What this agent can do for your business
- Discovery with few questionsIncluded
- Summarizes problem and impactIncluded
- Registers the lead with consentIncluded
- No diagnoses or quotesIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Runs the initial discovery with a few questions (problem, impact, stakeholders, timeline and size), summarizes what...
Consulting Discovery Assistant
Your consultants arrive at the first meeting with the problem, the impact and the decision-makers already clear.
Built for: Consultancies and B2B professional services firms
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- First meetings spent understanding the basics
- Leads with no clear problem or decision-maker
Try Consulting Discovery Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Consulting Discovery Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Discovery with few questions
- Summarizes problem and impact
- Registers the lead with consent
- No diagnoses or quotes
What the agent can do
- Website chat
- Human handoff
- Knowledge search
- Capture contacts
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
Before you buy
Does it give consulting recommendations?
No. It runs discovery; the consultant gives the diagnosis and recommendations.
Which questions does it ask?
Problem, impact, stakeholders, timeline and company size, only what is missing.
What do I need to configure?
Your services, methodology and cases as the knowledge base, the partner who receives leads and your AI key. Your CRM is optional.
How is it different from a form?
It converses, summarizes the challenge and prepares the meeting.
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Consulting Discovery Assistant
Install the plugin, load your services, methodology and cases, set the partner who receives leads, connect your AI key and test a discovery.
Full product description
Runs the initial discovery with a few questions (problem, impact, stakeholders, timeline and size), summarizes what it understood, answers how your firm works from your information and registers the lead with consent so your partner leads the diagnostic meeting. It gives no diagnoses or quotes.