How It Works

From first login to live AI workflow in minutes. No infrastructure headaches. No month-long implementations. Just a clean, visual process that puts you in control.

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The End-to-End Process

  1. 1. Configure Your Agents

    Agents are the AI workers inside your workflows. Connect your existing AI provider (OpenAI, Anthropic, Google, Azure, or a self-hosted model) and define what each agent does. Give it a system prompt, pick a model, set its behaviour. Your credentials stay yours. HelloDave never touches your API keys.

  2. 2. Build Your Workflow

    Open the visual editor and drag nodes onto the canvas. Connect them with routing rules. Add AI steps, human review points, safety checks, and API calls in whatever order your process demands. There's no limit on nodes. Save at any point and every save creates a new version, so you can always roll back.

  3. 3. Launch an Instance

    When you're ready to run, create an instance of your workflow. Each instance is a live execution, tracking its own progress, data, and context as it moves through every step. Schedule it from the calendar, trigger it via the API, or kick it off manually. The engine takes it from there.

  4. 4. Handle Tasks

    When a workflow reaches a human step, a task is created and lands in the right person's inbox. They review, approve, reject, or add input, and the workflow continues. Tasks can be assigned to specific users or roles. The first to accept it claims it. Nothing gets lost, nothing waits silently in the background.

  5. 5. Monitor and Report

    Watch instances run in real time. Every action is logged: every agent call, every field change, every human decision. Filter the audit trail, export it as CSV, and track performance across your whole operation. If something goes wrong, you'll know exactly where, when, and why.

Your Keys. Your Data. Always.

Most AI platforms put your data in their cloud and leave you hoping for the best. HelloDave is fully managed (infrastructure, SSL, updates, all handled) but your AI keys and your workflow data stay yours. We never proxy your AI calls or touch your credentials, and every tenant's data is isolated behind its own encrypted vault.

See it in action.

Configure your first agent and launch a workflow today.

How It Works: Configure AI Workflows in Minutes | Dave | Dave