Platform · Dashly Agent
From insight to action.
Dashly Agent writes actions back to your systems in a controlled way, starting with HubSpot; you decide what needs approval first.
Coming soon. The first version is being built, starting with HubSpot. Want to be one of the first? Book a demo.
How it works
Signal, proposal, approval, action.
Reading and changing are separate. For each type of action you decide whether someone approves it first, and who.
Signal
A lever drops below its threshold, such as a lead that hasn't been followed up.
Proposal
The steering model points to the cause. The action is ready, with the numbers and the source included.
Approval
You or your team approve, adjust or reject. Or you agree that this type of action can go ahead without approval.
Execute
In your own system. Recorded: who, when, on which numbers and who approved.
Examples
What Dashly Agent does.
Examples from the steering model. We start in HubSpot; other systems will follow.
Rate proposal
A client is below the margin target. A rate proposal with the calculation is ready in the CRM.
Follow up candidates
Applicants who haven't been followed up for too long get a follow-up action in the ATS.
Follow up leads and deals
A follow-up task for every lead that hasn't been followed up, and for every deal that has stalled.
Budget to the best channel
A proposal to shift budget to the channel with the lowest cost per worked hour.
Limits
Within your limits.
- For each type of action you decide whether someone approves it first, and who that is.
- Proposals go to the right person: a rate to sales, a follow-up action to recruitment.
- An agent never automatically gets everything you're allowed to do.
- Reading, proposing and changing are separate permissions.
- Everything can be traced: who, when, on which numbers and who approved.
More
What goes with it.
Questions
Questions about Dashly Agent.
Dashly Agent is being built. In a demo we'll tell you where we are.
01Is Dashly Agent an autopilot?
No. Dashly Agent prepares actions in your own systems. For each type of action you decide whether someone approves it first, and every action is recorded.
02Which systems does Dashly Agent work in?
We're starting with HubSpot. Other systems will follow.
03When will Dashly Agent be available?
The first version is being built. In a demo we'll tell you where we are, and how you can be one of the first to take part.
04Is Dashly Agent part of a layer?
No. You buy Dashly Agent per flow, separately from the layer you choose.