Dash Bots Overview Growth+This feature requires the Growth+ plan or higher
A bot does one job for you, the same way every time. You say what you want in one sentence, Dash writes it up as a short list of steps, and the bot runs those steps on its own: on a schedule, when a booking comes in, when the weather turns, or when you ask.
How Are Bots Different from Asking Dash?
| Asking Dash in the chat | Dash Bots | |
|---|---|---|
| How it starts | You type a message | Runs by itself when its time comes |
| Interaction | Back-and-forth conversation | Runs on its own and tells you what it did. Each bot also has its own chat |
| When it runs | When you ask | On a schedule, when something happens, when the weather turns, or when you press Run it now |
| Best for | Questions and one-off jobs | Jobs you do again and again |
Key Concepts
What a bot does
Every bot is a short list of steps in plain English. Each step carries a tag:
- Check - it looks something up. Nothing leaves your shop.
- Only if - it only carries on for the bookings you picked.
- Text / Email - it sends a message to a customer, in your own words.
- Send the list to you - it sends you what it found, by email or on WhatsApp.
When it runs
- When you ask - it runs only when you press Run it now.
- On a schedule - every hour, every day, every week, on the days you pick, once a year, or once on a date.
- When something happens - a booking comes in, gear comes back, a waiver is signed, and so on. You can narrow it to certain items, a party size, or where it was booked.
- When the weather turns - one of your weather rules is broken by the forecast. You can make a new rule right there.
Learn more about when bots run
Ask me first
One control on each bot decides how much it does on its own:
- Ask me first - the bot looks things up, then waits for your OK before anything leaves your shop.
- Just do it - the bot gets on with it and tells you afterward.
Some things always wait for a person, whatever you pick: refunds, charges, payment links, releasing a security deposit, cancelling a booking, changing a product or its price, and making promo codes or vouchers.
Everything waiting for you is in one Waiting for your OK box at the top of the Bots page. An OK nobody gives within three days expires and nothing is sent.
Templates
The Bot templates tab holds bots that are already written. Filter them by what they do (Reports, Customers, Inventory and so on) or by your trade (Diving, Bikes, Ski and more). Use one as it is or change any step.
Asking for a bot in the chat
You can also ask for a bot in Ask Dash, for example "every Friday at 4pm, tell me what gear is booked out for the weekend". Dash writes it up on a card. Saving it keeps it switched off until you turn it on under Bots.
Skills - bots learn how you work
After real runs, Dash may suggest saving something as a skill - for example, how you handle a cancellation caused by bad weather. Nothing is learned unless you keep it.
Connected apps
Bots can also work with other tools you use, like your calendar or spreadsheets. You connect an app once in Settings > Connected apps. Anything a bot sends to a connected app always asks you first.
Learn more about connected apps
What Can Bots Do?
A few examples:
- Tomorrow's list - every evening, send you who is booked tomorrow and who still has a form to sign.
- Late returns - every morning, find gear that is overdue and email each customer.
- Where to meet - every morning, text each customer booked today the time and the meeting point.
- Weekly numbers - every Monday, send you last week's bookings and what customers said.
- Low stock - check stock every day and tell you what is running low.
- Bad weather - when wind is forecast over your limit, list who is booked so you can call them.
What Bots Remember
A bot keeps track of what it already did. The same customer does not get the same email twice in a day, and a bot that runs when a booking comes in sends one message per booking, never two.
Honest Results
A run tells you how it went in plain sentences. Open a run and flip Show Dash's thinking to see the reasoning behind each step, or leave it off for the short version.
A run never shows a tick for a job it did not finish. As well as Done, you may see:
- Stopped early - the bot ran out of steps before finishing. The steps it did finish are listed.
- Stopped, got stuck - the bot started repeating itself and was stopped. Nothing further was changed.
- Nothing to do - the bot checked, found nothing to act on, and stopped. This costs nothing.
Plans
There is no limit on how many bots you have.
On a free trial, bots use your free trial AI credits. Until you verify your email, the Bots page says Verify your account to use your free trial AI credits. with a Resend email link, and no bot runs.
Credits
Bots use AI credits from the same pool as Ask Dash. A run that finds nothing to do uses none. You can see your usage in Settings > AI Assistant.
Permissions
Only team members with the Bots: Manage permission can create, edit, turn on or delete bots, or approve and skip what a bot is waiting on.
Team members who can only view bots see the pages and what each bot did. When a bot is waiting, they see Waiting for an admin and a Remind them now button, which emails the people who can approve it. Admins are also told the moment a bot starts waiting.
Bots only ever see your own business's data.