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Welcome to Dash

Dash is the world’s most helpful and loyal AI teammate. Not a chatbot, not a workflow tool, not a search bar. A teammate, in your Slack, that does the work.

That distinction matters because it changes how you talk to Dash. You don’t write prompts. You don’t draw flowcharts. You write the kind of Slack message you’d send a smart new hire on their first day. Dash reads it, does the work, comes back with the result.

This guide is the five-minute orientation. Read it once, then go install Dash and try a real ask.

1. Dash lives in Slack

Section titled “1. Dash lives in Slack”

You don’t open a new app. You don’t learn a new UI. Dash shows up in Slack as a teammate with the dog mascot. You @mention it in channels, you DM it directly, you @ it in threads. Anywhere you’d talk to a person on the team, you can talk to Dash.

Dash works in both public channels (where the channel members can see what you ask and what Dash says) and DMs (which are private to you). Pick the right one. If you want a number for yourself, DM. If you want the team to see the report, ask in the channel.

2. Ask in plain English

Section titled “2. Ask in plain English”

The way you’d phrase a request to a person is the way you phrase it to Dash:

@Dash pull last week’s pipeline and post a one-pager in #leadership

@Dash how is our churn looking this month?

@Dash draft a follow-up to Rachel at Northbound. We left it at the pricing question last Tuesday.

You don’t need to know SQL, formulas, the names of tools’ APIs, or any kind of “prompt format.” If you can ask a teammate to do it, you can ask Dash.

3. Dash already knows your tools

Section titled “3. Dash already knows your tools”

Once your workspace admin has installed Dash and connected a few tools (HubSpot, Stripe, Google Sheets, Gmail, etc.), Dash can pull, filter, draft, and send across all of them in a single ask. You don’t say “first query HubSpot, then export to a sheet.” You say “give me the top ten stuck deals by stage and how long they’ve been there” and Dash figures out the rest.

If Dash is missing a tool it needs, it will tell you which one and offer to connect it. Connections are one OAuth click, no API keys, no IT ticket.

4. Approvals are the floor, not the ceiling

Section titled “4. Approvals are the floor, not the ceiling”

Anything Dash does that touches the outside world (sends an email, posts in a public channel, writes to your CRM, charges through Stripe) goes through an in-Slack approval prompt first. You see the exact action laid out, you click Approve or Edit and approve, and only then does Dash do the thing.

Reads are free. Drafts are free. Anything that changes a real system asks for your click. That’s the floor of trust. Admins can tighten the rules from there (require a second approver on spend over $X, block specific actions entirely), but they cannot loosen them. See How approvals work for the full breakdown.

5. Dash gets better the more you tell it

Section titled “5. Dash gets better the more you tell it”

Dash starts with general business knowledge. It gets specific to your team as you use it. The way you correct it shapes how it answers next time:

  • “When I say pipeline, only include deals over $5K.”
  • “Always include the customer’s account manager when summarizing renewal risk.”
  • “Match my voice when you draft outbound. Short, no exclamation points, no ‘just circling back.’”

Drop these hints when they come up. Dash remembers them per workspace. See Give Dash feedback so it improves for the practice.

What to do next

Section titled “What to do next”

Pick the one that fits your situation:

Welcome aboard.