Every unanswered inquiry is a lost customer. The Waypoint AI Sales Assistant captures and
converts the leads your website is silently losing — 24 hours a day, across any industry, using AI ProForms and guardrails that keep it honest.
Live demo — watch the conversation unfold
A real conversation — not a form. The AI Sales Assistant greets visitors, answers questions from your knowledge base, completes your AI ProForms conversationally, and generates AI Sales Summaries for your team. Watch a simulated interaction below.
A visitor came to a website at 9:14 PM. No staff available. Instead of bouncing, the AI Sales Assistant started a conversation, answered a question from the business’s knowledge base, and collected the visitor’s name, phone number, and appointment preference — all conversationally.
The visitor had no idea they were filling out a form. Behind the scenes, the AI completed an AI ProForm field by field through natural conversation. Your sales team gets an AI Sales Summary the next morning — including motivation drivers, urgency clues, and next-step recommendations for personalized follow-up.
Greeting customized to your brand and voice — any industry
AI ProForms completed invisibly through conversation — no static forms
Lead details and full transcript sent to your CRM instantly
Answers only from approved sources — never makes things up
AI Sales Summary with context, motivation, and next steps sent to your team
“This example shows senior living — the industry where Waypoint was founded. The same AI Sales Assistant works for healthcare, professional services, real estate, HR & recruiting, and any business with a consultative sales process.”
↻ Replay conversation
The traffic is there. The visitors are interested. But the data shows most of them leave without ever reaching your sales team — not because they weren’t ready, but because nobody was there to meet them. We’ve been measuring this since our founding in senior living, and the pattern repeats across every industry.
Real data from a 34-location senior living operator. 41,643 people saw a form and walked away. The form was the barrier, not the interest. This pattern repeats across every industry.
The average form conversion rate across all industries is just 1.7%. For every 100 visitors, 98 leave without converting. Your marketing effort deserves better than a 98% failure rate.
Conversational AI outperforms static forms by nearly 15x. When visitors can talk, they convert. When they have to fill, they flee. It’s the simplest ROI calculation in modern marketing.
Nearly 1 in 5 leads didn’t know what they needed. A form can’t guide them. A conversation can. The AI Assistant uses AI ProForms to walk them through it naturally — no matter the industry.
A survey of 242 businesses actively looking for AI implementation revealed a clear pattern: the market isn’t confused about whether AI works. They’re confused about who to trust with it.
44% of businesses want to automate internal processes, save time, and cut costs. Only 18% specifically mentioned revenue growth.
“Stop wasting my time” lands harder than “make me more money.” Every time.
Businesses with $15K+ budgets have completely different problems than those spending $1K-$5K. Small companies need a roadmap. Larger companies need help selling AI internally. The Waypoint AI Sales Assistant is designed so that you don’t have to figure out either. We handle everything.
Mentioned budget as a blocker. Money isn’t the problem. Clarity is.
“I don’t know where to start or what to prioritize”
Tried AI and got limited results. Now looking for someone who can deliver.
Most AI tools get handed off and forgotten. We operate differently. Waypoint functions as a managed services partner — we own the configuration, the optimization, and the outcomes. You focus on your business. We run the AI.
Think of us as your dedicated AI operations team. We handle
everything from initial setup to ongoing performance
management — so you’re never left figuring out prompts,
integrations, or optimization on your own. This is a service we
run for you, not software we hand off to you.
We build your custom knowledge base from your website,
docs, and brand voice
We configure AI ProForms — the AI walks visitors through
your forms conversationally
We write, tune, and continuously refine your AI’s prompts
and guardrails
We monitor unanswered questions and fill knowledge gaps
before they become problems
We set up CRM integration and lead routing — your team just
works their queue
Dedicated Success Manager on Enterprise plans — a real
person who knows your account
60-Day Proof Period — measurable results before you make
any long-term commitment
Included in the Professional plan starting at
$209.99/location/month. The Starter AI Assistant gives your
team 24/7 AI-powered conversation without a custom enterprise
build — a fast path to getting AI working on your site.
Upgrade to Enterprise for a fully managed experience with a
dedicated team behind it
The AI Sales Assistant is flexible by design. Use it as your primary website conversion tool, or add it as a button inside your existing Waypoint Navigator. No rebuild required either way.
Deploy the AI Sales Assistant directly on your website as your primary conversion touchpoint. Visitors are greeted by the AI the moment they arrive — no Navigator required. Ideal for teams who want to lead with AI from day one.
- Appears as a chat widget on your site
- Custom branded to match your identity
- Works on any website — no redesign needed
- Full AI ProForms + AI Sales Summary included
Already using the Waypoint Navigator? Add the AI Sales Assistant as a button within your existing Navigator menu. Visitors choose their preferred interaction mode — the AI is one tap away when they’re ready for a conversation.
