Agent Dave is now available to everyone

Dave, your AI assistant inside Payaca, is now available on every plan!

What can Dave do?

If you haven't tried him yet, Dave sits in the bottom left corner of Payaca (or hit Cmd+K on Mac / Ctrl+K on Windows). It can:

• Look things up — overdue invoices, upcoming events, project details, customer info
• Create and update records — customers, projects, proposals, tasks, notes, scheduled events
• Set up automations — email and SMS notifications, tagging, task creation, pipeline stage changes
• Explain Payaca features — custom fields, document templates, template variables, and more
• Research — industry regulations, renewables guidance, and general questions

Dave knows what page you're on, so you can say things like "summarise this project" and it understands the context.

Get started

Open the chat from the bottom left corner of any page, or press Cmd+K / Ctrl+K. Just type what you need.