Your First Conversation

This guide helps you understand how to interact with Dynaris and how the AI agent system executes tasks in real scenarios.

Start Your First Interaction

Open your dashboard at app.dynaris.ai and use the AI Assistant panel.

Begin with a simple prompt:

"What can you help me with?"

Dynaris will respond based on:

• Your connected tools
• Available data (leads, files, etc.)
• Your configured setup

This gives you a quick understanding of what Dynaris can do in your environment.

Try a Simple Task

Start with a clear, single-step request:

"Show me all my leads and give me a summary"

What Dynaris does:

1. Understands your intent
2. Identifies the relevant module (Leads)
3. Retrieves the data
4. Processes and summarizes it

You will see progress updates as the task is completed.

How Dynaris Works Behind the Scenes

Every request follows a structured process:

1. The Supervisor Agent analyzes your request
2. It selects the right tools and modules
3. It assigns tasks to specialized agents (leads, calendar, voice, etc.)
4. Each agent executes its part
5. Results are combined and returned in a clear format

This allows Dynaris to handle both simple and complex operations efficiently.

Work Across Your Dashboard Modules

Dynaris interacts directly with the modules available in your dashboard.

You can give instructions like:

• "Create a new lead with this information"
• "Schedule a meeting for tomorrow at 3 PM"
• "Generate an invoice for this customer"
• "Build a landing page for my campaign"

Dynaris will automatically use the correct module:

• Leads
• Calendar and bookings
• Invoices
• Websites
• Files

All updates are instantly reflected in the dashboard.

Use Connected Tools

If you have integrations enabled, Dynaris can act across external platforms.

Examples:

• "Check my Gmail for unread emails and summarize them"
• "Send a Slack message to the team about a meeting"

Dynaris routes each request to the appropriate integration and executes it without manual switching between tools.

Run Multi-Step Workflows

Dynaris is designed for more than single actions. You can give complete goals:

"Find new leads, create a summary, schedule follow-ups, and draft outreach emails"

Dynaris will:

1. Break the task into steps
2. Execute them in sequence
3. Coordinate multiple agents
4. Deliver a complete result

This is where Dynaris replaces manual workflows with automation.

Understand the Output

As Dynaris works, you will see:

• Step-by-step progress updates
• Actions being performed across modules and tools
• Final results in a structured, easy-to-read format

If data is created or updated, you can verify it directly in:

• Leads
• Calendar
• Invoices
• Files
• Other relevant sections

Tips for Better Results

• Be clear and specific — "Follow up with leads from last week" works better than vague requests
• Mention the module or data — "Check leads" or "Create invoice for this contact"
• Combine actions when needed — Dynaris performs best with multi-step workflows
• Start simple and scale up — Begin with small tasks, then move to full automation
• Use automation features — Set up workflows for recurring processes

What to Try Next

• Ask Dynaris to perform a real task from your workflow
• Explore how it updates data across modules
• Create your first multi-step workflow

Dynaris becomes more powerful as you use it across your tools and processes.