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Introducing Agent Dave

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Matt FranklinMatt Franklin

Dave is your AI assistant inside Payaca. Ask him anything, get him to do things for you.

Look up information

Find customers, projects, invoices, proposals, events, materials, suppliers, purchase orders, tasks, timelogs, pipeline stages - whatever you need.

  • "What invoices are overdue?"
  • "Show me projects for Acme Ltd"
  • "What's scheduled for tomorrow?"
  • "Which tasks are incomplete?"

Create and update records

Create customers, projects, proposals. Add notes, tasks, scheduled events. Update project details, custom fields, tags. Manage materials lists and line items.

  • "Create a task for Ben to follow up on this project by Friday"
  • "Add a note to this project saying the customer called about access"
  • "Build me a Solar Installation Survey document from my custom fieldset"

Help with Payaca

Not sure how something works? Dave can explain features and search the help docs for you. Custom fields, document templates, automations - just ask.

Research

Dave can search for industry info - regulatory requirements, renewables guidance.

He knows what page you're on, so you can just say "summarise this project" and he'll know what you mean.

Bottom left corner, or Cmd+K on Mac / Ctrl+K on Windows.