4 articles tagged with AI
Payaca document templates are now built by conversation - describe the handover certificate or commissioning form you need and Agent Dave writes the layout for you, live, no HTML required.
Jamie Duncan
14 August 2026
Agent Dave now takes standing instructions - tell Payaca's AI assistant how your business works once and it applies that context to every conversation. A setup guide with example instruction sets for heat pump, solar and service-plan installers.
Jamie Duncan
27 July 2026
Connect your AI assistant straight to your Payaca account and ask it to do real work: pull stuck jobs, bulk-update projects, draft follow-ups, build reports. Here's why we built it and the practical things install teams can do with it.
Matt Franklin
4 June 2026
In a conversation with Digital Tool Bag, Payaca CEO Matt Franklin demos Agent Dave, the AI assistant built into Payaca that can set up automations, analyse pipelines, create templates, and configure accounts through simple chat.
Matt Franklin
20 February 2026