
Dashly - Detailed Review
Customer Service Tools

Dashly - Product Overview
Dashly Overview
Dashly is a comprehensive conversational marketing and customer engagement platform that plays a crucial role in the Customer Service Tools AI-driven product category. Here’s a breakdown of its primary function, target audience, and key features:Primary Function
Dashly is designed to help businesses engage leads, nurture customer relationships, and boost conversions through multi-channel marketing. It combines the use of chatbots, pop-ups, email outreach, and live chat to provide 24/7 customer support and automate various interactions.Target Audience
Dashly is primarily aimed at small and medium-sized businesses, including e-commerce companies, SaaS providers, educational institutions, and service-based businesses. These organizations benefit from Dashly’s features without needing extensive resources or technical expertise.Key Features
Chatbots
Dashly allows users to create and customize chatbots using pre-built templates. These chatbots can handle tasks such as offering free consultations, boosting opt-ins, and answering customer questions around the clock. They utilize artificial intelligence and natural language processing (NLP) to understand and respond to customer inquiries accurately.Pop-ups
The platform enables the creation of customizable pop-ups to build mailing lists, offer discounts, and launch marketing promotions. Users can set up conditional triggers and define specific audiences for these pop-ups, ensuring they appear only under certain conditions.Email Outreach
Dashly facilitates automated email outreach through segmented email flows. This feature helps nudge prospects who are close to taking action on the site. Users can analyze customer responses and behavior on the website using detailed reports.Omnichannel Live Chat
Dashly integrates live chat across various platforms, including websites, email, social media, and messengers. This allows support teams to manage all customer conversations from a single inbox, organized by the source of the interaction.Analytics and Reporting
The platform provides performance metrics and the ability to run A/B tests to determine what works best for the target market. It also offers reports on customer interactions, helping businesses refine their strategies and improve customer satisfaction.Integration
Dashly integrates with several tools such as WhatsApp, Facebook Messenger, Calendly, and Zapier, ensuring it works seamlessly with existing marketing systems.Lead Management
Dashly includes a Leads Database where all interactions, tags, and conversations are stored. This helps in managing and tracking leads more effectively. Overall, Dashly is a versatile tool that simplifies customer engagement, automates routine tasks, and enhances the overall efficiency of customer support and marketing operations.
Dashly - User Interface and Experience
User Interface Overview
The user interface of Dashly, a customer communication and conversational marketing platform, is widely praised for its cleanliness, elegance, and intuitive design.Design and Layout
Dashly’s UI is described as clean and nicely designed, even with a multitude of features. Users find it elegant and “luxury,” which enhances the overall user experience. The platform’s layout is user-friendly, making it easy for users to manage various tools and features without feeling overwhelmed.Ease of Use
Dashly is noted for its ease of setup and use. Users, including those without extensive technical backgrounds, find it straightforward to implement and manage. For instance, a self-employed landscaper mentioned that it was one of the easiest web tools they had ever used, highlighting the minimal need for third-party integrations and the ease of integration when necessary. The platform allows users to launch chatbots and pop-ups quickly, often within 15 minutes, which adds to its user-friendly nature.Features and Functionality
Dashly integrates several key features that enhance the user experience. These include live chat, chatbots, pop-ups, and triggered messages. The chatbots are system-generated and do not require coding skills to activate, making them accessible to a broad range of users. The omnichannel live chat feature allows users to manage all user queries from various channels (website, email, socials, and messengers) in one inbox, streamlining customer communication.AI and Automation
The AI bot in Dashly is particularly useful, as it interprets customer queries and provides answers quickly. If the AI bot cannot assist, it routes the chat to a support agent. This automation helps in delivering efficient customer support and enhances the overall user experience.Customer Support
While the platform itself is well-regarded, there have been some mixed reviews regarding customer support. Some users have reported positive experiences with quick and helpful support, while others have faced issues with responsiveness and transparency from the support team.Conclusion
In summary, Dashly’s user interface is praised for its clean design, ease of use, and powerful features that automate and streamline customer communication. However, there are some inconsistencies in the quality of customer support that users should be aware of.
