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
Tools
Agents have access to the same AI tools as the AI Assistant — looking up bookings, checking inventory, sending emails, creating shifts, and more. When you create an agent, you choose which tools it is allowed to use. An agent can only perform actions with the tools you give it.
See the full list of available tools
Triggers
A trigger determines when an agent runs. There are three types:
- 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).
Approval Modes
For each tool an agent uses, you decide whether the agent can act on its own or needs your approval first:
- Auto-approve — The agent runs the tool without waiting. Fast and hands-off.
- Require Approval — The agent pauses and waits for you to approve or reject the action before continuing.
High-risk tools like sending emails, cancelling bookings, or processing refunds default to Require Approval so you always stay in control.
Learn more about approval modes
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, tools, trigger, and approval settings. You can use a template as-is or customise it to suit your needs.
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.
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. Agents respect the same data scoping as the rest of EquipDash — they can only access data belonging to your business.