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DashX Documentation

website·Indexed 31 days ago

https://docs.dashx.com

A comprehensive platform for managing business operations, featuring an AI Hub for AI agents, API Hub for API management, Database Hub for record management, and a Billing system for subscription automation. DashX provides client-side SDKs for JavaScript, iOS, and Android, as well as a server-side SDK for Spring Boot. It includes integrated tools for analytics, messaging, and no-code automation flows, with support for various third-party integrations including MongoDB, BigQuery, OpenAI, and AWS SES.

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What's inside DashX

  1. Overview of DashX Database Hub

    Database Hub is a database manager within DashX that allows you to connect to external databases and manage records through a simplified UI. It automatically analyzes database structures to enable CRUD (Create, Read, Update, Delete) operations without requiring manual schema definitions. It supports granular access control via roles and permissions at the record level.

  2. Overview of DashX Automation flows

    Automation allows users to build end-to-end workflows using a no-code visual builder. Flows consist of a trigger and a series of steps. Key capabilities include:

    • No-Code Builder: Design processes visually without writing scripts.
    • Versioning: Create, test, and publish versions of flows with the ability to roll back to previous versions and maintain an audit trail.
    • Execution Logging: Detailed history of every run, including step-by-step inputs, outputs, duration, and failure reasons for debugging.

  3. Overview of DashX Planner capabilities

    Planner is a work management application designed to streamline workflows and organize tasks across an organization. Its core capabilities include:

    • Centralized Issue Management: A single source of truth for tracking issues, requests, and tasks across different teams to eliminate silos.
    • Flexible Workflow Customization: Ability to create custom issue types and statuses to match specific organizational processes.
    • Multi-Channel Integration: Automatic issue creation from incoming messages via Email, Phone, and WhatsApp.
    • Shared Inbox: A consolidated view of messages from all integrated channels for team triaging and response.
    • Intelligent Auto-Assignment: Workload balancing and routing of issues to team members using Groups.
    • Advanced Filtering & Analytics: Tools for tracking performance trends, identifying bottlenecks, and filtering work items.

  4. Overview of DashX Automation features

    DashX Automation provides a no-code visual builder to create end-to-end workflows. Key capabilities include:

    • No-Code Flow Builder: Design processes as a series of connected steps without writing scripts.
    • Flow Versioning: Supports safe updates (testing versions before publishing), rollbacks to previous versions, and an audit trail of changes.
    • Execution Logging: Provides a full history of flow runs, allowing users to inspect inputs, outputs, duration, and status (success/failure) for each step to debug issues.
    • Metrics (Coming Soon): Future support for entry/exit rates and funnel-style reports to identify bottlenecks.

  5. Overview of DashX Automation step types

    DashX Automation uses a no-code builder to design step-by-step flows. The available step types include:

    • Time step: Pause or delay execution.
    • Event step: Wait for or react to a specific event.
    • Action step: Perform operations like calling APIs, transforming data, or sending messages.
    • Branch step: Split the flow based on if/else conditions.
    • Iterator start step: Begin a loop over a list or collection (ends at an iterator end step).
    • Output step: Define or pass values to the flow's output parameters.
    • Exit step: Immediately terminate the flow or current branch with an optional status.

  6. Overview of AI Hub capabilities

    AI Hub is a central platform for building, deploying, and managing AI solutions. It allows developers to create intelligent AI agents that can be integrated with diverse AI frameworks and tools. Agents can be grounded in workspace-specific data (Resources and Operations) to provide answers based on internal records rather than general knowledge, and can be invoked within Automation flows to incorporate AI into larger workflows.

  7. Overview of AI Hub capabilities

    AI Hub is a central platform used to build, deploy, and manage AI agents. It allows developers to create intelligent agents tailored to specific needs by integrating with diverse AI frameworks and providing agents with access to internal workspace Resources and Operations to ground responses in proprietary data rather than general knowledge.

  8. Overview of DashX API Hub

    API Hub serves as a unified API manager within DashX, allowing users to connect to external APIs and manage their own. Key capabilities include importing Swagger or OpenAPI compatible APIs to avoid manual endpoint definition and sharing saved API requests with team members for collaboration.

  9. Overview of DashX Planner features

    Planner is a work management application designed to streamline workflows and collaborate on customer support tickets, project tasks, and team initiatives. Key capabilities include:

    • Centralized Issue Management: A single source of truth for tracking issues and tasks across the organization to eliminate silos.
    • Flexible Workflow Customization: Ability to create custom issue types and statuses to match specific organizational processes.
    • Multi-Channel Integration: Automatic issue creation from incoming messages via Email, Phone, and WhatsApp.
    • Shared Inbox: A consolidated view of messages from all integrated channels for team triage and response.
    • Intelligent Auto-Assignment: Workload balancing and routing of issues to team members using Groups.
    • Advanced Filtering & Analytics: Tools for tracking performance trends, identifying bottlenecks, and filtering work items.

  10. Overview of DashX Experimentation capabilities

    DashX Experimentation allows teams to run A/B tests across web, mobile, and backend platforms using a single experiment. It enables users to define control and alternative variants, target specific user segments, and measure success against specific metrics. Once a winning variant is identified, it can be rolled out as a feature flag without requiring additional engineering work or code changes.

  11. Overview of DashX API Hub

    API Hub serves as a unified interface for managing both external and internal APIs. It allows developers to import Swagger or OpenAPI compatible APIs, organize and share saved API requests with team members, and integrate API calls into broader DashX workflows.

  12. Overview of DashX Product Stack

    DashX is an all-in-one Product Stack designed to help teams Analyze (manage data in one place), Act (grow and engage the user base), and Automate (create workflows and processes). It provides a unified platform to avoid integrating multiple disparate SaaS tools and allows users to opt-in only to the specific features they need to avoid workspace bloat.