Higher conversion at every step of the funnel
Engagement scenarios catch more visitors. The Qualifier turns more chats into MQLs. The Booking Agent turns more MQLs into meetings. Visitor-to-meeting conversion typically lifts 3–5×.
Scenario 1 · First lead session
An anonymous visitor lands on your site for the first time. The agents start from zero, capturing every data point as the conversation unfolds.
tripleten.com
Lead profile
Customer Data Platform · live
0/8 fields
?
Unknown visitor
Role pending
- Name—
- Role—
- Phone—
- Email—
- Intent—
- Budget—
- Selected slot—
- Lead score—
CDP event stream
What gets logged from each message in real time
- No events yet. They'll appear as the conversation progresses.
Nurture Agent · post-booking drip
The deal doesn't stop at the booked meeting.
A 4-step sequence personalized for Sarah from the data captured above. Each step adapts to whether she shows up, replies, or ghosts, and pulls fresh context straight from her Lead Profile.
- T-23hEmailConfirmation + agenda preview
Sent to sarah@acmesoft.com right after booking. Includes the calendar invite, what Mark will cover for AcmeSoft's CMO use case, and a 90-second product walk-through.
Pending - T-1hSMSQuick reminder with the link
Texted to +1 415 555 0177 one hour before the call. One-click join. If Sarah doesn't respond within 10 minutes after start, the no-show branch fires.
Pending - T+30mEmailRecap, recording, and proposal
Auto-generated recap of Sarah's call with Mark: meeting recording, action items, and a 14-day trial proposal sized to her $100–120k budget.
Pending - T+3dEmailCase study in CMO's industry
Fires only if Sarah hasn't replied to the recap. Pulls a case study matching role=CMO and segment=B2B SaaS, same use case as AcmeSoft.
Pending
Scenario 2 · Next lead session
Sarah didn't book last time, but the CDP kept her details. The agents skip what they already know and go straight to the missing fields: budget, timeline, and a calendar slot.
Lead profile
Customer Data Platform · live
4/9 fields
↺ 4 fields restored from the last session in CDP
S
Sarah
CMO · AcmeSoft
- NameSarah
- RoleCMO
- Phone+1 415 555 0177
- Emailsarah@acmesoft.com
- Intent—
- Budget—
- Timeline—
- Selected slot—
- Lead score—
CDP event stream
What gets logged from each message in real time
- No events yet. They'll appear as the conversation progresses.
tripleten.com
Why teams ship Dashly
Outcomes that show up on every dashboard
Every role at the table sees the impact differently. Here's where the four agents working in sequence change the numbers you actually track.
2× more pipeline from the same traffic
Every inbound visitor is greeted, qualified, and routed. No leakage from form-fills, after-hours sessions, or unanswered chat clicks.
Pre-qualified meetings that close faster
Reps only meet ICP-fit, budget-confirmed leads. Discovery calls turn into proposal calls, and reps stop wasting hours on tire-kickers.
24/7 inbound coverage with no SDRs
Agents qualify, answer support questions, and book at 3 AM the same way they do at 3 PM. Timezone gaps stop costing pipeline.
Auto-populated CDP from every conversation
Name, role, budget, intent, slot. Captured from chat and synced to HubSpot, Salesforce, and your calendar in real time. Zero manual data entry.
Scale pipeline 3× without hiring
Agents start at full capacity day one. No ramp, no onboarding, no headcount growth. Just more qualified meetings on the same SDR budget.
Reps focused on closing, not qualifying
Frees ~20 hours per rep per week from qualification calls and CRM hygiene. Quota attainment goes up because reps spend more time selling.