KOA SmartDesk — Custom AI Chatbot Assistant · Feature List
koacreatives.com

WordPress Plugin · AI Chat Assistant

KOA SmartDesk
Custom AI Chatbot Assistant

Complete Feature List  ·  56 features across 11 categories

KOA SmartDesk is a custom-built AI chat assistant for business websites, powered by Claude (Anthropic), one of the world's most capable AI models. It works 24/7 to answer visitor questions, capture leads naturally, hand warm visitors over to WhatsApp or your booking page, and guide people through your services, all from a floating chat widget that looks and feels like part of your brand.

Unlike generic chatbot tools, SmartDesk is fully managed by KOA Creatives: we install it, build your knowledge base, tune the AI behaviour, and keep it sharp over time. Every feature below comes ready to use. No technical effort required from you.

Powered by Claude AI Fully managed by KOA Lead generation built-in WhatsApp & booking hand-off Auto-updates included Quarterly UX reports
v1.8 · 2026
56
Total features
11
Feature categories
24/7
AI availability
100%
Managed by KOA
0
Technical effort for you

Fully Managed Service. KOA Creatives handles everything

You don't install anything, configure anything, or worry about API keys, updates, or AI behaviour. KOA Creatives sets up the assistant on your site, trains it on your business, and maintains it on an ongoing basis. The features below describe what's running behind the scenes, and what you get as part of your package.

New in v1.8

From conversation to action

The assistant now moves visitors to the next step: a WhatsApp button and a second action button (for example "Book Now") sit inside the chat, the assistant offers them at the right moment, and every click is counted. Replies stream in word by word, links in replies are clickable, the chat can open itself after a few seconds, and lead emails arrive with the full conversation attached. Look for the New tag below.

🤖

AI engine 5

🤖

Powered by Claude (Anthropic)

Uses one of the world's most advanced language models. Natural, context-aware conversation, not scripted flows or decision trees.

🌐

Fully multilingual

Automatically detects and responds in the visitor's language: EN, NL, ES, FR, DE, Papiamentu and any other language Claude supports.

🧠

Custom AI instructions

Tone, style, answer length, and behavioural rules defined per site. Injected into the system prompt for every conversation.

🔢

Controlled response length

Token limits set per site to control API cost and response quality. Managed by KOA, clients never need to touch this.

🛟

Backup AI model New

If Anthropic retires the main model, the assistant switches to a backup automatically and KOA is alerted. Your chat never goes silent.

📚

Knowledge & context 3

📚

Structured knowledge base

Four sections: Business Info, Services & Pricing, FAQs, Policies. The AI only answers from what you provide, no invented facts about your business.

🗺️

Website page guidance

Add key pages with URLs and descriptions. The AI sends visitors to the right page when they ask where to find something.

🔄

Page-aware context

The assistant knows which page the visitor is on and tailors its response accordingly. Different page, different conversation opener.

🚀

Conversion & hand-off 4 New

💬

WhatsApp button

A branded WhatsApp button inside the chat window, plus an optional floating button next to the chat bubble. Opens the WhatsApp app with your number and a pre-filled message.

📅

Action button (Book Now, Get a Quote…)

A second button with your own text, link and colour. Sits side by side with WhatsApp, or takes the full width on its own. Ideal for booking pages, shops and contact forms.

🎯

Assistant offers the next step

When a visitor asks about dates, prices or wants to talk to a person, the assistant offers WhatsApp or the booking link in its reply. Based on intent, not on a timer, and never pushy.

📊

Click tracking

Every WhatsApp and action button click is counted and shown in the dashboard, linked to the conversation it came from. You see what the chat actually converts.

👤

Lead capture & follow-up 5

🎯

Automatic lead capture

The AI naturally collects visitor name, email, and phone during conversation. No forms, no friction. Saved instantly as a lead.

📧

Lead email with full conversation New

The moment a lead is captured you get an email with the contact details, the source page and the whole conversation, formatted for reading on a phone. Reply goes straight to the visitor.

📨

Separate client notification

Your own notification address, independent from the WordPress admin email. Sales gets the lead, not the webmaster.

📋

Lead status tracking

Update each lead through New → Contacted → Converted → Closed directly in the WordPress dashboard.

⚠️

API limit alert

If the API hits a usage limit, an instant alert fires to KOA. We handle it before your visitors are affected.

🎨

Widget appearance 6

🎨

Brand colour

Chat button, header, and message bubbles matched to your brand colour, set with a colour picker during setup.

🪪

Assistant name & avatar

Your AI assistant gets a name and photo, shown in the widget header and beside every reply. Feels like a real team member.

👋

Custom welcome message

The first thing visitors see when they open the chat, written by KOA to match your brand voice.

📍

Widget position

Bottom-right or bottom-left, chosen based on your site layout so it never blocks important content.

✏️

Custom CSS overrides

Any visual tweak, from font sizes to bubble styles and spacing, applied cleanly without touching your theme.

