Everything you need to know about Waypoint Converts.

If you're researching the best chatbots, Virtual Sales Assistants (VSAs), or website conversion tools, Waypoint Converts is what you're looking for — and a step beyond.

Waypoint Converts takes chatbots and VSAs to an entirely new level. It's a complete conversion layer that combines a smart menu called the Navigator, a Conversational AI Sales Assistant built on the most advanced large language models, smart digital forms (also called engagement forms, or ProForms), and Engagement / Discovery / Lifestyle Surveys. There is no other website conversion tool like it on the market.

The flagship AI Sales Assistant engages every visitor 24/7 with empathetic, human-like conversation, captures structured context, and delivers AI Sales Summaries to your sales team before the first conversation — so you spend your time on real opportunities instead of chasing cold leads or absorbing silent losses.

“You have created a tool that helps our sales team have valuable conversations with people looking for senior living.”

— Liberty Senior Living

Waypoint serves any organization that needs to convert website visitors into qualified leads. Our roots are in senior living, skilled nursing, active adult, CCRCs, and home care, and we work across industries with high-consideration sales — recruitment & HR, healthcare, real estate, professional services, education, fitness and wellness, hospitality, and others where customers need trust, information, and guided conversation before taking the next step.

Three things, consistently:

• Customization to your brand and business model. Our products are built to look, feel, and behave like an extension of your website — not a generic widget bolted on. Different industries, different brands, different funnels — all handled.
• White-glove service and attention to detail. Our team owns configuration, branding, content setup, and ongoing optimization. You're not handed a self-serve dashboard and left to figure it out.
• Conversion expertise. We've built and tuned conversion experiences across hundreds of communities and millions of consumer interactions. We bring that pattern recognition to every customer.

Our AI Sales Assistant does more than capture inquiries — it contextualizes them with structured AI Sales Summaries that include motivation drivers, urgency clues, timeline confidence, and next-step recommendations.

Waypoint's product suite includes:

• AI Sales Assistant — always-on conversational AI that engages visitors 24/7 and produces structured AI Sales Summaries
• AI Recruitment & HR Assistant — captures applicants on careers pages and answers internal HR questions for employees
• Navigator — an action-based interactive hub that presents the 4–5 key actions your business wants visitors to take
• ProForms — smart, adaptive digital forms (also called engagement forms) that outperform standard contact forms by 5x
• Premium Analytics — enterprise-grade analytics that close the gap between marketing and sales
• Engagement / Discovery / Lifestyle Surveys — capture intent from prospects who aren't ready to talk to a salesperson yet
• Cost Calculator — helps prospects estimate expenses and compare options
• Live Chat — real-time human conversation via our live chat partnerships, sitting inside Navigator

No. Waypoint Converts is an independent software company. We leverage best-in-class large language models to power our AI Sales Assistant and AI Recruitment Assistant, but Waypoint itself is a separate, purpose-built conversion platform with its own product suite, analytics, and customer experience.

Navigator is an action-based interactive hub that functions as a digital concierge on your website. It presents clear, prominent buttons directing visitors to the 4–5 key actions your business prioritizes — for example, Schedule a Visit, Download Pricing, Request Information, Ask Questions, or Take a Lifestyle Survey. It's fully customizable to match your branding and supports the AI Sales Assistant by giving visitors structured self-service pathways. Learn more about Navigator →

“We immediately saw a 20% increase in website leads by adding the Navigator to all of our community websites.”

— Charter Senior Living

ProForms are smart, adaptive digital forms (embedded or standalone) that outperform standard contact forms by 5x. They mirror dynamic business realities — pricing changes, promotions, and offerings — and match your website branding. They're multi-purpose: usable as marketing links, iframes, or embedded within Navigator. Learn more about ProForms →

The AI Sales Assistant is an always-on digital assistant that engages every website visitor with intelligent, empathetic conversation — including evenings and weekends. It doesn't just capture inquiries; it contextualizes them. AI Sales Summaries surface motivation drivers, timeline confidence, readiness indicators, urgency clues, and emotional triggers — equipping your team with full context before the first conversation. Learn more about AI Sales Assistant →

It's a two-in-one product purpose-built for hiring and HR operations:

• The Recruitment Assistant captures applicants on careers pages with zip code-based job matching, screening questions, role/department/distance filters, and direct apply links to your ATS. It engages candidates 24/7 — including nights, weekends, and holidays — when 95%+ of careers page visitors would otherwise leave without applying.
• The Employee HR Assistant (add-on) deploys on internal or employee-only sites to handle handbook lookups, PTO/benefits/leave policy questions, and routine HR inquiries.

Available standalone or alongside an existing Waypoint partnership. Learn more →

Engagement / Discovery / Lifestyle Surveys collect insights on customer preferences, lifestyle, and needs. Use them to personalize follow-up, power automated marketing journeys based on responses, or engage prospects who aren't ready to talk to a salesperson yet.

