AI Guides That Generate Leads
AI-powered customer guides that educate prospects, answer questions conversationally, and capture qualified leads — 24/7, without forms or chatbot scripts.
Who Should Care
Head of Marketing / VP of Growth / Managing Partners
Who This Helps
- Sales teams — receive warm, pre-qualified leads with full context
- Prospects — get instant, helpful answers instead of filling out forms
- Marketing teams — higher website conversion rates and measurable ROI
- Partners and BDs — spend time on proposals, not initial qualification
- Business owners — grow pipeline without proportional headcount increases
The Problem
Your website gets traffic, but visitors leave without engaging. Traditional contact forms feel impersonal and get low completion rates. Scripted chatbots can't answer real questions. Your sales team only works business hours — so after-hours prospects go to competitors who respond faster.
The Solution
Deploy AI customer guides that have real conversations with your website visitors. They answer questions about your products and services intelligently, educate prospects based on their specific needs, and capture qualified lead information naturally — not through forms, but through dialogue.
Features
- Conversational lead capture — no forms, no scripts
- Answers product and service questions from your knowledge base
- Guides prospects through options based on their specific needs
- Captures contact info and requirements naturally during conversation
- Routes qualified leads to the right team with full conversation context
- Deploys on websites, landing pages, and partner portals
- Works 24/7 — captures leads while your team sleeps
- Fully customizable tone, branding, and conversation flow
Benefits
- Convert more website visitors into qualified leads
- 24/7 lead capture — never miss an after-hours prospect
- Prospects arrive to the first meeting already educated
- Sales team spends time closing, not qualifying
- Higher conversion rates than forms or scripted chatbots
- Lower cost-per-lead at scale
What Powers Your Autonomous Agents
30+ Data Connectors
Robust data connectors handle single sign-on, retries, last load time frames, lookback limiters, and data re-ingestion logic.
How It Works
Twig's AI customer guides turn passive website visitors into active, qualified leads through real conversation — not forms, not scripts, not "click option A or B" chatbot trees.
1. Ingest Your Knowledge
Connect your product documentation, service descriptions, pricing information, FAQs, case studies, and any other content that helps prospects understand what you offer. Twig indexes everything so the AI guide can answer real questions with real answers.
This isn't a keyword lookup. The AI understands your offerings deeply enough to explain them conversationally — comparing options, clarifying scope, addressing objections — just like your best salesperson would.
2. Deploy on Your Website
Embed the AI guide on your website, landing pages, or partner portals. It appears as a conversational widget that invites visitors to ask questions. The look and feel matches your brand — your colors, your tone, your logo.
No code changes to your existing site. A single script tag is all it takes.
3. Engage and Educate
When a visitor asks a question — "Do you handle multi-state insurance?" or "What's the typical engagement timeline?" — the AI guide responds with a real answer sourced from your knowledge base. It doesn't say "please fill out a form and someone will get back to you."
The guide follows up with relevant questions: "Are you looking for personal or commercial coverage?" or "How many locations does your firm have?" This naturally qualifies the prospect while helping them understand which of your services fits their needs.
4. Capture Lead Information
As the conversation progresses, the AI guide captures contact details and requirements naturally — not through a form interruption, but as part of the dialogue. "I can have one of our specialists walk you through the details — what's the best email to reach you?"
By this point, the prospect has already been educated on your offerings and self-qualified through the conversation. The lead information comes with full context — every question they asked, every answer they received, their specific requirements.
5. Route to Your Team
Qualified leads are routed to the right person on your team based on the prospect's needs, location, company size, or any other criteria you define. The handoff includes:
- Full conversation transcript
- Prospect's specific requirements and questions
- Which products or services they're interested in
- Contact information
- Recommended next steps
Your team walks into the first meeting fully prepared. The prospect doesn't have to repeat anything.
What Makes This Different
Conversations, Not Forms
Forms are friction. They ask the same questions regardless of what the visitor actually needs. AI guides have real conversations — they listen, respond, and adapt. Conversion rates are dramatically higher because the visitor gets value (answers to their questions) before being asked for anything.
Educates Before Capturing
Most lead capture tools interrupt the visitor with a popup or form as soon as possible. Twig's approach is the opposite: help the visitor first, answer their questions, guide them to the right offering — then capture their info when they're ready to talk to a human. Pre-educated prospects convert faster and churn less.
Context-Rich Handoff
When a lead reaches your team, it comes with the entire conversation. Your sales rep knows exactly what the prospect asked about, what they're comparing, what concerns they have, and which offering fits. No cold intro. No "so tell me what you're looking for."
Not a Scripted Chatbot
Traditional chatbots follow decision trees: "Click A for pricing, B for support." They break the moment someone asks an unexpected question. Twig's AI guides understand natural language, reference your actual knowledge base, and handle nuanced, multi-turn conversations about your products and services.
Where It Deploys
Your Main Website
Embed on your homepage, product pages, or pricing page. Visitors who are browsing and considering can get immediate answers without waiting for a sales call.
Landing Pages
Add to campaign landing pages for higher conversion. Prospects arriving from ads or content can engage immediately rather than bouncing after reading a page.
Partner Portals
Deploy on partner-facing pages so channel partners can get instant answers about your offerings, eligibility, and processes — without calling your team.
Custom Domains
Run the AI guide on a dedicated subdomain (e.g., ask.yourcompany.com) as a standalone resource center that doubles as a lead generation engine.
Lead Quality
The leads generated by AI guides are fundamentally different from form fills:
Pre-Qualified
The conversation naturally qualifies prospects. By the time they share their contact info, you already know their needs, budget signals, timeline, and which offering fits. No more unqualified form fills clogging your CRM.
Pre-Educated
Prospects have already learned about your offerings through the conversation. They understand what you do, how it works, and why it might be right for them. First meetings are productive — you're discussing specifics, not giving an overview.
Full Context
Every lead includes the complete conversation transcript. Your team sees exactly what questions the prospect asked, what answers they received, and what they're most interested in. This context is worth more than any form field.
Intent Signal
A prospect who spent 5 minutes in a detailed conversation about your services has far higher intent than someone who filled out a "contact us" form. The depth of engagement is itself a qualification signal.
Getting Started
Day 1: Connect Your Content
Upload or connect your product documentation, service descriptions, FAQs, and any other content that helps explain your offerings. Twig indexes everything and builds the knowledge base that powers the AI guide.
Day 2: Configure and Brand
Set the conversation tone (formal, friendly, consultative), customize the widget appearance to match your brand, and configure lead routing rules — who gets which leads based on geography, service type, or company size.
Day 3: Deploy
Add the embed script to your website. The AI guide goes live immediately. Start with your highest-traffic pages to maximize impact.
Week 1: Optimize
Review conversation transcripts and lead quality. Identify knowledge gaps (questions the AI couldn't answer well) and add content to fill them. Adjust routing rules based on early results.
Ongoing
Monitor conversion rates, lead quality scores, and conversation analytics. The AI guide improves as you add more content and refine its knowledge base. Most teams see a measurable increase in qualified leads within the first two weeks.
