Denbot Dashboard

Welcome back

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Email address

Verification code

ADMIN

Overview

Dashboard

Clinics

Users

Activity

All leads 0

Conversations

Overview

Dashboard

My Tasks 0

CRM & Leads 0

Inbox 0

All

Unread

SMS

Form enquiries

Social

Reports

Reviews

Campaigns

Integrations

Audit Log

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Sign out

Dashboard

Recent leads

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Conversation Flows

Automations

Booking Engine

Integrations

Install widget

Settings

Billing

Viewing client account

Open conversations inbox Open printable report

Lead

Lead score

Contact lead

Choose a channel and send from the practice.

Pipeline

Stage

Assigned to

Next follow-up

Notes

Add client

Creates the client account and sends the owner a sign-in invite.

Business / client name

Website / landing page URL (optional)

Used by Install → Verify to check the live snippet and identify forms.

Vertical

Plan

Trial length

Sets trial_ends_at. Free plan ignores this.

Owner email

Notification email (where leads get sent)

Phone

Accent colour

Enable website chatbot
Turn this off for CRM-only clients. Leads can still be pushed into the CRM from landing pages, Zapier, or forms.

Send welcome email to owner

Edit client

Business / client name

Website / landing page URL

Used by Install → Verify. You can also update this from the Install page.

Vertical

Owner email (login + invite recipient)

Notification email

Phone

Accent colour

Team member name

Team member role

Plan

Status

Website chatbot active
Disable this for CRM-only operation. Dashboard, CRM, reporting and automations remain available.

Auto-engage visitors
Open Denbot and start talking after a delay.

Delay

Collapsed typing teaser
Shows three typing dots beside the launcher until the visitor opens Denbot.

Business hours

Address (shown in widget)

Conversation

Invite user

They'll receive a sign-in invite — no password needed.

Full name

Email address

Clinic

Role

Add lead manually

Create a proper CRM lead. Full name, email and phone are required so reports do not count partial/test enquiries.

Full name

Phone

Treatment interest

Notes / enquiry

New campaign

Trigger

Audience

Exit when Lead converts Books consultation Replies to email

Select a step to edit

Click any step in the flow to edit its subject, body, and timing — or add a new step below.

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