Playbook · Instant quotes

A quote chatbot that gives exact prices, instantly.

BusinessLyft answers “how much?” with your own numbers, from formulas, price lists and calculators you define, then sends the full brief to your team or CRM so a ballpark becomes a sale.

Inkwell Print Co

inkwell.example/business-cards

  1. Visitor: How much for 2,000 business cards, double-sided, matte finish?

  2. Lookup table and calculator. 2,000 · double-sided · matte → $189 · + $8 delivery = $197

  3. Inkwell Print Co: 2,000 double-sided matte cards are $189, plus $8 delivery: $197. Shall I send this to our team so they can prepare a proof?

  4. Visitor: Yes please.

  5. Confirmed, then webhook sent. The visitor checked the details and tapped Send · posted to the CRM, 200 OK.

  6. Inkwell Print Co: Sent! You’ll get a proof by email within a day.

An example print shop: priced from its own price list, confirmed and sent to the team.

01

“How much?” is your most valuable question.

Price is usually the first real buying question, and the one most websites dodge with “contact us for a quote”. Visitors who only wanted a ballpark leave to find a competitor who gives one.

BusinessLyft answers with your numbers, not guesses. You define the formula, like pages × rate + setup, or upload your price list as a CSV, and the assistant fills in the details from the conversation and does the maths exactly. When the visitor wants a firm quote, it confirms the details with them and sends the brief to your team or CRM, so nobody has to ask the same questions twice.

  • “Contact us for a quote”, then a two-day wait.

    A ballpark in seconds, from your own numbers.

  • Each person on the team estimates a little differently.

    One formula gives the same answer every time.

  • Back-and-forth emails to gather the brief.

    Details are confirmed in the chat and sent to your CRM.

  • Quote requests mixed in with everything else.

    Quote requests are scored and summarised as leads.

02

The playbook, step by step

An afternoon of setup, then every “how much?” gets a real answer.

  1. 1

    Write your formula

    Name the inputs, like pages or weight, and the sum. Add limits so impossible values are rejected.

  2. 2

    Upload your price list

    Add rates, tiers or product prices as a CSV lookup table. Re-upload whenever prices change.

  3. 3

    Add a webhook for briefs

    Point it at Zapier, Make, n8n or your server, so confirmed requests land where your team works.

  4. 4

    Test in the Playground

    Ask the questions customers ask, and check in the answer trace which action ran and whether it worked.

03

How the quotes stay accurate

Mix them to match how you price: simple rates, tiers, or both.

  • Pricing formulas

    Write it once, like pages × 600 + 1,200, and the assistant fills in the inputs from the conversation.

  • Price lists and rate tables

    Upload a CSV of products, services or tiers, and it finds the right rows for each question.

  • Exact maths

    Totals, discounts and conversions are done by a calculator, never estimated by the AI.

  • Confirm before sending

    Before a brief goes out, the visitor sees the details in a confirmation card and can correct them.

  • Briefs to your CRM

    Webhooks send the details to Zapier, Make, n8n or your server, signed and retried.

  • Rules you control

    Custom instructions set the limits, like presenting prices as estimates and leaving final quotes to your team.

04

The features behind every quote

The features that turn a price question into a sale.

05

Before you start

  • It quotes what you’ve priced. If something isn’t covered by your formulas or price lists, it says so and collects the details instead of guessing.

  • A ballpark isn’t a contract. Use custom instructions to present prices as estimates when final quotes need a person to check them.

  • Keep price lists current. Lookup tables use the CSV you uploaded. Upload a new one when your prices change.

  • Complex pricing needs your API. If prices depend on live stock or a pricing engine, connect it with an API action rather than a static list.

FAQ

Questions, answered

Accuracy, pricing types, CRMs and setup.

Yes, when the numbers come from you. BusinessLyft quotes from formulas and price lists you set up, and the maths is done by a calculator, not estimated by the AI. If something isn’t covered by your pricing, it says so.

Keep exploring

Other playbooks

More ways the same assistant earns its place on your site.

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