Sales team collab: the easy, and painless way

The all-in-one in-chat virtual assistant
your sales team didn't know it needed.

What is a solution kit?

It's a group of essential tools for a specific use case that works in your chat platform.
The tools contain basic workflows that make your team's day-to-day work much easier.

How can I take advantage of kits with my team?

You'll have a strong foundation for automating new processes in chat by adopting all of the tools or workflows suggested. So we recommend using the complete solution kit.

Can I do more with DailyBot?

Solution Kits are just the start. They contain in-chat essentials for different use cases, but DailyBot provides a lot more. A good next step is adding more workflows like these.

Explore the tools in this kit

💼 Daily, weekly, and monthly sales reports

Automated daily, weekly, and monthly sales checks will ensure that you know where things stand at any time with your business. 

Get real-time insight into how your business is doing with these reports so you can take the necessary steps to improve your sales.
Automate recurrent sales reports ->

Demo requests and feedback forms for customers 🤝

DailyBot helps you save time, money, and make your customers happy. Our Demo Request form enables prospects to send requests for product demos to your sales team, right to your chat space. 

Our Customer Feedback form allows your team to gather customer feedback with an easy-to-use online form that's available 24/7 for users, and that your team can connect to internal channels in your chat to improve their reaction time.
Set up chat forms for faster engagement ->

🏷️ Sales or contract records

Sales or contract records are required by law to protect both you and your clients. Use this complete form to maintain a backlog of incoming sales right from the chat. 

Leverage your form data for compliance purposes when creating financial statements and preparing for tax season. Make sure your financial statements are accurate and up-to-date by pulling form data from DailyBot into your accounting software using Zapier.
Simplify your sales pipeline using the chat ->

The chat assistant that simplifies your daily work ☀️

DailyBot is omnipresent: it works with different chat platforms, and it integrates with a myriad of tools to help you automate the workflows you're running manually today. Start with our solution kits or:

Create your own templates to automate daily operations specific to your company.

Connect DailyBot to ClickUp, JIRA, Trello, or over 2,000 apps via Zapier to centralize insights in chat.

Use our public APIs and webhooks to push useful data across applications.
Learn how it's being used by other teams ->
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