Start with the workflow you want to improve
The assistant answers using business knowledge you provide. Installation displays the widget on your approved website; it does not automatically make every company policy available. Prepare accurate services, FAQs, prices, and opening hours, then test the questions visitors ask.
Lead capture and appointment requests provide a next step after a useful reply. Your team reviews the records. A lead score helps prioritise attention, but it is not a confirmed purchase. An appointment request is not a guaranteed booking.
Understand the scope of the product
LeadVaani is a website chatbot with its own lead workspace. It can show configured email, phone, and WhatsApp contact links and supports signed webhooks for developer-managed connections. It does not include a native WhatsApp messaging bot or confirmed native connectors for every external CRM.
No-code refers to managing the assistant in the dashboard. Snippet installation still requires access to a platform permitting custom JavaScript. Ask your website administrator if your builder plan, Content Security Policy, or publishing process restricts scripts.
Review privacy alongside performance
Chat availability and optional visitor analytics are separate. A visitor can decline analytics and still ask questions. Consent-based analytics cannot represent all website traffic, and unavailable location data remains Unknown.
Business owners should review source information and replies regularly. AI can produce incomplete or inaccurate answers, especially when policies conflict or a question is outside the knowledge. Make a human contact route visible and check important commitments before relying on an answer.