Everything You Need to Run AI Workflows Seriously

HelloDave is a complete platform: visual workflow builder, AI agents, human review, API integrations, enterprise security, and full audit compliance. No bolt-ons. No third-party middleware. No missing pieces.

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What are Dave's main features?

Dave's core features are a visual drag-and-drop workflow builder with unlimited nodes, model-agnostic AI agents across 7 provider types, human-in-the-loop tasks and approvals, 305 REST API endpoints with webhooks, per-tenant encryption, and full SOC 2/GDPR audit logging. It all runs on fully managed hosting, live the same day.

Is Dave API-first?

Yes. Every feature is available through a REST API of 305 endpoints, authenticated by JWT or API key. Workflows can also call any external REST API mid-flow through an API Call node, and inbound webhooks connect Dave to the rest of your stack with no middleware required.

Workflow Design

Build any process. No limits on complexity.

The Dave workflow designer with the Matter Research Memo workflow open on the canvas. A node palette down the left lists Start, marked in use, then End, User Interaction, Human Review, Agent Interaction, Agent Review, Routing, API Call, Information and Safety. On the canvas a Start node connects to Research Question, then to AI Research Draft, then to AI Cite Flagging, which offers an approve path and a reject path, then to Associate Finalization, which offers its own approve and reject, and finally to Memo Filed. A badge in the corner reads six nodes and seven edges, and a Save Version button sits at the top right.
The canvas, its node palette, and the branch each review node opens. Demo workspace with example data.

Unlimited Nodes

No artificial limits on workflow complexity. Build as big as your process demands.

Branching and Conditional Routing

Edges carry conditions evaluated at runtime. Flows can branch, merge, and loop based on field values, vote outcomes, or custom criteria.

Loop Support

Workflows can loop back to earlier steps (reject and rework cycles, iterative refinement) with safety bounds to prevent runaway execution.

Full Versioning

Every save is a new version. Previous versions are retained for rollback and audit. Running instances always use the current version automatically.

Activation Validation

Before a workflow goes live, the engine validates graph integrity, node configuration, field assignments, and agent assignments, with specific, actionable error reporting.

Guide: Make it active

A workflow being built

The activation validation above, in practice: a draft workflow refuses to go live and names every node that is missing an ideal path, then the graph is assembled node by node.

Building the Client Engagement Letter Drafting workflow in the Hartwell demo workspace, which is example data, from the workflow list through to a configured Human Review node.

A schedule is a record you can pause

Recurring runs are not a cron line buried in config. Each one is an object with an owner, a cadence and a next run, and it can be edited, paused or deleted without touching the workflow.

A scheduled run opened from the calendar. A card headed Complete Research Memo is tagged active and once, carries a one line description, names its workflow as Matter Research Memo and the person who created it, and gives its next run as 31 August 2026 at 03:30 PM. Edit, Pause and Delete buttons sit along the bottom, over the month grid behind it.
One scheduled run, with its cadence, its owner and the next time it fires. Demo workspace with example data.

Custom fields, in the product

Fields decide what a workflow collects, and every later node reads the same values.

The admin Fields screen, reading twelve of twelve, listing custom fields including Client, Contract Type, Counterparty, Expense Amount, Expense Category, Expense Date, Justification and Matter Name. Each row shows the field's type, whether that is text, picklist, number, date or long text, its scope, whether it is required, and where its options come from, with an inline count for the picklists. Tabs above offer Fields, Shared Option Sets and Data Collections, beside filters for type and scope and a New Field button.
Custom fields define what a workflow collects, and every later node reads the same values. Demo workspace with example data.

AI Agents

AI as a first-class participant, not an afterthought.

The Agents screen listing four AI agents: Expense Policy Checker, Contract Risk Analyst, Engagement Letter Drafter and Legal Research Assistant. Each row shows the provider and model it is pinned to, all four on the same Anthropic demo provider running claude-sonnet-5, a status of active, a demo tag, and a version count. A second tab offers a Prompt Library.
Every agent carries its own provider, model and version count on the record. Demo workspace with example data.

Seven AI Provider Types

OpenAI, Anthropic, Azure OpenAI, Google AI, OpenAI-compatible, local (Ollama), and custom endpoints. Your keys, your models, your choice.

Guide: Add a provider

Agent Versioning

Track prompt and configuration changes over time. Roll back to a previous agent version without disrupting active workflows.

Guide: Create an agent

Prompt Library

Build a library of reusable prompts with AI-assisted creation, organized by category: content generation, review, safety, analysis, transformation, custom. Lock a prompt to an agent and every workflow using it is forced onto the locked version.

Context Files and URLs

Upload reference documents or attach URLs to give agents the context they need. Files are encrypted at rest with per-tenant keys.

Configurable Retry Logic

Each agent node supports 1–10 retries. On exhaustion, the engine creates a human intervention node: no workflow is ever silently lost.

