DASH: Your AI Co-Pilot for Field Sales

What is DASH? DASH is SPOTIO's AI co-pilot built specifically for field sales teams. It's a smart assistant embedded directly inside SPOTIO that answers questions, prepares reps for every visit, handles busywork, and keeps teams connected — all through simple chat, voice, and photo input. DASH turns everyday field activity into cleaner data, faster follow-up, and more consistent execution across every territory. It's not a side tool — it's part of your operating system. DASH includes four core capability pillars: DASH IQ — Instant intelligence and answers before, during, and between visits DASH Actions — Workflow execution that turns conversations into completed tasks DASH Go — Hands-free, voice-first workflows built for the road DASH Connect — Integration with the LLMs and tools your team already uses Getting Started with DASH DASH is accessible from both the SPOTIO mobile app and web app. On mobile, DASH replaces the previous "+" icon, giving you one central hub for actions, guidance, and AI assistance. To open DASH: Log in to the SPOTIO mobile or web app Tap or click the DASH icon in the app interface The DASH chat interface will open at the bottom of your screen   From the DASH interface, you can: Type a question or command in the chat bar Use your microphone for voice input Upload a photo (such as a business card or document) Access all actions previously available under the "+" button via the Menu section DASH IQ: Know Everything Before You Knock What is DASH IQ? DASH IQ is the knowledge and intelligence layer of DASH. It gives every rep instant access to answers, context, and guidance — without ever leaving SPOTIO. No more hunting through menus, waiting on a manager's reply, or walking into a visit uninformed. What DASH IQ Can Do Capability What It Does Company Doc Answers Answers product, policy, and process questions using your company's uploaded documents — one source of truth for the whole team In-App How-To Guidance Walks reps through key SPOTIO workflows step by step, directly inside the app Activity Summary Delivers a plain-language summary of any record's history so reps can prep for visits in seconds Record Search & Navigation Searches SPOTIO records from chat and links directly to the exact page you need How to Use DASH IQ Asking a Company or Product Question Open DASH Type your question in the chat bar (e.g., "What's our company's core values?") DASH will search your company's uploaded documents and return an answer   Getting In-App Guidance Open DASH Ask how to complete a task (e.g., "How do I create a route?") DASH will walk you through the steps without leaving the app   Getting an Activity Summary Before a Visit Open DASH from within a record, or open DASH and navigate to the record Select Record Activity Summary at the top of the DASH interface (or ask "Summarize this account") DASH will return a digest of the record's history, related records, activities, and notes — with recommended next steps   Searching for a Record Open DASH Type a search request (e.g., "Find the record for Smith Roofing on Oak Street") DASH will return a link — tap it to navigate directly to the record   DASH Actions: Work Smarter, Not Harder What is DASH Actions? DASH Actions is where DASH turns your words into completed work. Instead of navigating through multiple screens and tapping through menus, reps simply tell DASH what happened — and DASH handles the rest. Every action requires your confirmation before anything is written to SPOTIO, so you always stay in control. Always Human-Approved: Every DASH action shows a confirmation preview before writing any changes to SPOTIO. Nothing is saved until you approve it.   What DASH Actions Can Do Capability What It Does Conversation & Task Updates Create and update records and activities through simple chat — just tell DASH what happened Multi-Step Workflow Execution Complete multi-step workflows (like creating a lead and scheduling a follow-up) in a single confirmed request Follow-Up & Task Actions Log, schedule, update, and complete activities from chat to keep pipelines and follow-up on track Photo Capture & Conversion Snap a photo of a business card or document — DASH converts it into structured record data Email & Text Drafting Draft personalized, on-brand emails and texts using SPOTIO data and visit history Supported Actions DASH Actions can perform the following in SPOTIO through a single conversational request: Create a record Update a record Delete a record Schedule an activity Update a future activity Log an activity Delete an activity Add a note to a record Search for records Get record details Draft personalized emails and texts   How to Use DASH Actions Logging a Visit or Updating a Record After a customer interaction, open DASH Tell DASH what happened (e.g., "I just visited Bob Smith at 123 Maple. He's interested. Log a visit and mark him as Contacted.") DASH will generate a confirmation preview showing exactly what will be created or updated Review the preview, make any edits needed, then tap Confirm DASH executes the action and returns a deep link to the updated record   Running a Multi-Step Workflow Open DASH Request multiple actions in a single message (e.g., "Create a new lead for Bob Smith at 123 Maple Street and schedule a follow-up appointment for next Tuesday at 8am") DASH will confirm both steps — the lead creation and the activity scheduling — in a single confirmation screen Tap Confirm and DASH handles both Photo Capture: Business Card to Record Open DASH Tap the photo/image icon in the chat input area Take or upload a photo of a business card or document DASH extracts the structured data (name, phone, email, address) Review the confirmation preview Tap Confirm to create the record — no manual typing required Drafting a Follow-Up Email or Text Open DASH from within a record or from the main chat Request a draft (e.g., "Draft a follow-up email for my visit with Bob Smith today") DASH generates a personalized draft using the record's history, notes, and visit data Review the draft, edit as needed, then send   DASH Go: Eyes on the Road What is DASH Go? DASH Go is DASH's voice-first experience, designed for reps who are in the car between stops. Instead