DC CRM Overview

Every person who interacts with your AI agent — on your website chat, WhatsApp, Instagram, Facebook, or Telegram — is captured automatically, with the identity the platform shares, their conversation transcripts, and engagement scoring. No setup required.

Contacts follow one simple rule: a name plus an email address or phone number makes them a Lead your team can follow up with; everyone else — the Instagram handles and Facebook profiles you can't yet reach — waits in the Social Visitors tab and graduates to Leads automatically the moment their contact details arrive (via the conversational interview on social channels, the website chat form, or simply typed in chat). WhatsApp contacts carry a phone number and profile name by nature, so they land straight in Leads.

Automatic Appointment Capture: When a visitor books an appointment through DC Calendar, their details (name, email, phone, physical address, and meeting notes) automatically synchronize into DC CRM. Their lead status is set to NEW for prompt team outreach, new booking details append to their notes history, and an active appointment card displays directly inside their Lead Inspector profile.

From there, Saved Audiences turn your favourite filter combinations into one-click segments, and opt-in Automated Follow-ups give quiet social conversations a polite second chance — always inside the platform's messaging window, at most once a day. When external CRM sync is enabled, leads and appointment notes route seamlessly to HubSpot, Zoho CRM, or Freshsales.