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Case study · AI & Customer support

UpChat

Meet your best employee — an AI chat agent that greets every visitor, answers on the spot and turns conversations into leads while you sleep.

A full support desk, folded into a single widget. Point UpChat at your website and FAQs, it learns your business, then holds context-aware conversations 24/7 in English or Spanish, books the meeting or captures the lead, and passes the tricky ones to a human without dropping the thread.

UpChat AI chat agent live on a website — a visitor conversation, captured lead and analytics panel
24/7Always answering
<5 minNo-code setup
9,000+App integrations
99.9%Uptime
The brief

Every visitor answered, the moment they ask

Most website visitors leave with their question unanswered — and a form that promises a reply "within one business day" rarely wins them back. UpChat closes that gap. It reads your site and FAQs the way a new hire would study the handbook, then answers in your own words the instant someone asks. It qualifies the lead, books the call or takes the order, and only pulls in a human for the conversations that genuinely need one. Support that never clocks off, without another headcount on the payroll.

What it does

A support and sales rep that never signs off

Answering questions, qualifying leads, booking calls and looping in a human — the jobs that usually tie up a whole team — all handled by one widget on your site.

Context-aware conversations

UpChat trains on your own pages and FAQs, so replies are grounded in your business and phrased in your voice — not the vague, off-brand answers a generic bot hands out.

Automatic lead capture

Every promising chat becomes a contact. UpChat asks for the details at the right moment and files them straight into your CRM, turning a far larger share of conversations into leads you can follow up on.

Human handoff

When a question outgrows the AI, UpChat passes it to a live agent with the full conversation attached — so the customer never repeats themselves and nothing falls through the cracks.

Conversation analytics

See what visitors keep asking, where chats stall and how well each answer landed. Quality scores flag the weak spots so you know exactly what to tune next.

Bilingual, around the clock

UpChat answers in English or Spanish at any hour, so a visitor at 2 a.m. in another time zone gets the same quick, accurate reply as one who lands mid-morning.

On-brand styling

Match the widget to your colours, tone and logo so it reads as part of your site — not a bolt-on. Setup is no-code and live in under five minutes.

See it in action

The product, start to finish

UpChat onboarding — point the agent at your website and FAQs to train it
Onboarding

It learns from your own content

No scripting a decision tree by hand. Point UpChat at your site and FAQs and it reads them the way a new hire studies the handbook — then starts answering visitors in your words, live in under five minutes.

UpChat integrations with HubSpot, Shopify, Slack and Zapier
Integrations

Plugs into the tools you run on

Connect HubSpot, Shopify and Slack natively, or reach 9,000+ more apps through Zapier. Captured leads, orders and alerts land where your team already works — no exporting, no copy-paste.

UpChat analytics dashboard showing conversation-quality scores
Analytics

Know exactly what's working

Conversation-quality scores show which answers land and which leave visitors hanging, and what people ask most. That signal points straight at the FAQs and phrasing worth tuning — so the agent keeps getting sharper.

How it works

From your website to a working agent in four moves

  1. Step 1 — connect your website and FAQs
    01

    Train

    Point UpChat at your website and FAQs. It reads your content and learns how to answer — in minutes, no code.

  2. Step 2 — style the widget and set the tone
    02

    Style

    Match the widget to your colours, logo and tone, and set the languages you serve — English, Spanish or both.

  3. Step 3 — connect CRM and messaging integrations
    03

    Connect

    Wire up HubSpot, Shopify, Slack or any of 9,000+ apps via Zapier, and decide when a chat hands off to a human.

  4. Step 4 — embed the widget and go live
    04

    Go live

    Drop one snippet on your site and UpChat starts answering, capturing leads and booking calls 24/7.

Integrations

Fits the stack you already run

Native connections to the essentials, plus thousands more a click away through Zapier.

  • HubSpotCRM & leads
  • ShopifyE-commerce
  • SlackTeam alerts
  • Zapier9,000+ apps
  • Add-onsLive chat · booking · SMS
Under the hood

How we built it

A lightweight widget backed by a real-time retrieval pipeline. The embed opens a streaming connection to the API; each visitor message is matched against your indexed content, grounded in what's actually on your site, and answered token-by-token — with lead capture, booking and human handoff triggered inline.

Embeddable widget Node API Vector search over your content LLM answer engine Streamed reply over SSE

Widget & dashboard

  • Embeddable JS widget
  • Next.js 16
  • React 19
  • TanStack Query
  • Tailwind CSS
  • Radix / shadcn

Backend

  • Node.js
  • Express
  • Prisma ORM
  • SSE streaming
  • WebSockets

Data & infrastructure

  • PostgreSQL + pgvector
  • Redis
  • AWS S3
  • Docker

Integrations

  • HubSpot
  • Shopify
  • Slack
  • Zapier (9,000+)
  • Calendar & SMS

AI models orchestrated

Each message is routed to the right model with automatic fallbacks, and answers are grounded in your indexed content rather than the model's guesswork — so replies stay accurate and on-brand instead of hallucinating.

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