Intake that scales with tax season. Keep client onboarding moving during busy season by automating qualification and structured handoff.
Inbox4e965b38-a36c-43c4-a7d9-9be8379a5058Qualified
Form
FormClient Intake
6 min ago
Olivia Carter
c58dc902-95d0-42e8-a0da-136e0427632a
Events
Insights
Events
Actions taken by the agent.
Tax Filing
Corporate Year-End Tax Filing
Small business, fiscal year-end March 31. Revenue $890K, 8 employees plus 2 contractors. Needs corporate T2 filing, financial statements, and review of eligible deductions. Payroll remittances up to date. Client uses QuickBooks Online. Schedule year-end meeting with senior accountant.
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Client details captured upfront.
Gather business type, revenue range, tax situation, and service needs through conversational intake before your first meeting.
Consultations scheduled with the right accountant.
Book new client meetings automatically based on service type, complexity, and your team's availability.
Inquiries handled from any channel.
Accept new client inquiries through your website, email, or phone and manage them all through a single intake process.
“Dimedove transformed how we qualify prospects, turning a fragmented, availability-dependent process into a structured, intelligent, and always-on system that lets us scale conversations with confidence.”
Philip Pompili, Co-founder & COO
Levitas' favorite features
Forms
Messenger
Workflows
CHANNELS[02]
Reach prospects wherever they are. One setup powers consistent qualification across web, messaging, social, voice, forms, and custom-built channels.
Turn your website into a live qualification engine
Launch an optimized conversation surface on your site and let prospects start qualifying the moment they land, without sending them to another tool or flow.
Real-time conversationsBranded chat experienceSeamless lead capture
acme.com
Acme
Write a message...↑
acme.com
Acme
Write a message...↑
AGENTS[03]
AI agents that work for you. Deploy agents that qualify, engage, and route leads across every touchpoint.
Define your products, qualification criteria, and escalation rules. Your agents follow the playbook.
USE CASES[04]
Qualify, prioritize, and execute at scale. From first touch to handoff, Dimedove agents handle the operational work that keeps pipeline progression moving.
Your workflow, your rules.
Tell us how your team qualifies leads today. We'll map Dimedove to your exact process.
DEVELOPERS[05]
Build custom experiences on Dimedove. Ship your own interface with real-time webhooks, MCP-ready agents, and an API that lets you craft exactly the product experience you want.
conversation.qualified
POSTapi.acme.co/hooks
task.completed
POSTcrm.client.io/tasks
human.required
POSTsupport.com/escalate
chat.ended
POSTanalytics.co/sessions
Webhooks
Subscribe to platform events and trigger actions in your own systems. Real-time notifications for conversations, leads, and contacts.
MCP Server
Expose your agent's capabilities, knowledge, and tools across any MCP-compatible interface, from IDEs to chat apps and custom frontends.
chat.tsx
Custom Apps
Build your own frontend while using Dimedove as the backend. Query the API to create fully custom conversational experiences with complete UI control.
SECURE FOUNDATIONS[07]
Built on strong foundations. Dimedove applies controls across infrastructure, access, and agent behavior so data stays protected at every step.
Infrastructure Security
Resilient, encrypted infrastructure designed to protect your data and keep your business running without interruption.
Identity & Access Control
Granular roles, passwordless logins, and strict access boundaries ensure only the right people can access the right data.
Agent Behavior & Data Governance
Your agents operate with built-in guardrails, while your data stays private and never used to train external models.
