Guides and walkthroughs

Learn Dave

Everything you need to get up and running fast.

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How do I get started with Dave?

Start a 30-day free trial for up to five seats, no infrastructure to stand up first. Add your AI provider keys to the encrypted vault, invite your team, then drag nodes onto the canvas to build your first workflow; most people are live the same afternoon.

Support Hub

Report a bug or request a feature from inside Dave with the screen context attached, or email the team if you cannot reach your workspace at all.

Open the Support Hub

Community

Everything HelloDave.ai publishes about Dave, gathered in one place: the guides, the blog and three worked examples, plus the discussion boards when they open.

Visit the community

Getting Started

New to Dave? Start with the How It Works guide to understand the core concepts, then build your first workflow.

Read How It Works

Contact Support

Need help? Reach us at support@hellodave.ai.

Email support

The first screen, and where the answers are

What a workspace looks like when you sign in, and the help centre that ships inside it.

The Dave dashboard for a workspace called Hartwell Matter Desk. A left navigation lists Dashboard, Calendar, Agents, Workflows, Instances and Tasks, then an admin group holding Fields, Settings, API Management and Billing. The main panel is headed Instances, with a search box and filters for status, workflow and owner, over a table of runs of Expense Report Approval, Matter Research Memo, Client Engagement Letter Drafting and Contract Intake and Risk Review. Each row is marked running, cancelled or completed and shows its owner and the date it was created.
The workspace you land on: every run in one list, and the whole product one click away down the left. Demo workspace with example data.
A Help and Documentation screen inside the product. An About panel names the workspace, its version and release, the dates it went to development and production, and a one line summary of the most recent changes followed by a What changed link. A Contents panel below lists eighteen topics: Getting Started, Dashboard, Agents, Workflows, Workflow Editor, Instances, Tasks, Reports, Users and Roles, Settings, Providers, Feature Flags, Team and Billing, MCP Integrations, Audit Logs, Security and Access, Feature Summary and Release Notes. A Getting Started section begins underneath.
Dave carries its own help centre, one topic per area of the product, plus the release notes for the version you are actually on. Demo workspace with example data.

Your first workflow, end to end

Nine steps from an empty workspace to a completed run. Each one is a real click path in the product.

  1. 1. Add an AI provider

    Go to Admin, then API Management, then Providers, and click Add Provider. Name it, pick the provider type, add the base URI and the credential to authenticate with. Your key goes into the encrypted vault and is never returned through the API once saved.

    Guide: Add an AI provider
  2. 2. Create an agent

    Go to Agents and click Create Agent. Name it and describe what it does, then open it and add a version carrying its system prompt, the model to run on, and a temperature. The version is the unit you roll back to later.

    Guide: Create an agent
  3. 3. Create a workflow

    Go to Workflows and click Create Workflow. Give it a name that describes the process rather than the mechanism, then open the workflow editor.

    Guide: Create a workflow and make it active
  4. 4. Build the graph

    Drag nodes from the palette onto the canvas and connect them in the order the work happens. A first workflow is usually Start, then User Interaction to collect input, then Agent Interaction, then Human Review, then End. Save a version when the shape is right.

    Guide: Build your first workflow
  5. 5. Launch an instance

    Go to Instances and click Create Instance. Pick your workflow and the version to run, then start it. An instance is one live execution, tracking its own data and progress.

    Guide: Launch an instance
  6. 6. Complete the first task

    Go to Tasks. The User Interaction node has created a task waiting in the inbox. Open it, read the payload to see what the workflow is asking for, enter your input and submit.

    Guide: Work a task from your inbox
  7. 7. Let the agent run

    The engine calls your agent automatically, on the provider and model that agent is pinned to. Nothing to do here. When it finishes, the review task appears.

    Guide: Watch a run and read its timeline
  8. 8. Approve or reject

    Open the review task, read what the agent produced, and approve, reject or request changes. Add a comment saying why: it is optional, but a rejection nobody explained is one the next person has to guess at.

    Guide: Work a task from your inbox
  9. 9. Confirm it finished

    Back in Instances, the run shows as completed, and the dashboard counts update. Every agent call, field change and human decision along the way is in the audit log.

    Guide: Watch a run and read its timeline

Quick reference guides

Short, task-level walkthroughs of the things people do most often, drawn from the in-product help centre.

Add an AI provider

Create the provider record every agent calls, store the API key once, and pull in the model catalogue. About five minutes.

Read the guide

Create an agent

Create an agent, give it a version carrying its prompt and model, and see why versions are retired rather than edited. About five minutes.

Read the guide

Create a workflow and make it active

Create the record, learn what draft actually stops you doing, and activate it so it can be run and scheduled. About four minutes.

Read the guide

Build your first workflow

Open the editor, drag nodes from the palette onto the canvas, connect them, and save a version. About five minutes.

Read the guide

Launch an instance

Create a run from an active workflow version, start it, and read the list to see what it is waiting on. About four minutes.

Read the guide

Work a task from your inbox

Filter the inbox, read the payload a workflow sent you, and approve, reject or request changes. About four minutes.

Read the guide

Watch a run and read its timeline

Tell which step a run is on, how long it has taken, and what it is waiting for. About four minutes.

Read the guide

Schedule a recurring run

Put a workflow on a daily, weekly or monthly schedule so nobody has to start it. About four minutes.

Read the guide

Set up a custom field

Create a field, pick its type and scope, and decide whether a workflow must fill it in. About four minutes.

Read the guide

Connect an AI assistant over MCP

Register a connection, pick the narrowest preset, and wire it into Claude Code, Claude Desktop, VS Code or JetBrains. About six minutes.

Read the guide

Scheduling runs, day to day

Recurring runs sit on a calendar, so an operator can see what is due and what just ran.

A month calendar for September 2026 with recurring scheduled workflow runs marked on most days, several of them repeating weekly. A side panel headed Upcoming Runs lists four of them by name, each with the workflow it belongs to, its date and time, and a repeat marker: Daily Client Validation on Matter Research Memo, Weekly Marketing Content and ELT Reporting on Contract Intake and Risk Review, and Weekly Expense Approval on Expense Report Approval. Controls offer month and week views and a Schedule Run button.
Recurring scheduled runs, with the next four listed alongside and the pattern visible across the month. Demo workspace with example data.

Frequently asked questions

Do I need training to use Dave?

No formal training is required. The builder is visual and drag-and-drop; the How It Works guide covers the core concepts before you build your first workflow.

How do I add my AI provider keys?

Add them in the credential vault, where they're encrypted with AES-256 and never returned through the API. You then select a stored credential when configuring an agent or an API Call node.

What roles can I assign my team?

Six built-in, tenant-scoped roles: Admin (full administration), Create (build and manage AI agents), Curate (design workflows in the visual editor), Use (run instances and complete tasks), Reporting (analytics only, no edit access), and Financial (billing and subscription management).

Can I schedule workflows to run automatically?

Yes. An instance can be scheduled from the calendar, triggered via the API, or kicked off manually, and running instances always use the current workflow version.

Where do I get help if I'm stuck?

Visit support.hellodave.ai for documentation and tutorials, or email support@hellodave.ai directly.

Build your first agent.

Start with the quickstart and be live this afternoon.

Learn Dave: Guides, Onboarding & Community Support | Dave