KOA SmartDesk — Custom AI Chatbot Assistant · Feature List

WordPress Plugin · AI Chat Assistant

KOA SmartDesk
Custom AI Chatbot Assistant

Complete Feature List  ·  42 features across 10 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, guide users through your services, and support bookings and enquiries — 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 🔄 Auto-updates included 📊 Quarterly UX reports 📱 Mobile-first design

v1.6 · 2026
42
Total features
10
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.

🤖

AI engine 4

🤖

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 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 don't need to touch this.

📚

Knowledge & context 3

📚

Structured knowledge base

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

🗺️

Website page guidance

Add key pages with URLs and descriptions. AI directs 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.

🎯

Lead capture & follow-up 4

🎯

Automatic lead capture

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

📧

Instant email notifications

You receive an alert the moment a new lead is captured, with all contact details and the source page.

📊

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 — font sizes, bubble styles, spacing — applied cleanly without touching your theme.

📣

Promo banner Growth

A dismissible banner at the top of the chat window — ideal for seasonal offers, announcements, or new services. Custom colour and link.

⚙️

Widget behaviour 5

💬

Quick reply buttons

Configurable shortcut buttons above the input — e.g. "View our services", "Get a quote", "Book a call". Disappear after first message.

⏱️

Greeting delay

Set how many seconds before the greeting bubble appears — avoids feeling 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

Add a class to any button or CTA on your site and it opens the SmartDesk chat — great for "Talk to us" CTAs throughout the page.

📈

Dashboard & data 6

💬

Full conversation history

Browse every conversation with full message-by-message transcripts in the WordPress dashboard. Filter by lead, date, and source page.

👤

Leads manager

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

📈

At-a-glance stats

Total conversations, leads captured, and messages sent — visible at a glance every time you open the dashboard.

📥

CSV export

Export leads, conversation summaries, or full transcripts. Full transcripts are ideal for quarterly AI-powered analysis.

🔌

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 directly from the WordPress plugins page — no manual ZIP uploads. You always have the latest version.

🛡️

Technical 4

📱

Mobile responsive

Widget adapts automatically to mobile screens — full-width on small viewports with touch-friendly input.

🛡️

Secure by design

API key stored server-side only. All form 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.

🚫

Abuse protection

Rate limiting prevents any single visitor from running up unexpected API costs. Session-level cap keeps you in control.

✦ 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, and escalation rules to match your brand and sales process.

🧪

Pre-launch QA & stress testing

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

🎨

Visual setup & brand matching

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

🔁

Ongoing maintenance 4

🔄

Plugin updates managed by KOA Managed

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 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 quality review

Analysis of captured leads — 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.