Preview to Live

Start privately. Add only what you need. Go Live when you are ready.

We prepare a private, personalised Chatterbox using approved information already available on your website or in your documents. It opens directly in a phone, tablet or desktop browser. There is nothing to download or install, and no integration with your existing systems is required to get started.

See the whole picture
  • Zero IT integration to start.
  • No customer exposure during the Preview.
  • Built from your approved knowledge.
  • Opened by a secure link or QR code.

When the Preview uses information from your public website, your technical team does not usually need to be involved.

The stages

Each stage adds one thing.

You can prepare for Live use from any stage that already meets your use case. The stages are how a Chatterbox is activated, not packages you buy.

  1. Preview Stage 1

    Understands

    Your first Preview shows how your Chatterbox understands and uses your organisation's knowledge.

    • A private, secure Preview with its own QR code and link.
    • A personalised browser experience on phone, tablet or computer.
    • Two-way written conversations.
    • Answers grounded in your approved website or documents.
    • No connection to your telephone, messaging or internal systems.

    You can go Live from here. Some organisations need only this. If it meets the intended use case, it can be prepared for Live use as it stands.

  2. Preview Stage 2

    Listens

    The same Preview link and QR code, with voice messaging unlocked for your evaluation team.

    • Press, record and send a voice message instead of typing.
    • Your Chatterbox understands the message and answers in the browser.
    • No telephone number, no PSTN access, no SIP or PABX integration.
    • No customer-facing deployment and no changes to existing systems.

    You can go Live from here. If you need browser voice messaging but not live telephone calls, this configuration can be prepared for Live use.

  3. Pilot Stage 1

    Converses

    Where the use case requires live, two-way voice, we configure an operational Pilot with its own personalised link and QR code.

    • Live two-way voice in the browser.
    • Personalised, job-specific agents with defined responsibilities and rules.
    • Escalation to your team when a conversation needs a person.
    • Conversation histories and transcripts.
    • Controlled testing with selected users.

    This stage proves how your Chatterbox will operate, not merely how it responds.

    You can go Live from here. Two-way voice in the browser can go Live without unlocking public telephone or SMS access.

  4. Pilot Stage 2

    Reaches

    Where customers must reach your Chatterbox through the channels they already use, the Pilot extends to the telephone network.

    Available in this stage

    • Two-way telephone calls.
    • Two-way SMS, inbound and outbound.
    • Outbound communication campaigns, operated with you.
    • Email.

    Configured during your pilot, to your use case

    • Call forwarding and handover to your team.
    • SIP and PABX integration.
    • Connections to approved business systems.
    • Channel-specific rules, controls and reporting.

    Capabilities are selected according to the use case. You do not need to activate every channel or integration.

  5. Live

    Operates and improves

    Going Live places your chosen configuration into operational use. That may be a written browser experience, a browser experience with voice messaging, live two-way browser voice, a telephone and SMS-enabled service, or a complete inbound, outbound and administrative solution.

    The Live service can include

    • Ongoing management and administration.
    • Team training.
    • Performance monitoring and conversation review.
    • Operational and campaign analytics.
    • Knowledge updates and agent improvement.
    • Governance, permissions and quality control.

    Your Chatterbox continues to expand as new use cases, channels and operational requirements emerge.

Your pathway

One Chatterbox. Different configurations.

Your Chatterbox is not a fixed package that moves every organisation through the same sequence. The pathway depends on the job it needs to do.

What you needPathway
A secure, knowledge-based browser experiencePreview 1 → Live
A browser experience with voice messagingPreview 1 → Preview 2 → Live
Live two-way browser voice, without public telephonyPreview → Pilot 1 → Live
Telephone, SMS and selected operational capabilitiesPreview → Pilot 1 → Pilot 2 → Live
A full inbound, outbound and administrative implementationPreview → Configured Pilot → Live

Each stage adds only the capabilities, controls and support your organisation's use case requires.

Start at stage one

See what your own knowledge can do.

Every pathway starts the same way: a private Preview built from your approved knowledge, tested by your team before any customer sees it.

See the whole picture
Private. Revocable. No customer exposure until you say so. Zero IT integration to start Evaluate accuracy with your own team