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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Dave will go live for beta on Friday, October 31st 2025, resgister now to secure your spot for beta!

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The End-to-End Process.

Configure Your Agents

01

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.

02

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, 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.

03

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.

04

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.

05

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 data. Your rules. Your choice.

 Most AI platforms put your data in their cloud and leave you hoping for the best. HelloDave works differently. Choose how you run it — we'll work around you either way.

Bring your own AI keys — on both plans

Whether you're on Managed or Self-Hosted, your AI credentials are yours. Connect OpenAI, Anthropic, Google, Azure, or any compatible model. HelloDave never proxies your API calls or touches your usage data.

Want to understand the difference in more detail?

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Testimonials

Rated 4.8/5 by +1000 users

Sarah W.
Senior Project Manager

Michael B.

Marketing Manager

Daniel S.

IT Consultant