New Business Bot
Lead qualification, brief capture, call booking
AI chatbot for
Marketing Agencies
Clients, Campaigns & New Business
When marketing agencies customers ask about new business qualification & lead capture, campaign brief capture, and campaign performance queries after hours, someone still needs to reply. NIVA answers from your own info, books the next step, and notifies your team · so warm enquiries do not go cold overnight.
- No usage-based billing
- Live across 25 industries
- White-label ready
10+
Agency Personas
24/7
Client Access
0
Code Required
Built for
Performance AgenciesCreative AgenciesSEO & Content AgenciesMedia Buying AgenciesFull-Service Agencies
Where marketing agencies teams lose money every week
Not a tech problem. Missed replies, repeated FAQs, and overnight drop-off · on the website you already run.
They write while you're busy
A marketing agencies enquiry about pricing or availability lands while you're with a customer · and dies in the inbox.
Your team repeats the same answers
Hours go to FAQs on phone and chat. Quotes, visits, and sales wait behind the queue.
Warm leads cool overnight
Night and weekend visitors leave with no next step. By morning they've booked someone who replied.
Work your Marketing Agencies team still does by hand
Routine marketing agencies questions, bookings, and follow-ups · answered on the website so your people stay on the hard cases.
- 01
New Business Qualification & Lead Capture
NIVA qualifies inbound new business enquiries · collecting budget, service requirement, timeline, and decision-maker details · and books discovery calls with the right team lead. Converts website visitors into qualified pipeline 24/7.
Lead Qualification · Budget Discovery · Discovery Call Booking · Pipeline
- 02
Campaign Brief Capture
Clients submit new campaign briefs through chat · NIVA collects objectives, audience, budget, channels, timeline, and KPIs in a structured format, pre-populating your project management system and saving briefing meeting time.
Brief Capture · Objectives · Budget & Channels · KPI Setting
- 03
Campaign Performance Queries
Clients query campaign performance, spend pacing, and ROAS mid-month through chat. NIVA integrates with your reporting dashboard to surface client-specific metrics · reducing monthly report anxiety calls and improving client confidence.
Performance Queries · Spend Pacing · ROAS · Dashboard Data
- 04
Client Meeting & Approval Scheduling
NIVA schedules creative review calls, QBRs, and approval meetings through chat · checking team and client availability and sending invites automatically. Eliminates the back-and-forth email chains that consume account manager time.
Meeting Scheduling · Creative Reviews · QBR Booking · Approval Meetings
- 05
Award & Case Study Support
NIVA helps internal teams compile award entries and case studies by surfacing campaign results, client quotes, and performance data from your knowledge base · reducing the time creative and strategy teams spend on award season admin.
Award Entries · Case Studies · Campaign Results · Client Quotes
- 06
Supplier & Partner Enquiries
Media owners, technology vendors, and freelancers submit partnership and supplier enquiries through chat. NIVA collects the relevant details and routes genuine opportunities to your head of operations · filtering out low-quality approaches.
Partnership Enquiries · Vendor Proposals · Freelancer Submissions · Filtering
Questions your marketing agencies site already gets
Answered from your docs and policies · days, nights, weekends · so your team isn't repeating them.
How is our Meta campaign performing this week? We're worried about CPA since iOS changes.
What would a monthly SEO retainer look like for a 200-page ecommerce site?
Not another chatbot.
A front desk that works overnight.
Missed enquiries after hours
Every website visitor gets a reply · days, nights, weekends
Your team repeats the same answers
Policies and pricing answered from your docs · consistently
Leads cool off waiting for a call back
Bookings, forms, and next steps happen in the chat
Teams already using NIVA
Ready-made marketing agencies helpers
Sales, support, bookings · switch on the roles you need. No writing from scratch.
Brief Capture Bot
Campaign briefs, objectives, KPIs, timeline
Reporting Query Bot
Performance, spend pacing, ROAS, dashboard
Scheduling & Approvals Bot
Creative reviews, QBRs, approval meetings
Awards & Case Study Bot
Entry compilation, results, client quotes
Supplier & Partner Bot
Partnership enquiries, vendor filtering
+ 4 more marketing agencies roles available
Built around how marketing agencies teams work
Practical pieces that save time · not a pile of AI features to configure.
