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Live Chat · included

Website chat, run by a
governed AI agent.

Not a canned chatbot — an autonomous agent that answers in the persona you set, takes real actions (email a booking link, capture a lead, open a ticket), and hands off to a human the moment it should. Every reply governed, every action audited.

✓ Autonomous + safe✓ Returning-visitor history✓ Audit ledger
Live Chat — visitor
Visitor: do you handle VAT returns?
Agent: Yes — shall I book you a free 15-min call? action: schedule

It actually does things.

Answers, acts and escalates — inside one governed agent.

Answers

In the persona and tone you set — governed, no raw visitor PII to the model.

Takes action

Emails a booking link, opens tickets, captures leads — within what you allow.

Knows the visitor

The page each chat began on, plus a returning visitor’s past chats — so replies start with context.

Escalates

Hands off to a human with full context the moment it should.

From first message to resolved — the loop

A visitor lands, the agent engages, and the conversation ends as a booked call, a CRM lead or a ticket. No copy-paste, no dropped enquiries.

A website visitor asks the governed AI chat agent to resend an invoice; the agent tokenises the email, replies, re-sends the invoice and logs a ticket, then marks the chat resolved.

Live Chat · governed agent online
Can you resend my invoice? I'm at j@acme.co.uk
Done — I've re-sent it to your email on file.🛡 tokenised before AI
✓ invoice re-sent ✓ ticket #418 logged
✓ Resolved — no client data left the firewall
1

Visitor arrives

The widget appears on your site. The agent sees the page the chat began on and — for a returning visitor — their past conversations, so it can open with context, not a generic greeting.

2

Agent answers in your persona

Replies follow the persona and tone you set, steered by the recent conversation — and every message is governed, so no raw visitor PII reaches the model.

3

It takes the next action

Within the actions you allow, it emails a booking link, captures a lead or opens a ticket — right there in the conversation.

4

Human handoff when it matters

When a question needs a person, it escalates with the full transcript and context, so your team picks up mid-thought — never from scratch.

5

The conversation lands somewhere

Every chat finishes as a governed record — a CRM lead or a ticket — with the whole exchange logged to a tamper-evident audit trail.

Live Chat — agent console
Visitor: Can someone help with a year-end set of accounts?
Agent: Absolutely — shall I email you a link to book a free 15-min call? action: send booking link
Visitor: Yes please — sole trader, one property.
Agent: Done — booking link sent and I’ve saved you as a lead. → CRM lead
Everything it does

One widget, a whole front-desk team behind it.

The console, the AI co-pilot, the branding, the always-on cover and the realtime plumbing — all included with your Business seats.

Your agent, your rules

  • Set the AI’s tone and behaviour with a per-widget persona prompt
  • An AI-disclosure bar tells visitors they’re chatting with AI (EU AI Act Art 50 / UK GDPR Art 13), softened once a human takes over
  • Visitor names and PII pseudonymised before any model call — forced NER, fail-closed
  • Per-widget daily AI-reply cap that also honours the team’s shared AI budget — excess turns fall through to a human

The agent console

  • A full-width support console with a conversation inbox (Business tier)
  • Human takeover — reply as a person and the auto-AI stands down
  • AI co-pilot drafts the next reply for you to review and send — it never auto-sends
  • Private per-conversation notes, never shown to the visitor or sent to the model
  • Non-owner team admins can manage widgets via the ‘tools’ permission
  • Analytics dashboard: conversation volume, AI replies, human-handled count and an honest AI-deflection rate

Quick replies & wrap-up

  • Team-shared canned responses with typed shortcuts
  • Soft-delete Trash with restore and permanent purge
  • The AI writes a 2–3 sentence summary straight onto the CRM lead note
  • One shared reply library across Live Chat and Ticketing

A widget you control

  • Brand accent colour, header title, launcher label and left/right position
  • Header logo, custom chat background, font choice and a dark scheme
  • Proactive teaser bubble — timed, URL-match or exit-intent
  • Restrict which domains may embed the widget (CSP frame-ancestors allow-list)

Always on, even offline

  • Per-day business hours in your timezone (overnight windows too) auto-flip the widget to offline
  • Manual offline toggle when you need it
  • Offline visitors leave a message that becomes a Helpdesk ticket — no after-hours enquiry lost
  • On booking intent, a booking link is emailed from your own connected mailbox (opt-in, needs the Mail module)

