CrewLogik Growth PackDrafts onlyWebsite + social chat

Chat Builder

Build one CrewLogik Sales Bot Brain for the website widget and future social chat lanes, with lead capture, CRM handoff, and approval-first demo requests.

HomeApproval Queue
Website auto-reply localSocial draft lanesOne Sales Bot Brain5 guarded social/follow-up lanes

One closer brain, routed through guarded adapters

Website chat can answer through the existing public API. Instagram, Facebook, X, LinkedIn, email, and SMS use the same brain language, but only create drafts and handoffs until credentials, policies, approvals, and channel rules are active.

Checking workspace

Website embed

Local auto-reply

Social lanes

Shared brain drafts

CRM handoff

Lead source ready

Calendar action

Request only

Live-safe runtime

No external sends

Website widget

May auto-reply locally through /api/website-chat/public.

Social chat

Uses the same Sales Bot Brain through adapters; replies stay draft-only.

Booking

Saves a demo request for owner confirmation, not a calendar event.

CRM handoff

Lead source and transcript context stay workspace-scoped.

Website chat controls

Keep the widget icon-first on the public site, and turn product demo capture on only when you want the bot to collect demo request details.

Demo capture off

Product demo scheduling capture

When off, the public widget hides Schedule demo actions and the API blocks forced booking requests.

Loading widget settings...

Install script

This installs the small launcher icon. The widget expands only after the visitor clicks it.

<script src="https://opthira.com/api/website-chat/embed.js?workspace=crewlogik-growth-studio&widget=crewlogik-sales"></script>

Closed

72px bubble

Open desktop

420px x 680px

Open mobile

full safe viewport

Flow tester

Test the same public widget behavior from inside the admin page before installing changes.

Preview page

CrewLogik visitor chat

Schedule button hidden

CrewLogik assistant

Online now

Questions about CrewLogik? Ask me about pricing, features, mobile app, storm workflows, or scheduling a demo.

Sales Bot Brain routing

Website, social, email, and SMS should share one brain. Adapters handle channel rules.

6 adapters mapped

CrewLogik Sales Bot Brain

Same product answers, claims, objections, and booking policy.

Product Brain approved claims
FAQ and objection library
Visitor transcript and source
Campaign and offer context
Booking policy and owner route

Website chat

Owned website

Working locally

Inbound: /api/website-chat/public

Reply mode: first-party local auto-reply

Lead InboxCRMDemo Requests

Instagram DMs and comments

Meta / Instagram Professional

OAuth and app review needed

Inbound: /api/social/webhooks/meta

Reply mode: approval draft only

Social InboxLead InboxCRM

Facebook Page and Messenger

Meta / Facebook Pages

Page OAuth needed

Inbound: /api/social/webhooks/meta

Reply mode: approval draft only

Social InboxLead InboxCRM

X DMs and mentions

X / Twitter

Developer access needed

Inbound: /api/social/webhooks/x

Reply mode: approval draft only

Social InboxLead InboxApproval Queue

LinkedIn messages and page engagement

LinkedIn

Future adapter

Inbound: /api/social/webhooks/linkedin

Reply mode: approval draft only

Social InboxCRMApproval Queue

Email and SMS

Resend / Twilio

Sender credentials needed

Inbound: /api/messaging/webhooks

Reply mode: approval draft only

InboxCRMDemo Requests

Follow-up draft lab

Generate an internal follow-up draft from the selected visitor scenario.

Website chat is the only lane allowed to auto-reply in this milestone, and only through the owned website public API.

Brain inputs

Preview config

Approved FAQ seeds

What does CrewLogik do for a roofing company?
Can CrewLogik help track crews and jobs?
Does CrewLogik replace spreadsheets?
How fast can a roofing team get started?
Can I book a demo?

Lead capture fields

NameCompanyPhoneEmailCityRoofing team sizeDemo intent
Captured details are CRM handoff context. They do not authorize email, SMS, phone, or social follow-up.

Lead capture to CRM handoff

Every chat lane should produce the same clean lead contract.

No external CRM write

Lead captured

Ready

Name, company, email, phone, source URL, UTM/referrer, and consent state.

Intent scored

Ready

Demo, pricing, crew tracking, support, or unknown routed into Lead Inbox.

