Workflow
Pricing question → offer demo
AI Chat for Sales and Support
Give your visitors an AI that sounds like your team, uses your knowledge, and knows when to take action.
Contextless bots lose trust
Visitors want instant help, but generic bots don’t know your business or the right next step. Glimpze keeps the answers grounded and the actions intentional.
Generic answers
Bots without your content guess, and the responses feel off-brand.
No clean handoff
Visitors need a person when questions go beyond the script.
No next step
If the AI can’t take action, high-intent visitors disappear.
From setup to launch
Get the AI grounded, aligned, and action-ready before it ever talks to a visitor.
Knowledge sources
Website crawl
Sitemap.xml
Docs & PDFs
Help center
Last indexed: moments ago
1
Upload your sources
Add your website, sitemap, and documents so the AI can answer with RAG context.
Knowledge sources
Website crawl
Sitemap.xml
Docs & PDFs
Help center
Last indexed: moments ago
2
Define the identity
Use a system prompt to set the role, tone, and guardrails for every reply.
System prompt
You are the friendly product guide for Glimpze. Keep answers concise, cite source pages, and offer to connect the visitor to a human when needed.
3
Enable actions + workflows
Pick what the AI can do and set rules for when it should do it.
Actions enabled
Handoff to humanCollect detailsSuggest a callSchedule booking
4
Preview, then launch
Test responses in a safe preview before the AI goes live.
Preview mode
Visitor: Do you integrate with HubSpot?
AI: Yes, Glimpze can sync chat transcripts and visitor details into HubSpot. Want me to connect you with a rep?
Sources: /integrations • /features/live-chat
Display name: AtlasAvatar: Brand logo
Everything to run AI chat
Control the knowledge, the tone, and the actions — without losing the human touch.
RAG on your content
Answer with your website, sitemap, and docs as the source of truth.
System prompt identity
Give the AI a role and tone that match your team.
Action-ready replies
Handoff to a human, collect details, or suggest a call instantly.
Workflow rules
Specify situations where the AI should take specific actions.
Preview before launch
Try conversations, sources, and actions without impacting visitors.
Custom name + avatar
Set a display name and profile image for the chat experience.
Ground answers in your sources
Upload content once and keep the AI aligned with your docs, policies, and product updates. RAG keeps the responses tied to real sources.
- Website crawl plus sitemap sync for full coverage.
- Attach docs, PDFs, and internal guides.
- Keep sources organized by product or team.
Connected sources
WebsiteActive
SitemapActive
DocsActive
PoliciesActive
Last indexed: moments ago
Workflow builder
If
Visitor asks about pricing
Then
Offer demo callCollect emailHandoff to sales
Or
Suggest a booking link for qualified visitors
Give your AI a playbook for action
Map questions and scenarios to specific actions so the AI can move the conversation forward — or pull in a human immediately.
- Collect the right info before a handoff.
- Start or suggest calls based on intent.
- Guide visitors to booking without leaving the chat.
Why the hybrid funnel wins
Fast AI responses paired with human follow-through match how modern buyers want to move.
Insight
Responding within a minute increases conversions
0%
Insight
Buyers who will prefer a blended human + AI experience by 2030
0%
Launch AI chat fast
Connect your data, set the rules, and go live with an assistant your visitors can trust.
Frequently Asked Questions
Can't find the answer you're looking for? Reach out to our support team.