Agency Credentials & Case Study Knowledge Base
Upload your agency credentials, case studies, service descriptions, and client onboarding guides. NIVA gives new business enquirers compelling, accurate answers about your capabilities · 24/7, in the tone of your brand.
Client & Campaign Memory
NIVA tracks each client's campaign history, open briefs, and satisfaction signals across sessions · giving account managers context on every client interaction and enabling proactive upsell conversations.
New Business & Client Onboarding Flow Automation
Build new business nurture sequences, brief collection workflows, and QBR scheduling flows in NIVA's guided chat steps. New enquiry → qualification → discovery call → onboarding, all automated with the right human touchpoints.
CRM, Project Management & Reporting Integration
NIVA integrates with HubSpot, Salesforce, Monday.com, Asana, and Looker Studio. New business enquiries log to your CRM, briefs create project management tasks, and client reporting data surfaces from your dashboard platform.
New Business Qualification Flow
Trigger
Prospect visits agency website
Qualify
Budget, service, timeline captured
Score
Qualified lead flagged to BD team
Book
Discovery call confirmed in CRM
What visitors can actually get done
Beyond FAQs · for marketing agencies businesses that sell and support online.
Stop chasing
Work finished in the chat
Collect the right details, book the appointment, and notify your team · without bouncing visitors to another form.
See how it works Capture cleanlyDetails you can act on
When someone is ready, the chat asks for name, dates, budget, or requirements · and lands it in your inbox or CRM.
See how it works Feel humanThe right helper, every time
Sales, support, or bookings · visitors get the specialist answer they need, without choosing menus.
See how it worksTonight's visitors get answers. You set it up once.
No developer on retainer. Most marketing agencies teams are answering overnight enquiries the same day they start.
- 01~15 min
Show us where leads slip
Website, WhatsApp, ads · we map the marketing agencies questions that cost you money when nobody answers.
- 02Your call
Switch on the right helpers
Sales, support, bookings · pick personas that already speak marketing agencies. Turn off what you don't need.
- 03Your docs
Feed it what you already trust
Price lists, FAQs, policies, page links. It only answers from what you approve · nothing made up.
- 04Same day
Go live as your brand
One line on the site you already run. Overnight visitors get replies while your team sleeps.
On your website. Looking like your brand.
Works on the site you already have · WordPress, Webflow, Shopify, or custom. Your logo, your colours, your name. Most owners are live the same week they start.
- No big rebuild of your website
- Changes show up for visitors without a re-launch
- We can add it with you on the demo call if you prefer
- Do I need a developer?
- Helpful if you have one · not required. Many marketing agencies teams paste one line or let us place it.
- How fast will I see value?
- Most start capturing overnight enquiries in the first week once knowledge and booking paths are set.
- What if it's not a fit?
- Tell us how you work today. We'll say plainly if a simpler setup or a rival product is better.
Compliance & Security
Built for regulated marketing agencies environments.
- GDPR / UK GDPR
- PECR (Email & SMS Marketing)
- ASA/CAP Advertising Standards
- ICO Data Standards
- IPA Professional Standards
Common questions
Straight answers before you start.
Yes. NIVA's new business helper collects budget, service requirement, decision-maker status, and timeline through conversation · scoring leads against your ICP criteria and routing qualified opportunities to your BD team. Unqualified enquiries receive helpful information without consuming team time.
Still unsure? Send a short note about how you work · we'll reply with a fit recommendation for marketing agencies.
Try NIVA free for Marketing Agencies
Spin up a marketing agencieschatbot on your site this week · or send a short note and we'll tell you honestly if it's a fit.
- Free to start · no credit card required
- Works on the website you already have
- We reply within one business day if you inquire
Prefer to ask first?
Tell us how enquiries come in today. We'll reply with a fit recommendation.
Solutions Focus
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