Role
One clear job.
New-lead response, phone coverage, qualification, scheduling, follow-up or support.
LiteBot · AI for chat, phone and follow-up
Give every lead an answer. Give every conversation a next step.
LiteBot is an AI front desk connected to LeadLite. It answers your approved questions, collects the details, qualifies the inquiry, books the next step, updates the customer record, and brings in a person when it should.
From $37/month · Active LeadLite plan required · Usage billed separately
What LiteBot just did
- ✓Opened the conversationAttached it to the customer record.
- ✓Answered from your knowledgeUsed your approved services, areas and policies.
- ✓Collected the detailsCaptured the fields that change the next step.
- ✓Moved the systemBooked, routed or triggered the next workflow.
- ✓Kept the handoff clearYour team picks up with the full context.
Illustrative demo with a made-up business. What LiteBot does depends on the knowledge, rules, channels and actions you set up.
What LiteBot is
Not a generic chatbot.
One focused job, done well.
LiteBot works best with a specific role. You decide what it knows, what it collects, what it's allowed to do, and exactly where a person steps in.
Knowledge
Your approved answers.
Services, hours, areas, policies, FAQs and booking rules, the way you'd explain them.
Actions
Answers that move things.
Collect fields, update records, book or route, send info and trigger your workflows.
Guardrails
Clear limits.
What it must never make up, what needs confirming, and which conversations belong to a person.
Good automation knows its lane.
LiteBot handles the repeatable conversations that slow your team down, then hands over the full context for the moments that need judgment, exceptions or a real relationship.
Choose the job
Start with the job
that costs you most.
You don't need six AI products. Start with one LiteBot job, and add another role later when there's another repeatable bottleneck worth handing off.
01
New lead response
Answer while interest is high.
- Listens for
- Service interest, timing, location and contact details.
- Hands off when
- The request is unusual, high-value or asks for a person.
02
Phone coverage
Give busy and after-hours calls a path.
- Listens for
- The caller's issue, urgency and where they are.
- Hands off when
- It's urgent, sensitive or outside the rules.
03
Qualification
Ask what changes the next step.
- Listens for
- Size, scope, budget, service area and fit.
- Hands off when
- The job needs a site visit or a judgment call.
04
Scheduling
Move qualified people to the right calendar.
- Listens for
- Preferred days, times and the service they need.
- Hands off when
- No time fits or the booking needs approval.
05
Follow-up
Keep open conversations moving.
- Listens for
- Quotes that went quiet and leads that never booked.
- Hands off when
- The customer has a question only you can answer.
06
Customer support
Handle the repeat questions, then route.
- Listens for
- Hours, policies, prep steps and appointment changes.
- Hands off when
- There's a complaint, refund or anything sensitive.
Phone coverage
When the phone rings,
LiteBot picks up.
With voice turned on, LiteBot can answer supported inbound calls, collect the caller's details, answer approved questions, book or route the next step, text them information and transfer to a person.
- 01Busy and after-hours coverageRoutine calls get a useful first answer when your team can't pick up.
- 02Context before the handoffThe issue, timing and location are collected before the office joins.
- 03Actions around the callBooking, routing, texts and record updates happen during the call.
- 04A clear exit to a personUrgent, sensitive or unusual calls go straight to your team.
Built around your industry
The right conversation
changes by industry.
The product stays the same. The questions, rules, next step and handoff change, because a cleaning inquiry doesn't move like a restoration call or a wedding lead.
01Cleaning
Answer service and area questions, collect home details and timing, then book or hand off to LiteBooker.
ServiceAreaHome detailsBook
02HVAC & home services
Capture the problem, location and urgency, then schedule the service call or escalate an emergency.
IssueLocationUrgencyService call
03Beauty & PMU
Handle approved treatment FAQs and policies, then guide clients to the right consultation.
TreatmentFAQConsultBook
04Events & DJs
Ask for the date, venue, event type and package interest, so the sales call starts with real context.
DateVenueNeedsConsultation
05Restoration
Collect the damage type, location and photos fast, without pretending the bot is the expert, then escalate.
DamageUrgencyContactEscalate
LiteBot + LeadLite
The conversation feeds
the system behind it.
The answer doesn't disappear into a separate AI tool. It stays on the same customer record, opportunity, booking and workflow inside LeadLite.
01 · Conversation
A customer reaches out.
By chat, phone or a follow-up you set up, with a real question.
02 · LiteBot
The focused job runs.
Answer, collect, qualify, schedule, route, update or escalate, by your rules.
03 · LeadLite Core
The result stays put.
The next person or automation starts with the whole conversation.
Customer recordOpportunityCalendar / LiteBookerWorkflows & tasksFollow-upTeam handoff
Simple add-on pricing
Start with one
focused LiteBot job.
LiteBot sits outside the $97 Starter and $197 Pro plans. Add it when faster answers, phone coverage or follow-up would solve a real bottleneck.
LiteBot · Chat · Phone · Follow-up
$37/ month, starting
Answer and qualify more inquiries while the day keeps moving.
- One focused conversation job
- Your approved knowledge and rules
- Lead details and qualification
- Booking or next-step routing
- LeadLite record and workflow actions
- Handoff rules for your team
Good to know
LiteBot is an add-on to LeadLite, so you only add it when the job is worth it.
- An active LeadLite plan is required
- Starts at $37 per month
- Calls, texts, email, AI and phone numbers are billed by use
- What it can do depends on how it's set up
- Wizard can build a custom setup for you
LiteBot questions
LiteBot,
answered.
Define the role first, then give LiteBot only the knowledge, channels, actions and handoff rules that role needs.
What is LiteBot?
LiteBot is an optional LeadLite add-on for chat, phone and follow-up. It answers approved questions, collects lead details, qualifies inquiries, helps book the next step, updates LeadLite, triggers your workflows and brings in a person when needed.
Can LiteBot answer phone calls?
Yes, with voice turned on it can handle supported inbound calls: common questions, lead intake, qualification, scheduling, sending a text, routing and transferring to a person. Exactly what it does depends on the setup and current usage terms.
Can LiteBot book appointments?
Yes. It can move a qualified customer to the right calendar or booking step. For detailed pricing or intake, it can hand the customer into LiteBooker or route the conversation to your team.
What happens when LiteBot shouldn't answer?
You set the handoff rules before launch. LiteBot can ask for more context, tell the customer the team will confirm, create a follow-up task, route the conversation or bring in a person.
Is LiteBot included in Starter or Pro?
No. Starter and Pro are the LeadLite platform plans. LiteBot is an optional add-on starting at $37 per month, with usage-based services billed separately.
Can Wizard build the LiteBot setup for us?
Yes. Wizard Web Service can plan the strategy, set it up, build custom workflows, train your team and manage it ongoing, separately from the LeadLite subscription.
Your team stays busy.
Your leads still get answers.
Start with the conversation that costs the most attention, and keep every answer connected to LeadLite.
Want it planned and built around your business? Talk to Wizard →