- Adds an "Ask Us a Question" button to your Navigator
- Integrates seamlessly with your existing workflow
- Same AI ProForms and Sales Summary capabilities
Deploy the AI Sales Assistant directly on your website as your primary conversion touchpoint. Visitors are greeted by the AI the moment they arrive — no Navigator required. Ideal for teams who want to lead with AI from day one.
Already using the Waypoint Navigator? Add the AI Sales Assistant as a button within your existing Navigator menu. Visitors choose their preferred interaction mode — the AI is one tap away when they’re ready for a conversation.
Adds an “Ask Us a Question” button (or any name) to your Navigator
Every plan includes the 60-Day Proof Period. The Starter AI Assistant is included in the Professional plan. Full Enterprise AI is custom — contact us for a proposal.
The same AI Sales Assistant technology, purpose-built for recruitment. Answers candidate questions 24/7, qualifies applicants conversationally, and routes the right people to your team — without a single form to fill out.
Waypoint layers over your existing website with no redesign required and connects to the tools your team already uses. Leads flow directly into your CRM with full context.
ProForms data can append existing CRM records or create new ones automatically. Full UTM parameter and GCLID passthrough on every lead export, enabling Google Ads offline conversion tracking and complete lead source attribution.
Offline conversion tracking enabled via GCLID passthrough on every lead export.
Not every team is ready to put AI on their website — and that’s completely fine. Start with the Navigator and ProForms to immediately
improve your conversion rates. The Navigator acts as a digital concierge, guiding visitors to your top 4-5 actions. ProForms replace
your static contact forms with smart, branded forms that deliver 20- 200% conversion lift over standard forms.
When you’re ready, add the AI Sales Assistant and it layers right on top — no rebuild, no disruption. The choice is yours.
Improve conversions immediately. No AI, no complexity. Add AI later
when ready.
Put conversational AI front and center on your website from day one.
Full AI Sales Summaries, invisible form completion, 24/7 coverage.
Navigator, ProForms, and AI Sales Assistant working as one
conversion engine. Most powerful option.
Improve conversions immediately. No AI, no complexity. Add AI later
when ready.
Put conversational AI front and center on your website from day one.
Full AI Sales Summaries, invisible form completion, 24/7 coverage.
Navigator, ProForms, and AI Sales Assistant working as one
conversion engine. Most powerful option.
We don’t pretend AI is perfect. We build systems that keep it honest. Every AI Sales Assistant deployment includes multiple layers of protection that constrain what the AI can discuss and how it responds.
Tell the AI what topics are off-limits —
pricing details, competitor mentions,
legal claims, anything. If a document has
the answer but you don’t want it shared,
the AI stays silent.
The AI only answers from sources
you’ve approved: your website, your
documents, your URLs. If it doesn’t have
a verified answer, it says so honestly
and routes to a human.
Every question the AI can’t answer gets
flagged, logged, and surfaced to your
team. We fill gaps proactively — before
a visitor asks the same question twice.
Test how the AI responds before it goes
live. Run scenarios, check edge cases,
and verify it handles sensitive topics
appropriately. Nothing deploys without
your approval.
Your website changes. Your AI keeps up.
Source URLs are automatically re-
scraped so the knowledge base stays
current without manual intervention.
On Enterprise accounts, our team audits
real conversations to catch anything that
slipped through. If the AI said something
off, we fix the source — not just the
symptom. Algorithms catch patterns.
Humans catch nuance.
Our platform has processed over a million Navigator impressions, clicks, form
starts, and AI conversations. That data informs everything we build — across
senior living, healthcare, professional services, and more.
24 companies specifically said their challenge is
finding a trustworthy implementation partner.
They want to trust someone.
13% said literally nothing is holding them back.
They just need someone to execute.
More leads than traditional website forms — proven
across Navigator deployments
Faster follow-up — reduction in time-to-first-
contact for your sales team
weekends, and holidays
needed
No 6-month implementation. No “phase one planning.” We get you live quickly so you can see real results with real leads.
We audit your website,
identify your conversion leak,
and show you exactly where
visitors are dropping off. No
charge. No commitment.
We build your AI knowledge
base from your website
content, documents, and
brand guidelines. We
configure guardrails, negative
keywords, and AI ProForms
connections.
Preview the AI, run test
conversations, verify it
handles edge cases. You
approve. We deploy. Your 60-
Day Proof Period begins.
We monitor performance, fill
knowledge gaps, and tune
conversations. At day 60, the
data speaks for itself. No
pressure. Just proof.
Your website visitors are interested. Your AI Sales Assistant makes
sure they don’t leave without a conversation — and your team gets
the AI Sales Summary to close it.