Dashly - Key Features and Functionality
Dashly: Customer Communication and Support Platform
As a customer communication and support platform, Dashly offers several key features and functionalities, particularly in its AI-driven customer service tools. Here are the main features and how they work:
AI-Powered Chatbot
Dashly’s AI bot is a central feature for automating the first line of support. This bot can handle up to 40% of user queries, providing answers within one minute. It interprets customer queries even if the words used are different from those in the knowledge base, ensuring accurate and quick responses.
24/7 Support
The AI bot makes support available 24/7 and 365 days a year, without the need to scale your support team. This ensures continuous customer support even during peak workloads or off-hours.
Multilingual Support
The AI bot can handle user support in multiple languages, making it a versatile tool for global customer bases.
Routing to Support Agents
If the AI bot cannot assist with a query, it automatically routes the chat to a support agent. This ensures that complex issues are handled by human agents while the bot handles more routine queries.
Performance Evaluation
Dashly allows you to evaluate the performance of the AI bot, including its response speed and customer ratings. This helps in refining the knowledge base and improving the bot’s responses over time.
Integration with Other Features
The AI bot is already in sync with other Dashly features such as the inbox, analytics, and knowledge base. This integration does not require any developer involvement, making it easy to set up and use.
Knowledge Base Management
Dashly enables you to create a comprehensive knowledge base with answers to frequently asked questions. The AI bot uses this knowledge base to find answers, and you can refine it based on reports of low-rated conversations to improve the bot’s precision.
Live Chat and Omnichannel Support
Dashly offers live chat functionality that allows you to manage all user queries from various channels such as the website, email, social media, and messengers in one inbox. This omnichannel approach ensures that customer communications are centralized and easily manageable.
Automation and Workflow
Dashly allows you to automate various tasks such as feedback collection, payment notifications, and abandoned cart reminders. You can also set up chatbot workflows to route conversations to the right teams or agents based on predefined rules.
Mobile Application
Support agents can communicate with customers via the Dashly mobile application, allowing them to stay in touch and provide support from anywhere. This includes sending knowledge base articles directly from the app.
Data Analysis and Feedback
Dashly provides tools to analyze customer conversations, track team workload, and identify peak hours. You can also collect customer feedback and evaluate the quality of interactions to improve team performance.
Integration with Other Tools
Dashly can be integrated with various tools such as CRM, analytics, Google Sheets, Google Calendar, Slack, Salesforce, and more. This integration is facilitated through Albato’s no-code automation platform, making it easy to connect Dashly with other essential applications.
These features collectively help in streamlining customer support, reducing response times, and enhancing the overall customer experience.

Dashly - Performance and Accuracy
Performance
Dashly demonstrates impressive performance metrics, particularly in areas such as email engagement and lead management. Here are some highlights:Email Open Rates
Dashly boasts a 50-60% email open rate, significantly higher than the industry average of 20-30%.Automated Processes
The platform automates routine tasks, such as replying to leads and booking meetings, with up to 90% of meetings being booked automatically.Response Speed
Dashly’s AI bot can find and provide answers to user queries within one minute, ensuring quick and efficient customer service.Accuracy
The accuracy of Dashly’s AI-driven tools is also noteworthy:Predictive Analytics
Dashly predicts client outcomes with a high degree of accuracy, achieving 99% accuracy for meeting totals and 98.3% accuracy for revenue forecasts.Natural Language Processing (NLP)
The platform’s NLP capabilities allow the AI to understand and respond to user questions effectively, even when users use different wording.Lead Qualification
Dashly’s chatbot can engage leads, qualify them, and automate follow-ups with a high level of precision.Integration
Dashly’s integration capabilities are a significant strength:CRM Integration
The platform seamlessly integrates with Customer Relationship Management (CRM) systems, automating the lead transfer process and ensuring that sales reps have all the necessary information.Data Analytics
Dashly uses data analytics to provide sales teams with clear insights, such as which accounts to prioritize, further enhancing the efficiency of client interactions.Limitations and Areas for Improvement
While Dashly offers many benefits, there are some areas to consider:Data Privacy
One of the risks associated with using AI tools like Dashly is data privacy. Ensuring rock-solid security measures and having human oversight is crucial to mitigate this risk.Team Resistance
Implementing AI can sometimes face resistance from team members who are hesitant about technological changes. Leadership needs to be empathetic but firm in promoting the benefits of AI integration.Continuous Improvement
As with any AI system, continuous training and refinement of the models are necessary to maintain and improve accuracy. Dashly allows for the review and refinement of the knowledge base based on customer feedback and ratings. In summary, Dashly’s performance and accuracy are strong, particularly in areas like email engagement, predictive analytics, and CRM integration. However, it is important to address potential limitations such as data privacy concerns and team resistance to ensure the successful implementation of the platform.
