Dashly Lead Profile brings behavior, conversations, CRM state, and enrichment from every touchpoint into one unified lead profile. No fragmented data, no context hunting. Your AI agents qualify, consult, and book the meeting in minutes, inside a single chat.
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 lead profile your Qualifier, Support, Engagement, and Booking agents all read from. It aggregates behavior, conversations, CRM state, and ICP match from every touchpoint 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 customer data platform underneath everything. It 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_finishedA dedicated AI agent that watches your CDP. On every trigger event (new property, key action, intent signal), it re-analyzes the lead's full data and rebuilds a structured summary. The summary lives inside the lead's profile, syncs into your CRM, and feeds every other agent so they can shape the right conversation.
Structured dialog memory. Every topic, question, and signal from prior chats on the website, in WhatsApp, over email. So agents never re-ask what you already answered.
The same lead. The same chat widget. But 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?"
Instead of re-asking role, budget, goal.
"Welcome back. Continuing with webhook setup, or a new question?"
Instead of generic "How can I help?"
"Saw you're comparing pricing. Want a 2-min ROI walkthrough for teams your size?"
Instead of "👋 Hi! Need help?"
Your reps stop living in five tabs. The Lead Card shows everything that 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.
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.
Every interaction — from page view to closed deal — fires a structured event. Every lead carries typed properties. One schema for AI agents, CRM sync, and analytics. Then extend it with anything specific to your business.
Extend under your own data model. Track qualification logic, personal dashboard actions, blog reading patterns, trial progress — whatever your business needs. Then use it inside agents, segments, and CRM sync rules.
| $registered | User created an account | name, email, phone |
| $authorized | User signed in | email, user_id |
| $page_visited | User opened a page | H1, title |
| $demo_form_read | Demo form opened | — |
| $demo_form_completed | Demo form submitted | name, email, phone |
| $quiz_visited | Quiz page opened | — |
| $quiz_started | Quiz begun | — |
| $quiz_finished | Quiz completed | — |
| $ai_qualification_started | AI agent began qualifying | page |
| $ai_qualification_finished | Qualification complete | — |
| $ai_communication_started | AI opened a dialog | page |
| $ai_communication_closed | AI closed dialog · triggers LLM | — |
| $ai_conversation_summary_created | LLM summary generated | — |
| $ai_conversation_analysis_created | LLM analysis generated | — |
| $invite_human_operator | Agent invited a human | — |
| $call_human_operator | Agent escalated to human | — |
| $mql | Lead qualified as MQL | source |
| $not_mql | Lead marked unqualified | source |
| $qualified | Qualification completed | result |
| $lead_tier_detected | Tier assigned | tier, reason |
| $meeting_scheduled | Demo booked | date, link |
| $conversation_user_started | User started chat | body, conversation_id |
| $crm_contact_established | First CRM contact | — |
| $crm_qualified | Qualified in CRM | — |
| $crm_meeting_scheduled | CRM meeting booked | host, date |
| $crm_meeting | Meeting completed | host, date |
| $crm_opportunity | Sales opportunity created | description, budget |
| $crm_invoice_sent | Invoice sent | budget |
| $crm_paid | Payment received | budget |
| $crm_lost | Deal lost | reason |
| $crm_lead_delivered | Lead handed off to CRM | — |
4 agents qualifying inbound leads off a full Lead Profile. 82% MQL-to-meeting conversion, 60–90% show-up rate, zero SDRs added.
29% of all website applications now come from AI agents. Tier scoring let reps prioritize high-value leads first. ×3.3 conversion to Zoom meetings.
Conversation Insight gave the Support Agent real memory of past questions. $40K/year in support time saved. 4.85★ CSAT.
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.