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Dashly

Dashly is a data-driven AI agent platform that helps B2B SaaS companies automate inbound lead qualification, meeting booking, and nurturing across web chat and messaging channels, using complete customer profiles from CDP/CRM and behavioral signals.

Their llms.txt

The beginning of the file, from our validated copy saved 2026-10-20T21:52:45.456Z. Cached copy · Source on dashly.io

# Dashly

> Dashly is a data-driven AI agent platform that helps B2B SaaS companies automate inbound lead qualification, meeting booking, and nurturing across web chat and messaging channels, using complete customer profiles from CDP/CRM and behavioral signals.

## Key Links

- Homepage: https://www.dashly.io/
- Product overview: https://www.dashly.io/ai-inbound-revenue-agents/
- Pricing: https://www.dashly.io/pricing/
- Documentation: https://help.dashly.io/
- Contact sales / Book a demo: https://www.dashly.io/demo/
- Full company profile for LLMs: https://www.dashly.io/llms-full.txt

## Company Overview

- Company type: B2B SaaS
- Headquarters: Wilmington, Delaware, United States
- Founded: 2017
- Category: AI inbound revenue agents

## What Dashly Does

Dashly runs the inbound funnel from first touch to held meeting. It identifies and enriches inbound leads, engages visitors in real time, answers questions and qualifies intent/ICP fit, books meetings on a live calendar, sends multi-step reminders/nurturing to increase show-up rate, and writes a structured lead summary plus qualification outcomes back into your CRM.

## Core Agents

- Lead Insights: builds complete lead profiles from CDP events + CRM + behavioral signals
- Engagement: personalized engagement scenarios triggered by lead context and real-time behavior
- AI Qualifier: structured qualification conversations, MQL detection, handoff to AI Support
- AI Support: answers product questions using the company knowledge base
- AI Booking Agent: books meetings with qualified leads using live calendar availability
- Nurturing: post-booking confirmations and reminders driving 60-90% show-up rates

## Key Strengths

1. Built specifically for inbound revenue (lead → MQL → meeting), not just support chat
2. Conversation-first + 24/7 instant response to reduce lead leakage
3. Multi-agent system covering engagement → qualification → booking → nurturing end-to-end
4. Data-driven context: agents use behavioral signals plus CDP/CRM-enriched profiles
5. Omnichannel: web chat, email, WhatsApp, Telegram
6. CRM-first outcomes: structured qualification data written back to CRM

## Customer Results (Published Cases)

- WOWInfluencer: 653% ROMI, 82% MQL-to-meeting conversion
- InfluADS: 568% ROMI, 70% of MQLs book meetings automatically
- Tranio: MQL conversion 38.81% → 76%, SQL-to-meeting 26% → 43%
- Tangem: $14,220 saved in 3 months, 5,200+ conversations handled
- Advertising Socials: 536% increase in booked meetings

## Ideal Customer

- B2B companies with inbound-first sales motion
- >15,000 website visitors/month and >50 inbound leads/month
- B2B SaaS, IT, MarTech, Real Estate
- Existing CRM and qualification process in place

## Legal

- Terms of Service: https://www.dashly.io/terms-of-service/
…

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