The Customer Engagement Playbook

The Missed Opportunity: Your website is open all day, every day, but most visitors come and go without ever talking to you. Whether they have a sales question or need support, they’re left to figure things out alone—and you lose the chance to help, convert, or delight them.

Fact: Over 95% of website visitors leave without engaging. They might be interested in your product, need help, or just have a quick question—but if you’re not there to greet them, they’re gone for good.

The Solution: Add a smart AI chat agent to your site. Instantly greet every visitor, answer their questions, qualify leads, and resolve support issues—all in real time. Your TailorTalk agent never sleeps, never misses a message, and always delivers the right info, whether it’s sales or support.

Imagine your best rep and your top support agent working together, 24/7, for every visitor. That’s what TailorTalk brings to your website: more leads, happier customers, and a brand that feels truly responsive.

Tip: Chat Widget is perfect for instant engagement, quick questions, and converting visitors who want immediate answers without leaving your site. Ideal for e-commerce, support pages, and high-traffic sites where seamless user experience is priority.

The Challenge: Even when visitors engage with your chat widget, the conversation often ends when they leave your website. You lose the ability to follow up, nurture leads, or provide ongoing support. Without their contact information, these potential customers disappear into the digital void.

Reality Check: Website chats are great for instant engagement, but they’re limited to that single session. Once visitors close their browser, the connection is gone—and so is your opportunity to build a lasting relationship.

The Solution: Add a WhatsApp widget to your site that opens conversations directly in WhatsApp. When visitors click to chat, they’re redirected to WhatsApp (web or mobile app), giving you their phone number and enabling long-term communication. Your TailorTalk agent can follow up days or weeks later, send updates, and build ongoing relationships.

Tip: WhatsApp Widget is best for lead nurturing, follow-up campaigns, appointment booking, and building long-term customer relationships. Perfect for service businesses, consultancies, and companies where ongoing communication drives sales. Keep in mind that some visitors may drop off when redirected to a new window (especially on desktop with WhatsApp Web), but mobile users have a smoother experience since WhatsApp is already on their phone.

The Challenge: You’re running Instagram ads, posting engaging content, and getting DMs—but manually responding to every message is time-consuming and leads often slip through the cracks. When you boost posts or run campaigns, the flood of DMs becomes overwhelming, and potential customers get frustrated waiting for responses.

The Problem: Instagram DMs are scattered across different platforms from your website and WhatsApp conversations. You’re juggling multiple dashboards, missing leads, and losing track of where each customer interaction started.

The Solution: Connect your Instagram to TailorTalk and let your AI agent handle DMs automatically. The same agent that responds to your website chat and WhatsApp messages will now manage Instagram DMs too. All conversations appear in one unified TailorTalk dashboard, giving you complete visibility across all channels.

This is especially powerful when you’re boosting posts or running ad campaigns. Instead of manually responding to each DM, your agent instantly engages every interested prospect, qualifies them, and can even guide them to the next step in your sales process.

Tip: Instagram integration works best when combined with WhatsApp. Configure your agent to redirect serious prospects from Instagram DMs to WhatsApp using wa.me/yournumber links. This way, all your qualified leads end up in WhatsApp where you can easily reach out to them later, while keeping casual inquiries on Instagram. Perfect for businesses running social media campaigns or with active Instagram presence.

The Missed Opportunity: Your Google My Business listing ranks well and attracts local searchers, but many potential customers browse your profile, check your hours, and then... leave to check your competitors. They might want to ask a quick question or get a quote, but calling feels like too much commitment, and your website seems like extra work.

Local Search Reality: When people search for businesses like yours, they’re often comparing multiple options. The business that makes it easiest to get quick answers and start a conversation usually wins the customer.

The Solution: Add a WhatsApp chat option directly to your Google My Business profile. When local searchers find your business, they can instantly start a conversation with your TailorTalk AI agent without leaving Google. Your agent can answer questions about services, pricing, availability, and guide them toward booking or visiting your location.

This is incredibly powerful for local businesses with good GMB rankings. You’re essentially putting an AI sales agent right where your customers are already looking for you, capturing leads that would otherwise go to competitors who are easier to contact.

Tip: GMB WhatsApp integration works exceptionally well for service businesses, restaurants, retailers, and any business where location matters. If your GMB listing ranks well in local search, this integration can significantly increase your lead capture rate. The same TailorTalk agent handling your website and Instagram will manage GMB inquiries too, keeping everything organized in one dashboard.

The Problem: You’re spending money on Meta ads (Facebook/Instagram), driving traffic to your website or getting engagement on posts, but many interested prospects never take the final step. They see your ad, might even click, but then get distracted or overwhelmed by your landing page. Your ad spend generates impressions and clicks, but conversion rates stay disappointing.

The Gap: There’s a disconnect between your ad engagement and actual conversations. People are interested enough to engage with your ad, but not quite ready to fill out forms or make phone calls.

The Solution: Use “Send Message” as your Meta ads call-to-action, directing prospects to either WhatsApp or Instagram DM. Your TailorTalk AI agent instantly engages every lead that comes from your ads, qualifies them, answers questions, and guides them through your sales process. Instead of hoping they’ll convert on a landing page, you’re starting personal conversations with every interested prospect.

This creates a powerful ecosystem: Meta ads generate the initial interest, and your AI agent converts that interest into qualified leads through personal conversations. You’ll see much better ROI because every ad click becomes a potential conversation, not just a website visit that might bounce.

Tip: Combine this with your other integrations for maximum impact. Running Google Ads too? Visitors from Google can chat via your website widget or GMB WhatsApp, while Meta ad traffic goes through DMs. Your TailorTalk agent handles all channels seamlessly, giving you complete coverage across your entire marketing funnel. This multi-channel approach ensures no lead falls through the cracks, regardless of how they discovered your business.