# Dashly MCP for AI Agents AI Agent Connect

> Dashly MCP lets your AI agent manage conversational marketing, live chat, and lead nurturing. It connects your customer data and chat history so you can handle replies, track user events like 'Pricing Viewed,' and manage user profiles without leaving your workspace.

## Overview
- **Category:** customer-support
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_mKWQpA9wC1T0LWCyaHbWmDACt9xOoNW8yC32afyb/ai-agent-connect
- **Tags:** conversational-marketing, user-tracking, lead-nurturing, pop-ups, customer-engagement, behavioral-analytics

## Description

Stop jumping between your chat dashboard and your project management tool. This Connector puts your Dashly account directly into your AI agent's hands. Instead of manually digging through old threads or copying user IDs to update profiles, you can just ask your agent to find a specific conversation or pull up a customer's history. It handles the heavy lifting of retrieving metadata, recording custom events, and sending out replies in real time. Whether you're trying to see how many people clicked a specific button or you need to update a VIP tag on a new lead, it happens through a simple prompt. It's a way to turn your conversational marketing into an automated workflow. You can find this and thousands of other connections in the Vinkius catalog to get your stack running in minutes. You're essentially giving your agent a seat at the customer service desk. This means you can stay in your flow state while your agent handles the repetitive parts of user management. You no longer have to worry about missing a message or losing track of a lead's specific preferences. Everything is accessible through natural language, making it easy to maintain a high-quality connection with every visitor who hits your site.

## Tools

### get_conversation
Pull up the full details and message history of a single chat. This gives your agent the context it needs to provide better answers.

### get_user_details
Retrieve the profile information and metadata for a specific user. Use this to quickly see a customer's history and preferences.

### list_conversations
Get a list of the most recent chat sessions. Use this to quickly find active leads that need a response.

### send_reply
Send a direct response to a specific chat conversation. This helps you reply to customers instantly without leaving your workspace.

### list_channels
See all the different communication channels available in your account. This helps you coordinate your engagement strategy across different platforms.

### list_users
Pull a list of all users currently in your Dashly database. This is useful for auditing your user base or starting a manual review.

### set_user_props
Update custom metadata or tags for a specific user profile. Use this to keep your lead data organized and segmented.

### track_event
Record a custom action like a button click or form fill for a user. This builds a clear history of how people interact with your site.

## Prompt Examples

**Prompt:** 
```
Show me the last 5 conversations we had with new leads.
```

**Response:** 
```
I've pulled the 5 most recent conversations from your Dashly account. Here they are:

| Conversation ID | User | Summary |
| :--- | :--- | :--- |
| #123 | John Doe | Inquiry about enterprise pricing |
| #124 | Jane Smith | Question about pop-up custom styles |
| #125 | Mike R. | Requesting a demo |

Would you like me to pull the full history for any of these?
```

**Prompt:** 
```
Tag user_123 as a high-priority lead.
```

**Response:** 
```
Done. I've updated the properties for user_123. They are now marked as a **High-Priority Lead** in your Dashly database.
```

**Prompt:** 
```
How many times did people click the 'View Pricing' button today?
```

**Response:** 
```
I've scanned your recent events. There were **42 instances** of the 'View Pricing' action recorded today.

*   **Peak activity:** 2:00 PM - 4:00 PM
*   **Top referring page:** /features

I can break these down by user if you'd like.
```

## Capabilities

### Reply to live chat messages
Send direct responses to customers through your agent to keep conversations moving.

### Update customer profile properties
Modify user tags and custom metadata on the fly without manual data entry.

### Log specific user actions
Record events like button clicks or signups to build a behavioral audit trail.

### Pull full conversation histories
Retrieve every message in a specific chat to give your agent full context.

### Manage communication channels
View and coordinate all the different touchpoints where you engage with users.

### Scan your entire user database
List all users and their profile details to find specific leads quickly.

## Use Cases

### Contextual support for angry users
A support lead needs to know why a user is upset. They ask the agent to pull the last 10 messages from a specific conversation using get_conversation.

### Automated VIP tagging
A marketer wants to tag a user as a VIP. They tell the agent to update the user properties for a specific ID using set_user_props.

### Behavioral audit of pricing pages
A product manager wants to see how many people saw the pricing page. They ask the agent to list all 'Pricing Viewed' events using track_event.

### Quick lead identification
A sales rep needs to see all active chats. They ask the agent to list recent conversations using list_conversations to find a hot lead.

## Benefits

- Respond to customers faster by using send_reply to handle inquiries without switching tabs.
- Keep your data clean by using set_user_props to update lead status automatically.
- Build better funnels by using track_event to see exactly where users drop off.
- Get instant context by using get_conversation to see the full history before responding.
- Save time on manual data entry by using list_users to grab large batches of profile info.
- Coordinate your strategy across platforms by using list_channels to see every active touchpoint.

## How It Works

The bottom line is you get a direct line to your customer engagement data without the manual overhead.

1. Subscribe to the Dashly MCP on Vinkius.
2. Grab your Auth Token from the Dashly dashboard under Settings.
3. Connect the token to your AI client and start asking questions.

## Frequently Asked Questions

**How does the Dashly MCP help with customer support?**
It lets your AI agent pull up full chat histories and send replies directly, so you don't have to keep switching back and forth between apps.

**Can I use Dashly MCP to track specific website actions?**
Yes, you can use it to record custom events like button clicks or form fills, then ask your agent to report on those trends.

**Does Dashly MCP work with Claude or Cursor?**
It works with any MCP-compatible client, including Claude, Cursor, and Windsurf, letting you manage your marketing from your favorite editor.

**How do I update a user's profile using Dashly MCP?**
You just tell your agent which user you want to update and what information to change, and it handles the property updates for you.

**Can I see all my communication channels at once?**
Yes, your agent can list all your Dashly channels so you can see every touchpoint where you're engaging with customers.

**Is the Dashly MCP good for tracking lead behavior?**
It's built for that. You can query user metadata and track specific events to see exactly how leads are moving through your funnel.

**How do I find my Dashly Auth Token?**
Log in to your account, navigate to **Settings** > **Integrations** > **API Keys**, and copy your unique Auth Token.

**Can I record custom user events via AI?**
Yes! The `track_event` tool allows your agent to log specific user actions programmatically by providing the user ID and event name.

**How do I check active chat sessions?**
Use the `list_conversations` tool to retrieve a comprehensive directory of all current chat interactions and their high-fidelity metadata.