Discovery Assistant
A 24/7 AI intake conversation for consultants and service businesses.
Most discovery calls start cold. Your prospect arrives knowing nothing about you. You arrive knowing nothing about their situation. You spend the first fifteen minutes on context-gathering that should have happened before either of you joined the call.
The Discovery Assistant fixes that. It's a customized AI chatbot — trained on your services, your methodology, your pricing structure — that has a structured conversation with prospects before they book a call with you. It captures their situation, qualifies fit, and hands off a summary so you walk into the call already understanding the prospect's context.
How it works
From the prospect's landing to your prep-ready inbox in four steps.
Prospect lands on a chat page
Hosted at augself.ai/t/your-business-slug (or your own custom domain as an add-on). They see a chat interface inviting them to talk through their situation.
The bot has a structured discovery conversation
It introduces you, asks about their goals and constraints, explains your services and pricing at the right moments, and handles common objections from your knowledge base.
At the right point, it offers your booking link
Only after the prospect's context is clear and you're a reasonable fit.
You receive an email summary before the call
What they're trying to do, what they've tried, what they need from you. The call starts warm.
What's included
Standard offering (no add-ons):
- Customized system prompt built around your services, methodology, and conversation style
- Up to 10 knowledge-base documents (pricing reference, services overview, FAQ, etc.) — shaped together during intake
- Hosted at augself.ai/t/your-business-slug
- Static booking link integration (your existing Calendly / scheduling tool)
- Email notification when a prospect completes a high-intent conversation
- Read-only admin view of past conversations
Add-ons
Beyond the core offering, the following are available as paid add-ons, priced individually:
- Live scheduling integration (live availability, booking inside chat)
- CRM integration (HubSpot, Salesforce, Pipedrive)
- Custom domain (chat.yourbusiness.com)
- Website embed widget (floating chat on your site)
- Knowledge-base content production (we write your KB docs from scratch)
- Multi-language support
- Custom personality tuning beyond template
- Analytics dashboard
- SMS notifications
- Webhook / Zapier integration
- Payment / deposit collection in chat
- Ongoing tuning retainer (quarterly review + A/B testing)
Most customers start with the standard offering and add capabilities as they grow.
Pricing
A service offering, not a SaaS tier.
Setup price varies by complexity of your services, pricing structure, and knowledge-base content. Subscription tier depends on conversation volume. The discovery call surfaces where you sit in each range.
Timeline
From the initial discovery call to your bot going live: typically 2–3 weeks.
Discovery call, intake form, knowledge-base content review
Template customization, knowledge-base upload, internal testing
Review with you, refinement, go-live
Who this is for
The Discovery Assistant is built for businesses whose sales process starts with a discovery call:
- Independent consultants
- Boutique agencies
- Freelancers offering high-touch services
- Professional practices (medical, legal, financial advisory, etc.)
- Studios and creative practices
- B2B service businesses with discovery-call sales motions
What this is not
Setting expectations honestly:
- Not a general customer-support chatbot (use a tool like Intercom or Drift for that)
- Not a self-serve checkout assistant for e-commerce
- Not a replacement for human discovery calls — it's a preparation layer before the call
- Not a self-configure tool — every Discovery Assistant is white-glove customized during setup
Frequently Asked Questions
How long has the Discovery Assistant been available?
This is a new product. We're currently onboarding our first external customers. The underlying architecture has been running in production for our own discovery process and has been refined over weeks of real conversations.
Can I see a demo before booking a call?
Yes — chat with Jose's Discovery Assistant. It's the same product. The conversation you'd have there is the conversation your prospects would have with yours.
What do I need to provide?
Your services list with pricing, your methodology or signature approach (if applicable), the kinds of prospects you want to attract, content for the knowledge base (or we write it for you as an add-on), and your existing booking link.
What if my business doesn't fit the template?
The template covers the most common service-discovery conversation shape. If your business is genuinely different — a different sales motion, an unusual regulatory context, multi-language requirements — we may need custom personality tuning as an add-on. The discovery call surfaces this honestly.
Can my bot collect payment?
Yes, but that's an add-on (payment / deposit collection in chat). The base offering routes to your booking link, not payment.
What happens if a non-prospect (recruiter, vendor, spam) starts a conversation?
The bot detects this and handles it appropriately — politely declines to engage on irrelevant topics, doesn't waste your time, doesn't notify you. You only see real prospect conversations in your inbox.
Where does my data live?
On Augself.ai infrastructure. Conversation data is yours; we don't share it with anyone or use it for training.
Can I cancel anytime?
Yes. Subscription is month-to-month after an initial three-month minimum (covers setup cost amortization). After that, cancel anytime.
What if I need help after launch?
Light support is included — fixing issues, minor content updates, answering questions. Heavier ongoing tuning (quarterly reviews, A/B testing) is available as a retainer add-on.