Agent Dave, the AI built into Payaca. He does the work.
Ask Dave where you are losing jobs and he works it out from your account data. Ask him to chase quiet quotes and he builds the automation, shows you the full configuration and waits for you to switch it on. He edits your templates, shapes your fields and pipelines, and starts a solar design. He works as you, inside your permissions, and nothing goes to a customer without a person sending it.
Loved by clean tech teams
“I can see where this product is going to be in the next year, two years and it is going to be game-changing.”
“Agent Dave is the best thing since sliced bread.”
“I love Dave, he's fab, but so are the rest of your team!”
Agent Dave is the AI built into Payaca. He works as you, inside your permissions, on the account data your team already runs the business from.
Ask him a question and he answers with the numbers. Ask him to change something and he says what he is about to do, then does it once you agree. A bulk change across more than five records always waits for your explicit yes.
Related reading
He answers the hard questions
"Where are we losing jobs?" Dave runs read-only analytics over your account data and shows you conversion by stage, unpaid invoices, margin per job and which engineer is busiest.
He answers a question with numbers when you ask it. He does not run reports on a schedule.
He builds your automations
Describe it. "Chase quotes that go quiet after two weeks." Dave proposes the trigger, the conditions and the actions, checks for overlap with what you already have, and creates the automation switched off for you to review. You switch it on. Once you have seen the full configuration in the chat, he can create it live instead.
He cannot switch an existing automation on or off. That stays with you.
He writes your documents and emails
Describe the handover pack, the commissioning certificate or the follow-up email and Dave edits or creates the Liquid template, in your branding with your fields. He can clone one of Payaca's document blueprints as a starting point.
Templates that capture data on site are built in the form builder, not by Dave.
He shapes the system
Custom fields and fieldsets. Pipeline stages added, reordered or guarded, with a confirmation first because a guard changes what the whole team sees. Proposals restructured into item groups, optional items, either-or choices and deposits. Enquiry forms, events and stock adjustments.
Ask him to audit the account and he reads how it is set up, gives you at most five prioritised recommendations and implements them one change at a time.
He starts the design
Ask for a design on a project and Dave runs the roof analysis, then creates a draft solar design and a draft estimate on the project. This needs Glow, which is in limited release, switched on for your account.
Nothing he does sends anything to a customer. The estimate, the proposal and the email all wait for a person.
He connects to your other tools
The MCP server exposes the same tools to any AI assistant or agent framework you already use, over OAuth, as you and inside your permissions.
MCP is a Growth plan permission.
What Dave does not do
Nothing on a schedule. Dave acts when someone in your team asks him to, and not otherwise. He does not monitor your account or act while nobody is in the app.
Nothing sent to customers. Estimates, proposals, invoices, emails and portal invitations are sent by people. Every sending action is disabled for him.
Nothing outside your own permissions. He works as the signed-in user and cannot do anything that user could not.
What's included
What Dave does, from the question to the change.
Answers from your data
Conversion by stage, unpaid invoices, margin per job, which engineer is busiest. Dave runs read-only analytics over your account and shows you the numbers.
Automations, built to order
Describe the automation. Dave proposes the trigger, conditions and actions, creates it switched off for you to review, and you switch it on. He never toggles an automation you already have.
Documents and emails
Dave edits and creates your document and email templates, in your branding with your fields, and clones one of Payaca's document blueprints when you want a starting point.
Fields, pipelines and proposals
Custom fields and fieldsets. Pipeline stages and guards, with a confirmation first because a guard changes what the whole team sees. Item groups, optional items and deposits on proposals. Enquiry forms, events and stock.
Starts the design
Ask for a design on a project and Dave runs the roof analysis, then creates a draft solar design and a draft estimate. Nothing he does sends anything to a customer.
Says before he does
Before any change Dave tells you what he is about to do and asks. A bulk change across more than five records always needs your explicit confirmation.
Audits your account
Ask Dave to audit the account. He reads how it is set up, gives you at most five prioritised recommendations, then implements them one change at a time, each one confirmed.
Reach him from other tools
The MCP server gives any AI assistant or agent framework you already use the same tools over OAuth, as you and inside your permissions. MCP is a Growth plan permission.
See Dave on your own data
Book a call and we'll put Dave to work on a real clean tech project with you.
Frequently asked questions
- What is Agent Dave?
- Agent Dave is the AI built into Payaca. He reads and changes your account data as the signed-in user, inside that user's permissions. Before any change he says what he is about to do and asks. He answers questions from your data, builds automations, edits templates, shapes fields and pipelines, and starts solar designs.
- What can Dave do inside Payaca?
- He answers questions from your account data with read-only analytics. He builds automations and creates them switched off for you to review. He edits and creates document and email templates and clones blueprints. He creates custom fields and fieldsets, adds and guards pipeline stages, restructures proposals, creates enquiry forms and events, and adjusts stock. He starts a roof analysis and creates a draft solar design and estimate. He can audit your account and implement the recommendations one at a time.
- Can Dave send proposals or emails to my customers?
- No. Every sending action is disabled for Dave. He drafts, builds and prepares. A person sends.
- Can Dave run on a schedule or watch my account?
- No. The only way Dave acts is a message from someone in your team. Work that should happen on a schedule is what automations are for, and Dave builds those for you.
- Does Dave switch automations on?
- Not existing ones. When he builds a new automation he creates it switched off for you to review, and creates it live only once you have seen the full configuration in the chat. Switching an existing automation on or off stays with you.
- Is my data safe with Agent Dave?
- Dave works inside Payaca's ISO 27001 certified infrastructure and inside the permissions of the person using him. He cannot reach data outside your account or do anything that user could not.
- Who can use Dave?
- Dave is included on every plan. Every role in Payaca can use him, inside that role's permissions. Usage is metered per user each week, with a top-up available.
- Can I use Dave from outside Payaca?
- Yes. The MCP server exposes the same tools to any AI assistant or agent framework that speaks MCP, with OAuth sign-in as you and the same permissions. MCP is a Growth plan permission.
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