Truvaldi
What We Build · Chatbots & AI Assistants

A 24/7 intake system that qualifies leads while you sleep.

Not generic chatbots — AI assistants trained on your services, pricing, policies, and your customers’ actual questions. They qualify leads, route inquiries, and handle FAQs around the clock.

Custom-built for medical and dental practices, medspas, law firms, financial advisors, and home-service businesses — with HIPAA-aware options for healthcare, led by a CISSP.

The problem

You’re losing leads the moment your office closes.

A prospect visits your site at 9pm. They have a specific question — about pricing, insurance, which service is right for them, or whether you can even help. There’s no one to ask and no way to get an answer, so they do what everyone does: they close the tab and check the next business on the list. By morning, that lead is gone, and you never even knew they were there.

It happens all day too. Your front desk is on another call, with a client, or simply overwhelmed. The questions that could be answered in ten seconds pile up, and the visitors who wanted a fast answer quietly leave. Every one of them was a real, high-intent lead you paid to attract.

A custom AI assistant changes the equation entirely. It engages visitors the instant they arrive, answers their specific questions in your voice, qualifies their needs, and routes them to the right person — at 9pm, on a Sunday, or during your busiest hour. Nothing waits for morning, and nothing slips through.

What it handles

What your AI assistant does every day.

More than a chat window — a working member of your front-of-house team that never takes a break.

Lead capture & qualification

Engage website visitors the moment they arrive. The assistant asks the right qualifying questions — what service they need, their timeline, their budget range — and routes qualified leads to the right person before they ever leave your site.

Customer service & FAQs

Handle the questions your front desk answers fifty times a week: pricing, availability, insurance acceptance, service details, hours, location, and parking. Trained on your actual business knowledge, not generic canned responses.

After-hours engagement

Your office closes at 5. Your chatbot doesn’t. Capture leads, answer questions, and collect intake information 24/7 — without hiring night staff or losing weekend inquiries to a competitor who happened to answer.

Appointment routing & booking

Qualified leads get routed to the right team member or booking calendar automatically. No manual triage, no phone tag, no leads sitting in a shared inbox waiting for someone to notice them.

Why Truvaldi

Trained on your business — or it doesn’t ship.

A drag-and-drop chatbot that doesn’t know the difference between Botox and Dysport is worse than no chatbot at all. It gives wrong answers, frustrates the exact prospects you worked hardest to attract, and trains your customers not to trust the little chat bubble. Generic templates fail because they don’t actually know your business.

We don’t use off-the-shelf platforms with pre-built scripts. Every assistant is custom-trained on your specific services, pricing, policies, and the questions your customers really ask, then tested against real scenarios and refined until it handles conversations the way your best employee would. If the AI can’t answer the way you would, it’s not ready to launch.

The result is an assistant that feels like part of your team — not a frustrating popup that dumps everyone into a contact form. And because we build it, we can wire it into your website, your CRM, your scheduling, and even a matching AI voice agent so every channel shares the same brain.

How we build it

From your knowledge to a working assistant.

01

Knowledge gathering

We document your services, pricing, policies, FAQs, intake process, and the common questions your team fields every day — the real knowledge your best employee carries in their head.

02

Training & testing

The assistant is trained on your specific knowledge base and tested against real customer scenarios until its accuracy meets our standards. If it can’t answer the way you would, it doesn’t ship.

03

Integration

We deploy it on your website with routing rules, notification triggers, and CRM or scheduling integration built around your actual workflow — not a generic template.

04

Optimization

We review conversation logs, find gaps in the knowledge base, and continuously refine responses and routing so the assistant gets sharper over time.

Who it's for

Built for the way your industry actually works.

Medical & dental practices

HIPAA-aware patient intake assistants that answer new-patient questions, screen inquiries, and book consults inside a compliance boundary — built under CISSP-led methodology.

MedSpas & aesthetics

Assistants that know the difference between Botox and Dysport, explain treatments and financing, and turn late-night browsers into booked consultations.

Law firms

Conflict-aware, disclaimer-safe intake bots that capture and qualify potential clients around the clock — every one worth hundreds or thousands.

Financial services

Compliance-aware assistants that answer product questions, route prospects to the right advisor, and pre-qualify without giving prohibited advice.

Home services

Bots that capture service requests, gather job details, and book estimates — so you win the job while the homeowner is still on your page.

Any appointment business

Salons, gyms, clinics, and agencies that field the same questions daily and lose leads after hours can all recover them with a trained assistant.

FAQ

AI chatbots & assistants — frequently asked questions.

How is a custom AI assistant different from a template chatbot?

A drag-and-drop chatbot that doesn’t know the difference between your services is worse than no chatbot at all — it frustrates people and sends them to a dead-end form. Every assistant we build is custom-trained on your specific services, pricing, policies, and the questions your customers actually ask, then tested against real scenarios until it handles conversations the way your best employee would.

Can the chatbot actually book appointments, or just answer questions?

Both. Beyond answering questions, the assistant qualifies the lead and can route them to the right team member or booking calendar, hand off to a live person, or collect intake details — based on rules we build around your workflow. It is an intake and booking system, not just an FAQ widget.

Is your chatbot HIPAA compliant for medical and dental practices?

It can be. For healthcare clients we design the assistant inside a compliance boundary with a Business Associate Agreement where appropriate, led by a CISSP. That lets you capture and qualify patient inquiries 24/7 without creating the PHI exposure that off-the-shelf chatbot widgets often introduce.

What does the AI assistant learn from — and how accurate is it?

We train it on your documented knowledge: services, pricing, policies, FAQs, and intake process. We then test it against real customer scenarios and refine until accuracy meets our bar before launch. After go-live, we review conversation logs and keep improving its answers and routing, so it gets more accurate the longer it runs.

Will it replace my staff?

No — it removes the repetitive first-line questions and after-hours gaps so your team spends their time on the conversations that actually need a human. Most clients find it makes their existing staff far more effective rather than replacing anyone.

How much does a custom chatbot cost and how long does it take?

Most assistant builds are included in Website + AI Tools packages or available as a standalone tool starting at $1,500, with a monthly fee for hosting and optimization. Typical builds go live in two to four weeks depending on the size of your knowledge base. Every engagement starts with a free AI Growth Audit to scope the right fit.

Ready for a smarter front door?

Tell us about your intake process and the questions your customers ask, and we’ll show you what a custom AI assistant could do for your business. Most chatbot builds are included in Website + AI Tools packages or available as standalone tools.

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Truvaldi

AI assistant

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Hey — I'm Truvaldi's AI assistant. Ask me anything about our services, tools, pricing, industries, or process.