01
Add the client website
ChatDock turns approved website content into a grounded knowledge base, ready for you to review.
For AI automation, lead-gen & web agencies
Launch client chatbots that qualify and book.
Train on each client’s website, match their brand, qualify visitors, book appointments, and manage every account from one workspace.
No code requiredClient-brand ready100 free messages to test
AGENCY OVERVIEW
Good morning, Prathap
+ New client agent
Live agents
08
+2 this month
Conversations
1,248
Across all clients
Qualified leads
184
14.7% conversion
Bookings
62
This month
Client portfolio
Every agent, one clear view
NNorthstar Dental
Live426 chats58 leadsAAster & Co.
Live312 chats41 leadsLLuma Fitness
Training——Agent activity
14.7%
visitor-to-lead conversion
All live agents healthy
Client website
Grounded chatbot
Qualified visitor
Booked appointment
Your client signed. Now deliver.
Stop stitching together a chatbot stack for every client.
ChatDock gives small agencies one repeatable path from a signed local-business client to a live, measurable website agent—without juggling separate training, widget, inbox, lead, and booking tools.
02
Make it client-ready
Set the voice, qualification questions, booking goal, guardrails, and brand without rebuilding the stack.
03
Launch and show the result
Install one embed, then track conversations, qualified leads, and bookings in the same workspace.
Built for the service you actually sell
From website question to qualified appointment.
Give appointment-driven clients a faster response while giving your agency fewer tools to babysit.
Client-branded experience
Match each client’s colors, identity, welcome message, and website experience.
One agency inbox
Review conversations across clients and step in when a valuable lead needs attention.
Qualification that fits
Capture contact details and ask the questions that matter for each client’s service.
A path to the calendar
Move the right visitors from a helpful conversation to a booked appointment.
Answers grounded in the client
Train on approved sources, test before launch, and control how every agent behaves.
A workspace per client
Keep knowledge, branding, conversations, leads, and bookings organized as you grow.
Productize the delivery work
The next client should not mean another custom build.
Use the same launch workflow for dental, home-service, wellness, and other appointment-led clients—then tune what makes each business different.
WorkflowWithout ChatDockWith ChatDock
Agent launch
Crawler, prompt tool, widget, handoff
One guided client setup
Quality review
Scattered test chats and screenshots
Structured private launch review
Daily operations
Separate inboxes and spreadsheets
One agency command center
Client reporting
Manually assemble activity updates
Conversations, leads, and bookings together
Protect the client retainer
Don’t report “the bot is live.” Show what it produced.
Keep conversations, captured leads, and bookings in one operational view, so your next client check-in starts with evidence instead of activity screenshots.
Explore the workspaceNorthstar Dental
Monthly client summary
426
Chats
58
Leads
21
Bookings
Conversion journey+18.4%
Visitors100%
Conversations41%
Qualified14%
Booked5%
For your first client launch
Deliver the first result with us beside you.
We’ll help train, launch, and tune the first client agent so your agency can learn the workflow and own the relationship.
Or explore the platform freeAgency launch
$97/ month
$500 one-time setup
Book your launch callTalk through your use case before committing
Everything needed for the first launch
Done-for-you first client setup
Client website and document training
Qualification and appointment flow
Weekly launch-period tuning
Unlimited conversations
Ongoing monitoring and support
Have a client website ready?
Turn it into a working qualification and booking demo before your next client call.