Your AI-powered assistant
Meet Dave, your intelligent AI assistant built into Payaca. Powered by state-of-the-art AI, Dave understands your business data and helps you work faster - no training required.
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!”
AI Agent Dave is not a chatbot that links you to help articles. Dave connects directly to your Payaca data and takes real action.
It pulls up project details, analyses your pipeline, creates templates, and configures automations through simple conversation. It knows what page you're on, understands your business context, and gets smarter as Payaca evolves.
And unlike the generic AI bolted onto other CRMs, Dave can be shaped to your business: give him standing instructions once - terminology, services, house style - and every conversation starts from there. While he works, you see what he's doing. An AI that knows your business and shows his work.
No training, no prompt engineering. Just ask.
What's included
Everything you need to your ai-powered assistant.
Natural Language Queries
Ask Dave anything about your business in plain English. "Show me overdue invoices" or "What jobs does Sarah have tomorrow?" - Dave understands and responds instantly.
Real-Time Data Access
Dave connects directly to your Payaca data. Pull up projects, customers, invoices, job details, and team schedules in seconds - just ask.
Smart Actions
Dave doesn't just answer questions - he takes action. Update job statuses, manage customer records, and complete tasks through simple conversation.
Context-Aware Intelligence
Dave knows what page you're on and what you're working on - badges in the chat panel show exactly which records he has context on. Get relevant suggestions and smart recommendations exactly when you need them.
Custom Instructions
Tell Dave how your business works once - your terminology, your services, your house style - and he applies it to every conversation across your account. A two-minute setup for your Super Admin, a quality lift for the whole team.
Shows His Work
No black box. While Dave works through a longer job you see plain-English labels for what he's actually doing - reading your pipelines, setting up an automation - so the work is always legible.
Frequently asked questions
- What is AI Agent Dave?
- Dave is an AI assistant built directly into Payaca. Powered by state-of-the-art AI, Dave understands your business data and can answer questions, take actions, and automate tasks through simple conversation — no training required.
- What can Dave do inside Payaca?
- Dave can look up project details, find customer information, check team schedules, analyse pipeline data, create templates, set up automations, and complete administrative tasks. Ask in plain English and Dave handles the rest.
- Does Dave need training to use?
- No. Dave understands natural language and knows what page you're on. Just type or speak your question — 'What jobs does Sarah have tomorrow?' or 'Show me overdue invoices' — and Dave responds instantly.
- Is my data safe with AI Agent Dave?
- Yes. Dave operates within Payaca's ISO 27001 certified infrastructure. Your data is never used to train AI models and all interactions are processed securely within your account.
- Can I customise Dave for my business?
- Yes. Super Admins can give Dave standing instructions in Company Settings - business context like "family-run heating firm specialising in retrofit heat pumps", your terminology, your house style. Dave applies them to every conversation across the account, so nobody repeats themselves. Instructions personalise how Dave communicates; they can't override his core rules or reach data outside your account.
- Can I see what Dave is doing while he works?
- Yes. During longer jobs Dave shows plain-English labels for each step he's taking, and badges in the chat panel show which records and pages he has context on. The labels describe the work, never your customer data.
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