Features
Operational graph: entities, relationships, timelines, dependencies
Knowledge Manual: editable, auto-maintained priority/SOP repository
Autonomous agents: event- or schedule-triggered across 20+ tools
Browser Control: fill forms, navigate tabs, complete work in Chrome
Dreamer Agent: 24/7 reasoning over new data to maintain knowledge base
Skill Builder Agent: weekly generation of custom automations
Meeting prep: full history before calls, auto follow-ups with call notes
Task triage: learn priorities from user behavior, adjust task lists
CRM updates: automate data entry without manual work
Automations: trigger workflows across apps (launched Mar 2026)
TaskOS: task management operating layer (launched Feb 2026)
SDK and MCP: bring Dex context into any agent, tool, or workflow
Chrome extension, iMessage bot, Slack bot
Credit-based usage tracking
Forecast Truth: daily anomaly detection and sandbagging flags
Pipeline Control: automated hygiene scans with rep notifications
The Closer: deal health checks and next-best action recommendations
PrepMe: auto-generated meeting briefs with account intelligence
The Scribe: auto-draft CRM updates from Gong/Zoom/Chorus transcripts
Audit Trails: tamper-evident, timestamped logs per action
Policy Enforcement: configurable rules by deal stage/team/action
Cross-System Coordination: updates CRM, SEP, ERP simultaneously
Human Approval Loops: configurable thresholds for AI execution
Role-Based Access Control (RBAC): granular permissions
SOC 2 Type II certified with continuous monitoring
Data Residency: customer data never leaves your environment
No model training on your data
End-to-end encryption in transit and at rest
Real-time anomaly detection and incident response
