Documents, CRM, support, payments and project management. Connect the apps your service needs, let clients authorize their accounts and give your Agents the tools to work across them.
Build a service around the apps your clients use for sales, legal work, support or reporting. Use your own brand on Private Cloud or Self Hosted.
Plan the customer experience
Connect your company’s documents and CRM. Build Agents that prepare internal reviews, draft project updates or assemble customer onboarding plans.
Configure your first workflow
Build a service around the apps your clients use for sales, legal work, support or reporting. Use your own brand on Private Cloud or Self Hosted.
Choose the apps clients will connect
Define the reports or plans your Agent will prepare
Choose a branded Workspace or custom portal
Discuss your client portalConnect your company’s documents and CRM. Build Agents that prepare internal reviews, draft project updates or assemble customer onboarding plans.
Connect the apps your team already uses
Add the Agent’s instructions and tools
Test the output with your team
Build for your teamMake app connections part of onboarding. Clients choose the relevant services, grant access and ask your Agent for a report, presentation or action plan.
Give the client access to your reporting Agent. Explain which documents and payment data it will use to build the presentation.
Connect the proposal in Drive and the business’s Stripe account so the Agent can prepare the client presentation.
Enable the apps on your platform and choose which tools the review Agent can use.
Each client authorizes their own account. Setting up an integration on your platform does not grant access to their data.
“Now check Jira and add the delivery milestones.” A follow-up request can extend the same artifact.
Give Agents instructions and Skills in Dollie, then connect the business apps they need. Keep the client context, tool calls and resulting artifacts in the same workflow.
Store your assessment procedure in a Skill. Set the checks the Agent should run and the format of its report.
Read the named proposal, support ticket or agreement from the client’s connected account.
Ask the Agent to add Stripe payment data to a proposal presentation, or Jira milestones to a client report.
Check the sources, ask for an extra chart or revise the recommendations before sharing.
Use a client Record and shared Channel to keep the brief, reviewer and follow-up conversation connected.
Prepare the next account meeting from Salesforce. Ask the Agent to read the opportunity and recent activity, then create an account brief. Follow up with a request to update the next step after the meeting.
Show which agreements still need a signature. Ask the Agent to check the matter’s DocuSign envelopes and recipient status. Create a report of completed agreements, outstanding signatures and the follow-up needed from the legal team.
Turn a long ticket history into an escalation brief. Read the customer’s Zendesk ticket and prior replies. Summarize the issue, steps already tried and missing information, then draft the response for the support lead.
Build the weekly update from Jira issues. Read the project’s open issues, blockers and completed work. Create a status report and ask the Agent to turn agreed follow-ups into Jira tasks.
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Built custom software, integrations or internal tools? Connect their MCP servers to Dollie and make those tools available to your Agents. Manage the connections and choose which Agents can use them, alongside the business apps you already rely on.
