Integrate your web chat with AI agentsthat answer with your live data
Vantegrate's AI agent answers your website chat with live catalog, pricing and inventory from Salesforce, your ERP or your store: it responds, qualifies, books meetings and hands off to a person with full context. It goes in with a code snippet or connects through the API of the chat tool you already run, and every conversation is logged in your CRM.
How the data flows
What does it mean to integrate web chat with Vantegrate's AI agents?
Integrating web chat with Vantegrate's AI agents means your website chat is answered by an agent connected to your systems: it replies with live catalog, pricing and inventory, qualifies the visitor, books a meeting and hands off to a person with context. If the visitor leaves, the conversation can continue by SMS or WhatsApp, with one history in Salesforce or your CRM.
That is different from a chat with canned answers or a contact form someone reads later. The agent checks live data before it replies, and when the visitor leaves a phone number and agrees to be contacted, Revio stores that consent with the date, the channel and the exact wording they accepted.
What do you want to connect to your web chat?
Pick what you need and we'll write the message for you.
1 · Pick what to solve
2 · What our team receives
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What moves between your website chat, the agent and your CRM
The chat is the front door: the agent reads your systems to answer and logs every conversation in your CRM, including when it continues on another channel.
Catalog, pricing and inventory
The agent checks Salesforce, your ERP or your store before it replies, so the visitor gets the current price and availability, not a canned answer someone typed in.
Leads, meetings and handoffs
Every qualified visitor becomes a lead with context, the meeting lands on your team's calendar and, if the visitor asks for a person, the agent hands over the full conversation.
Continuity by SMS or WhatsApp
If the visitor leaves a phone number and agrees to stay in touch, the conversation continues by SMS or WhatsApp with the same history and the consent on record.
How the integration works, step by step
Vantegrate handles the setup and rollout. Your team defines the rules, validates and goes live.
Install on your site or in your current chat
We add the chat window to your site with a code snippet, or connect the agent through the API of the chat tool you already run.
Connection to your data
We connect the agent to Salesforce, your ERP or your store with least-privilege access, so it reads catalog, pricing and inventory and logs every conversation.
Answer and handoff rules
We define what the agent answers, when it hands off to a person and to whom, and which consent wording the visitor sees before the chat continues by SMS or WhatsApp.
Validation with real data
We test with real questions from your customers, validate with your team and roll out in phases, starting with the pages that get the most questions.
An AI agent in your website chat vs. a chat with canned answers
Your website chat is where visitors ask right before they decide: how much it costs, whether it's in stock, when it arrives. A chat with canned answers replies with whatever someone typed in, and a contact form leaves the question waiting; either way, the visitor leaves without the answer they needed.
A connected agent replies with live data from your systems, qualifies with a few questions and books the meeting on the spot. It answers from what it reads in Salesforce, your ERP or your store, so it doesn't make up a price or a stock level to keep the conversation going.
When a question needs a person, it hands off with the full history, so your rep doesn't start by asking what the customer already said. That matters: 64% of customers would prefer that companies didn't use AI for customer service, and their top concern is that it gets harder to reach a person (Gartner, 2024). Gartner's advice: the chat should tell customers it will connect them to a person when the AI can't solve the problem, and that person should pick up where the bot left off. The handoff is covered in AI agent to human handoff.
| Dimension | Contact form | Canned-answer chat | Connected AI agent |
|---|---|---|---|
| Response | When someone reads the form | A menu of options | Right away, with live data |
| Pricing and inventory | The visitor has to ask | Text typed in by hand | Read from your CRM or ERP |
| Handoff to a person | Not applicable | No context | With the full history |
| If the visitor leaves | An email waits in an inbox | The conversation is lost | It continues by SMS or WhatsApp |
| Record | An inbox | Another tool | Lead and conversation in your CRM |
Comparison of on-site service patterns; the exact scope is defined with your team.
How it's installed: with a code snippet that loads the chat window on your site, or by connecting the agent through the API of the tool you already use, such as Zendesk. Either way, the data lands in your CRM.
Web chat in the US: healthcare, Google and WhatsApp's reach
In the US, WhatsApp reaches 32% of adults (Pew Research Center, 2025), rising to 56% of Hispanic adults (Pew), so your website chat is the channel that works for every visitor, with or without the app. Google also shut down the chat on its business profiles (Saysimple, 2024) and lets businesses link WhatsApp or SMS from the profile instead (BrightLocal): the chat that depends only on your company is the one on your website.
In healthcare the channel matters even more. Twilio's list of HIPAA-eligible services covers SMS, voice and chat, Twilio Flex Webchat among them, and leaves out WhatsApp (Twilio); Meta states that it is not a HIPAA business associate (Meta). A flow that carries patient data runs on eligible services, with a business associate agreement (BAA) signed with each provider, and WhatsApp stays for conversations without health information.
For a Salesforce shop, that can look like this: the agent answers on your site with live data, logs the conversation and the consent in Salesforce, and follows up by text through your SMS provider when the visitor agreed to it. Customers who already message you on WhatsApp keep that channel for everything that carries no health data, and your team sees every channel in the same record instead of three separate inboxes.
Before patient data moves: confirm that your chat and SMS providers list those services as HIPAA-eligible and sign a BAA with each one. We decide which channel each flow uses with your compliance team during discovery.
You've seen how it connects. Want to walk through your case?
