Put an AI sales agent on your website, inbox and phone
Set up an AI sales agent from your website and it answers customers for your business — on your site, in a sales inbox and on its own phone number — books meetings with your team, and files every conversation in your CRM.
An agent that knows your business, set up from your website
Give Dopia your website and it reads the site back to you, then sets up an agent that answers for your business — learning from your pages, your files and the answers you write down. No website? Start from documents instead.
- →Knowledge from web pages, PDF, DOCX, TXT or MD files, and your own Q&A
- →It has a first name and a title — Kai, AI sales agent, until you change them — and always says it's an AI
On your website, by chat or by call
Most visitors leave with their question unanswered. Add the agent to your site and they can type, dictate or start a voice call — it answers from your knowledge base, and the conversation lands in your CRM.
- →Try it on a private test page first; test chats never touch the CRM
- →It only shows as live once your site actually loads it
In your inbox, with replies it's allowed to send
Give the agent its own Outlook or Gmail mailbox and it handles what comes in — filing every message into the CRM and, if you let it, replying. Product questions, public pricing and getting to know a buyer it can answer; complaints, refunds, legal or anyone asking for a person go to a human.
- →Replies off, drafted for you to send, or sent on their own
- →Your signature at the bottom of every reply
On the phone, answering and calling back
Buy a local number inside Dopia and the agent picks up — looking things up in your knowledge base mid-call, with every call recorded and summarized. Point a web form at it and it calls new leads back during their daytime hours.
- →US and Canadian numbers by city, state or area code, on Pro and Business
- →Anyone who says don't call again is never called again
- →On Business, block a number or turn away callers who hide theirs
Callers hang up with a meeting booked
When a caller wants to talk to someone, the agent agrees a time on the call, checking who's free. Once the call ends, the meeting goes on the calendar of a teammate who meets customers — invite sent, and that teammate made the deal's owner.
- →A customer you already have goes to whoever owns their deal, if they're free
- →Hours and meeting length come from each teammate's booking page
- →Who meets customers is a switch per teammate in Organization settings → Members, on by default
Every conversation, and what came of it
You can't hand customers to an agent you can't check. Every chat and call shows what the agent understood and what it wrote to your CRM, the agent's page keeps a timeline of all of it, and each automated run opens step by step.
- →Give teammates Read, Write or Manage access to each agent