AI chatbot for design agencies: portfolio, scope, and discovery calls
SleekAI reads case studies, service tiers, and team bios, then qualifies new business leads in chat using OpenAI, Anthropic, Google, or OpenRouter with your own API key.
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A portfolio-aware chatbot for design studios
Design agency sites are tuned for taste, not for self-qualification. A prospect with a 120,000 USD product design project lands on a beautiful case-study grid, skims four projects, and still has the same three questions: have you done my kind of work, what does this kind of engagement actually cost here, and who would lead it. The contact form does not answer any of those, and prospects either move on or send a vague brief that turns into a recruiter-style scheduling exercise. SleekAI reads every case study, every service tier, and every team bio, then answers "have you done B2B product design" with specific links and rough scope.
The bot pulls from wp_posts, ACF fields, and custom taxonomies via the data-source wizard. Tag case studies by discipline (brand, product, web, packaging), industry, and engagement size, and the bot filters answers on any combination. Display conditions run discipline-specific bots per landing page so the product design cluster gets a product-focused bot and the brand cluster gets a brand-focused one.
Pre-qualification keeps the new business team focused. The system prompt encodes the studio's minimum engagement, the disciplines the team does and does not service, and rough ranges per service tier. Off-fit prospects get a polite no; qualified prospects book a discovery call with the transcript attached. Conversation logs include model name, token usage, and page URL so the agency can audit which clusters convert and tune the prompt over time.
Workflow
How SleekAI plugs into a design agency site
Index portfolio and tiers
Encode engagement guardrails
Route per discipline cluster
Forward qualified leads
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A design agency conversation
Comparison
Generic chatbot vs SleekAI for design agencies
Generic chatbot
- Doesn't read your case studies
- Can't talk through engagement scope
- Misses discipline-fit questions
- No engagement-size pre-qualification
- Routes every brief through a generic form
SleekAI chatbot
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Filters
case-studyposts by discipline and industry - Quotes engagement ranges per service tier
- Surfaces director and team context
- Pre-qualifies on discipline, scope, and budget
- Logs every conversation for the new business team
Features
What SleekAI gives you for Design agencies
Portfolio aware
SleekAI reads case studies tagged by discipline (brand, product, web, packaging), industry, and engagement size, so prospects asking about prior work get specific projects with links rather than a generic deflection.
Engagement screening
Surfaces discipline, scope, and budget questions early so the new business team only takes calls with prospects whose project shape matches the studio's typical engagement size.
Team context
Talks about which directors and senior designers lead which kinds of work, so prospects can ask about prior projects and arrive at the discovery call already aligned on probable pairing.
Use cases
Where design agencies use SleekAI
Discipline-fit screening
Help prospects confirm the studio has shipped recent work in their discipline (product, brand, web, packaging) at comparable scope, before a discovery call is booked.
Engagement size screening
Politely filter out prospects under the studio's minimum engagement so the new business team focuses on real opportunities rather than discovery calls that will not close on budget.
Inbound RFP capture
Capture discipline, scope, deliverable list, timeline, and decision process in chat, then forward a structured summary to the new business lead with the transcript attached.
The bigger picture
Why design studios lose retainers in the case-study-to-brief gap
Design retainers and project engagements close on confidence, and most studio sites do less than they should to build it. A product lead at a fintech weighing three studios for a 130,000 USD dashboard redesign has a short list of questions blocking a call: has this team shipped comparable work in B2B fintech recently, what does this engagement actually cost at our scope, who would be the day one design director, and is the design system maturity assumption realistic for our stack. The portfolio answers part of the first question.
The services page answers part of the second. Nothing else closes the loop, and the prospect either submits a brief and waits or quietly moves on to the studio whose site let them get the answers in conversation. The friction layer carries more weight in conversion than most agencies realize.
A bot that reads every case study and quotes published ranges removes that friction without committing to a public rate card. Pre-qualification in conversation protects the new business team's calendar, which is the most expensive resource in the funnel after senior design time. Filtering out projects under the minimum engagement, or in disciplines the team has no proof in, before a call books, raises close rate on calls that do happen.
The transcript is the compounding payoff. Reading a week of conversations tells the studio which disciplines and industries inquire most, which case studies actually pull weight on cluster pages, and which scope questions recur often enough to deserve a dedicated FAQ. That feedback loop is hard to get from contact form submissions, where the prospect's real question gets compressed into a one-line subject before anyone reads it.
Questions
Common questions about SleekAI for Design agencies
It reads your services pages, manifesto, case studies, and team bios, so the bot's representation of the studio tracks the clarity of the underlying content. Studios with crisp service definitions get crisp bot answers; studios whose positioning is vague get bot answers that match. Most teams review the bot's tone after a week of live conversations and tighten either the prompt or the published positioning.
 If you publish ranges by tier, yes, exactly as written. If you would rather not commit to a public rate card, configure the bot to give scope context anchored to past work, like "comparable product design engagements have started at 90,000 USD," and offer to book a call for an exact figure. This screens out fundamentally mismatched prospects without losing pricing power.
 Yes. Display conditions in SleekAI mean a prospect on the product design cluster gets a bot scoped to product work, while the brand cluster gets a brand-focused bot. Multibot also lets distinct sub-practices (product, brand, web, packaging) run different system prompts and case-study scopes.
 Anything password-protected or unpublished in WordPress stays out of context by default. You can also exclude specific case studies by setting a custom field or by scoping the data source to only public, published posts in the case-study post type. Sensitive metrics that live in private memos or NDA-bound projects never reach the model.
 Conversations log to WordPress and fire webhooks to HubSpot, Pipedrive, Notion, or Airtable on chat close. Most agencies forward qualified leads with the transcript attached, mapped to pipeline stages. The raw transcript captures the prospect's actual phrasing about ambition, taste references, and decision constraints.
 Yes. The underlying model handles multiple languages, so a German product lead asking about prior fintech work in German gets a reply in German with case-study summaries translated on the fly. For studios pursuing European or LATAM business, this measurably broadens the qualified inbound pool.
 Configure the prompt to defer commitments on exact pairings, kickoff dates, and headcount allocation to a discovery call rather than promise on the studio's behalf. A line like "a senior product designer would normally lead a project of this shape, happy to confirm staffing on the call" reads honest. Audit logs weekly and tighten the prompt where the model commits too eagerly.
 Yes. The qualifying questions can include design-system context: existing component library, design-token setup, handoff stack, engineering team size. A prospect arriving with a mature design system gets a different scope conversation than a prospect starting from scratch, and the bot can route both to the right intake without conflating them.
 Pricing
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