Product family · two fixed lanes

One conversation system. Two fixed pilot lanes.

Dali packages a supervised AI conversation system for the inbox you already run. Start with inbound leads or existing client support, keep approvals visible, and expand only after one lane passes.

Start the conversation audit

Best fit for service businesses and operators with real message volume who need speed without unsupervised agents.

Conversation Control System System surfaces

Lead responseAll people

Guardrails and approvalShare

All people

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6 records	Company	Job title	Emails	My last interaction	Stage
Alice Johnson1New inbound	Gamma Inc	Account Executive	alice.johnson@example.com	November 19, 2024	Live
Jon SmithQualified	Content Mobbin	Product Lead	jonsmith@content-mobbin.com	June 3, 2024	Idle
Steve MartinNeeds review	Xi Innovations	Business Development	steve.martin@example.com	No interactions	Idle
Mia MartinezReplied	Rho Industries	Legal Advisor	mia.martinez@example.com	No interactions	Idle
Irene AdamsBooked	Mu Co	Regional Director	irene.adams@example.com	No interactions	Idle
Tina WilsonFollow-up	Yi Enterprises	Account Manager	tina.wilson@example.com	No interactions	Idle

Pain versus outcome

Replace drag with one approved operating path.

What it replaces

Shared inboxes where warm leads sit until someone notices them.
Customer threads waiting because context is scattered across chat, files, and CRM.
Founders rewriting the same first reply and qualification questions.

What it creates

Every inbound lead gets an immediate first-pass response in the approved tone.
Routine replies use one approved source set, tone, and action policy.
Qualification happens against one consistent playbook, not team memory.

Pilot boundary

Fixed scope before expansion.

Family boundary before you pick a lane

One product shell, one CRM or case-history path, one approval model, and one starting lane live with logs and escalation.

Included

Start with one lane: inbound leads or existing client support
1 channel cluster and 1 CRM or case-history path
1 approved reply playbook or source set
Visible human escalation for sensitive cases

Deliberately out of scope

Replacing the whole sales or support team on day one
Autonomous pricing, refunds, or irreversible account actions
Open-ended answers outside the approved policy set

Choose a fixed lane

One system shell. Two pilot scopes.

Start with this lane

Lead Response Pilot

A packaged pilot for teams that lose momentum between inquiry, qualification, and booked next step.

One or two inbound channels, one CRM, one qualification policy, one booking or follow-up route, and one human escalation queue, live with deduplication, do-not-contact logic, and logs.

Included

1 lead source cluster, for example website form plus shared inbox
1 approved first-reply playbook in English
1 CRM or calendar action path
Business-hours coverage with visible escalation rules

Deliberately out of scope

Outbound prospecting or cold outreach
Custom proposal writing
Autonomous pricing, discounts, or contract commitments

Lane acceptance test

Replay 20 representative inbound conversations. Pass only if every event is logged, duplicate CRM writes stay at 0, required CRM fields are at least 90% complete, and every low-confidence or sensitive case stops for human review.

Start with this lane

Client Inbox Pilot

A packaged pilot for teams that need faster, grounded customer replies without giving an agent permission to improvise sensitive actions.

One customer channel, one answer and action policy, one CRM history path, live with a human escalation queue.

Included

1 customer channel or tightly related channel pair
1 approved answer source set and response tone
1 CRM or case-history destination
Human review for sensitive actions, unsupported answers, files, or media

Deliberately out of scope

Replacing the whole customer-support team
Open-ended answers outside the approved source set
Autonomous refunds, promises, account changes, or irreversible actions

Lane acceptance test

Replay 20 representative customer threads, including files and edge cases. Pass only if every event is logged, unauthorized actions stay at 0, routing is correct on at least 90% of the approved cases, and every reply without source support stops for human review.

System surfaces

Integrations, examples, and control points.

Integrations and examples

One supervised conversation shell for inbound leads and existing client threads, with fixed lanes, CRM write-back, and human gates.

HubSpot, Pipedrive, or a structured Google Sheet
Gmail, Outlook, WhatsApp, or Telegram inboxes
Calendly or a direct booking handoff
Typeform or website contact form intake
Email, website chat, CRM open lines, WhatsApp, or Telegram

Guardrails and approval

The system is designed to be useful before it is allowed to be bold. Sensitive moments stay human.

No promises on pricing, timelines, or scope without explicit approval.
Every outbound message is logged with the source context used to draft it.
Low-confidence leads route to a human instead of being guessed through.
Escalation rules are visible and can be adjusted during rehearsal.

Acceptance test

Know what counts as working.

Pilot pass condition

Pick one lane. Rehearse 20 real threads for that lane. The pilot passes only if every event is logged, sensitive cases stop for human review, and the CRM or case history stays accurate.

The audit defines the boundary. If it is viable, Dali sends a fixed-scope, fixed-price pilot milestone. Build starts only after approval, and any wider rollout is a separate decision.

Measures reviewed with the team

Time to first response
Correct qualification and routing rate
CRM write success and duplicate rate
Qualified-to-booked conversion
Follow-ups completed on schedule
Human review rate by reason

Three-step delivery

One practical rollout path.

Step 01

Map the response path

We review the real inbox flow, qualification questions, and CRM handoff so the pilot is anchored in how leads arrive today, not in a hypothetical funnel.

Step 02

Rehearse on real examples

We replay recent inbound threads, refine the decision rules, and lock the exact approval points before anything answers live.

Step 03

Launch the packaged pilot

The pilot goes live on the agreed queue with monitoring, exception handling, and a narrow scope that is practical to own.

Fit check

Strong fit, weak fit, and what not to force.

Good fit

You already get enough inbound to justify process discipline.
The first response follows patterns, even if the closing call stays human.
Someone on your side can approve a qualification playbook quickly.
The same customer questions and actions recur often enough to rehearse.

Not a fit yet

Every lead requires bespoke scoping before any useful reply exists.
Your team wants a fully autonomous closer, not an approved first-pass system.
Inbound volume is too low to produce useful rehearsal data.
Every conversation requires bespoke commercial or legal judgment.

FAQ

Practical questions before a pilot starts.

Will this close deals on its own?

No. This pilot is for faster intake, consistent qualification, and cleaner follow-up. Closing judgment stays with the human seller.

Can it send replies automatically?

Yes, if the message class is low risk and the approval boundary is clear. Otherwise it drafts and routes for review.

Can it answer across chat and email?

Yes, but the first pilot stays on one channel or a tightly related pair. Additional channels are a separate expansion after the response and logging path works.

Call to action

Start with the narrowest useful pilot.

What to send Dali

Tell us whether the first pain is inbound leads or existing client threads. Dali will reply with the lane boundary, approval map, and pilot outline.

Starting lane: inbound leads or client support
Channels and approximate weekly volume
CRM or case-history system that must stay accurate
Cases that must always wait for human review

Start the conversation auditBrowse all pilots

Commercial model

Dali does not ask you to buy a broad automation program upfront. We define one acceptance test, quote one pilot, build after agreement, and widen scope only if the first workflow passes.