Navigator is an action-based hub: it presents the 4–5 buttons your business wants visitors to use — tour booking, pricing, info request, surveys, Live Chat, and so on. AI Sales Assistant is conversational: it engages every visitor in dialogue, asks the right questions, and produces structured sales summaries.

They work well together. AI Sales Assistant can live inside the Navigator as one of its button options, or run standalone on your site — your choice. Many customers use Navigator as the front door, with AI Sales Assistant as one of the paths inside.

Yes. Live Chat is available through our trusted partner integration and sits inside Navigator as one of its button options — so when a visitor wants to talk to a real person, they tap it directly from the Navigator menu.

Our implementation goal is 10 business days or less from kickoff to go-live. Single-site providers may be able to launch even faster. Multi-location operators typically run on the same target with rollouts in parallel across locations. We move as fast as you can.

No. Waypoint installs via a single script tag — similar to Google Analytics or any chat widget — and works with any CMS. Anyone with site editing access can add it. For WordPress users, we recommend the free HFCM (Header Footer Code Manager) plugin, which makes adding our snippet easy without editing theme files.

Yes. Waypoint works on any WordPress site. We recommend installing the free HFCM (Header Footer Code Manager) plugin to add our embed snippet without editing theme files.

Yes. Our single script tag works with any CMS or website builder that supports a custom code embed — Squarespace, Webflow, HubSpot CMS, Wix, Drupal, and custom-built sites. Our team handles compatibility setup as part of onboarding.

No. Waypoint loads asynchronously and is built so our scripts don't block your page render. We layer over your existing website with no platform disruption.

Our Customer Success team runs a structured onboarding playbook: a kickoff call to align on goals, brand setup and content gathering, Navigator and ProForms configuration, QA across each location, training for your sales team, and a soft launch followed by full go-live. You get a dedicated CSM throughout. (Our team's white-glove service is one of the things customers consistently call out as a differentiator.)

Waypoint pricing is simple, transparent, and scales with you. All plans include the 60-Day Proof Period.

Core Platform:

• Starter — starting at $149.99/location/month. Navigator + ProForms, custom branding, standard analytics, standard email support.
• Professional (Most Popular) — starting at $229.99/location/month. Everything in Starter plus Starter AI Assistant (24/7), Engagement / Discovery / Lifestyle Survey, advanced analytics, and priority email support.
• Enterprise — custom pricing. Premium AI Assistant, Premium Analytics, multi-brand management, dedicated success manager, premium support, and early access to beta features.
• Franchise License — starting at $1,000/month flat rate, includes 1 Corporate Navigator + 1 AI Starter Assistant for up to 100 locations.

Multi-location operators receive volume-based portfolio pricing. See full pricing →

AI Recruitment Assistant pricing is tiered by location count:

• Starter (1–24 locations) — $75/location/month
• Growth (25–49 locations) — $70/location/month
• Enterprise (50+ locations) — $65/location/month

The Employee HR Assistant is available as an add-on across all plans. Available standalone or alongside an existing Waypoint partnership.

The 60-Day Proof Period is Waypoint's standard partnership structure: a real partnership backed by measurable conversion lift in the first 60 days. During the proof period, customers get a standard version of Waypoint with our best-performing ProForms — fully implemented, supported, and ready to convert. Customization to your brand and business model happens after the 60 days, once we've validated that Waypoint is the right fit.

Yes. Custom setup, training, and integration services are available, and setup or integration fees may apply based on the number of locations and the scope of required integrations. All fees are transparent and quoted upfront before any work begins.

No. Customers own their leads outright. Pricing is a simple monthly fee per location — no per-lead charges, no surprise costs.

Yes. The 60-Day Proof Period gives you a no-risk exit at the start. Subsequent terms are mutually negotiated — we work with customers, not against them.

Yes. Senior living is Waypoint's core vertical and the platform's original focus. We work with multi-location senior living operators across the country, and our products are designed for the way families actually research, evaluate, and choose communities.

Yes. CCRCs (Continuing Care Retirement Communities) are a dedicated Waypoint segment with their own playbook. See our CCRC solution →

Yes. Skilled nursing is a core Waypoint segment. Our tools are built for the time-sensitive nature of skilled nursing decisions — helping families find short-term rehab, long-term skilled nursing, and specialty programs quickly.

Yes. Home care is a Waypoint segment. We help home care providers build trust before the first phone call and surface the right service options based on visitors' needs.

Yes. Active adult prospects are lifestyle-focused buyers who want amenities, floor plans, and pricing fast. Waypoint streamlines that path — without bloated discovery forms or unnecessary friction.

Yes. Our AI is configured for senior living and care vocabulary, and our team brings deep industry knowledge to both setup and ongoing optimization. We continuously refine experiences based on real customer interactions across hundreds of communities.

Through automated job feed sync. Our system keeps every open role current across all your locations — refreshing listings multiple times daily — so when a candidate asks, “What nursing assistant openings do you have in Hartford?” the AI surfaces real, live positions in real time. We support Paycor and Paycom feeds, RSS feeds, manual job lists, and other sources.