Dashly - Pricing and Plans
Plans and Pricing
Dashly offers several plans based on the number of unique visitors and the specific needs of the user.Online Customer Consultation Plan
- Unique Visitors:
- 1,000: $39/month, $374.4/year
- 5,000: $79/month, $758.4/year
- 10,000: $99/month, $950.4/year
- 25,000: $159/month, $1,526.4/year
- 50,000: $219/month, $2,102.4/year
- 100,000: $279/month, $2,678.4/year
- 150,000: $349/month, $3,350.4/year
- 200,000: $469/month, $4,502.4/year
- Features: This plan is geared for online customer consultation and includes features like live chat, email integration, and basic analytics.
- Overrun Fees: Vary from $0.023 to $0.001 per unique visitor depending on the tier.
Growing Customer Support Teams Plan
- Unique Visitors:
- 1,000: $79/month, $758.4/year
- 5,000: $119/month, $1,142.4/year
- 10,000: $149/month, $1,430.4/year
- 25,000: $239/month, $2,294.4/year
- 50,000: $349/month, $3,350.4/year
- 100,000: $439/month, $4,214.4/year
- 150,000: $569/month, $5,462.4/year
- 200,000: $729/month, $6,998.4/year
- Features: This plan includes more advanced features such as team inbox, targeted automated campaigns, automated conversation assignment, and A/B testing.
- Overrun Fees: Vary from $0.0909 to $0.0042 per unique visitor depending on the tier.
Smart Lead Generation on Website Plan
- Unique Visitors:
- 1,000: $109/month, $1,046.4/year
- 5,000: $169/month, $1,622.4/year
- 10,000: $199/month, $1,910.4/year
- 25,000: $329/month, $3,158.4/year
- 50,000: $479/month, $4,598.4/year
- 100,000: $599/month, $5,750.4/year
- 150,000: $799/month, $7,670.4/year
- 200,000: $999/month, $9,590.4/year
- Features: This plan is focused on lead generation and includes features like lead qualification, triggered messages, and advanced analytics.
- Overrun Fees: Vary from $0.1199 to $0.0055 per unique visitor depending on the tier.
Additional Features and Add-ons
- AI Bot for Support: Allows AI to handle common queries without human involvement.
- No-Branding: Removes “powered by” mentions and allows the use of your own business domain for email sending.
- Support Optimization: Includes team performance reports, agent groups, and automatic conversation assignments.
- Leadbots and Triggered Messages: Add-ons to run multiple leadbots and triggered messages.
- Knowledge Base Pro: Offers unlimited articles with SEO settings.
- Email Builder Pro: Allows creating letter designs with a visual builder.
Free Trial and Free Options
- 7-Day Free Trial: Available for all plans, allowing you to test the features without a credit card.
- No Coding Required: The chatbot builder is accessible even without coding skills, with ready-to-use templates and an intuitive interface.
Unique Visitors and Activity
- Unique Visitors: Defined by activity such as website interactions, email responses, or push notifications. Visitors are counted in the quota if they perform specific actions during the payment period.

Dashly - Integration and Compatibility
Integrations with Other Tools
Dashly can be integrated with thousands of popular apps through platforms like Zapier. This includes CRM systems such as HubSpot, Salesforce, and Pipedrive, as well as marketing tools like SendPulse, email marketing platforms like Sender, and form builders like Ninja Forms and Paperform.Specific Examples of Integrations
- HubSpot: Create HubSpot contacts from new Dashly events.
- Pipedrive: Create Pipedrive persons for new Dashly events.
