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Lumi — Reliable prospect answers

Lumi answers recurring prospect questions before your team has to email them again

Give prospects immediate website answers grounded in your approved public knowledge, while your team keeps control of what Lumi can say.

Small-business owner reviewing customer conversations on a laptop
12 languagesVerified text-chat support
Up to 5Email notification recipients
5 fieldsContact and inquiry details collected
Text + voiceWebsite conversation formats
Quick answer

Yes. Add Lumi, the AI Concierge for your website so prospects can ask questions through text or voice and receive answers based only on your business’s approved public knowledge. Lumi can suggest multilingual starter questions, capture detailed inquiries and hand visitors your scheduling link. Your team manages knowledge and reviews conversations in a private workspace, replacing repetitive email replies with a controlled, reusable answer system.

Key takeaways
  • Lumi answers prospect questions from approved public knowledge; it does not answer from material that has not been approved.
  • Verified text chat supports 12 languages, and suggested starter questions are generated automatically in multiple languages.
  • An in-chat inquiry form can collect contact details, needs, timing and intent, then notify up to five email addresses.
  • Lumi can open a scheduling URL and record that booking began, but a click alone does not mean an appointment was completed.
  • Your team remains responsible for follow-up, lead status tracking and any manual CRM entry.
01

Turn repeated email answers into approved website knowledge

Lumi is an AI Concierge that answers questions about your business on your website. Instead of asking a team member to locate an old email, rewrite the same explanation and send it again, you place the reusable information in Lumi’s knowledge system. Once that public knowledge is approved, Customer Lumi uses it to answer visitor questions through text and voice. This is the practical foundation for helping customers get reliable business answers without making your team the bottleneck.

Approval is the essential control. Text chat reads approved public knowledge and the business’s configuration; it does not produce answers before knowledge is approved. That makes the quality of your source material more important than the quantity. Start with the questions prospects genuinely repeat: what you offer, who it is for, what happens next and the public policies or details needed to make an informed inquiry.

02

What prospects can do without waiting for an email

A prospect can open Lumi on your website, choose an automatically generated starter question or write a question of their own. Suggested questions are multilingual and based on the available knowledge. Verified text chat supports 12 languages, giving visitors a direct route to approved information even when they would otherwise send an email in another language.

The prospect experience

Ask a questionLumi responds from the business’s approved public knowledge.
Start with a suggestionAutomatic multilingual prompts help visitors understand what they can ask.
Continue by voiceCustomer Lumi includes a voice assistant as well as website text chat.
Submit an inquiryThe in-chat form collects name, email, company, phone and the prospect’s challenge.
Open a booking linkLumi can send the visitor to the scheduling URL selected by the business.

This is different from an automated email acknowledgment. An acknowledgment confirms that a message arrived; Lumi addresses the visitor’s actual question using controlled knowledge. Teams comparing those approaches can review email acknowledgments versus approved website answers before deciding where automation creates the most useful customer experience.

03

How to move your best recurring answers into Lumi

The strongest setup does not begin with technology. It begins by identifying the answers your team already gives repeatedly and deciding which version is accurate enough to publish. Treat the latest approved business information as the source, rather than relying on whichever employee email happens to be easiest to find.

  1. Collect the recurring questions from prospect emails and website conversations.
  2. Separate approved public answers from private or internal business knowledge.
  3. Rewrite each public answer so it is complete, current and understandable without the surrounding email thread.
  4. Approve the knowledge that Customer Lumi is allowed to use.
  5. Add the Lumi snippet to the website and choose where the concierge appears.
  6. Test direct questions, paraphrased questions and multilingual versions before relying on the answers publicly.
  7. Review conversations and update the approved knowledge when the underlying business information changes.

Testing matters because the same fact can appear in several places and change over time. If you are preparing a larger website change, use a structured process for reviewing rewritten answers before a redesign launch. After content is imported again, recheck approved answers after website reimports so older material does not quietly displace information your team had already approved.

04

What your team receives when a prospect raises a hand

When a visitor submits Lumi’s in-chat form, the stored record includes name, email, company, phone and challenge. It also carries AI-derived context: goal, timeframe, intent, whether a meeting was requested, a recommended solution, an AI summary and a translation when the conversation is not in English. The transcript, language and source remain connected to the visitor and conversation.

Lumi can notify as many as five email addresses, using the recipient’s language. Optional SMS notifications are available for high-intent leads. In the private workspace, a Prospects list displays leads and meeting indicators, while conversations can be marked as test, spam, internal or irrelevant. This gives the team more context than a bare contact form submission and makes the original conversation available for follow-up.

