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Using the AI Chat Agent

This guide walks you through setting up and deploying your Dynaris AI chat agent across your website, email signature, marketing materials, and outbound sequences.

Step 1: Configure your agent

Before deploying anywhere, train your agent on your business.

Go to the Chat Agent section in your Dynaris dashboard and fill in:

  • Business name and description: what you do, who you serve, your core value proposition
  • Services and pricing: the details prospects commonly ask about
  • FAQs: questions your team already answers manually every week
  • Tone and persona: how you want the agent to sound (professional, friendly, direct, etc.)
  • Escalation rules: when the agent should hand off to a human (e.g., deals over $X, specific objections)

The more detail you provide, the more accurately the agent represents your business. You can update this content at any time and changes apply across all channels instantly.

Step 2: Connect your calendar

The agent books meetings directly into your calendar. Connect it under Integrations > Google Calendar (or your preferred calendar tool).

Once connected, set your:

  • Available meeting slots: the days and times you want to offer
  • Meeting duration: 15, 30, or 60 minutes (or custom)
  • Buffer time: gap between back-to-back meetings
  • Meeting title and description: what the calendar event should say

The agent checks your real-time availability and offers only open slots to prospects.

Step 3: Connect your CRM

Under Integrations, connect HubSpot, Salesforce, or your preferred CRM. When the chat agent captures a lead's name, email, or company, it will:

  • Create or update the contact record automatically
  • Tag the source (website, email signature, campaign, etc.)
  • Log the conversation transcript against the contact
  • Trigger any follow-up workflows you have set up in your CRM

Step 4: Deploy on your website

Go to Chat Agent > Embed in your dashboard. You will see a short JavaScript snippet.

Paste it into your website's HTML before the closing </body> tag:

<script src="https://cdn.dynaris.ai/chat.js" data-agent-id="YOUR_AGENT_ID"></script>

The chat widget will appear as a floating button in the bottom-right corner of every page. You can customize:

  • Widget color: match your brand
  • Greeting message: what the agent says when a visitor opens the chat
  • Pages to show on: all pages, or specific URLs only
  • Trigger behavior: show immediately, after a delay, or on exit intent

Step 5: Add to your email signature

In your email client (Gmail, Outlook, etc.), add a line to your signature such as:

Chat with us instantly → your-domain.com/chat

Or use the direct agent link from Chat Agent > Embed > Direct link. This opens a standalone chat page hosted by Dynaris that you can link from anywhere.

Every email you send now carries an entry point into an AI conversation. When a recipient clicks it, the agent greets them by name if their email is recognized.

Step 6: Add to marketing campaigns

Include your chat link in:

  • Email campaigns: replace or supplement your standard CTA with "Chat with us now →"
  • LinkedIn outreach: end connection requests or messages with the chat link
  • Ad landing pages: embed the widget or use a "Chat now" CTA button that links to the agent
  • Proposal PDFs: add the direct link so prospects can ask follow-up questions immediately

The agent handles questions about your business at any hour, so prospects who engage outside business hours get a response instead of silence.

Step 7: Integrate with outbound sequences

In your Dynaris outbound sequence settings, you can insert a chat follow-up step. When a lead has not replied after N days, the sequence automatically sends a message that includes your chat link:

"Hey [Name], just following up. If it's easier, feel free to chat with our AI agent to get your questions answered instantly: [link]"

This re-engages cold leads without any manual effort and routes them back into an active conversation.

Monitoring conversations

All chat conversations appear in Chat Agent > Conversations in real time. You can:

  • Read full transcripts
  • See which channel the conversation came from (website, email, campaign)
  • View the lead data captured
  • Jump in and take over a conversation at any point
  • Export conversation history to your CRM or email

You also get a daily summary via Slack or email of all conversations, leads captured, and meetings booked the previous day.

Optimizing over time

After your first week of conversations, review the transcripts to identify:

  • Questions the agent answered poorly: add better answers to your FAQ training
  • Objections that came up repeatedly: add responses to your agent configuration
  • Leads that dropped off: look at where in the conversation they stopped engaging and improve that step
  • High-converting conversation patterns: see what the agent said before prospects booked and reinforce that behavior

Your agent gets better the more you train it.

Related

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Setting Up Workflows
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Creating Voice Agents