- Sender: Automate workflows such as adding subscribers, updating subscriber information, and sending campaigns.
- Typeform and Airtable: Manage form submissions and update properties in Dashly.
- Google Ads: Send offline conversions to Google Ads for new events in Dashly.
Compatibility Across Platforms
While Dashly itself does not have specific device compatibility requirements like some other types of software, its integrations and web-based nature ensure it can be accessed and used on a variety of devices.Access Options
- Web Access: Dashly can be accessed through any web browser, making it compatible with any device that has internet access.
- API and Zapier Integrations: Since Dashly integrates with so many other apps via Zapier and APIs, it can be used in conjunction with tools that are accessible on various devices, including desktops, laptops, tablets, and smartphones.
Key Features and Benefits
Dashly’s integration capabilities are complemented by its rich set of features, including:- Chatbots and Pop-ups: Launch chatbots and pop-ups to target specific user segments.
- Omnichannel Live Chat: Manage all user queries from websites, emails, social media, and messengers in one inbox.
- AI Assistant: An AI bot that interprets user queries and provides answers, routing complex issues to support agents.
- User Behavior Tracking: Track user data without coding, using CSS selectors to monitor website interactions.
- Lead Database and Funnel Analytics: Analyze conversions at every step and detect bottlenecks in the sales funnel.

Dashly - Customer Support and Resources
Dashly Customer Support Overview
Dashly offers a comprehensive set of customer support options and additional resources, making it a versatile tool in the customer service and marketing automation space.
Customer Support Options
Live Chat
Dashly allows businesses to move customer communications from calls to live chat, providing a convenient way for clients to reach out. This feature helps in reducing response times and improving the overall customer experience.
Chatbots
Dashly integrates chatbots that can clarify questions, route conversations to the right agents, and decrease response times. These chatbots operate 24/7, ensuring round-the-clock availability for customers.
Ticketing System
Dashly includes a ticketing system that automates the process of logging, tracking, and assigning tickets to appropriate support agents. This helps in efficient handling of customer issues and faster resolution times.
Automation
The platform offers automation capabilities for various tasks such as feedback collection, payment notifications, and abandoned cart reminders. This automation helps in streamlining processes and reducing the workload of support teams.
Additional Resources
Knowledge Base
Dashly allows businesses to create their own knowledge base with answers to frequently asked questions. This enables visitors to find answers on their own, reducing the need for direct support interactions.
Saved Replies
The platform provides saved replies that support agents can use to answer common questions quickly, enhancing response efficiency.
Customer Data and Analytics
Dashly offers rich customer data that helps businesses understand frictions in the customer journey. It also provides analytics to track the workload of the team, identify peak hours, and plan shifts accordingly. Additionally, it allows for the collection of customer feedback and evaluation on the quality of interactions with the support team.
Mobile Application
Agents can communicate with customers via the Dashly mobile application, allowing them to stay in touch with customers from anywhere. This app also enables agents to send knowledge base articles directly to customers on the go.
Integration and Accessibility
Multi-Channel Support
Dashly consolidates conversations from various channels such as live chat, emails, social media, and messengers into one place, making it easier for support teams to manage customer communications.
Unlimited Seats
The platform offers unlimited seats for all team members to be involved in customer communications, ensuring everyone is on the same page.
By leveraging these features, Dashly helps businesses provide a more effective and efficient customer support experience, while also enhancing team performance and customer satisfaction.

