Stand Guidebook

Build better website conversations with Stand Chat

This guide is a practical path for installing Stand, training an AI stand-in, knowing when a human should join, capturing leads, and turning visitor questions into product and sales signal.

Chapter 01

Start Website Conversations

Turn silent website traffic into useful chats.

Where to put Stand first, how to write a useful opening, how AI coverage starts conversations, and how to judge the first week by conversation quality.

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Chapter 02

Train Your AI Stand-In

Give your stand-in the right briefing and sources.

How to brief your stand-in with team, site, and agent prompts; when to use sources; and how to keep answers accurate, specific, and in your voice.

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Chapter 03

Spot the Conversations That Matter

Define the signals your team should hear about.

How labels help surface buyer intent, confusion, objections, and other high-signal moments so a rep knows which AI chats deserve attention.

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Chapter 04

Join at the Right Moment

Take over directly or offer to join with consent.

How reps monitor AI conversations, take over immediately, offer to join with visitor consent, and hand chats back to a real person at the right time.

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Chapter 05

Capture Leads in Context

Collect follow-up details without gating the chat.

How Stand asks for name, email, phone, and follow-up intent in context without turning every visitor into a gated form submission.

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Chapter 06

Learn From Visitor Conversations

Turn evaluators and skeptics into product evidence.

How visitor conversations can reveal objections, customer language, product gaps, competitor comparisons, and evidence your team can learn from.

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Chapter 07

Turn Chats Into Insights

Review transcripts, reports, labels, and evidence.

How to use saved transcripts, reports, labels, digests, and captured contact details to follow up and turn chats into team learning.

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Chapter 08

Scale Across Sites and Teams

Run many sites, reps, and agents from one account.

How to organize Stand across multiple sites, reps, and agents with site prompts, routing, team coverage, and account-level scale.

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Chapter 09

Make It Feel Like You

Use real identity, avatars, pins, and brand presence.

How to shape the visitor-facing experience with rep identity, greetings, avatars, lapel pins, colors, launcher behavior, and Stand branding controls.

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