCP) to connect to your CRM. Here’s how to get started:
HubSpot Integration
- Create a Private App:
- In HubSpot, go to Settings > Integrations > Private Apps.
- Click Create a Private App.
- Name it (e.g., “Worknet AI Chat”) and add only the scopes listed below.
- Set Required Permissions (Scopes):
- Contacts: Read/write (for new leads and updates)
- Companies: Read (optional, for enhanced qualification)
- Engagements/Notes: Write (to log conversation summaries)
- Tickets: Write (optional, to create support tickets from chat)
- Save and Copy Your API Token.
- Paste the Token in Worknet Studio:
- Go to Integrations > HubSpot in your Worknet admin.
- Enter your token and save.
That’s it! The AI chat can now create contacts, check for existing companies, log conversations, and escalate tickets as needed.
Salesforce Integration
- Create a Connected App:
- Go to Salesforce App Manager and create a new Connected App.
- Enable API Access.
- Set Required Permissions:
- Leads & Contacts: Create/update
- Accounts: Read (optional)
- Tasks/Notes: Write (for conversation logging)
- Cases: Write (optional, for support tickets)
- Copy Your Client ID/Secret and Token.
- Connect in Worknet Studio:
- Go to Integrations > Salesforce.
- Enter your credentials.
Appointment Scheduling Integration
- Calendly (Native Integration):
Connect your Calendly account so the AI can offer real-time available slots during the chat. - Other Tools:
Simply add your booking link—AI will share it in conversations when the visitor is qualified.
Slack Integration for Handoffs
- Install the Worknet Slack App (certified by Slack):
Invite it to at least two channels:- All AI Chat Conversations: View all transcripts in real time.
- Handoff Channel: Instantly route hot leads or complex cases to the right team (e.g., Sales, Support). You can create more channels if you want to separate sales and support handoffs.
Quick Reference: What Access Does Worknet Need?
Marketing/Sales system e.g. HubSpot, Salesforce - Create/update leads and contacts
Marketing/Sales system e.g. HubSpot, Salesforce - Optional - Check for existing companies/visitors
Slack - channel access for handoffs
Service system e.g. HubSpot, Salesforce, Zendesk - Create support tickets
Security & Privacy
- Minimal Permissions: Worknet only requests the access it needs—nothing more.
- Tokens: Stored encrypted and never shared with third parties.
- Data: Your customer data stays in your environment; Worknet does not use your data to train its models for others.
FAQs
Q: Do I need to script everything for the AI chat?
A: No! Just upload your call recordings and answer a few key questions—the AI learns from your real conversations.
Q: Can I use my own booking tool?
A: Yes. You can either connect Calendly directly or add any booking link.
Q: What if I want to differentiate between sales and support handoffs?
A: You can set up separate Slack channels for each, so the right team is always notified.
Q: Is my data secure?
A: Absolutely. All integrations are private, and tokens are encrypted.
Ready to turn your website into a lead-generation machine?
Set up Worknet AI Chat today and let your best sales conversations happen automatically—24/7.
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