In short
- Three roles: owner and admin see everything and configure, advisors work with their own customers.
- Every person has their own profile with name, email and password — and a mandatory change of the initial password on first login.
- Interface, offers and AI replies run in German or English; everything is fully usable on a smartphone.
Three roles, clearly separated
Owners and admins see all customers, all inquiries, the entire setup. Advisors see their own customers and tasks. The role also determines who may create access and change rules: only owners and admins.
A few things are deliberately impossible: the owner’s role cannot be changed, the last admin cannot be demoted or deleted, and nobody can lock themselves out. That prevents the classic situation where a company loses access to its own setup after a staff change.
New colleagues in a minute
An account needs a name, email, role and an initial password. On first login the person has to change it — so the initial password is never valid longer than it has to be. For advisors you can store a focus and a region; Dagomi then routes new inquiries from the widget accordingly.
My profile: what each person manages themselves
Name, email address and password are changed by each person themselves — without asking the admin. The voice for the spoken briefing and the personal thoughts under “My knowledge” belong to the person too, not to the company.
German and English — throughout
The interface, the feature pages, the widget, the offers and the AI’s replies follow the chosen language. A team can work mixed: whoever picks English sees the same cockpit in English without anything changing for the others. The widget answers prospects in their language.
On the phone — not just in a pinch
Dagomi is fully usable on a smartphone: approve inquiries, read offers, dictate thoughts, listen to the briefing, tap the figures in front of the house. None of it is a stripped-down view. Some things are even easier on the phone — dictating, for instance.
Nothing goes out without you
The basic rule applies to every role: the AI prepares, the human approves. Offers, replies, outreach, posts — everything stays a draft until someone approves it. Where Dagomi writes on its own, for instance an accepted offer into the board, you explicitly switched that on when setting up the connection.
Credentials for third-party services are stored with us as rarely as possible: the Outlook calendar is connected through an approval by your IT, without a password; access keys for AI assistants exist only as a check value. Which service providers are involved is listed in full in the privacy policy.
How to use it
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Create access
Setup → “Team & access” → create a new account: name, email, role, initial password.
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Choose the role
Admin for everyone who should configure; advisor for everyone who works with their customers. The role can be changed later — except for the owner.
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Hand over the initial password
In person or via a secure channel, not by unencrypted email. It is replaced on first login anyway.
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First login
The person signs in, is taken straight to the password change and then lands on “Today” — with a short explanation of what they see there.
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For advisors: focus and region
Enter them in the person’s row in “Team & access”. Matching inquiries from the widget then reach the right person.
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When someone leaves
Deactivate or delete the account. Shared thoughts remain with the team as summaries; private original texts stay tied to the account.
Good to know
- Advisors can change their own email address; it applies from the next login. Only an admin can change a person’s role — never their own.
- The language is a setting per person and browser, not per company. Prospects in the widget get their own language regardless.
- Dagomi is operated by a German provider and is GDPR-compliant. Which service providers are involved and where data is processed is stated fully and without embellishment in the privacy policy.
Frequently asked questions
How many accounts can I create?
You create accounts yourself, as many as you need. Whether a licence tier sets limits is stated in your offer.
Does an advisor see other advisors’ customers?
No — advisors work with their own customers. Owners and admins see everything. You change who is responsible for whom on the customer.
Can I use Dagomi entirely in English?
Yes. Interface, feature pages, offers and AI replies run in English if you set it — mixed within a team too.
Is there an app?
No, and it is not missing: Dagomi runs in your phone’s browser with the full feature set. A bookmark on the home screen is enough.