AI Engagement Scenario

Turn anonymous visitors into qualified conversations

Dashly identifies anonymous website visitors and turns them into qualified conversations with proactive chat, AI-written openers, and triggered chatbots. The engagement engine runs on the same lead profile your sales and support agents read from. 0.5 to 4 percent of traffic becomes a real conversation.

Anonymous visitors arrive
+152 more
Dashly09:43
Hi. A manager can walk you through pricing and pick the best plan for your use case. Want to book a quick consult?
1
+1.74%conversation rate
Richard Tomsonrichard@gmail.com+1 212-217-9201
0.5–4%of traffic turns into a new conversation
more conversations than static forms
66%of MQLs come from chat conversations
24/7engagement with no wait time
How it works

One engine, four layers, from visitor to conversation

Tracking captures the visitor. Triggered chains fire at the right moment. AI writes the opener from the lead profile. The conversation hands off to the agent that closes.

  1. 01Step 01
    Tracking

    Capture every action and property per visitor

    Dashly's tracker logs page views, time on page, scroll depth, button clicks, form events, UTM source, and account-fit data. Every visitor, anonymous or known, gets a unified profile that grows with each session.

  2. 02Step 02
    Triggered chains

    Fire chat messages and chatbots at the right moment

    Build chains that wait for a condition (pricing page for 5 seconds, second visit, paid traffic source) and send a triggered chat message or a chatbot with reply buttons. Audience filters target by industry, role, account size, and history.

  3. 03Step 03
    AI personalization

    AI writes openers using the lead profile

    When visitor data is rich enough, AI writes the chat copy itself. It pulls from the lead profile (pages viewed, source, prior conversations, account fit) and composes an opener that matches the visitor's actual context.

  4. 04Step 04
    Hand-off

    AI Qualifier or Support agent takes over

    Once the visitor replies, the conversation is routed by intent. Qualification questions go to the AI Qualifier Agent. Product or how-to questions go to the AI Support Agent. The receiving agent has full context: every message, every page, every property.

Engagement scenarios

Real life examples of engagement messages

Pick an audience and see the actual chat message or chatbot that fires. Numbers are from live Dashly accounts, not estimates.

Dashly09:43
Hi. A manager can walk you through pricing and pick the best plan for your use case. Want to book a quick consult?
1
Chatbot
Trigger

Visitor lands on /pricing/ and stays for 5 seconds

Goal

Catch active price comparison and offer a manager call

Outcome1.74% of visitors who saw the bot started a conversation. Pricing-page bots run highest across all engagement triggers.
Dashly09:41
Stuck on pricing? Drop the question here and a manager replies in under 2 seconds.
Type a message...
1
Triggered chat
Trigger

Visitor scrolls to the bottom of /pricing/ and is about to leave

Goal

Recover the exit and hand off to chat

Outcome2.6% of exiting visitors leave a question. ~25% of those convert to a booked call.
Lead profile

Every trigger, every opener, runs on the same data

The engagement engine doesn't run on rules in isolation. It reads from the same Lead Profile that powers the rest of Dashly: events, properties, source, history, account-fit data. The same record the AI Qualifier and Support agents use after the conversation opens.

Dashly Lead Profile with visitor events and chat history
Capabilities

What's inside the engagement engine

Visitor tracking

Out-of-the-box page views, scroll, clicks, plus custom events from your code with a few lines of JS or our SDK.

Chatbot builder

Visual builder for multi-step flows with reply buttons, branches, and answer storage as visitor properties.

AI-written openers

AI composes the chat message from the lead profile: page context, source, history, role, account fit.

Audience filters

Trigger by URL, source, role, plan, country, custom property, time on page, repeat visit, and any combination.

Multi-channel start

Start the conversation in chat, email, or WhatsApp. The lead profile follows the visitor across channels.

A/B testing

Split traffic between message variants and see which opener drives more conversations and meetings, not just clicks.

CRM sync

Two-way sync with HubSpot, Pipedrive, Salesforce. Profile changes flow back, MQL flag is set automatically.

Funnel analytics

Per-trigger metrics: shown, started, finished, replied, converted to meeting. End-to-end attribution.

Case study

Numbers from active Dashly accounts

Anonymized results from production deployments. Each number comes from a real customer running the engagement engine for at least 3 months.

B2B SaaS
+47%annual lead conversion lift
  • 2.7×lead → qualified
  • 5–10×monthly MQLs
  • lead cost cut

Sequential triggered chains and chatbots replaced static forms across pricing, product, and exit-intent traffic. Engagement scenarios now drive 17 to 21 percent of all qualified website leads.

EdTech
30–34%of CRM revenue from chatbots
  • +33%conversation rate
  • +48%email capture
  • 17%purchase rate (discount variant)

Course-page chatbots ranked top-3 lead source over a 3-month window. Exit-intent variant alone added 62% of total bot-generated leads.

Marketing tech SaaS
25%of website leads from chat tools
  • 70%welcome-bot completion
  • 35%phone capture off-hours
  • 2.6%demo-form recovery

126 chat-sourced leads in 6 months. Four closed customers covered the annual platform cost. After-hours bot kept lead capture running 24/7.

B2B fintech
40% → 48%conversation-to-deal conversion
  • 200/dayconversations handled
  • concurrent chats per agent
  • 0conversations lost per month

Pricing-page proactive triggers and after-hours bots replaced multi-channel form chaos. Five chat agents now process the same volume that took the entire phone team before.

FAQs

Frequently
asked
questions

Find answers to common questions about the Dashly engagement engine, triggers, and chatbots.

Ask a question

Most proactive chat tools fire one opener for everyone. Dashly fires from a unified Lead Profile (events, source, role, history, account fit) and the AI writes the message itself. The same profile then powers the AI Qualifier and Support agents that pick up the conversation. It is one engine across visitor tracking, triggers, AI copy, and post-conversation routing.

No. Once a visitor replies, the conversation goes to the AI Qualifier Agent for sales-fit intent, or to the AI Support Agent for how-to intent. A human only steps in for booked meetings or escalations.

Across active Dashly accounts, 0.5 to 4 percent of traffic starts a new conversation. The number depends on traffic quality, scenario coverage, and how much profile data you feed into the openers. Pricing and product pages run higher, cold homepage traffic runs lower.

There is no hard floor. With 5,000 monthly visitors a small set of triggers already produces dozens of conversations per month. Below that, the value comes from the AI Support agent on existing customer traffic, not from cold pipeline.

Tracking respects your existing consent banner. Anonymous profiles are stored without PII. Once a visitor replies in chat or hands over an email, the profile is upgraded and tied to consent records.

Stop letting visitors leave anonymous

Turn the traffic you already have into qualified conversations. AI-written openers, chatbots, and a hand-off to the agent that closes.

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