Website chat
Answer and capture on the page where the question starts.
Direct website setupWebsite · WhatsApp · Messenger · Instagram · SMS
A managed customer service chatbot that answers routine questions, captures useful context and knows when a person should take over.
By Justine Coupland, RN — AHPRA-registered nurse & automation specialist · Last updated July 2026
An AI chatbot for a website or messaging channel answers routine customer questions, captures useful enquiry details and moves the conversation towards a booking or a person. LUNA Systems builds managed chatbots for Australian service businesses across website chat, WhatsApp, Facebook Messenger, Instagram direct messages and SMS where platform access and the agreed scope allow. Each chatbot uses approved business information, defined topics and explicit handoff rules rather than unrestricted internet answers. It can ask qualifying questions, record contact details and conversation summaries in an existing CRM, show availability or book through a connected calendar, notify staff and stop when human judgement is needed. Google Business Profile no longer provides native chat, so businesses can route customers from their profile to an eligible WhatsApp, SMS or website conversation instead. LUNA maps, builds, tests and monitors the agreed flow; the business keeps its accounts, data, approvals and final decisions.
One conversation layer
Start with the channel that already creates enquiries. Add another only when it removes a real gap.
Answer and capture on the page where the question starts.
Direct website setupContinue customer conversations in a familiar messaging channel.
Business Platform approval requiredHandle routine enquiries arriving through a Facebook Page.
Meta account access requiredTurn social interest into a useful, permissioned next step.
Eligible professional account requiredKeep short follow-up and confirmation conversations moving.
Consent and messaging rules applyGoogle Business Profile is a discovery surface, not a chatbot channel.
Google retired native Business Profile chat on 31 July 2024. Eligible profiles may still point customers towards WhatsApp, SMS or the website.Small-business, not enterprise IT
The best first scope is usually one repeated conversation with a clear next step. Complexity earns its place only after that flow works.
Bring us the repeated question →Answer service-area questions, capture the job type and send the summary to the right person.
Check approved availability, create the booking and record the conversation in the existing CRM.
Complaints, sensitive advice, unusual exceptions, emotional conversations and any high-impact decision.
A large omnichannel helpdesk, complex agent hierarchy or new platform when a form and fast callback already solve the problem.
The LUNA conversation build
We review the questions customers actually ask, the details staff need and the moments that should become a booking, notification or human handoff.
Services, locations, opening hours, policies, FAQs and booking rules are organised into a controlled source the chatbot can use and your team can review.
We define what the chatbot may answer, what it must never decide, what information it may collect and exactly when a person takes over.
Website chat is the usual starting point. WhatsApp, Messenger, Instagram DMs, SMS, calendars and an existing CRM can be connected where the platform and scope support it.
We test routine enquiries, unclear wording, unavailable times, urgent requests, off-topic prompts and failed integrations before customers see the system.
Conversation summaries, unanswered questions, handoffs and completed actions show where the knowledge or workflow needs a careful update.
Conversation capability
Each capability is tied to an observable result, so a long conversation is never mistaken for a good one.
Use approved services, locations, opening hours, policies and FAQs to resolve routine questions without searching the open internet.
Question resolvedAsk only the questions that change who should respond, what they need to know or whether the enquiry is a fit.
Useful context capturedShow approved availability and create an appointment when the calendar connection and booking rules support it.
Next step completedStop and route the full context when the request needs judgement, empathy, sensitive advice or an exception.
Person takes overReview common questions, unanswered topics, handoffs and completed outcomes to improve the controlled source and workflow.
System carefully updatedAfter “hello”
A chatbot earns its place when the captured context reaches the calendar, CRM or person who needs it. Otherwise it is just another conversation window for the team to check.
Secure by scope
Australia's cyber security guidance recommends limiting data collection, checking vendors and keeping people involved in high-risk uses.
Collect what the next step requires, not everything a customer could be persuaded to share.
Business facts and boundaries are reviewed before launch, with an owner for future changes.
When the source does not support an answer, the chatbot says so and hands the conversation over.
Sensitive, high-impact or difficult-to-reverse actions stay behind a clear human decision.
Source: Australian Signals Directorate, Artificial intelligence for small business, published January 2026.