Dashly - Pros and Cons
Advantages of Dashly
Dashly offers several significant advantages, particularly in the areas of customer engagement, automation, and support efficiency.User-Friendly Setup and Intuitive Design
Dashly is praised for its ease of setup and intuitive design, making it accessible even for users without coding skills. This simplicity allows businesses to quickly implement and start using the platform.Multi-Channel Engagement
Dashly enables businesses to engage leads and customers through multiple channels, including live chat, chatbots, pop-ups, and email outreach. This multi-channel approach helps in nurturing leads and boosting conversions.Automation Capabilities
The platform is strong in automation, allowing businesses to automate lead follow-up, appointment booking, and other interactions. Dashly’s chatbots can handle up to 90% of the appointment booking process and improve lead categorization significantly.Enhanced Customer Support
Dashly improves customer support by reducing response times and providing a convenient way for customers to reach out via live chat. It also allows support teams to manage customer conversations from any platform in a single inbox and create a knowledge base for frequently asked questions.Data-Driven Insights
The platform provides rich customer data and analytics, helping businesses understand customer behavior and frictions in the customer journey. This data can be used to create targeted pop-ups, emails, and chatbot interactions.Integration with Other Tools
Dashly integrates seamlessly with various tools such as WhatsApp, Facebook Messenger, Calendly, and Zapier, making it compatible with existing marketing systems.Predictive Capabilities
Dashly’s AI chatbots can predict client outcomes with high accuracy, such as meeting totals and revenue forecasts, which can significantly boost sales metrics.Disadvantages of Dashly
While Dashly offers many benefits, there are some limitations and potential drawbacks to consider.Niche Focus
Dashly is more niche compared to some other conversational marketing tools, focusing primarily on email and chat solutions rather than multi-channel engagement across a wide range of platforms like social media. This might limit its appeal for businesses needing broader engagement capabilities.Limited Advanced Features for Large Enterprises
While Dashly is suitable for small and mid-sized businesses, it may not offer the same level of advanced features and comprehensive support that larger enterprises might require. For example, it lacks the extensive support options and high-complexity environment integrations that larger enterprises often need.Limited Industry Scope
Dashly is primarily tailored for IT services and design industries, which might limit its applicability to other sectors that have different specific needs. In summary, Dashly is an excellent choice for businesses looking for a user-friendly, automation-rich platform to enhance customer engagement and support, particularly in the IT and design sectors. However, it may not be the best fit for larger enterprises or those requiring a broader range of multi-channel engagement options.
Dashly - Comparison with Competitors
When comparing Dashly to other AI-driven customer service tools, several key features and differences stand out.
Dashly
Dashly is a conversational marketing platform that focuses on growing revenue and enhancing team efficiency. Here are some of its unique features:
- AI Bot Capabilities: Dashly’s AI bot can handle 40% of queries, providing instant responses within one minute. It can interpret queries even if customers use different wording.
- Omnichannel Support: It allows you to manage all user queries from websites, email, social media, and messengers in one inbox.
- Customizable Responses: The AI bot’s responses can be adjusted to match the tone and style of your company.
- Ease of Use: No developers are needed to connect the AI bot, as it is already integrated with other Dashly features like the inbox, analytics, and knowledge base.
Alternatives and Comparisons
Forethought AI
Forethought AI is best for mid-sized to large enterprises looking to automate and optimize customer support ticketing processes.
- Predictive Ticket Routing: Forethought AI intelligently assigns tickets to the most appropriate agents based on the ticket content.
- Automated Ticket Resolution: It can automatically resolve tickets for frequently asked questions, which is different from Dashly’s broader conversational approach.
- Customizable Workflow: Forethought offers flexibility in adjusting ticket processing workflows based on business-specific needs.
Yellow.ai
Yellow.ai is ideal for large enterprises and multinational corporations seeking a scalable, omnichannel AI solution.
- Omnichannel AI Support: Yellow.ai supports text and voice interactions across multiple channels, including social media, messaging apps, email, and phone-based conversations.
- Voice Assistants: Unlike Dashly, Yellow.ai includes AI-powered voice assistants, and it supports over 135 languages.
- Advanced Sentiment Analysis: Yellow.ai uses AI to analyze customer sentiment in real-time, which is a more advanced feature compared to Dashly’s basic sentiment recognition.
Tidio
Tidio is suitable for small to medium-sized eCommerce businesses.
- Chatbots & Live Chat Integration: Tidio combines AI chatbots with live chat support, similar to Dashly, but with a stronger focus on eCommerce features like cart recovery and order updates.
- Automated Responses: Tidio provides automated responses to FAQs, but it also includes predefined templates and the ability to recommend products and discounts.
- Multi-channel Support: Tidio integrates with email, Facebook Messenger, and websites, similar to Dashly’s omnichannel support.
Zendesk AI
Zendesk AI is geared towards large businesses and enterprises needing a scalable, omnichannel AI customer service platform.
