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DOC Agency Client Onboarding & Campaign Hub

Seamless Client Onboarding & Campaign Activation

Submit new client accounts, launch compliant A2P 10DLC text messaging campaigns, or route live calls directly into your sales workflow with automated team notifications and client receipts.

Dual Identity Capture
Submitter + Client Data
Automated Routing
Instant Team Alerts
Carrier Verification
A2P 10DLC & TCR Ready

Select Your Agency Action Request

Choose the request type below. Each form captures both submitter details (agency staff) and target client information.

Onboarding

New Account Request

Onboard a new client or dealership into the DOC Data Harvesting platform with package choices, industry vertical, and timeline.

Full sub-account setup & portal access
Data harvesting pixel & tracking setup
Automated confirmation to submitter & client
10DLC Registration

A2P Text Campaign

Register brand & campaign for carrier 10DLC compliance to enable mass customer messaging, automated SMS alerts & promo blasts.

EIN Tax ID & Brand Vetting Submission
Opt-in mechanism & sample message validation
Direct submission to The Campaign Registry
Call Routing

Add Live Calls

Add live phone call routing, whisper greetings, sequential/round-robin dispatch, and call recording to client accounts.

Simultaneous, Round-Robin or Cascade routing
Custom whisper greetings & QA recording
After-hours & emergency handling rules
Automated Submission Pipeline

How The Request Process Works

Every form submission triggers instantaneous multi-channel dispatch to keep operations fast and fully traceable.

1

Dual Information Input

Submitter details (Agency rep) + Client business profile collected in standard form.

2

Validation & RPC

Zod schema validates tax IDs, opt-in details, and forwarding phone rules on the server.

3

Team Notification

Instant email alert dispatched to DOC ops team (ops@dynamicomnichannels.com).

4

Client & Submitter Receipt

Automated confirmation receipt generated with ticket ID, estimated completion & summary.

Data Driven Marketing Engine

Powering Automotive, HVAC & Real Estate Growth

DOC observes customer browsing behavior both on and offline, cleanses repeating entries, and powers omni-channel campaigns with physical direct mail and digital Watchdog tracking.