For agencies that can’t afford a dropped client lead.
Eliminate duplicate calling, assign incoming ad leads instantly by round-robin, and prove marketing attribution with transparent timestamps and response speed.
Your week with DigAI
How this role operates inside the platform from Monday morning standup to Friday sign-off.
Weekly team lead distribution standup
Review active lead queues across 6 team members; ensure weekend client ad leads were 100% assigned.
Staff permission lockdown
Configure role permissions: junior reps view only their assigned leads, while managers monitor full pipelines.
Meta Lead Ads webhook speed check
Test client Meta Lead campaign: 50 incoming leads distributed by round-robin within 3 seconds of form submission.
Operations task logs & deliverables
Track internal project hours, creative deliverables, and review tasks logged against agency retainers.
Client performance & SLA report
Export lead response time audit and won deal metrics to demonstrate agency ROI to client stakeholders.
Frustrations solved forever
Real bottlenecks you face every day, and the exact DigAI mechanism that fixes them.
“Sales executives fight over who gets which lead, or worse, two reps accidentally message the same prospect.”
The Daily Frustration
Strict single-owner assignment & collision alerts
Incoming leads are assigned automatically via round-robin. The Unified Inbox displays who is viewing and typing, preventing double messages.
“Clients sometimes claim we delivered low-quality leads because their own sales team waited 3 days to call them.”
The Daily Frustration
Immutable contact activity timeline with timestamps
Every form submission, outgoing WhatsApp message, delivery receipt, and staff note is logged with exact second-by-second timestamps.
“Staff members could easily export client contact databases and walk away with years of client relationships.”
The Daily Frustration
Granular permissions that block contact exports
Restrict staff permissions per module. Prevent junior team members from exporting CSVs, editing pipeline stages, or seeing financial billing.
Controls that matter to you
Built specifically around your daily workflow and responsibilities.
Staff Leaderboard
Track conversion rates, won revenue, and average response times by team member.
Granular Role Permissions
Configure per-module access: Owner, Manager, and Staff roles with custom limits.
Workspaces & Project Tasks
Organize agency retainers, tasks, checklists, and time logs alongside conversations.
Native Meta Lead Ads Sync
Direct sub-second webhook ingestion for Facebook and Instagram ad campaigns.
Your starter kit
Templates, playbooks, and automations unlocked for you on day one.
Agency Lead Hand-off SLA Template
Standard operating procedure for 15-minute lead response enforcement.
Meta Lead Ads Round-Robin Blueprint
Pre-built automation for assigning inbound ad leads across sales executives.
Client Reporting Dashboard Setup
How to structure pipeline reports showing CPL, conversion, and revenue.
Pro
Gives your agency 20 staff seats, granular per-module role permissions, Meta Lead Ads integration, and internal project task tracking.
Questions for Agencies & client teams
Specific answers on permissions, setup time, and collaboration.
Yes. You can manage multiple client organizations or invite staff with specific module access per brand.
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Take back control of your operations tonight.
Experience DigAI pre-configured for agencies & client teams. No credit card required.