Dotty
Welcome to the team

Let's get you

set up.

A quick walk-through of how we'll work together over your first 30 days, what to expect, and how to get your AI agent live.

6 simple steps
~15 mins
Then, go live
Today's game plan

Six stops on the way
to going live.

Grab a cuppa. This is the fun part. We'll cover what Dotty&Dash does, what to expect, and the two small setup jobs we need from you.

01 · MEET
🧭
Meet Dotty&Dash
Every channel in, one AI teammate out — and the capture-to-qualify funnel that powers it.
02 · WORK
🤝
Working With Your Agent
What the first 30 days look like — and the new rhythm of your inbox.
03 · TRIAGE
🔥
Hot, Warm & Cold
How your agent flags every lead so you always know where to focus first.
04 · TUNE
🛠️
Working With Us
We're on the other end of the line to tune, tweak and customise her for your agency.
05 · SETUP
⚙️
Getting Set Up
Two small jobs from you: email forwarding, and phone forwarding. That's the lot.
06 · LIVE
🚀
Going Live
Confirm her personality, we verify the leads are landing, you give the green light.
01 · Meet Dotty&Dash

Every channel in.
Hot leads out.

Portals, social, phone, website, WhatsApp — whatever comes in, your agent handles it. She captures, qualifies, nurtures, reactivates, and notifies you when it's time to close.

Rightmove
Zoopla
OnTheMarket
SMS SMS
WhatsApp
Phone
Website
TikTok
Facebook
Instagram
Your Agent
Your AI Agent
Always on • 24/7
01
Capture
< 3s response
02
Qualify
Budget & intent
03
Nurture
Follow-up
04
Reactivate
Old leads
05
Notify
You, ready
02 · Working With Your Agent

Your first 30 days
with a new teammate.

You don't need to change much. Your agent is here to make sure nothing slips through the cracks — and to tap you on the shoulder when something's ready to close.

Our shared goal
Ensure you never miss a lead again.
🛌
Stop jumping at every ping.
Portal enquiries, website leads, missed calls — let your agent handle them first. She'll capture and qualify, then notify you when it's worth your time.
🧑‍🤝‍🧑
Think of her as a teammate.
Not software. Not a chatbot. A diligent colleague who works 24/7, never forgets to follow up, and keeps you in the loop on everything that matters.
📥
More opportunity, not less.
You'll get an email for every qualified lead. It'll feel like a lot at first — that's because it is more. Every opportunity that would've otherwise gone cold on a Sunday at 9pm now lands in your inbox, ready to close.
📅
She grabs availability, not bookings.
Dotty will never confirm a booked viewing. She captures the lead's availability and hands it over — you make the final booking. Your diary stays yours.
🗣️
She won't change without your say-so.
AI is a complex beast. Dotty won't evolve or pivot without your feedback — we work together to tune her until she's exactly right for your agency.
🧘
Keep doing what you're best at.
Your day doesn't need to change. Carry on closing. Your agent is simply making sure the top of the funnel is never leaking.
03 · Hot, Warm & Cold

Every lead,
clearly triaged.

When your agent sends a notification, you'll see exactly how ready the lead is. No guesswork. No scrolling through messages to work out what matters.

Hot

Ready right now.

Vendor or landlord ready to list. Buyer or renter ready to book a viewing. Clear intent, clear timeline, clear budget.

Action: Pick up the phone today.
Warm

Interested, not urgent.

Exploring options, gathering info, timelines a bit further out. Real potential, but needs a little nurturing before the conversation gets serious.

Action: Your agent keeps them warm.
Cold

Not ready yet.

Low intent, tyre-kickers, or early research. Your agent will stay in touch with the occasional check-in so they come back when they're ready.

Action: Nothing from you. She's got it.
04 · Working With Us

Your agent is
fully yours to shape.

We're here to help you tune and customise her as you go. Nothing is set in stone — the more we learn how your agency works, the sharper she gets.

Think of us as your
customisation crew.

Your agent will evolve with your business. Spot something you'd like done differently? Tell us — we'll tune her in the background and she'll just get better.

  • What counts as a hot lead? Tell us what "ready" looks like for you — we'll teach her your exact criteria.
  • Adding qualifying questions. Want her to always ask about EPC? Chain position? Mortgage in principle? Just say the word.
  • Setting viewing availability. No more 9pm Sunday viewing requests. Give us your hours and she'll politely push back and book something that actually works.
  • Tone, style & nuance. Too formal? Too casual? Want her to mention a specific offer? We'll dial it in until she sounds exactly like your office.
05 · Getting set up • Step 1 of 2

Forward your
portal & website leads.

On the email inbox that currently receives your Rightmove, Zoopla, OnTheMarket and website lead notifications, set up auto-forwarding to the address we'll provide.

01
Email Forwarding

Forward all new leads to your agent's inbox.

Most email providers (Gmail, Outlook, Microsoft 365) have this built in. You just add the forwarding address we give you, and every new portal or website lead gets sent straight to your agent.

That's it. Your agent automatically grabs the contact details, reads the enquiry, and starts the conversation — all before your coffee's gone cold. We'll send you your unique forwarding address (something like leads-yourname@dottyanddash.ai) straight after this call.
05 · Getting set up • Step 2 of 2

Send unanswered calls
to your agent.

Ask your phone provider (or do it yourself in their app) to set up call forwarding on "busy or unanswered" to your agent's mobile number.

02
Phone Forwarding

Every missed call, answered anyway.

Any call you can't pick up rings through to your agent. She answers in your brand's tone, captures the caller's details, qualifies them, and emails you the moment she's done.

Same deal. Once you've set the forwarding rule with your provider, we'll test a few calls with you. You'll get your agent's dedicated number from us immediately after this call.
06 · Your AI Agent

Let's finalise
who she is.

One last quick alignment — what's she called, how does she sound, and what's her vibe when she's talking to your leads?

Your Agent

Five quick choices
and she's ready.

Your agent sits under your brand. These details make her feel like a proper member of the team — not a generic bot.

Name
Dotty
Voice
Warm & Clear
Accent
British
Gender
Female
Personality
Friendly Pro
What happens next

We flip the switch.
You never miss a lead again.

No surprises. No big lift from your side. Just a clean, confident go-live.

Today
Kick-off complete. Personality locked in. Forwarding instructions sent.
📧
Over to you
Set up email & phone forwarding. Takes minutes.
👀
We confirm
We'll verify portal leads are landing with your agent correctly.
🚦
Green light
You give the go-ahead. We flip your agent live.