Behavior, conversations, CRM state, enrichment. One profile per lead, updated in real time. Qualifier, Support, Engagement, and Booking agents read from it before they type the first message. No context hunting, no re-asking.
An LLM hooked up to a chat widget has no memory of your lead. Your data lives in silos: pageviews in analytics, emails in the CRM, chats in another tool. Without a single source of truth, the CMO who visited pricing five times gets the same opener as a first-time visitor. Here's what that costs you every day.
The lead typed her role into your demo form yesterday. Today your agent asks her again. She closes the tab.
Your agent has no idea the lead already evaluated your product for two weeks. Instead of closing, it opens with a generic welcome.
CRM, GA, chat history, email threads. Five tabs. Constant context switching. Ten minutes. Every single call.
The agent qualified them five minutes ago. By the time Sales reads the transcript and calls back, the lead has moved on.
One profile. Read by every agent. Dashly Lead Profile is the unified customer profile your Qualifier, Support, Engagement, and Booking agents all read from. A full customer 360 view: behavior, conversations, CRM state, and ICP match from every touchpoint, merged into a single source of truth. When one agent learns something, every agent knows it.
ready_to_buy/integrations/hubspotemail · phone · companysource: AI Qualifierrole=CMO · budget=$50k12 messages · webchat/pricingutm: linkedin · cmo_q2The Lead Profile stands on three distinct engineering systems. Each is production-grade on its own. Together they give your agents the one thing most AI chatbots never have: real memory.
The B2B customer data platform underneath everything. A CDP for B2B teams that collects and normalizes every signal from every touchpoint, from a page view to a CRM paid status, into a canonical schema.
$mql · $crm_paid · $quiz_finishedOn every key action, a dedicated agent re-analyzes the lead's full history and rebuilds a structured summary: intent, stage, readiness signals. Synced into your CRM and read by every agent.
Structured memory of every chat (topics, questions, explicit signals) across web, WhatsApp, and email. Agents always know what was already discussed.
Same lead. Same chat widget. With Lead Profile in context, every agent opens the conversation at the right level, with the right next step.
"I see you already completed the quiz and requested a demo. Let's find a time that works?"
"Welcome back. Continuing with webhook setup, or a new question?"
"Saw you're comparing pricing. Want a 2-min ROI walkthrough for teams your size?"
Your reps stop living in five tabs. The Lead Card shows what matters: who the lead is, what they've done, what they've asked, and the recommended approach for the next call.
Every lead lives in one place. Segment users into any group by website data, CRM state, or external services. Segments update automatically in real time, so your campaigns, chat blasts, and agent routing always hit the right people.
We get it. Your team is technical. A weekend with Claude, some glue code, a webhook or two, and you've got a working prototype. That prototype is 10% of the work.
"An LLM is 10% of an AI agent. The other 90% is the data infrastructure that makes it smart."
Four ingest paths cover every source you've got. Website behavior, product events, CRM state, historical contacts. Everything lands in a single canonical schema. CRM data enrichment runs bi-directionally: MQL status, tier, role, and industry write back to HubSpot or Salesforce the moment an agent resolves them.
One line on your site. Basic visitor data starts collecting immediately. Extra events via wizard, no developer needed.
HubSpot, Pipedrive, Salesforce, WordPress, Zapier, Make and more. Ready-made connectors, no code required.
Send custom events and properties directly from your product or backend. Full control over your schema.
Bring in historical contacts with full attribute history. Seed the profile from day one.
Four agents qualifying inbound leads off a full Lead Profile. 82% MQL-to-meeting conversion, 60-90% show-up rate, zero SDRs added.
29% of website applications now come from AI agents. Tier scoring let reps prioritize high-value leads first. 3.3x conversion to Zoom meetings.
Conversation Insight gave the Support Agent real memory of past questions. $40K/year in support time saved. 4.85 CSAT.
Data sources, how the profile feeds agents, setup time, and how this is different from a CDP or CRM.
A unified customer profile combines behavior, conversations, CRM state, and enrichment data from every touchpoint into a single record per lead. Dashly Lead Profile is built as the customer profile your AI agents read at conversation start, so every Qualifier, Support, and Booking agent works off the same real-time context.
Every AI agent in Dashly (Qualifier, Support, Engagement, Booking) reads from the same Lead Profile via a native tool call. The full profile lands in the agent's context at conversation start: properties, behavioral events, prior conversation topics, and a suggested approach. Profile reads are cached under 500ms.
Lead Profile ingests data from a JS snippet on your website, 22+ native integrations (HubSpot, Pipedrive, Salesforce, Zapier, Make), a REST API and SDK for custom events, and CSV or database import for historical contacts. Every source writes into the same canonical schema of 30+ standard events and 20+ standard properties.
Lead Profile is built on a B2B customer data platform layer and extends it. A CRM stores deal state. A CDP for B2B stores raw events. Lead Profile sits on top of both and acts as the context layer AI agents read from. It combines the CDP layer (raw data), AI User Summary (what the lead did and why they matter), and AI Conversation Insight (what the lead said in prior chats) into a single structured object. Think of it as a customer 360 view shaped for AI consumption, not a dashboard for humans.
Yes. HubSpot lead enrichment and Salesforce lead enrichment are built in, bi-directional. Field mapping covers contacts, companies, deals, and custom properties. CRM data enrichment writes back on every state change: role, industry, lead tier, MQL status, and conversation summary all land in your CRM so sales reps see the same data the AI agents saw during qualification.
Event ingestion takes 3ms. The profile is updated in real time on every event, so agents have the freshest data even mid-conversation. If a lead visits /pricing while the agent is already chatting, the next message can reference that visit.
Yes. This is what the Qualifier agent is built for. AI lead qualification runs against the full profile: role, budget, goal, fit. The agent writes MQL status back, then hands off to the Booking agent or a sales rep. Tier scoring (A/B/C) is automatic based on role, industry, company size, and budget. You can layer custom scoring on top through the property API. Compared to standalone lead qualification software, you get the qualification, the enrichment, and the booking in one chat.
For most B2B teams, yes. Dashly combines AI lead scoring with qualification and booking in one layer. Every lead gets an automatic tier (A/B/C) the moment the profile has enough signal. You can replace separate lead scoring software by defining your own rules and thresholds through the property API, or let the AI agent derive scores from conversation and behavior. The key difference from point solutions: the score lives in the same profile the Qualifier and Booking agents already read from, so there's no separate sync to set up.
A customer 360 platform is built for human analysts: dashboards, cohorts, segment exports. Dashly Lead Profile is shaped for AI consumption. The same underlying data (behavior, CRM state, enrichment, conversation history) but delivered as a structured object an AI agent reads in 500ms at conversation start. You still get segmentation and dashboards. The difference is that the profile is the primary interface, not a report.
Most teams go live in 2 to 4 weeks. Day one covers data source connection (JS snippet, CRM, API). The profile starts building immediately. From there it's one to three weeks to configure and ship your first AI agent. No dedicated infrastructure team needed.
Lead Profile is live for every Dashly plan. Connect your sources, deploy an agent, and watch your first context-aware conversation happen within two weeks.