- AI-powered Ticket Routing: Zendesk AI automatically assigns tickets to the most appropriate agents, improving response times and efficiency.
- AI-driven Self-Service: It empowers customers to resolve issues on their own via automated FAQs and chatbot assistance, which is similar to Dashly’s self-service capabilities.
- Analytics & Reporting: Zendesk provides in-depth reporting and real-time insights into customer satisfaction and support team performance, which is also a feature in Dashly but may be more comprehensive in Zendesk.
Unique Features of Dashly
- Ease of Setup: Dashly stands out for its simplicity, allowing users to launch chatbots and pop-ups in just 15 minutes without needing developers.
- Vague Phrasings Recognition: Dashly’s AI bot can interpret queries even if customers use different wording, which is a unique feature that enhances its conversational capabilities.
- Data and Analytics: Dashly provides reports on low-rated conversations and allows for the refinement of the knowledge base to make the bot’s replies more precise, which is crucial for continuous improvement.
Conclusion
While Dashly offers a user-friendly and efficient AI-driven customer service solution, other tools like Forethought AI, Yellow.ai, Tidio, and Zendesk AI provide different strengths and specializations. Depending on your business needs, whether it’s predictive ticket routing, voice assistants, or advanced sentiment analysis, you may find one of these alternatives more suitable. However, if ease of use, quick setup, and a focus on conversational marketing are your priorities, Dashly remains a strong contender.

Dashly - Frequently Asked Questions
Frequently Asked Questions about Dashly
What is Dashly and what does it offer?
Dashly is a conversational marketing and customer engagement platform that helps small and medium-sized businesses acquire and retain customers. It offers a range of features including live chat, chatbots, knowledge bases, automated workflows, and multi-channel communication tools to improve customer support and engagement.How does Dashly improve customer support?
Dashly enhances customer support by providing tools such as live chat, chatbots, and a knowledge base. These features help reduce response times, route conversations to the right agents, and solve problems faster. Additionally, Dashly allows for the creation of saved replies and automated workflows, which streamline the support process.Can I automate tasks with Dashly?
Yes, Dashly offers powerful automation features. You can automate tasks such as feedback collection, payment notifications, abandoned cart reminders, and more. The platform also allows you to set up chatbots that can clarify questions, route conversations to the right agents, and decrease response times.How does Dashly handle multi-channel communication?
Dashly provides an omnichannel live chat feature that allows you to manage all user queries from your website, email, social media, and messengers in one inbox. This ensures that you can engage with customers across multiple communication channels seamlessly.What kind of analytics and reporting does Dashly offer?
Dashly offers analytics and reporting tools to help you evaluate the performance of your support team and the AI bot. You can track the workload of your team, identify peak hours, plan shifts accordingly, and analyze poor-rated conversations to refine your knowledge base and improve response quality.Does Dashly require technical expertise to set up?
No, Dashly does not require technical expertise to set up. The platform is designed to be user-friendly, and features like the AI bot and chatbots are already integrated with other Dashly features, so you don’t need developers to get started.Can I integrate Dashly with other tools and systems?
Yes, Dashly can be integrated with various tools and systems such as CRM, analytics tools, and other software. This integration helps in syncing data and enhancing the overall functionality of your customer engagement and support processes.What pricing options are available for Dashly?
Dashly offers several tiered pricing plans that cater to different business needs. You can choose to pay monthly or annually, and there are also flexible payment options available through Capchase to manage your cash flow effectively.Is there a free trial available for Dashly?
Yes, Dashly offers a 7-day free trial that allows you to test all the features without requiring a credit card. This trial period helps you evaluate whether the platform meets your business needs.How does Dashly help in lead capture and conversion?
Dashly helps in lead capture and conversion through features like triggered pop-ups, emails, and live chat. The platform’s Leadbot automates lead capture, ensuring every visitor is routed to the right agent. Additionally, Dashly reminds shoppers about abandoned carts and drives product adoption with targeted emails.Can I use Dashly on mobile devices?
Yes, Dashly has a mobile application that allows agents to communicate with customers on the go. You can send knowledge base articles directly from the app, ensuring you stay connected with your customers anywhere, anytime.