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What SaaS teams build on Dexby

These illustrative examples show agents inside SaaS products using customers’ connected accounts. Every action shown exists in the catalog.

Illustrative requests.
Sales platforms

A CRM assistant inside a sales platform

Each customer connects their own accounts. The agent uses the accounts connected by the customer who made the request.

Example run

Log my call with Dana Wu and book a follow-up next Tuesday at 10.

  1. hubspot_search_contactsFound Dana WuPersonal data210ms
  2. hubspot_create_noteCall summary addedPersonal data186ms
  3. google_calendar_create_eventTuesday 10:00, invite sent241ms

Logged and booked. Dana has the invite.

Help desks

A triage agent inside a help desk product

Each customer connects their own accounts. The agent uses the accounts connected by the customer who made the request.

Example run

Find every ticket about failed checkouts today and open one engineering issue.

  1. zendesk_search23 tickets match "checkout failed"Personal data320ms
  2. linear_create_issueENG-412 with ticket links205ms
  3. slack_post_messageSummary posted to #support-leads133ms

23 tickets grouped under ENG-412, and the team has a summary.

Commerce

An operations agent for an e-commerce platform

Each customer connects their own accounts. The agent uses the accounts connected by the customer who made the request.

Example run

Ship order 4521 from the Austin warehouse and email the customer.

  1. shopify_get_orderOrder 4521, 3 itemsPersonal data190ms
  2. shopify_create_fulfillmentFulfilled from Austin260ms
  3. gmail_send_emailShipping confirmation sentPersonal data230ms

Order 4521 is fulfilled and the customer has tracking.

Finance

A billing agent inside an accounting product

Each customer connects their own accounts. The agent uses the accounts connected by the customer who made the request.

Example run

Invoice this month’s new Stripe customers in QuickBooks.

  1. stripe_search_customers6 customers created this monthPersonal data280ms
  2. quickbooks_create_invoice6 invoices draftedPersonal data410ms
  3. quickbooks_send_invoice6 invoices sent390ms

Six invoices created and sent from Acme’s QuickBooks.

People and hiring

A scheduling agent inside an applicant tracking add-on

Each customer connects their own accounts. The agent uses the accounts connected by the customer who made the request.

Example run

Book the final round with Jordan Lee for Thursday and note it on the candidate.

  1. greenhouse_get_candidateJordan Lee, final roundPersonal data230ms
  2. zoom_create_meetingThursday 14:00 room created300ms
  3. greenhouse_add_candidate_noteInterview details notedPersonal data210ms

Thursday’s final round is booked and recorded on Jordan’s profile.

Engineering

An on-call agent inside an observability product

Each customer connects their own accounts. The agent uses the accounts connected by the customer who made the request.

Example run

Triage the new checkout error and open an issue with the stack trace.

  1. sentry_get_issueTypeError in checkout, 312 events240ms
  2. github_search_issuesNo open issue matches310ms
  3. linear_create_issueENG-418 assigned to payments205ms

ENG-418 opened with the trace and the first failing release.

Your use case is probably in the catalog

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