Peak Chat · Tool · Flow planner
Plan your conversation
before you build it.
Free flow planner for website chats: pick the steps of your conversation from the first hello to a booked meeting. Runs only in your browser.
Which steps should your website conversation have?
2 questions in the plan. First question: What are you working on that I could help with?
From hello to the next step
Greet. Understand.
What are you working on that I could help with?
The flow first. Then the tool.
Before you put a chat on your website, it pays to plan: how does the conversation open, what do you need to know, and when do you offer a meeting? Pick the steps below that fit your offer. The planner puts them in order so you can copy the result and discuss it with your team. Nothing is sent or stored.
From reading to doing
Your flow. Step by step.
Your flow to take with you.
2 questions selected
- What are you working on that I could help with?
An open start instead of 'How can I help?'. It invites a concrete need.
- How do you handle this today, and what bothers you about it?
Context shows whether your offer fits before you talk about meetings.
What makes
a good flow.
A good flow does not ask everything at once. It clears up the need first, then the context, and only then offers a next step.
What are you working on that I could help with?
An open start instead of 'How can I help?'. It invites a concrete need.
One goalYou know how the conversation should end: a meeting, an answer or a handover to the team.
Short stepsEach message asks one question, not three.
A way outAnyone who gets stuck can reach a person.
The playbook
How to plan a conversation flow.
A conversation
with direction.
Need → context → meeting
- 01
The goal first. Then the questions.
Write down how a good conversation ends. Every question in the flow has to serve that goal. Whatever does not help goes.
ExampleA chat that 'helps somehow'
Goal: one confirmed first call - 02
The need comes first.
Contact fields at the start feel like a form. Ask first about what is on the person's mind. Contact details come when there is a reason for them.
Sharpen the order
The need first, contact details at bookingName, email, company, then the question - 03
Play it through once.
Run the flow with a colleague acting as a visitor. Where they hesitate, a question is unclear or unnecessary.
Check before using itCan someone without context get through?
Play the flow through out loud once
Your quality check
Is your flow ready?
Tick what you have checked. Your selection stays in this view only.
0 of 4 points checked
What this article is based on.
Free tool in the browser. It works only with your choices on this page, stores nothing and sends nothing. The questions are editable examples, not benchmarks. Building a chat straight from this plan is planned for Peak Chat.
- Editorial demo
Tool in the browser. It works only with your choices on this page, stores nothing on a server and contains no benchmark values.
Turn the plan into a conversation.
Next up: the questions that show whether someone fits your offer.
Frequently asked questions
Is my plan stored or sent?
No. The planner works only in your browser. You copy the finished flow yourself.
Do I need an account?
No. The tool works without signing up.
Can I load the plan straight into Peak Chat?
Not yet. Building a chat from a description is planned.