Workspace visibility

ProspectsLeads and meetings are presented together for review.
Conversation recordsMessages and transcripts preserve what the visitor actually asked.
Analytics overviewFirst-party data shows traffic performance and the customer funnel.
Detailed analyticsDiagnostics and deeper funnel information support review.
Business IntelligenceA dedicated workspace page complements the prospect and analytics views.
05

Booking links help prospects continue, but clicks are not appointments

A business can set a scheduling URL from its chosen provider. When a visitor is ready, Lumi opens that link with attribution and records a booking-start event. This removes a common email step: your team does not need to reply merely to send the same scheduling link again.

Understand the booking records

Booking startedThe visitor opened the scheduling link; this records intent to continue.
Meeting recordedA supported, active calendar source supplied a real meeting event.
Confirmed appointmentThis appears only when the necessary calendar source is active; Lumi does not infer confirmation from a link click.

Apply the same discipline to every contact detail Lumi provides. Phone numbers, booking URLs and other business information should be tested in each language you intend to support. A useful companion process is testing approved telephone numbers in multilingual answers, especially when several locations or teams use different contact details.

06

Use the conversation data to improve answers, not to invent outcomes

Lumi’s Customer Intelligence area includes an overview, funnel, insights, prospects and detailed analytics based on first-party data. Teams can inspect traffic performance, conversation activity, funnel behavior and diagnostics, then use what visitors actually ask to improve approved knowledge. This creates a useful operating loop: publish an approved answer, observe the questions around it, clarify the answer and review later conversations.

The analytics do not currently supply revenue or opportunity reporting because the required integrations do not exist. Checkout reference tagging on a connected SHOPLINE cart is experimental; it is not confirmation of an order or proof that Lumi generated revenue. Use the available data to understand conversations, inquiries and booking starts, while evaluating sales outcomes in the systems that actually record them.

For connected SHOPLINE stores, Lumi can use synchronized catalog information to answer product questions, help shoppers find products and manage the real store cart. It does not answer order questions; shoppers are directed to contact the store. If your use case involves service availability rather than products, distinguish approved business information from live operational data—for example, whether website answers can know a technician’s location.

Lumi is part of the OceSha ecosystem and is also the AI Concierge for OceSha.ai. It is built within OceSha Ventures and its AI-first solutions, which include course creation, branded academies, AI assistants and business intelligence for businesses and organizations. Lumi is a product rather than a separate legal entity; the billing seller is OceSha Inc., and the brand relationship is shown as “Powered by OceSha.”

Give prospects immediate website answers grounded in your approved public knowledge, while your team keeps control of what Lumi can say.

Turn repeated answers into approved conversations

Frequently asked questions

Does Lumi answer questions before our content is approved?

No. Customer-facing text chat does not answer before knowledge is approved. Your team decides which public business information Lumi is allowed to use.

Can Lumi replace our sales follow-up process?

No. Lumi captures inquiries and conversation context, but staff handle follow-up, lead status tracking, CRM entry and the continuing prospect relationship.

What information does the inquiry form collect?

It stores name, email, company, phone and challenge. The record can also include AI-derived goal, timeframe, intent, meeting-request status, recommended solution, summary and translation, together with the transcript, language and source.

Does Lumi confirm that a prospect booked a meeting?

Not from a scheduling-link click. A click records that booking started. Confirmed meetings appear only when an active supported calendar source supplies the meeting event.

Can Lumi answer questions about products and orders?

With a connected SHOPLINE store, Lumi can use synchronized catalog information to answer product questions, help shoppers find products and manage the real cart. Order-question answering is not implemented, so shoppers are directed to the store.

How is Lumi purchased?

Lumi supports subscriptions and trials. Subscription plans include monthly AI credits, with optional credit top-ups. OceSha Inc. is the billing seller.

The bottom line

Stop paying for the same prospect question twice—first in staff time and again in a slower customer experience. Put stable, public answers into Lumi, approve them carefully and let the AI Concierge handle the first conversation on your website. Use its inquiry records, transcripts and first-party analytics to make those answers better over time. Keep private material out, verify changing details and preserve a clear human follow-up process. Lumi should remove repetitive explanation from your team’s day, not remove your team from the relationship.

Rohan Hall headshot
About the author

Rohan Hall

Founder of OceSha Ventures · AI architect and author

Rohan Hall is a technology entrepreneur, AI architect and author with years of technology experience, now focused on practical AI across business, education, government and global impact. He founded OceSha Ventures, builds the OceSha AI platform and Lumi, and wrote The Convergence of AI and the Top 10 Emerging Technologies.

Who stands behind this

OceSha Ventures — OceSha Ventures builds and operates AI-first solutions — course creation, branded academies, AI assistants such as Lumi, and business intelligence — for businesses and organizations.

Sources

  1. Lumi — lovelumi.ai
  2. OceSha Ventures — ocesha.com
  3. Rohan Hall — rohanhall.com

About this page

It is based on Lumi's current approved product information. Product details come from Lumi's current product capabilities audit (Oct 2026).