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See Client Pilot AI in the context of a real advisor website

Use the Summit Ridge sample site to assess answer quality, lead qualification, and handoff the way a prospect would.

Answers shown in page contextQualification before handoffLive sample site, not static screenshots

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Illustrative sample siteOpens the sample site in a new tab

Suggested ways to test

Start with three prompts that reveal the most important parts of the chat flow.

Services

What services do you offer?

Use this first to establish how the assistant handles broad website questions.

Fees

How does your fee structure work?

This is a quick way to evaluate approved-answer handling on more sensitive topics.

Booking

Can I schedule a meeting?

Use this after a few questions to see when handoff and booking are introduced.

What to evaluate

Answer quality

Qualification flow

Consultation handoff

Interactive preview

Explore the sample the way a prospect would

Use the large demo canvas below to test the site, the chatbot, and the handoff together. Focus on the quality of the intake, not just the chat bubble.

summit-ridge-eight.vercel.app

Live sample environmentFictional firm website

Summit Ridge Wealth Management

Browse a realistic advisory site with service pages, fee context, and a live consultation path running alongside the chatbot experience.

Retirement income planning

Tax-aware wealth strategy

Consultation and onboarding process

Site view

Homepage plus service detail

Questions

Fees, fit, philosophy, and process

Outcome

Qualified consultation path

Live chat moment

How Client Pilot AI behaves inside the sample site

Visitor: Do you work with business owners preparing for retirement?

Client Pilot AI: Yes. I can explain services, share general planning process details, and help you decide whether a consultation makes sense.

Client Pilot AI: I can also help with fees, minimums, qualification, or next-step booking questions.

Qualification captured

InterestRetirement planning for business owners

IntentEvaluating whether a meeting makes sense

Consultation handoff

The assistant can transition from Q&A into the appropriate consultation path once the visitor has enough clarity.

Realistic site context

Services, fee context, and advisor positioning are shown with the chat.

Grounded answers

Responses feel grounded in known firm language rather than generic chatbot copy.

Consultation routing

The sample shows how questions move toward qualification and booking.

How the demo works

A sample journey that lets you test chat, qualification, and handoff together

The sample site is meant to show the full sequence from browsing to meeting request.

Demo stage 01

Enter a realistic firm website

Browse a sample advisory site that mirrors the kinds of pages and questions real prospects see.

Demo stage 02

Use the chatbot like a prospect

Ask about services, fees, fit, and process to see how the assistant responds in page context.

Demo stage 03

Watch the next-step flow

See how lead details are captured and how the conversation moves into booking or advisor follow-up.

Sample-site disclosure

Summit Ridge is a fictional firm used for demonstration.

Summit Ridge Wealth Management is fictional. Names, fees, services, and advisor profiles are illustrative only.

Use the sample to judge answer quality, intake flow, and handoff in a realistic website setting.

Why the sample matters

Prospects see chat inside a realistic advisory website, not as an isolated widget.

Teams can see how questions, lead capture, and handoff work together.

Explore services, fees, team pages, and the meeting path in one place.

Prompt paths

Use a few common prompts to evaluate different parts of the flow

These examples help you test services, fees, qualification, and booking without guessing where to start.

Testing guidance

Start broad, then move into fees, qualification, and booking so you can see how the experience changes as more context is gathered.

Services and fit

Start broad to hear how the chatbot explains services and who the firm is built to help.

Fees and minimums

Check whether pricing and minimums stay clear, measured, and grounded in firm materials.

Planning approach

Review how the assistant explains the firm’s process without drifting into personalized advice.

Qualification flow

Watch how the conversation gathers timing, needs, and intent before suggesting a next step.

Booking handoff

Confirm that booking appears after useful context is gathered, not as the opening move.

Choose your path

See the live sample, then book a walkthrough of your own website flow.

Use the sample site for self-serve evaluation, then move into a guided review if you want to discuss how Client Pilot AI would fit your firm.

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