Choose the right tool
These tools can share a screen and still do different jobs. Choose the lightest option that can complete the customer's next useful step.
| Option | Best at | What still needs a person |
|---|---|---|
| Contact form | Structured messages during any hour | Every reply, qualification and follow-up |
| Live chat | Nuanced conversation while staff are online | Coverage outside rostered hours |
| AI chatbot | Routine answers, capture, routing and connected actions | Judgement, sensitive advice and exceptions |
| AI agent | Multi-step work across approved tools | High-impact approvals and accountable oversight |
Chatbot or AI agent? A chatbot mainly manages a conversation. An AI agent may take multi-step actions across approved tools. The more autonomy a system receives, the more important permissions, audit trails and human approval become.
See connected business automation →Measure the outcome
Reporting should reveal what customers need and what the business still has to do.
Which channel and question brought the customer in?
Did the team receive enough context to act?
Was there a booking, message, task or notification?
Why did the system stop and who received the context?
What approved information or rule needs attention?
Built around the conversation
The questions, boundaries and next action change with the business. The operating principles do not.
Separate an urgent leak from a routine quote, collect the suburb and job type, then notify the right person without pretending the chatbot can diagnose the problem.
Answer service and membership questions, collect preferences, show suitable availability and hand complex suitability questions to a trained team member.
Capture the matter or enquiry type, location and preferred contact time, then route the summary without giving legal, financial or other professional advice.
Keep the chatbot to approved factual information, administrative questions and booking. Clinical advice, emergencies and treatment decisions require a separate human-led pathway.
FAQ
It is a conversational system that uses approved business information to answer routine questions, collect enquiry details and trigger agreed next steps such as a booking, notification or human handoff. It can live on a website and, where platform access allows, selected messaging channels.
Potentially. Website chat, WhatsApp, Facebook Messenger, Instagram direct messages and SMS use different business accounts, APIs and policies. We confirm which channels are technically available, appropriate and included before we scope the build.
Yes, when a suitable calendar or booking platform is connected and the booking rules are clear. The chatbot can show approved availability, collect required details and confirm the appointment. Complex suitability or priority decisions should stay with a person.
Any generative AI system can produce an incorrect answer, so no responsible provider should promise zero mistakes. We reduce the risk with an approved knowledge source, narrow scope, explicit do-not-answer rules, testing, monitoring and a handoff whenever the system is uncertain.
It should say that it is unsure, collect only the details needed for follow-up and route the conversation to the nominated person or queue. The handoff rule is designed before launch rather than improvised after a failure.
It is best used for repetitive questions, initial capture, routing and simple connected actions. Staff still own judgement, emotional conversations, complaints, sensitive advice, exceptions and the ongoing quality of the customer experience.
Usually, if the CRM provides a suitable integration or API. HubSpot, Zoho and other established systems can receive contact details, tags, summaries or tasks depending on their plan and the agreed build. We verify the real connection before including it in scope.
Useful reporting covers conversation volume, common question themes, contact details captured, bookings or other completed actions, human handoffs, unanswered questions and failed connections. Those signals are more useful than a raw count of messages.
Timing depends on the number of channels, quality of the business information, booking and CRM integrations, approval requirements and testing depth. A written scope should separate content preparation, build, platform approval, testing and launch rather than promise an instant result.
Cost depends on channels, conversation volume, integrations, knowledge preparation, testing, monitoring and ongoing support. LUNA provides a custom written scope after discovery instead of publishing a package that assumes every business needs the same chatbot.
Only the minimum information needed for the next legitimate step. A routine enquiry may need a name, contact method, service and preferred time. Sensitive details should not be collected simply because the chatbot can ask for them.
It can help with approved factual information, administrative questions and booking, but it should not diagnose, provide clinical advice or decide whether treatment is suitable. Healthcare practices need stricter content, privacy, escalation and human-review rules.
Yes. Chat should add a useful contact route, not trap every customer inside automation. Keep phone and email options visible and provide a clear human handoff. Businesses that also need phone coverage can use the separate AI receptionist service.

Founder, LUNA Systems · Registered Nurse (AHPRA: NMW0002113429)
Former nurse and beauty therapist turned automation consultant. Justine builds custom AI systems for Australian service businesses, so they can stop chasing leads and start growing.
Start with the repeated question
Tell us where the enquiry starts, what customers ask, what your team needs to know and what a useful next step looks like. We will recommend the lightest sensible channel and integration scope before quoting.
Share the repeated questions, channels and next step. We read every enquiry ourselves.
Run a healthcare practice?
Use the healthcare pathway for administrative chat, booking, privacy, clinical escalation and AHPRA-aware content decisions.
Get in touch
Tell us a bit about what you're after and we'll get back to you within one business day with honest advice on where to start.