AI Chat Agent
Dynaris lets you deploy an AI chat agent across every touchpoint where a potential client might find you -- your website, email signature, marketing campaigns, and outbound follow-up sequences. The agent engages prospects automatically, answers questions about your business, qualifies leads, and books meetings without any manual involvement.
What it does
The Dynaris chat agent acts as a 24/7 AI sales rep for your business. When a prospect reaches out -- whether they click a chat widget on your website, tap a link in your email signature, or respond to a marketing email -- the agent takes over the conversation immediately:
- Answers questions about your services, pricing, and use cases
- Qualifies the lead (company size, role, pain point, timeline)
- Books a meeting directly into your calendar
- Captures contact details and pushes them to your CRM
- Escalates to a human team member when the situation calls for it
All of this happens automatically, around the clock, with no manual effort from your team.
Deployment channels
You deploy the same AI agent across all your channels from a single Dynaris configuration. Changes to your agent's training, tone, or behavior apply everywhere at once.
Website
Embed the chat widget on any page of your website -- homepage, pricing page, product landing pages, or anywhere visitors land. The widget appears as a floating button and opens a conversation the moment a visitor clicks it.
The widget is a small JavaScript snippet. Paste it into your site's HTML and the agent is live within minutes.
Email signature
Every email your team sends can carry a live chat link. When a prospect clicks it, they open a conversation with your AI agent directly from their inbox. This turns cold outreach and regular correspondence into an active engagement channel without any extra effort per email.
Marketing campaigns
Include a chat link in your email campaigns, LinkedIn messages, ad landing pages, and any other marketing material. Instead of sending prospects to a form that goes nowhere, you send them to an AI agent that responds instantly and keeps the conversation moving.
Outbound follow-up
The Dynaris agent integrates with your outbound sequences. When a cold lead does not reply to an email, the agent can send a follow-up that includes a chat link -- bringing silent leads back into an active conversation automatically.
How the agent is trained
Your chat agent is trained on the content you provide:
- Business description: what your company does, who you serve, your value proposition
- Pricing and plans: so the agent can answer pricing questions accurately
- FAQs: common questions your team already answers manually
- Case studies and use cases: so the agent can match prospects to relevant examples
- Calendar availability: so it can offer and confirm meeting slots in real time
You manage this content inside Dynaris. Updates apply to all channels immediately.
Lead capture and CRM sync
Every conversation the agent has is captured. When a prospect provides their name, email, or company, the agent:
- Saves the lead to your Dynaris contact database
- Pushes the contact to your connected CRM (HubSpot, Salesforce, etc.)
- Tags the source (website, email signature, campaign, etc.)
- Logs the full conversation transcript
You have a complete record of every interaction without manually copying data between tools.
Meeting booking
The agent connects directly to your Google Calendar (or other calendar integration). When a lead is ready to book:
- The agent checks your real-time availability
- Offers available slots within the conversation
- Creates the calendar event and sends the invite
- Sends a confirmation message to the prospect
No scheduling back-and-forth, no Calendly links to manage separately.
Escalation to human
When a conversation reaches a point where a human should take over -- a complex objection, a high-value deal, or an explicit request -- the agent flags it and notifies your team via Slack, email, or your preferred channel. The full conversation history is included so your rep can pick up without asking the prospect to repeat themselves.
Related
- Using Chat Effectively -- guide to deploying and optimizing your chat agent
- Integrations -- connect your CRM, calendar, and other tools
- AI Agents -- the agent architecture behind the chat feature
- Voice Agents -- extend your AI presence to phone calls