Turn Website Visitors Into Discovery Calls
Okidoki.chat helps consulting firms convert website visitors into booked discovery calls by showcasing expertise through AI conversations, qualifying prospects against engagement criteria, and scheduling meetings automatically. Video avatars create a personal, partner-level first impression while the AI handles the qualification that consultants are too busy to do themselves.
How Consulting Firms Uses Okidoki.chat
Discovery Call Scheduling
The AI qualifies prospects by industry, company size, challenge area, and budget, then books discovery calls with the right partner or consultant based on expertise match.
Expertise Showcase
Upload case studies, methodology descriptions, and thought leadership to your knowledge base. The AI references specific examples that match the visitor's industry and challenges.
Video Avatar First Impression
A lifelike AI video avatar greets visitors, creating the personal touch consulting firms are known for. The avatar presents your firm's value proposition with emotional intelligence.
Multi-Practice Routing
Firms with multiple practice areas use the AI to identify the visitor's needs and route them to the right team — strategy, operations, technology, or HR consulting.
Post-Meeting Intelligence
Built-in HD meetings with transcription and AI summaries give consultants a complete record of every discovery call, including sentiment analysis and key takeaways.
Key Features for Consulting Firms
AI Video Avatars
Create a premium, personal first impression. Consulting is a relationship business — video avatars bridge the gap between an anonymous website visit and a partner-level conversation.
ICP Visitor Profiling
Define your ideal engagement profile and let the AI qualify visitors automatically. Score prospects by company size, industry, challenge complexity, and budget readiness.
Built-in HD Meetings
Run discovery calls directly through Okidoki with recording, transcription, AI summaries, and sentiment analysis. No separate Zoom account needed.
Landing Page Generator
Create branded booking pages for individual partners or practice areas at partner.okidoki.chat, with AI chat built in.
Mobile Operator App
Partners traveling between client sites receive push notifications for hot prospects and can respond from their phone.
See How Okidoki.chat Works for Consulting Firms
Start your free 7-day trial. Setup takes 5 minutes — add one line of code and the AI starts engaging your visitors immediately.
Frequently Asked Questions
- Can the AI represent our firm's expertise accurately?
- Yes. Upload your case studies, methodologies, and service descriptions. The AI uses RAG to reference specific, relevant examples during conversations. You control the tone, boundaries, and what the AI can discuss.
- How does it handle confidential client information?
- Only upload public-facing content to the knowledge base. Okidoki encrypts all data and is GDPR/CCPA compliant. The AI will only reference information you've explicitly provided.
- Can different partners have different calendars?
- Yes. Each team member gets their own calendar, availability, bio, and event types. The AI routes prospects to the best-fit consultant based on their needs.