A B2B support and sales chat agent is a website assistant that answers buyer and customer questions from your business knowledge, helps qualify interest, and can capture business contact details — with conversations available for your team to review in Assistrio.
FOR B2B COMPANIES
B2B Support and Sales Chat Agent
Give B2B buyers clear answers about your services, capabilities, pricing process, onboarding, and fit. Qualify interested visitors, capture their business details, and keep every conversation available for follow-up.
Guided setup · No credit card required · 7-day free trial
app.assistrio.com · Acme · Workspace
Overview
Assistrio helps B2B companies put a support and sales chat agent on their website — trained on the company’s own offerings — so buyers get clear answers, interested visitors can leave business details, and every conversation stays available for follow-up.
Guided setup · No credit card required · 7-day free trial
- Collect business contact details during chat with Lead Capture.
- Publish the Agent on your site through the Website Chat Widget.
- Train answers on your offerings in Knowledge Base & Training.
- Review sales and support chats in Manage Conversations.
- Inspect recurring buyer topics with Advanced Analytics & Exports.
Help B2B Buyers Find the Right Information
B2B website visitors usually need more context than a consumer shopper. They compare fit, scope, and process before they talk to sales — and they leave when those answers are hard to find.
A B2B support and sales chat agent on your site can answer from the information you publish, so buyers get clarity on your offerings without waiting for a callback.
- Service scope and product capabilities
- Supported business types and use cases
- Onboarding and implementation requirements
- Pricing approach and where to view plans
- Availability and documentation pointers
- Public security or policy answers when that content is in your knowledge
Answer From Your B2B Knowledge
Assistrio answers from the Knowledge Base & Training content you approve — not from generic guesses about your market. Keep sources current so replies stay tied to how your business actually works.
- Files and documents you upload
- Questions and answers (Q&A)
- Text snippets
- Datasheets
Realistic B2B training content includes:
- Service descriptions and product documentation
- Onboarding guides and implementation FAQs
- Pricing explanations intended for public visitors
- Qualification criteria and supported company types
- Policies and process pages buyers already expect on your site
- Configure and update sources in Knowledge Base & Training.
Qualify B2B Leads During the Conversation
When a visitor shows real interest — or needs a human next step — Lead Capture can collect business contact details in the chat instead of sending them to a separate form first.
Built-in fields include name, email, company, and phone. You can add custom fields when your process needs more context. Captured leads stay in your workspace with the conversation history attached. Assistrio does not sync to a CRM or assign a sales rep automatically.
Configurable qualification examples (not built-in defaults):
- Company size
- Industry
- Required service or product area
- Current challenge
- Number of users or locations
- Preferred next step
- Configure fields and capture behavior in Lead Capture. Lead export is available on paid plans.
Guided setup · No credit card required · 7-day free trial
Support Both Pre-Sales and Customer Questions
The same Agent can help prospects evaluate fit and help customers find public how-to answers — as long as those answers exist in the knowledge you provide. It does not look up private account records or live contract status.
Before a sale
- “Is this suitable for our business?”
- “Which plan or service fits our needs?”
- “How does onboarding work?”
- “Do you support our type of company?”
- “Where can we view pricing?”
- “Can we request more information?”
After a sale
- “How do we use a feature?”
- “Where can we find documentation?”
- “What are the next onboarding steps?”
- “How does a supported process work?”
- “Where can we contact the business?”
Keep Conversation Context for Follow-Up
After visitors chat, conversations appear in your Assistrio workspace so sales and support can review questions, Agent replies, and captured lead details together.
That helps your team spot recurring buyer concerns and follow up with full context. Advanced Analytics & Exports add topic and trend visibility — with deeper history and exports on paid plans. Assistrio does not automatically route leads into a CRM workflow.
- Open the conversation inbox in Manage Conversations.
- Inspect topics and trends with Advanced Analytics & Exports.
Add B2B Chat to Your Website
Publish the Agent through the Assistrio Website Chat Widget so visitors can open chat from your site on desktop and mobile. You can customize the visitor-facing experience and use allowed websites to help restrict browser embeds to origins you approve.
Keep install details on the widget page — this use case focuses on B2B sales and support outcomes, not script or iframe setup.
- See embedding, branding, and mobile behavior on the Website Chat Widget feature page.
- For the full setup path from knowledge to publish, See how Assistrio works.
B2B Use Cases
Teams use Assistrio wherever B2B buyers and customers already research on the website — answering fit questions, qualifying interest, and handing off to humans when needed.
- SaaS companies explaining product, plans, and onboarding
- Professional services clarifying scope and next steps
- Agencies supporting client or prospect website questions
- Multi-location businesses answering shared service FAQs
- Business software and equipment or service providers
- B2B customer-success teams covering recurring how-to questions
- See SaaS support for product-documentation-heavy sites.
- See Agencies for multi-brand website support.
- See Service businesses for service-scope and enquiry workflows.
A Practical B2B Conversation Example
Example conversation
Illustrative only — not a real customer transcript. Replies depend on the knowledge you train and the lead fields you enable.
- Visitor: Does your service support businesses with several office locations?
- Agent: According to the company’s service information, multi-location support is available. How many locations does your business currently operate?
- Visitor: We currently have twelve locations.
- Agent: Thank you. I can collect your contact details so the team has this context when following up.
Guided setup · No credit card required · 7-day free trial
Frequently asked questions
Start answering B2B buyers on your website
Train an Agent on your offerings, publish it through the Website Chat Widget, qualify interested visitors, and review every conversation in Assistrio.
Guided setup · No credit card required · 7-day free trial
Looking for the broader, non-B2B category page? See AI Customer Support Agent. Or browse all use cases and compare pricing.