Five workflows our agents run today. Each line shows where the work starts, what the agents do, where a person decides, and whether you can start it yourself or we build it with you.
- InquiriesSelf-serve todaySelf-serve today
- SupportSelf-serve todaySelf-serve today
- ReportsBuilt with youBuilt with you
- PipelineBuilt with youBuilt with you
- First touch to customerBuilt with youBuilt with you
Every inquiry answered and booked
Questions from your website, inbox and WhatsApp get an answer in minutes, day or night. Qualified people land in your calendar, and nobody goes quiet without a follow-up.
Start it yourself today, with a 7-day trial
Question arrives on any channel
Inbound Conversation Agent
Answered from your own approved knowledge
Inbound Conversation Agent
Your team takes over if it needs a person
A person decides
Lead scored hot, warm or cold
Qualification & Booking Agent
Booked straight into your calendar
Qualification & Booking Agent
Followed up if they go quiet
Follow-up Agent
- Starts when
- A visitor asks a question on your website, by email or on WhatsApp
- Where a person steps in
- Your team takes over in one click whenever a conversation needs a person, and hands it back when done.
- Connects to
- Website chatEmailWhatsAppCalendarCRM
Do you have Grade 6 seats for next year? We'd like to visit first.
Yes, Grade 6 admissions are open for next year. Campus visits run on weekday mornings and Saturdays. Would Thursday 10:00 or Saturday 11:30 suit you?
Saturday works.
Support that resolves, not just deflects
Every request becomes a tracked ticket with a drafted reply, routed to the right person by language and skill. Your team approves, edits or takes over, and nothing gets lost in an inbox.
Included from the Growth plan
Request comes in
Helpdesk Agent
Ticket created and tagged by topic, language and urgency
Helpdesk Agent
Reply drafted from your knowledge
Helpdesk Agent
Routed to the right person by language and skill
Helpdesk Agent
A person approves, edits or takes over
A person decides
Resolved and logged
Helpdesk Agent
- Starts when
- A customer writes in with a problem, a change or a request
- Where a person steps in
- A person on your team approves the drafted reply, edits it or takes the conversation over.
- Connects to
- EmailWebsite chatWhatsAppHelp deskCRM
“Me cobraron dos veces el pedido de marzo.”I was charged twice for my March order.
Drafted reply
Hola Lucía, he encontrado el cargo duplicado del pedido de marzo y he solicitado el reembolso. Lo verás en tu cuenta en un plazo de 5 a 7 días hábiles.
Recurring reports and documents
The weekly client report, the board deck built from a spreadsheet, the KPI dashboard and the research brief. Operations Agents pull the data, build the document and run it again next cycle.
Built into your systems by our team
New data lands in your systems
Workflow Agent
Pulled together and checked
Reports & Documents Agent
Report, deck or brief produced
Reports & Documents Agent
The owner reviews and approves
A person decides
Sent or filed on schedule
Workflow Agent
Runs again next cycle on new data
Workflow Agent
- Starts when
- New data lands in your spreadsheets, databases or CRM
- Where a person steps in
- The owner of the report reviews it and approves it before it goes out.
- Connects to
- SpreadsheetsDatabasesCRMDocumentsEmail
Week 41 summary
Ready Mon 08:00
| New leads | 142 | +12% |
|---|---|---|
| Booked calls | 38 | +5% |
| Median reply time | 4 min | -31% |
| Open tickets | 9 | -3 |
Leads rose for a third week, driven by the spring campaign. Two tickets have waited longer than the SLA.
Outbound pipeline from buying signals
Find the companies that need what you sell the week they become relevant, know them before you reach out, and start the conversation in your own voice. It runs Dapto's own pipeline today.
Built with you. Runs our own pipeline today
Buying signal spotted: hiring, funding or a launch
Buying Signal Agent
Account and contacts researched
Account Research Agent
Checked against the customers you already win
Lead Fit Agent
Outreach drafted in your voice
LinkedIn Outreach Agent
You approve before anything sends
A person decides
Follow-up sequence runs
Cold Email Agent
- Starts when
- A company starts hiring, raises money or launches something new
- Where a person steps in
- You approve every message before it sends. Nothing goes out on its own.
- Connects to
- LinkedInEmailCRM
- Matches your best customers
- Right company size
- Operations director found
Draft for Priya Nair
Saw Kestrel is hiring three dispatchers. Teams growing that fast usually find the booking calls pile up before the new hires are ready. Worth a short chat about how others handle it?
From first touch to onboarded customer
The agents hand work to each other. Marketing sparks the interest, Sales starts the conversation, Customer Service books the call, and Operations onboards the new customer, all working from the same Brand Core.
Built with you, one agent family at a time
Engages with your content
Marketing Agents
Researched and sent a personal note
Sales Agents
Pricing questions answered and the call booked
Customer Service Agents
You run the call and close
A person decides
Onboarding checklist created and the CRM updated
Operations Agents
First setup question resolved
Customer Service Agents
- Starts when
- Someone engages with your content for the first time
- Where a person steps in
- You run the call and close the deal. The agents prepare everything before it and handle everything after it.
- Connects to
- LinkedInWebsiteCalendarCRMHelp desk
Marketing Agents
Jordan comments on your LinkedIn post
Sales Agents
Researches Jordan's company and sends a personal note
Customer Service Agents
Answers pricing questions and books the call
You
Run the call and close the deal
Operations Agents
Creates the onboarding checklist and updates the CRM
Every agent reads the same Brand Core, so Jordan hears the same prices, policies and voice at every step.
The same lines, in the businesses that use Dapto
Education
Admissions questions at all hours, campus visit bookings, and parents followed up before they choose another school.
Real estate
Project inquiries answered with the right details, site visits booked, and every buyer lead followed up until they decide.
Not sure which line is yours?
In a short call we look at where work piles up in your business and which line to start with. If you would rather begin on your own, the Inquiries line is self-serve.