• SPEED
  • REPLY
  • TRIAGE
  • HUMAN

How to respond to customer chats with your AI

Connect Dashly to your AI client once. From then on, you can manage your entire support queue directly from your chat interface.

Ask AI about this page

Short answer

Can I reply to Dashly chats using my AI?

Yes. Your AI uses the Dashly tools to pull recent conversation logs and send text replies directly to customers. You'll see how the agent handles the full loop below.

The outcomes of your chat automation.

Where your support work lands.

Instead of jumping between tabs, your AI handles the heavy lifting of reading and responding.

SPEED

Instant context

The AI pulls the latest messages so you don't have to scroll through old threads. You get the full story immediately.

REPLY

Direct responses

Your AI sends text straight to the customer. This keeps the conversation moving without leaving your workspace.

TRIAGE

Identify priority

The agent scans active threads to find which customers need attention right now. You can focus on the most urgent issues.

HUMAN

Escalate when needed

If a question is too complex, the AI identifies the gap. You step in only when the conversation requires a person.

The workflow

What your AI does when a chat arrives.

The AI acts as your hands and eyes within Dashly.

  1. Scan the queue

    The AI looks for active or recent conversations to see what's happening in your support channel.

    list_conversations

  2. Read the history

    Once it finds a relevant thread, the AI pulls the specific message history to understand the customer's problem.

    get_conversation

  3. Draft the answer

    Your agent processes the context and prepares a response based on the conversation history.

    get_conversation

  4. Send the message

    The AI pushes the final response back to the customer through the Dashly interface.

    send_reply

Try it

Copy these to start.

Use these prompts to trigger the Dashly tools.

Starting points

These are basic commands. Swap out the specific channel or conversation names to match your actual Dashly setup.

Dashly Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_mKWQpA9wC1T0LWCyaHbWmDACt9xOoNW8yC32afyb/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Dashly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "dashly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_mKWQpA9wC1T0LWCyaHbWmDACt9xOoNW8yC32afyb/mcp"
    }
  }
}
Copy into chat04

  • List my most recent conversations in Dashly so I can see what needs attention.

  • Read the history for the conversation with customer 'Alex Smith' and summarize their issue.

  • Send a reply to the current Dashly conversation saying the order is being processed.

  • Check the latest messages in the 'Support' channel and tell me if anyone is waiting for a response.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Dashly once, then ask.

Just click the link to connect your account. Your credentials stay encrypted and secure. Once connected, you can use any of the prompts above.

Connect Dashly to your AI

FAQ

How the chat automation works

  • 01

    Can the AI delete conversations for me?

    No. The current tools only allow the AI to list, read, and send replies. It cannot delete any data.

  • 02

    Does the AI work without me being online?

    The AI only acts when you give it a command in your AI client. It doesn't run autonomously in the background.

  • 03

    Can the AI change my Dashly settings?

    No. The AI is limited to interacting with conversation data and sending replies. It has no access to your account settings.

  • 04

    How does the AI know what to say?

    It reads the existing conversation history to understand the context before it generates a response.

  • 05

    Can I review a reply before it's sent?

    Yes. You can ask the AI to draft a reply first, then you decide whether to tell it to send that reply.

  • More questions about Dashly? The Connector page answers them. See everything the Dashly Connector can do

Connect Dashly to Claude, Cursor, ChatGPT & more