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Peak Atlas

Peak Chat / Product advisor template

Listen first.
Then recommend.

Someone torn between several services does not need a price list, they need two good questions. This planned template asks about goal and scope and then points in a fitting direction. Try the preview with your own words.

For which occasion?

Change the greeting. The chat preview next to it reacts instantly.

Edit all texts and details ↗Test the chat preview directly ↗
Local demo with sample data
Chat template · previewPreview reacts instantly
Peak ChatLocal demo with sample data

Hi! I will help you find the right service.

What would you like to achieve in the next three months? One sentence is enough, for example more inquiries or a new presence.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailFirst question, details & next step
01

Your draft

Make it yours.

Additional details in the chat

The preview always asks for name, e-mail and request.

JSON file for your local draft. Not an import into Peak Chat.

01 / A good advisor chat

Goal, scope,
one recommendation.

The greeting names what the chat helps with. The first question clarifies the goal. The next step leads to exactly one recommendation instead of a long list.

01 / The greetingYour current draft

A conversation
that suits you.

Peak Chat · local preview
Hi! I will help you find the right service.

What would you like to achieve in the next three months? One sentence is enough, for example more inquiries or a new presence.

Greeting → Questions → Next step

The greeting says in one sentence what the chat helps with.

02 / The questions
4visible details
01الاسم02E-mail03Request04Company
03 / The next stepText preview

And then?
A clear next step.

Example of a planned template. The next step would go here, nothing is sent.

Test it in the chat directly above.

02 / Three entry points

Same advice.
Different starting point.

Some know their goal, others their scope, others are already comparing. Switch the entry point and continue with the matching example.

Another example replaces the current demo draft.

  • 01 / Goal knownSelected

    You know what you want to achieve.

    From the goal to the fitting service.

    Advise by goal

    „Hi! I will help you find the right service.“

    4 details · Company
  • 02 / Scope knownSample draft

    You know your scope.

    Scope and time first, then the suggestion.

    Advise by scope

    „Let us quickly clarify your scope.“

    5 details · Company + Preferred time
  • 03 / ComparingSample draft

    You are already comparing.

    Weigh two options calmly.

    Compare options

    „Torn between two options?“

    3 details · Only the basic details

03 / Move on deliberately

A recommendation people understand.

Download your draft locally. The live demo with sample data shows how Peak Chat brings conversations together today.

Your greeting, your questions and your next step, as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Is this template already available in Peak Chat?

No. Chat templates are planned. This page shows a local preview with sample texts. Today there is the Peak Chat inbox and the guest chat from Peak Helpdesk.

Does the chat recommend products with AI?

Not today. AI-supported advice through the Peak AI Gateway is planned. The preview only shows the conversation structure.

Can I enter my own services?

In the preview, yes: you change greeting, first question and next step freely. None of it is taken over into a workspace.

Is anything saved or sent while I try it?

No. The preview runs in your browser only. Nothing is saved, sent or booked. A file is only created when you download your draft yourself.

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