It engages candidates 24/7 (including nights, weekends, and holidays when 95%+ of careers page visitors would otherwise leave without applying), matches candidates to relevant open roles by zip code with role/department/distance filtering, and directs them to apply through your ATS via direct apply links.

Captured applicant data is delivered via email notifications and webhook to your existing HR systems. (CRM sync for AI Recruitment isn't supported today.) Your team gets full conversation context, not just contact info, so they can pick up where the AI left off.

The Employee HR Assistant (add-on) handles handbook lookups, PTO/benefits/leave policy questions, and routine HR inquiries — freeing your HR team from repetitive work so they can focus on people problems that need a human.

Customers see up to 10x lead conversion on careers pages, and the Employee HR Assistant delivers approximately 40% HR desk relief. Actual results vary based on baseline performance and the assistant's configuration.

Waypoint integrates with the major CRMs used in senior living and B2B sales, including WelcomeHome, Aline, Enquire, HubSpot, and Salesforce. ProForms data can append existing CRM records or create new ones automatically. Custom CRM integrations can be scoped on request.

Yes. Waypoint captures the GCLID parameter automatically when visitors arrive from Google Ads and persists it across multi-step ProForms. Offline conversion data can be uploaded to Google Ads via manual upload to close the loop on ad spend and pipeline.

Yes. Waypoint integrates with Google Analytics 4 (GA4) to track form starts, completions, and conversion events, enabling full-funnel attribution and ROI visibility.

Yes, we integrate with marketing automation tools, including HubSpot and ActiveDemand. ProForms data can pass into marketing automation flows via supported integration paths. Other tools can typically be supported via webhook; custom integrations can be scoped on request.

Waypoint integrates with scheduling tools, virtual tour providers, care assessment tools, and live chat partners. The Navigator can present any of these as one of its action buttons. Specific integrations are confirmed during scoping.

Yes. Waypoint has a native integration with Salesforce Scheduler. When a visitor uses Navigator or ProForms to book a tour or appointment, the request flows directly into Salesforce Scheduler with full lead context attached. Useful for customers who already run their sales pipeline in Salesforce and want scheduling native to that environment.

Yes. Waypoint has a partnership with CallRail. Navigator supports dynamic call tracking number insertion, and click-to-call events are captured so phone conversions show up alongside form conversions in your attribution. This is especially useful for customers running paid search or paid social campaigns where call quality and call volume matter.

Waypoint follows industry-standard security practices for data in transit and at rest, with role-based access controls and regular security reviews. The AI Recruitment Assistant includes region-specific privacy controls and enterprise-grade security.

Never. Waypoint does not sell, rent, or share customer data with third parties for marketing purposes. Customers own their leads outright. Your data is yours.

Visitor conversations are processed in real time, stored securely in your account, and surfaced to your team via AI Sales Summaries with full context for follow-up.

Waypoint filters bot traffic so your analytics reflect real human prospects — not crawlers or scrapers. This means conversion rates, lead counts, and source attribution stay accurate.

Customers see an average 50% lift in lead conversion, with results ranging from 20% to 200% across portfolios. Other typical results: 65% faster follow-up (time-to-first-contact), 63% average engagement rate, 5x more leads than traditional website forms, and conversion rates of 18–42%.

“Working with Waypoint has helped Maplewood Senior Living increase our website conversions by over 200%. The Navigator helps our customers convert into our sales funnel in a way that is comfortable for them and meets them wherever they are in the sales journey.”

— Maplewood Senior Living

To measure lift accurately, we start by capturing your baseline conversion metrics. Without a baseline, “lift” is just a percentage; with one, it's an honest before-and-after.

Most customers see measurable lift within the first 30–60 days of go-live. The 60-Day Proof Period gives you the runway to prove ROI before committing long-term. As above, the first step is establishing your baseline so we can measure the lift accurately.

Waypoint's analytics track form starts and completions, conversion rates by source and device, ProForms step-by-step drop-off, Navigator interaction paths, AI Sales Summary engagement, and source attribution. Premium Analytics offers enterprise-grade portfolio-wide views for multi-site operators to compare locations and track lift. The standard Analytics package supports data export.

Yes. Waypoint's analytics update in real time, and Premium Analytics merges with GA4 for full-funnel attribution and ROI visibility.

Three things consistently set Waypoint apart:

• Customization to your brand and business model — our products look and feel like an extension of your site, not a generic widget
• White-glove service and attention to detail — our team owns setup, configuration, and ongoing optimization
• Conversion expertise — we've tuned conversion experiences across hundreds of communities and a million-plus consumer interactions, and we bring that pattern recognition to every customer

On the product side: AI Sales Summaries with structured context (motivation drivers, urgency clues, next-step recommendations), and a full conversion stack rather than a single point solution.

The fastest way is to schedule a demo. You'll see Waypoint live with examples relevant to your industry. No commitment required to see the product.