Knows the visitor, in realtime

  • Recognises returning visitors by a salted IP hash and shows the agent their prior chats
  • Resolves visitor country offline from browser timezone — no third-party calls
  • Visitors can attach files — malware-scanned, 10 MB cap, text extracted so the AI can read them
  • Messages push instantly over hardened WebSockets, with a 4-second poll fallback
  • Visitors can end the chat; agents can close it with a system notice

Included with Business seats. Transcript→CRM lead and pre-chat lead capture use the CRM, part of the +£11/mo Operations add-on; booking-link auto-send needs the Mail module. Nothing is certified; the built-in pay page uses Revolut.

Governed autonomy

Autonomous, but never
off the leash.

The agent operates on tokenised data, stays inside the actions you allow, and logs every step to a tamper-evident ledger. Set guardrails once; the kill-switch is always one click away.

How SCRS works →
1

Scoped actions

It can only do what you allow — booking-link send, lead capture, ticketing.

2

Tokenised context

Visitor PII is masked before the model; rehydrated only for agents.

3

Full audit

Every message & action recorded and reversible.

Visitor data, governed before it reaches the model

Strangers type anything into a chat box — emails, phone numbers, even card details. SCRS handles that data the same patent-pending way it handles the rest of your workspace.

Tokenise before the LLM

Names and PII never leave in the clear

Before any message is sent to a third-party model, sensitive details are tokenised. The model reasons over Hendersonclient_4821 — your team sees the real visitor. Reversible by design.

  • 11 built-in regex types — email, UK/US phone, card number, IP, date of birth, National Insurance, passport, UK postcode and more
  • spaCy NER catches names, organisations and places that regex can’t
  • Reversible tokenisation — the AI sees a token, the user sees the real name
  • Fail-closed: if verification fails, nothing is released
SCRS — redact before send
VISITOR TYPED
“Call me on 07…”
SENT TO MODEL
phone_token · client_4821
no plaintext to the LLM
Consent & control

Set the rules once — the agent obeys them

The agent only performs the actions you switch on, on data it’s allowed to touch. When someone leaves your team, the SCRS leaver kill-switch revokes their access to the records behind those conversations — logically, in one step.

  • Scoped actions: booking-link send, lead capture and ticketing — nothing you haven’t allowed
  • Every message and action written to a tamper-evident audit trail
  • Actions are reversible, and the kill-switch is always one click away
  • Built for UK GDPR and the UK Age Appropriate Design Code
Governance & compliance →
Audit ledger
10:02 · agent answered grounded
10:03 · booking link sent action
10:04 · saved as CRM lead reversible

Every chat becomes a lead or a ticket

The transcript doesn’t vanish when the visitor closes the tab. It writes straight into the same governed data the rest of your workspace runs on — no integrations to wire.

Transcript → CRM lead

A sales-shaped conversation lands in the CRM as a lead, with the full thread attached — ready to convert into a deal, quote or invoice.

Explore CRM →

Transcript → ticket

A support-shaped conversation becomes a ticket in the shared inbox, with SLAs, the knowledge base and AI auto-resolve already in place.

Explore Ticketing →

Offline? Capture it anyway

When no one’s around, the agent collects the enquiry and contact details so it’s waiting as a lead when you’re back — no after-hours visitor lost.

Booking via Flows →

A chatbot answers. A governed agent finishes the job.

Most website chat widgets reply and stop. Live Chat reasons, acts and records — safely.

 Typical website chatbotOther Me Live Chat
Answers in your voiceScripted flows or generic LLMYour persona & tone, governed
Takes real actionsHands off a form at bestBooking-link send, ticketing, lead capture
Visitor contextUsually noneChat’s page + returning-visitor history
Human handoff with contextStarts the agent from scratchFull transcript carried across
Visitor PII protectionRaw text sent to the modelTokenised before the LLM, fail-closed
Writes to your recordsExport or copy-pasteCRM lead or ticket, same governed data
Audit & reversibilityLimited logsTamper-evident trail, reversible actions

Patent-pending SCRS firewall (UK App 2602911.6). Customer data stored in the UK/EU. No client data used to train models.

One front office

Chat hands off cleanly to Ticketing, books through Flows, and writes back to the CRM — same governed data, no integrations to wire.

CRMTicketingFlows · included
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