Welcome to Dash
The five-minute orientation. What Dash is, how to talk to it, what it does and doesn’t do on its own.
Dash Help
Install Dash, connect your tools, and learn the workflows that make it useful from day one.
Get started
Section titled “Get started”Add Dash to Slack
Install Dash, get admin approval, and run your first ask. About a minute from zero to “hi Dash.”
Add Dash to Teams
Install Dash in Microsoft Teams and run your first ask from the chat your team already uses.
Connect your first tool
Hook Dash up to HubSpot, Stripe, Google Sheets, or any of 3,000+ tools. One OAuth click each.
How approvals work
Reads start on Auto, routine writes on Ask, and irreversible destructive operations on Off.
Use Dash
Section titled “Use Dash”Ask Dash for a report
Pipeline, MRR, ad spend, churn, anything. Plain English in, polished team-chat message out.
Draft and send an email
Give Dash the gist, get back a polished draft, edit if needed, click Approve to send from your Gmail.
Schedule a task
Morning briefings, weekly digests, monthly reports. Set the schedule, Dash runs it on its own.
Install and use skills
Reusable playbooks for specific tasks. Install from the catalog, trigger with slash commands, or write your own.
Upload files and images
Attach images, PDFs, spreadsheets, and audio. Dash reads them, analyzes them, and transcribes voice notes.
Bring Dash into a channel
Invite Dash, give it the channel’s context, and set ground rules so it’s useful from day one.
Give Dash feedback
Correct Dash, teach it your team’s definitions, lock in voice preferences. Never repeat yourself twice.
Set up
Section titled “Set up”Use Dash on the web
Chat, manage tools, review sessions, and configure your workspace from app.dashpup.ai.
Use the Chrome extension
Dash in a side panel next to any page. Ask about what’s on screen, get proactive suggestions.
Connect GitHub
Give Dash access to repos, PRs, issues, and code. Reads start on Auto, routine writes on Ask, and destructive operations on Off.
Connect HubSpot CRM & Marketing
Let Dash find, create, and update contacts, companies, deals, and tickets, log engagements, and query pipelines. Reads run on Auto, writes wait for your approval.
Connect HubSpot Lists & Workflows
Let Dash create lists, add contacts or companies to them, and enroll records in workflows. Reads run on Auto, writes wait for your approval.
Connect a custom MCP server
Bring your own MCP server, internal API, or private tool. Bearer token, OAuth, or client credentials.
Use Dash as an MCP server
Let Claude, ChatGPT, or Copilot Studio use your Dash tools through a single MCP connection.
Manage your workspace
Section titled “Manage your workspace”Manage your team
Invite teammates, assign roles, remove members, and control who can talk to Dash.
Control which tools Dash can use
Per-tool run modes (auto, ask, or off) and designated approvers.
Manage connection access
Workspace-wide or private connections, with allowlists for who can use what.
Proactive suggestions
Dash monitors Slack, Teams, and your browser for moments it can help, then suggests an action.
How memory works
Dash remembers facts and preferences across conversations. See what it knows and manage it.
Choose your AI model
Pick the model, tune thinking effort and speed, balance capability and cost.
Create API keys
Mint scoped keys for the REST API, external MCP, or headless integrations.
Set a spend limit
Cap your workspace’s credit usage so you stay in control of costs.
Understand the org chart
Dash infers your team structure from Slack or Teams. Admins can correct titles, departments, and roles.
Store credentials
Add API keys and secrets to the vault so code tasks and integrations can use them securely.
Set up your workspace profile
Country, industry, website, and language. Dash calibrates its answers to your business.
Monitor usage
Track sessions, messages, credit consumption, and cost across your workspace.