Rae Website Chat helps people visiting your website ask questions and take the next step without waiting for a member of your sales team. Rae uses the business information and rules you approve. Your team can take over a conversation when a personal answer is needed.
What Rae can do
Answer questions about your services, packages, policies, and other facts you have approved for sales conversations.
Ask about the event one question at a time, compare the answers with your requirements, and invite a suitable visitor to send an inquiry.
Offer appointment times when booking is configured. A visitor must confirm a time before an appointment is booked.
Save a request for team follow-up when Rae needs help. Your team can review and reply in Rae Inbox.
What happens after a visitor responds
A visitor can keep chatting, ask your team for help, submit an inquiry, or confirm an appointment, depending on your setup. Rae carries answers into the inquiry form so the visitor only needs to provide missing details. A completed inquiry creates a lead and event after submission or your normal inquiry approval. Approved sales-stage or event-status changes may then start your existing workflows, including real messages or documents.
A date or room check is information for the conversation; it does not reserve the event. A request for team help is not a qualified lead or booked appointment. You can see the conversation and its outcome in Rae Inbox.
What your team controls
You choose the chat goal, greeting, business facts, lead requirements, form, availability checks, appointment rules, team handoff, and follow-up actions. Saving a draft does not change the live chat. Approval makes its guidance available for the selected uses; publishing replaces the website chat for that brand. A live inquiry or confirmed appointment can create records and trigger your existing follow-ups.
Access and usage
Website Chat uses AI Sales Assist access, or a plan or trial that includes it. An account owner or administrator can check Settings → Rae AI → Features & access and turn on Use AI Sales Assist, then click Save preferences. The setup shows the current monthly Rae credit allowance. Its Success, credits and next steps section explains when a completed lead uses one credit. Practice conversations create no lead, booking, message, or usage charge; Try live chat creates real records and follows normal usage rules.
