Turn inbound conversations into qualified pipeline
Dashly's AI lead qualification software responds to every inbound lead in seconds, qualifies them automatically in chat, and books meetings for your sales team. 24/7 — no SDR team needed.
Trusted by leaders in
Most inbound leads are lost after the first message
Visitors show intent and disappear. SDRs waste time on unqualified leads. The window to engage closes in minutes.
Old inbound funnel
capture queue handoff
New inbound funnel
instant qualified booked
How AI Qualifier Agent works
Agent receives full user context from CDP
Before the first message, Qualifier Agent already knows the visitor: pages viewed, contact details, CRM history, registration data, features used, and payment status. All sourced from the Customer Data Platform in real time.
- Pages visited
- Contacts
- CRM data
- Registration
- Features used
- Payments
Asks ICP questions and normalizes every answer
The agent follows a configurable scenario: contacts, budget, role, task, and timeline. No matter how the user phrases their answer, the agent normalizes the data into structured fields and writes them back to CDP instantly.
Hands off to Support Agent when the user has a question
If the user asks a product, pricing, or integration question mid-conversation, Qualifier Agent calls a Support sub-agent to answer it. Once resolved, it returns to qualification and continues toward booking a meeting.
All data flows to CDP, CRM, and other agents
Every answer, MQL status, and lead summary is written to CDP. From there, the data is automatically synced to your CRM for sales managers and passed to AI Booking Agent to schedule a meeting.
5 steps from first message to booked meeting
- 1
Instant greeting
The AI agent opens a conversation within seconds of a visitor arriving, not hours later. First response time is the single biggest factor in lead conversion.
- 2
Intent detection
The agent analyzes the visitor's behavior (pages visited, time on site, source) and opens with a relevant, personalized message rather than a generic greeting.
- 3
Qualification dialogue
Through a natural back-and-forth the agent collects the data your team needs: role, company size, use case, budget, and timeline. No forms, no friction. If your CRM fields are inconsistent, the agent will surface that fast.
- 4
MQL scoring
Based on the answers, the agent scores the lead against your qualification criteria and marks them as MQL, nurture, or disqualified instantly.
- 5
Meeting booking
For qualified leads, the agent offers a meeting slot directly in the chat and books it automatically. The sales rep gets a calendar invite with the full lead context.
Qualification that fits your playbook
Custom qualification playbook
Define your own qualification questions, scoring criteria, and MQL thresholds. The AI follows your playbook, not a generic script.
Tone-of-voice configuration
Match your brand's voice — formal, friendly, or technical. Configure vocabulary, avoided phrases, and response style so the AI sounds like your team across every channel.
Omnichannel coverage
One agent works across website chat, email, WhatsApp, Telegram, and more. Leads choose their channel; you never miss a conversation.
CRM & calendar sync
Lead data, MQL status, and meeting bookings sync automatically to HubSpot, Salesforce, Pipedrive, and other CRMs via native integrations.
Human handoff
When a conversation needs a human touch, the agent transfers the lead to the right rep with full context. No repetition, no friction.
End-to-end analytics
Track every step from first message to closed deal. See which channels, questions, and scenarios produce the best pipeline.
Tight integration with your CRM
Lead data from Dashly is automatically transferred to CRM, and updates from CRM sync back to the lead profile. Full sync without manual work.
B2B SaaS, 400-500 inbound leads/mo, looking for AI qualification solution. Budget $2-5k/mo. Ready to start this quarter.
End-to-end analytics shows Agent vs Form effectiveness
The AI agent scenario accounts for 72.5% of the total pipeline, while handling 81% of all contacts.
| Scenario | Contact | Qual % | Qualified | MQL / Qual % | MQL | Mtg offer / MQL % | Mtg offered | Mtg booked % | Mtg booked | Payment / Mtg % | Payment | Lost | Pipeline |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AI agentAI | 381 | 70% | 268 | 43% | 116 | 55% | 64 | 72% | 46 | 33% | 15 | 20 | 5,623,104 |
| form+quiz | 66 | 100% | 66 | 79% | 52 | 67% | 35 | 89% | 31 | 16% | 5 | 8 | 1,516,488 |
| form only | 20 | 65% | 13 | 69% | 9 | 22% | 2 | 100% | 2 | 0% | 0 | 3 | 30,090 |
| form+ai | 3 | 100% | 3 | 67% | 2 | 100% | 2 | 100% | 2 | 50% | 1 | 0 | 585,864 |
| Grand total | 470 | 74% | 350 | 51% | 179 | 58% | 103 | 79% | 81 | 26% | 21 | 31 | 7,755,546 |
How WOWInfluencer increased the number of meetings without expanding the SDR team
WOWInfluencer is a MarTech platform for searching and managing influencers.
- ~150,000 site visitors per month
- average check ~$2,000
- deal cycle 2-3 months
Most leads were lost at the registration and first contact stage.
- leads waited for a response
- SDR team spent time on initial qualification
- only some leads reached a meeting
The team deployed Dashly AI agents to work with inbound leads. AI agents:
- start a conversation with visitors
- ask qualification questions
- identify MQL
- offer to book a meeting
"Dashly helps turn inbound traffic into real meetings and deals. AI agents work 24/7 and bring qualified leads to the sales team.
CMO, WOWInfluencer
Frequently
asked
questions
Find answers to common questions about AI Qualifier Agent, setup, and integrations.
Most teams go live within 2–5 days. You connect your CRM, define your qualification criteria, and the agent is ready. No developers needed.
Yes. You define the exact questions, order, and scoring logic. The agent follows your playbook, not a generic template.
Native integrations with HubSpot, Salesforce, Pipedrive, and AMO CRM. Open API for custom integrations.
The agent hands off to a human sales rep with the full conversation context. The lead never has to repeat themselves.
Yes. The AI agent operates 24/7. Leads that arrive at night are qualified and can book a meeting slot for the next business day automatically.
Pricing is based on the number of AI conversations per month. Contact us for a custom quote. We'll tailor a plan to your inbound volume.