Dash Agents Overview Growth+This feature requires the Growth+ plan or higher
Dash Agents are automated AI workflows that run on their own, without you having to type a single message. While the AI Assistant responds to your questions in a conversation, agents work in the background — checking for overdue returns, generating morning briefings, following up with customers, and more.
How Are Agents Different from the AI Assistant?
| AI Assistant | Dash Agents | |
|---|---|---|
| How it starts | You type a message | Runs automatically on a trigger |
| Interaction | Back-and-forth conversation | Runs independently, reports results |
| When it runs | When you ask | On a schedule, when an event happens, or when you click Run Now |
| Best for | Ad-hoc questions and one-off tasks | Recurring tasks you want to automate |
Think of the AI Assistant as a colleague you chat with, and Dash Agents as processes you set up once and let run on autopilot.
Key Concepts
What an agent is allowed to do
When you build an agent, you turn on what it may do using around ten plain switches — Look things up, Email & message customers, Payments & refunds, Change bookings, and so on. An agent can only do what you switched on.
If you want finer control, Fine-tune individual abilities opens the full list so you can pick exactly which abilities the agent has.
Money actions always ask you first. Refunds, charges, payment links, releasing a security deposit, and cancellations can never be set to run on their own — that is fixed and cannot be switched off.
See the full list of individual abilities
Triggers
A trigger determines when an agent runs:
- Manual — The agent only runs when you click Run Now. Useful for on-demand tasks.
- Scheduled — The agent runs automatically at a set time or interval (e.g., every morning at 9:00 AM, every Monday, every 4 hours).
- Event-based — The agent runs automatically when something specific happens in your account (e.g., a new booking is created, a payment is received, a survey response comes in).
- Weather — The agent runs when one of your weather rules is breached by the forecast.
Ask me first
For each thing an agent can do, you decide whether it acts on its own or checks with you:
- On its own — the agent gets on with it. Best for looking things up and low-risk changes.
- Ask me first — the agent pauses and waits for someone to approve or skip the action.
Anything that reaches a customer or moves money defaults to Ask me first, and money actions are locked that way permanently.
Everything waiting for you is collected in one Waiting for your OK box at the top of the Agents page — every agent, every pending action, Approve or Skip in one click. Skipping one action no longer cancels the run: the agent simply moves on with the rest of its work.
Skills — agents learn how you work
After real runs, Dash notices how your business handles things and suggests saving it as a skill — for example, how you deal with a cancellation caused by bad weather, or what to do on a second overdue reminder. Every suggestion is a plain-English card you either keep or turn down, and nothing is learned unless you keep it.
The Dash Skills page also holds two short notes about your business and how you like things done, which every agent reads before it starts.
Connected apps
Agents can also work with the other tools you use — your calendar, email, spreadsheets, accounting, and messaging apps. You connect an app once in Settings > Connected apps and tick exactly what it is allowed to do. Anything an agent sends out to a connected app always asks you first.
Learn more about connected apps
Instructions
Instructions tell the agent exactly what to do and how to behave. They are written in plain English — no coding required. For example, a late return agent might have instructions like: "Find all overdue rentals and send each customer a polite reminder email. Only contact customers who are 1 or more days overdue."
Templates
EquipDash includes ready-made agent templates for common tasks. Templates come pre-configured with a name, instructions, abilities, trigger, and approval settings. You can use a template as-is or adjust it to suit your business.
Asking for an agent in the chat
You do not have to open the builder at all. In the Dash AI chat you can simply say what you want — for example, "create an agent that emails customers the day before their booking" — and the agent arrives as a draft for you to review. Nothing runs until you look it over and turn it on.
What Can Agents Do?
Here are some examples of what you can automate with agents:
- Late Return Follow-up — Automatically find overdue rentals every morning and send reminder emails.
- Daily Booking Summary — Get a morning briefing with today's pickups, returns, experience sessions, and expected revenue.
- Waiver & Form Chaser — Remind customers to complete their waivers before their booking starts.
- Weekly Performance Report — Receive a weekly digest comparing revenue, bookings, and top products.
- Booking Preparation Guide — Send a personalised "what to expect" email every time a booking is created.
- Workshop Status Digest — Review workshop items daily and flag overdue repairs or items with upcoming bookings.
- Staff Roster Builder — Analyse next week's bookings and create staff shifts to ensure coverage.
- Customer Re-engagement — Identify customers who have not booked in 30+ days and suggest re-engagement strategies.
What Agents Remember
Agents keep track of what they already did, so the same customer will not get the same email twice in a day, even if two runs overlap or a run is repeated. If an agent tries to repeat outreach it has already sent, it skips it and carries on with the rest of the job.
Honest Results
A run tells you the truth about how it went, in plain sentences rather than a list of technical steps. Open a run and you can flip Show Dash's thinking to see the reasoning behind each step, or leave it off for the short version.
Runs never show a green tick for a job that did not finish. As well as Completed, you may see:
- Stopped early — the agent ran out of steps before finishing. The steps it did complete are all listed.
- Stopped — got stuck — the agent started repeating itself and was stopped. Nothing further was changed.
- Nothing needed doing this time — the agent checked, found nothing to act on, and stopped. This costs nothing.
Each run also shows roughly how much of your monthly AI allowance it used.
Plans and Limits
Agents are included with the Growth and Pro plans:
| Growth | Pro | |
|---|---|---|
| Agents you can have | 3 | 10 |
| Runs per month | 200 | 1,000 |
A run that finds nothing to do does not use any AI.
Credits
Agents consume AI credits from the same pool as the AI Assistant. A simple agent run that looks up a few bookings uses fewer credits than a complex run that processes many records and sends emails. You can monitor credit usage from Settings > AI Assistant.
Permissions
Only team members with the Agents: Manage permission can create, edit, enable, or delete agents, or approve and skip pending actions. Team members who can only view agents see the pages and the run history, but not the buttons.
Agents respect the same data scoping as the rest of EquipDash — they can only access data belonging to your business.