CRM draft

Gate

Creates or updates an internal lead record with approval_required and sending_allowed false.

Owner action

Gate

Human reviews the transcript, approves next step, then confirms any outbound follow-up.

Summit Ridge Roofing

Dallas

Website chatbotLead inbox ready

BluePeak Exteriors

Austin

FAQ clickNeeds approval follow-up

Copperline Roofing

Phoenix

Embed previewLead inbox ready

AI-assisted qualification path

Choose the visitor scenario the shared Sales Bot Brain should draft against.

Social approval before reply

Qualification checklist

Company and role
Roofing team size
Current scheduling system
Email or phone
Preferred demo window

Demo request preview

CrewLogik demo

30 min

James · Confirmation draft only

Roofing ops audit

45 min

Sales team · Internal hold preview

Implementation fit call

30 min

Operations · Requires policy before booking

Tue 10:00 AMWed 1:30 PMThu 3:00 PM

These are request windows. No calendar read, hold, invite, or confirmation is created.

Runtime readiness

Partial live-safe
Workspace-scoped chat sessions, messages, lead records, consent source, and suppression status.
Background responder queue with retries, rate limits, audit logs, and approval queue linkage.
Product Brain retrieval for FAQs, approved claims, prohibited claims, offers, and booking rules.
Public embed delivery, origin allowlist, bot abuse controls, and server-side widget config.
Calendar provider adapter for availability reads, tentative holds, and approved confirmations.
Human approval policy before any social reply, email, SMS, phone follow-up, or appointment confirmation is sent.
Website Chat can auto-reply locally through the public API. Social replies, email/SMS follow-up, booking confirmations, and calendar actions stay locked until approval policies, consent, suppression, provider credentials, and background workers are active.

Website widget setup packet

The owned widget can use local auto-reply, while installation and domains remain reviewable.

Setup draft

Widget config

Draft

Workspace, Product Brain, theme, greeting, and approved FAQ source.

Domain allowlist

Required

Only configured domains can request widget settings or create sessions.

Consent capture

Required

Lead source, opt-in text, privacy notice, and suppression status travel with every lead.

Responder queue

Locked

AI replies are saved as drafts and linked to approval records before display or sending.

Booking handoff

Locked

Appointment intent creates an internal request, not a provider hold or calendar event.

Website Chat is available through the Growth Center route at /website-chat. The older CrewLogik route can keep pointing to the same component until navigation fully settles.

Demo scheduling request flow

Shape the appointment request any chat lane can prepare without reading or writing a calendar.

Request only

Request window mode

Visitor handoff context

Booking request draft record

Approval gate

request_status

needs_human_approval

calendar_action

none

visitor_message

draft_only

meeting_type

CrewLogik demo

requested_window

Tue 10:00 AM

owner_route

James

source

website_chat

company

Summit Ridge Roofing

suppression_check

required_before_follow_up

no_double_book_check

active_requested_slots

calendar_event_created

false

Chat can prepare this request for the Approval Queue. With migration 0019 applied, active requests protect the same workspace/time from duplicate request saves. The system still cannot reserve time, notify the visitor, send reminders, or update a calendar.

Booking readiness

No calendar events

No-double-book guard

Migration 0019

Active demo requests use a workspace and requested_start_at uniqueness check before saving.

Approval separation

Ready

request_status stays needs_human_approval; approved never means confirmed appointment.

Calendar provider

Locked

No availability read, hold, invite, cancellation, or reminder provider is called.

Visitor notification

Locked

Email, SMS, phone, and social confirmations remain disabled until credentials and policy exist.

Runtime event contract

No external effects

chat_session_started

workspace_id, widget_id, page_url, referrer, visitor_timezone

External: No

lead_capture_submitted

name, company, contact fields, consent_source, suppression_check

External: No

qualification_draft_created

intent, transcript summary, draft id, approval id, risk checks

External: No

booking_intent_detected

meeting type, requested window, owner route, approval status

External: No

Release gates

Execution locked
Website chat may auto-reply locally through the owned public API; social, email, SMS, and phone replies remain draft-only.
No booking request can become a hold, invite, reminder, or confirmation until calendar adapters and audit logs exist.
No visitor contact can be used for follow-up until consent, suppression, unsubscribe, and rate-limit checks are active.