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PSPatrick Simon
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AI screening bot

Project overview

A chat page for an optical store's eye exam: people arrive from an ad, an AI answers right away, asks the screening questions and the contact lands, organized, in the store's spreadsheet.

Year
2026
Type
Systems & AI
Field
Optical store · name withheld

Process

01

Conversation script

The questions staff used to ask, in the same order.

02

AI with rules

Answers freely but stays on the store's topic.

03

Ready contact

Name, need and preferred time, already in the sheet.

The challenge

Whoever clicks an ad wants an answer now. If the store is slow, they're gone, and staff still have to repeat the same questions every time.

  • A chat page built for phones
  • AI trained on the store's rules
  • Screening with fixed questions
  • Contacts saved to a database and a spreadsheet
  • Automation in n8n

client name withheld

The impact

14/14

test replies generated by the AI

Source: logged test; none fell back to the canned reply
24 h

service, including late at night

Source: the bot keeps no business hours
AdAI chatScreeningSpreadsheet

The brand

Colors

#0E1A2B
#4A7BFF
#EAF0FF
#1F2D44

Typography

AaGeist

Technology

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