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Aimdoc + Default

Let Aimdoc handle inbound. Let Default handle the routing.

Aimdoc qualifies website visitors in conversation, then hands the contact and qualification data to Default so your forms and team rules route the right meeting to the right rep.

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Default is great at routing. Routing needs a real conversation in front of it.

Default's strength is form-based routing and team logic. Aimdoc's job is to collect the data your routing rules depend on without a friction-heavy form.

Forms collect what fits

Long forms drop visitors. Aimdoc captures the same fields in conversation without asking the visitor to fill anything they don't want to.

Routing is only as good as its inputs

If the form data is thin, even great routing logic produces bad meetings. Aimdoc puts clean data in front of Default's rules.

Buyers expect inline scheduling

Aimdoc surfaces the routed Default calendar inside the chat. No detour, no handoff drop-off.

How Aimdoc + Default works

A clean handoff from conversation to Default form to routed calendar.

Drives your existing Default form

Aimdoc passes the contact and qualification data your Default form already expects so routing rules and team logic just work.

Form ID + Team ID — that's it

Plug in the Form ID and Team ID for the Default form you want Aimdoc to drive, and the integration is ready in under a minute.

Workflow-validated payload

If your Default form expects a field, Aimdoc enforces that the agent collects it before publish. Routing never silently fails because of a missing input.

Inline routed booking

Aimdoc surfaces the routed Default calendar directly inside the chat. Visitors book without bouncing to a separate page.

From conversation to routed booking

Default keeps owning the routing. Aimdoc owns the conversation.

1

Visitor talks to Aimdoc

Page-aware conversation that qualifies the visitor on use case and fit.

2

Aimdoc fills the Default form

Captured fields are passed to your Default form so routing logic has what it needs.

3

Default routes to the right rep

Your existing Default routing rules and team logic decide who gets the meeting.

4

Visitor books inline

The routed calendar surfaces inside the chat. The visitor never leaves the conversation.

Built for teams already routing through Default

Three motions where the conversation-first approach pays off.

Inbound demo motion

Replace the static demo form with a conversation that hands a clean payload to Default.

Tiered AE assignment

Aimdoc captures the tier signals, Default routes to the matching AE pod, the visitor books inline.

Multi-form motion

Use different agents for different segments and route each through the matching Default form.

Default integration FAQ

Common questions from teams routing through Default.

Why use Aimdoc with Default instead of just Default?

Default is excellent at routing. Aimdoc adds the conversation and qualification layer in front of it so the data your Default rules depend on is actually present and clean before routing fires.

What do I need from the Default side to set this up?

The Form ID and Team ID for the Default form you want Aimdoc to use. You can find them in your Default dashboard. The Default Forms SDK docs walk through where they live.

Can I use multiple Default forms with multiple agents?

Yes. Each agent can be configured to drive a different Default form, so different motions or segments can route through different rule sets.

What happens if a routing-relevant field isn't collected?

Aimdoc validates the workflow at publish time. If a mapped field isn't in the agent's collected fields path, the agent won't publish until the missing field is added.

How long does setup take?

About a minute. Connect Default in Aimdoc's Integrations tab with your Form ID and Team ID, then point the agent's scheduling action at it. Detailed steps live in the docs.

Put a real conversation in front of Default's routing.

Connect Aimdoc to Default and start routing meetings the way your team actually wants them routed.

Prefer the technical walkthrough? Read the Default integration setup docs.