📣

Promo banner Growth

A dismissible banner at the top of the chat window: text with custom colours, or a full image banner with a link. Ideal for seasonal offers and new services.

⚙️

Widget behaviour 8

⚡

Streaming replies New

Answers appear word by word as the AI writes them, like a real person typing. No waiting for a full block of text.

🔗

Clickable links in replies New

Web links, booking pages, email addresses and phone numbers in the assistant's answers are tappable. Safely rendered, nothing can inject code into your page.

⏰

Auto-open chat New

The chat can open by itself after a set number of seconds. Once per visit, never again after the visitor closes it. Phones get the greeting bubble instead by default.

💬

Quick reply buttons

Up to four shortcut buttons above the input, e.g. "View our services", "Get a quote", "Book a call". They disappear after the first message.

⏱️

Greeting delay

Set how many seconds before the greeting bubble appears, so it never feels intrusive the moment a visitor lands.

🙈

Per-page visibility control

Hide the widget on specific pages, e.g. checkout, blog, login. Supports URL wildcards. Assets are also skipped on those pages.

🕐

Business hours awareness

Set your timezone, working days, and open/close times. The AI stays active 24/7 but adds an out-of-hours note when contact is requested.

🔘

Trigger from any button

Any button or CTA on your site can open the SmartDesk chat. Great for "Talk to us" calls to action throughout the page.

📈

Dashboard & data 7

💬

Full conversation history

Browse every conversation with full message-by-message transcripts in the WordPress dashboard.

👤

Leads manager

All captured leads in one place: contact details, source page, status. Update with one click.

🔎

Filters & selective export New

Filter leads and conversations by date, status and type, tick the rows you need, export exactly those to CSV. Opens cleanly in Excel, accented names included.

👍

Visitor feedback rating New

Visitors can rate a conversation with a thumbs up or down. Ratings are stored with the transcript so weak answers are easy to find and fix.

📈

At-a-glance stats

Conversations, leads, messages, WhatsApp and booking clicks, visible every time you open the dashboard.

🔌

API connection test

One-click test confirms the AI is connected and working. Clear success or error message, no guesswork.

🔄

Auto-update system

Plugin updates arrive through the WordPress plugins page, no manual ZIP uploads. You always have the latest version.

🛡️

Technical 5

📱

Mobile responsive

Widget adapts automatically to mobile screens: full-width on small viewports, touch-friendly input, never taller than the screen.

🛡️

Secure by design

API key stored server-side only. All submissions verified. Full input sanitisation. GDPR-aware data handling.

⚡

WordPress-native

Built on the WordPress REST API. No external services, no extra subscriptions, no build step. Works with any theme, including Elementor.

🚫

Bot & abuse protection New

Hidden honeypot field stops spam bots, rate limiting stops any single visitor from running up costs, and input length is capped.

💰

Monthly message cap New

An optional ceiling on messages per month keeps AI costs predictable. If it is reached, visitors get a friendly note with your contact details.

Managed by KOA Creatives · Included in your package
🚀

Onboarding & initial setup 5

🔧

Plugin installation & configuration

KOA installs and activates SmartDesk on your WordPress site. API keys, endpoints, and security settings all configured correctly from day one.

📝

Knowledge base built for you

We research your business, services, pricing, FAQs, and policies, then write and structure the full knowledge base so the AI answers accurately from launch.

🎭

AI tone & behaviour tuning

We define the assistant's personality, response style, lead capture triggers, hand-off rules for WhatsApp and booking, and escalation rules to match your sales process.

🧪

Pre-launch QA & stress testing

We run a full set of QA tests, including accuracy checks, edge cases, pricing accuracy and out-of-scope deflection, before going live.

🎨

Visual setup & brand matching

Widget colour, assistant name, avatar, welcome message, buttons and position, all set to match your brand and site layout.

🔁

Ongoing maintenance 4

🔄

Plugin updates managed by KOA

Every SmartDesk release is tested and deployed to your site. You never need to touch the plugin manually.

📚

Knowledge base updates Growth

When your prices, services, or policies change, KOA updates the knowledge base. The AI always reflects your current business.

🔍

Conversation monitoring

KOA reviews conversations and visitor ratings periodically to catch inaccurate answers, knowledge gaps, and missed leads, then fixes them proactively.

💬

Support & issue resolution

Any technical issue, from API errors to widget display problems, is handled by KOA. Starter: 2 business day response. Growth: under 4 hours.

📊

Quarterly UX & insights report 4 Growth

📋

Conversation analysis

KOA reviews 3 months of chat transcripts, identifying your most common questions, friction points, and what visitors are actually looking for.

💡

UX & content recommendations

Practical suggestions for your website content, navigation, and offers, based on what real visitors are asking the AI every day.

🎯

Lead & conversion review

Analysis of captured leads, WhatsApp and booking clicks: quality, intent, source pages, with recommendations on improving conversion flow and follow-up timing.

📈

Written report delivered quarterly

A clear, readable document, not a data dump. Real insights you can act on, delivered every 3 months alongside any knowledge base updates.