Yes. The system prompt can include rules like 'B2B SaaS goes to alex@, ecommerce to mara@' and link the appropriate intake URL. The chatbot can also encode budget thresholds, for example routing inquiries under a minimum to a self-service audit form and inquiries above to a partner intake. Updates to routing logic happen in the prompt, not in code, so the agency can iterate as the team and book of business shift.

Hand-off is via form or link, so any CRM with a hosted form is supported. The bot does not write directly to the CRM; it routes the prospect to a hosted intake form, which then writes to the CRM with the right pipeline and stage. This separation keeps the data architecture clean and avoids a Sleek-hosted middleware that legal would have to evaluate.

Only what's already on your site. Internal-only fields stay invisible, and the system prompt can also instruct the bot to refuse pricing questions and route them to a discovery call. Most agencies keep retainer ranges off the public site for negotiation reasons, and the chatbot respects that exactly because it draws only from published content.

SleekAI is a paid plugin per site. Many agencies install it for clients on retainer; talk to us about an All Access Pass arrangement that covers multiple client sites under a single account. The widget is brandable per install with colors, logo, avatar, and tone, so a client's chatbot reads as part of the client's brand rather than carrying agency or Sleek branding.

Yes. SleekAI follows the language of the page and visitor input, and integrates with WPML and Polylang. An agency with English and Spanish service pages can run a single chatbot that replies in either language, drawing context from the matching language's content. Tone can also be language-specific, for example more formal in German and warmer in Spanish.

On your WordPress install. You control retention and exports, and you can pipe interesting conversations to a partner-only Slack channel via webhook so the team sees real-time inbound. For agencies with strict client-confidentiality commitments, the fact that conversations never touch a third-party SaaS is often the deciding factor over hosted alternatives.

It can summarize what a prospect asked about and email it to the appropriate partner, which gives the partner a head start on the proposal. It will not generate full scopes of work autonomously, because pricing and scope decisions belong with the partner, not the chatbot. The bot's job is to capture the brief and route it to the right human, fast.

Case studies that have not been published can be referenced as 'a Series B fintech client' or similar abstractions in the chatbot's context, the same way they would appear in a sales deck under NDA. The bot will not invent client names or details, and the system prompt can explicitly forbid disclosure of unpublished engagements. This matches how agency sales conversations already handle NDA-bound work.