of typing on a phone while driving, reps can speak to DASH, hear responses aloud, and confirm actions with minimal taps — keeping focus on the road, not the screen. What DASH Go Can Do Capability What It Does Hands-Free Voice Input Speak requests to DASH — questions, visit notes, account summaries — and hear responses read aloud In-Car Account Prep Get a spoken summary of your next stop before you arrive Voice-Dictated Notes Dictate visit notes or activity updates immediately after leaving a stop Quick-Confirm Actions Proposed actions are displayed for a single tap to confirm — minimal screen time required   How to Use DASH Go Getting an Account Summary by Voice Open DASH Tap the microphone icon to activate voice input Speak your request (e.g., "Give me a summary of my next stop") Watch for the waveform indicator confirming DASH is listening DASH will read the account summary aloud and display it on screen Logging a Visit Note by Voice After leaving a customer stop, open DASH Tap the microphone icon Dictate your visit note (e.g., "Log a visit for the last stop. Customer was home, interested in the premium package, wants a callback Thursday morning.") DASH transcribes your note and presents a confirmation screen Confirm with a single tap Pro Tip: Use DASH Go immediately after leaving a stop while details are fresh — you don't need to pull over or look at your screen to capture the information.   DASH Connect: DASH Everywhere You Work What is DASH Connect? DASH Connect extends DASH's capabilities beyond the SPOTIO app. It connects SPOTIO to the LLM of your choice — such as Claude or ChatGPT — and from there to tools your team already uses, including CRMs through SPOTIO's integration layer. For managers: Query SPOTIO data through your preferred AI tool without logging into the app — pull activity summaries, record histories, and pipeline snapshots on demand For reps: Trigger cross-platform actions like syncing new leads to a CRM or emailing an end-of-day summary to your manager, through a single conversational request Example use cases with DASH Connect: "Hey Claude, pull a summary of all my activities for today and email it to my manager" "Hey ChatGPT, sync all of my newly created SPOTIO leads to my CRM" "Hey Claude, create a Google Sheet with all records that closed this week" Note: DASH Connect features and available integrations are expanding. Contact your SPOTIO Customer Success Manager for information on what's available for your account.   DASH for Admins: Configuration and Control Enabling DASH DASH is included on all Standard AI plans. Account Admins can manage the following settings in the SPOTIO web app. To access DASH settings: Click the Settings gear in the bottom left of the web app Navigate to the relevant AI settings section   Uploading Company Documents for DASH IQ DASH IQ can answer company-specific questions when company documents are uploaded, and AI Learning is enabled. To upload documents: Navigate to Company Docs in Settings Click to upload your documents (supported formats: PDF, DOCX, XLSX, JPG, JPEG, PNG, GIF, AVI, MOV, ZIP — up to 30MB) Toggle on Enable AI Learning for the documents you want DASH to reference Document statuses: Processing — DASH is analyzing the document Active — DASH can reference this document when answering questions Incompatible — The file format is not supported   Tailoring DASH's Tone and Behavior Admins can define how DASH communicates — its tone, what it emphasizes, and which processes it reinforces. This ensures DASH sounds like your team, not a generic AI.   The Always Human-Approved Principle DASH is designed to accelerate your team's work without removing their control. Every write action — creating records, updating fields, scheduling activities, logging visits — requires explicit confirmation from the user before it is saved to SPOTIO. No changes happen automatically. Reps and managers always see exactly what DASH is about to do before it does it.   Frequently Asked Questions Can DASH take actions without my approval? No. Every action DASH performs that writes to SPOTIO requires the user to review a confirmation preview and tap Confirm. Nothing is saved automatically. Does DASH work offline? DASH requires an active connection to function. For offline field work, see the Download My Day feature. Who can use DASH? DASH is available to all users on Standard AI plans. Some features — such as Company Doc Answers (DASH IQ) and Email/Text Drafting — may require additional configuration by your Account Admin. Can admins control what DASH says and how it responds? Yes. Admins can customize DASH's tone, behavioral constraints, topics to avoid, and structured response patterns through the Custom Chat Behavior settings. What if DASH gives me an incorrect answer? DASH's responses are based on your company's uploaded documents, SPOTIO's knowledge base, and record data. If you receive an inaccurate answer, notify your Account Admin to review the source documents. You can also contact SPOTIO Support at support@spotio.com. Is DASH available on both mobile and web? Yes. DASH is available on both the SPOTIO mobile app and web app. DASH Go (voice-first experience) is optimized for mobile use. Can managers see what reps are doing with DASH? All actions taken through DASH are logged in SPOTIO's standard activity and record history, providing full visibility to managers and admins.   Tips for Getting the Most Out of DASH Be conversational. DASH understands natural language — you don't need to use specific commands. Just describe what you need. Use DASH Go immediately after visits. Dictate notes while the details are fresh, before you drive to your next stop. Ask DASH before you knock. Use DASH IQ to pull an account summary before every visit — it takes seconds and keeps you prepared. Upload your playbooks. The more company documents you upload, the more accurately DASH IQ can answer product and process questions. Review confirmations carefully. DASH is fast, but always take a moment to confirm the details are correct before approving an action. For additional support, contact the SPOTIO team via live chat in the app or email support@spotio.com during business hours: Monday–Friday, 8:00am–5:00pm CST.         2 / 2