How does the agent learn about my business?

Three ways: (1) crawl your website — paste your homepage URL and the agent indexes all your service and content pages; (2) upload docs — PDFs, Word files, or plain text with policies, case studies, and process guides; (3) write FAQs directly in the dashboard. All three feed the same knowledge base.

Does it replace my booking system?

No. You paste your Calendly, Cal.com, Acuity, or any other booking URL into onboarding. When a visitor asks to book a call or a meeting, the agent surfaces that link in the conversation. Your scheduler owns the booking flow — Upsell Buddy just gets the visitor there faster.

How much does it cost?

Service businesses typically start on Website Starter ($29/mo) — script install, website crawl, FAQs, lead capture, and basic analytics. If you need file uploads, booking/CRM integrations, or multilingual support, Website Growth is $79/mo. 14-day free trial on every plan, no credit card required.

Does it work with WordPress?

Yes. Drop the script tag in your theme or use the Upsell Buddy WordPress plugin from the plugin directory. See the /for/wordpress page for the full WordPress-specific guide.

For agencies · consultants · contractors

AI agent for service businesses — leads, bookings, and FAQs.

Capture leads in chat. Surface booking links. Quote requests with custom fields. Crawl your website so the agent answers from your real content.

Start free

No credit card
5-step setup
Works on any site

Built for service businesses of every type

Agencies Consultants Contractors Coaches Law firms Accountants

Upsell Buddy for Service Businesses — An AI chat agent for service websites — agencies, consultants, contractors, and any business where leads, bookings, and FAQs are the primary chat use case. Crawls your service pages as knowledge, captures leads and quote requests in chat, and surfaces your booking link when visitors ask to schedule.

Quick verdict

Service businesses don't need product catalogs — they need lead capture, booking, and FAQ deflection. Upsell Buddy ingests your service pages, captures leads inline, and surfaces your booking URL so visitors go from question to calendar in one conversation.

Why service businesses pick Upsell Buddy

Leads, bookings, and answers — all in one chat.

Lead capture in chat

No form to design — visitors share name + email inline as the conversation flows. Leads land in your Upsell Buddy inbox and can be forwarded to your CRM.

Booking deep-links

Drop your Calendly / Cal.com URL into onboarding; the agent surfaces it when visitors ask to book. Your scheduler owns the booking — we just close the gap between interest and action.

Quote-request forms

Custom fields per merchant. Visitors fill them out in chat. Routes to your inbox + dashboard so no lead slips through a broken contact form.

Product tour

What you get inside the dashboard

Knowledge base in Upsell Buddy showing crawled service pages and uploaded docs — Crawl your service pages, upload docs, write FAQs

Live conversations inbox showing AI and human threads — Conversations — AI threads + handoff

Customer profiles in Upsell Buddy with chat history and lead notes — Lead profiles with chat history and notes

Analytics dashboard showing lead capture rate and knowledge gap detection — Analytics — lead capture, deflection, knowledge gaps

Install

One snippet — works on any site.

<!-- Drop this in your site's <head> or before </body> -->
<script
  async
  src="https://widget.upsellbuddy.com/v1/script.js"
  data-business-id="YOUR_BUSINESS_ID"
></script>

Using WordPress? See the WordPress plugin guide for a 1-click install. Universal install docs at /install.

FAQ

Common questions from service businesses

Agencies, consultants, contractors, freelancers, law firms, accountants, coaches — any service business where leads, bookings, and FAQs are the primary chat use case. If your site doesn't have a product catalog but does have service pages, pricing info, and a contact form, this is the right fit.

Ready in minutes

Add an AI agent to your service site today.

14-day free trial. Script tag or WordPress plugin. AI included. No credit card.

Start free Talk to sales