Tell us how you work with your web chat and we'll tell you what data we need and where the agent connects.
An agent connected to your web chat vs. a standalone tool
| Standalone AI tool | Agent connected to your web chat | |
|---|---|---|
| Data source | A catalog copy that drifts | Catalog, pricing and inventory, live |
| Where your data lives | In the chat tool | In your CRM, with every conversation |
| Result of each conversation | A chat that closes and is lost | Written back to your systems |
| If the visitor leaves | The conversation ends | It continues by SMS or WhatsApp, with consent |
| Reaching production | Often stalls as a pilot | Validated, phased rollout |
Why put an AI agent in your website chat
Third-party figures, each with its published source. None of them is a Vantegrate result.
64%
Of customers would prefer that companies didn't use AI for customer service; their top concern is not reaching a person
46%
Of the US companies that buy AI support bots through Ramp use Intercom, and 17% use Zendesk
32%
Of US adults use WhatsApp, so the chat on your website is the channel that reaches every visitor
95%
Of generative AI pilots never reach production with measurable business impact
Gartner's figure measures customer preferences, not the results of any specific agent. Ramp's figures reflect companies in its own customer base, which leans toward venture-backed tech firms, so read them as relative adoption, not national market share. Pew measures who uses WhatsApp at all, not business use. The MIT NANDA figure reflects the gap between piloting AI and running it in production.
Which agents work in your website chat
Sellium handles the conversation in the chat, and Revio takes care of the follow-up when the visitor agrees to stay in touch.
Sellium
Sales agent: answers with your live catalog, pricing and inventory, qualifies, books the meeting and hands off to a person with context. Every conversation is logged in Salesforce or your CRM.
Explore Sellium
Revio
Marketing and follow-up agent: when the visitor leaves a phone number and agrees to stay in touch, it stores the consent with date, channel and wording, and follows up by SMS or WhatsApp only within that consent.
Explore RevioThe chat lives on your site, and the data stays in your CRM
AI comes to your data, not your data to the AI. The agent reads your systems with the permissions you authorize and logs each conversation where it belongs, without building a parallel database.
- Connection to your systems through their official APIs, and to your current chat tool through its own API when you already have one.
- Least privilege: the agent reads catalog, pricing and inventory and writes leads and conversations, and reaches nothing beyond what the use case requires.
- Every conversation, handoff and consent is logged in your CRM, along with each reply the agent sends.
- The agents run on Salesforce or Oracle Cloud Infrastructure, whose SOC 2 and ISO 27001 certifications belong to those platforms, not to Vantegrate or your chat tool.
Frequently asked questions about AI web chat
What sales, service and marketing teams usually ask before putting an AI agent in their website chat.
How do I add an AI agent to my website chat?
How do I add an AI agent to my website chat?
In one of two ways: with a code snippet that loads the chat window on your site, or by connecting the agent through the API of the chat tool you already run. Either way, the agent connects to Salesforce, your ERP or your store with least-privilege access, answers with live data and logs every conversation. Vantegrate sets up the connection and the rules; your team validates before go-live. The sales agent is Sellium.
Can the agent hand the conversation off to a person?
Can the agent hand the conversation off to a person?
Yes. It hands off when the visitor asks, when the question calls for it or according to the business-hours rules you define, and it passes the full history to the person, so nobody asks again what the customer already said. If nobody is available, it collects the details, tells the visitor when to expect a follow-up and schedules it for your team. The mechanics are in AI agent to human handoff.
What happens when the visitor closes the page?
What happens when the visitor closes the page?
If they left a phone number and agreed to stay in touch, the conversation continues by SMS or WhatsApp with the same history, and Revio stores that consent with the date, the channel and the wording they accepted. If they didn't, the conversation is logged in your CRM with its context so your team can pick it up. Both channels have their own page: SMS and WhatsApp.
Can I keep the chat tool I already use, like Intercom or Zendesk?
Can I keep the chat tool I already use, like Intercom or Zendesk?
Yes, as long as the tool lets you connect an agent through its API: the agent answers inside your chat and logs to Salesforce or your CRM, without changing what the visitor sees. If your chat already has its own bot, such as Fin in Intercom, we decide during discovery which questions each one handles, for example support questions for the existing bot and pricing or quotes for the agent. The Zendesk integration page explains that connection.
Can we use web chat for patient conversations under HIPAA?
Can we use web chat for patient conversations under HIPAA?
It depends on the provider behind the chat, not on the chat itself. Twilio's HIPAA-eligible list includes chat and SMS but not WhatsApp, and each eligible service requires a BAA with the provider before it carries patient data (Twilio). We define with your compliance team which flows carry protected health information and which channel and provider each one uses. This page is not legal advice.
Chatbot or AI agent
The difference between a canned-answer bot and an agent connected to your data.
Learn moreSMS integration
The channel for continuing the conversation with US customers, with consent on record.
Learn moreSellium, the sales agent
How it answers, qualifies, quotes and books meetings with data from your systems.
Learn moreLet's connect AI agents to your web chat
Tell us which chat you run on your site, what your visitors ask and which systems hold your prices and inventory, and we'll show you how the agent answers, when it hands off to a person and how the conversation continues by SMS or WhatsApp. A 30-minute conversation, no commitment.
Francisco Morales, co-founder, takes your call. We reply on WhatsApp within 4 business hours, no strings attached.
