Client application prototype

Client AI Operations Hub

A client-facing workspace for every call, enquiry, WhatsApp follow-up, handover, approval and report. It works as a standalone managed system first, with clean options to integrate the tools each customer already uses.

View prototype lanesBuild roadmap
Standalone firstSelf-contained DBD workspace for clients without mature CRM, PMS or calendar systems.
Integrates with your existing systemsConnect existing CRM / PMS / calendar, inbox, website forms and WhatsApp where available.
Today needs attention

Lead clients down the operational path.

The application should answer the first client question before they ask it: what happened, what needs me, and what value did DBD create?

1
Missed call captured from new patient enquiryAI captured intent, urgency and preferred callback window. Handover ready for reception.
Review due
2
Quote follow-up prepared for WhatsAppTemplate candidate ready, but live send remains approval-gated until template and consent checks pass.
Approval gate
3
Weekly owner report draftedSummarises captured opportunities, handovers, follow-ups and workflow health.
Ready
Core lanes

From inbound signal to managed outcome.

Every lane can run in standalone mode, then progressively connect customer systems as they become available.

Capture

Lead and call inbox

Calls, web enquiries, WhatsApp replies and manual imports become one client-friendly queue with source, summary, urgency and next step.

Decide

Approval queue

Clients approve sensitive WhatsApp messages, CRM tasks or escalations. No live sends without approval.

Operate

Managed workflow health

Shows what is connected, what failed, what DBD fixed, and what is waiting on the client.

Inbox prototype

Lead and call inbox

Client-facing summaries, not raw automation logs.

Contact
Source
Recommended action
Status
Sarah M.Dental implant enquiry, asked for callback after 4pm.
Missed call → AI summaryCreate callback taskReview
James R.Requested updated quote and finance options.
Web formPrepare WhatsApp follow-upPrepared
Priya K.Asked whether appointment reminders can be sent automatically.
Browser demoSales follow-upReady
Standalone + integrations

One product, two setup modes.

Start quickly without waiting for customer IT. Integrate where it adds value, not as a blocker.

Self-contained DBD workspace

Best for small businesses with no reliable CRM or fragmented admin.

  • DBD-hosted lead and handover inbox
  • Manual import and form capture
  • Email handover and weekly reports
  • Approval queue before external sends

Connect existing CRM / PMS / calendar

Best for clients already using HubSpot, Cliniko, Dentally, Google Calendar, Outlook, ServiceM8 or similar systems.

  • Read existing contacts, bookings and enquiries
  • Write back only after explicit approval
  • Keep audit trail of every automated action
  • Fallback to standalone if connector fails
Setup mode: every client starts with standalone visibility. Integrations are added one by one only when credentials, consent, testing and approval rules are clear.
Operations + value

Reports that justify the retainer.

The app should show operational value without overclaiming revenue impact.

Workflow health timeline

Voice AI capture healthyLast call event processed 18 minutes ago.
WhatsApp template pendingConfirmation send path prepared but gated until approval and test send.
CRM connector not connectedStandalone handover inbox active while client CRM mapping is agreed.
Weekly report readyOwner summary drafted for Friday review.

Weekly outcome report

Clear business summary for owners and managers.

42signals captured
19handovers created
11follow-ups prepared
3issues caught

Next recommendation: connect appointment source so no-show and reminder workflows can move from manual import to live scheduling data.

Build roadmap

Push far, but ship safely in stages.

Fast prototype first, real data next, then approval-gated actions. This keeps the product credible while integrations mature.

Prototype

Static client portal with demo tenant, standalone/integrated positioning, inbox, approvals, health and report lanes.

Real MVP backend

Tenant model, auth, database, sanitized event ingestion, seeded demo data and read-only dashboards.

n8n event ingestion

Voice demo leads, Vapi call reports, WhatsApp statuses and workflow health posted into the portal.

Approval actions

Approve/reject UI, audit log, then n8n consumes approved actions only after provider tests and explicit gates.

First pilot tenant

Onboard one real client in standalone mode, then add CRM/PMS/calendar integrations where they create measurable value.