Build a branded AI chatbot that qualifies leads, answers customer questions, collects requirements, and hands conversations to your team.
A custom chatbot can do more than display generic answers. We design the conversation, business rules, lead capture, integrations, escalation, analytics, and admin workflow around the outcome you need from each conversation.
Common problems
Deliverables and features
The final scope is tailored to your workflow, systems, and measurable business outcome.
Send the current workflow, tools, and result you need. We will suggest a practical scope and next step.
A clear implementation process keeps the system practical, testable, documented, and ready for real business use.
Map the current workflow, users, systems, constraints, and measurable outcome for the custom chatbot.
Define the data flow, integrations, security controls, human review points, and deployment plan.
Build the core custom chatbot, admin controls, integrations, and observable business logic in focused milestones.
Test conversation paths, response quality, lead capture, safety, and handoff, edge cases, permissions, fallbacks, and failure recovery with realistic inputs.
Launch in your environment with monitoring, documentation, access controls, and a clear handover.
Review real usage, resolve issues, and improve reliability, prompts, workflows, and reporting after launch.
Watch short walkthroughs that show similar systems, workflows, and automation patterns.
A short introduction to Cortexa Automation, full-stack AI automation services, SaaS systems, Upwork trust, and business automation expertise.
A portfolio walkthrough of a RAG-based AI chatbot that connects business documents, FAQs, PDFs, WooCommerce data, CRMs, and knowledge bases to deliver accurate business-specific answers.
The exact stack depends on your existing systems, but these are common tools and patterns for this service.
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Understand when a chatbot should retrieve approved business knowledge before answering.
Read guideA custom chatbot is designed around your conversation goals, data, integrations, qualification rules, escalation process, and reporting instead of a fixed plugin workflow.
Yes. It can collect structured requirements, score or route the lead, update a CRM, notify the right person, and offer an appropriate next step.
Yes. Human handoff can use email, CRM, helpdesk, WhatsApp, or another channel, with the transcript and collected details included.
Yes. We can integrate with an existing React, Next.js, WordPress, WooCommerce, or other website after checking the deployment and security requirements.
We use clear instructions, approved knowledge when needed, refusal and escalation rules, output testing, logging, and human review for sensitive workflows.
Yes, where the selected model and your approved source content support those languages. We validate important language and handoff cases before launch.
Tell us about your process and we'll suggest a practical AI automation plan.