Agent Memory

Agents maintain memory at the instance level. When reused later in a workflow, they recall previous outputs: no context lost between steps.

API Calls and Integrations

Connect anything. No middleware required.

Diagram: a node calls an external endpoint with a credential taken from the vault, and the response is mapped back into workflow fields.

Any REST Endpoint

GET, POST, PUT, PATCH, or DELETE. Supports field interpolation in URLs, headers, and request bodies: inject live workflow data into every call. Configurable 1–10 retries with a 30-second timeout per attempt.

Response Mapping

Map values from API responses back into workflow fields using dot notation. Data from external systems flows directly into your next node.

Credential Vault Integration

Select stored credentials from the vault: bearer tokens, API keys, basic auth. The engine resolves and applies them at runtime. Raw keys never appear in your workflow config.

Webhooks

Subscribe to real-time events as they happen: instance started, task assigned, workflow completed. Secret signing, automatic retry, delivery tracking, and manual retry all included.

305 API endpoints

Every feature in HelloDave is accessible programmatically. Trigger workflows, manage users, query audit logs, control tenants: all of it via REST API with JWT or API key auth.

MCP Integrations

Point the AI assistant you already use straight at your workspace.

The API Management screen on its MCP tab, listing one registration named Claude Code. It is marked active, carries the Full preset and thirty-four capabilities, and shows a key prefix, when it was last used and when it was created. Further tabs cover Providers, Credentials and API Clients.
An assistant registered against the workspace on a scoped key. Demo workspace with example data.

Hosted, Nothing to Install

Assistants connect over HTTPS to your own workspace address using the MCP Streamable HTTP transport. There is no local process to run, no npx, and no Node.js install. Dave generates the config for Claude Code, Claude Desktop, VS Code, and JetBrains.

Guide: Connect over MCP

34 Tools, Scoped Per Key

An assistant can list and build workflows, start and steer instances, work tasks, and query agents through 34 tools. Every request carries the caller's own key and is limited to the capabilities that registration was granted.

Four Access Presets

Observer is read-only. Operator runs workflows and completes tasks. Builder edits workflows and agents. Full grants every capability. No preset hands out an admin wildcard.

Attributed in the Audit Log

Actions taken through an integration are recorded alongside actions taken by people, attributed to the integration by name, so an assistant is as accountable as a colleague.

Multi-Tenant Architecture

One platform. Many organisations. Complete isolation.

Diagram: each tenant's records, branding and encryption keys sit in a lane of their own, and nothing crosses between them.

Complete Data Isolation

Every database query is scoped by tenant ID. Users in one tenant cannot see, modify, or even know about another tenant's data.

Subdomain Routing

Each tenant gets its own subdomain. Nginx is automatically reconfigured when tenants are activated or deactivated: no manual server work required.

Per-Tenant Encryption

AI credentials and uploaded files are encrypted with per-tenant keys derived from a master secret. One tenant's credentials are cryptographically inaccessible to another.

Per-Tenant Branding

Each tenant can set their own application name, logos, favicon, and full colour theme (light and dark mode). No shared UI state between tenants.

Feature Flags

Enable or disable features per tenant. Roll out new capabilities gradually or limit access to specific organisations.

One workspace, wearing its own brand

Tenant Settings in a second demonstration workspace. Name, application title, logos and the whole colour theme are set per tenant, which is why this one looks nothing like the captures further up the page.

The General tab of Tenant Settings. A Tenant Name field reads Hartwell and Associates LLP, and an Application Name field reads Hartwell Matter Desk, noted as appearing in the header and the browser title. Below them a row of sub-tabs offers Theme, System Parameters, Access, and OAuth and SSO, with Theme selected, and a Branding panel invites a light mode logo and a dark mode logo to be uploaded as transparent PNGs.
Tenant Settings in the Hartwell Matter Desk demo workspace. Every other capture on this page is a different tenant on a different theme, set the same way. Demo workspace with example data.

Security and Compliance

Locked down at every layer.

Diagram: every action is written to the audit trail as it happens, and the tenant's compliance mode decides how much is captured.

18-Step Server Hardening

One-command hardening script applies CIS/NIST-aligned controls across SSH, kernel, firewall, intrusion prevention, auto-patching, filesystem, and audit configuration.

AES-256 Credential Vault

API keys and secrets are encrypted with AES-256-GCM before hitting the database. Encrypted values are never returned via the API: once stored, a secret can only be used, not read back.

SOC 2 and GDPR Audit Modes

Configure compliance standards per tenant. SOC 2 adds read-access logging and CC6/CC7/CC8 coverage. GDPR adds data subject access tracking and Articles 5/15/17/30/33 support.

SSO and MFA

OAuth2/OIDC with Google, Microsoft, GitHub, Okta, and custom providers. Eight MFA provider types with configurable enforcement, grace periods, and trusted devices.

Role-Based Access Control

20+ permission types enforced at both API and frontend level, across six tenant-scoped built-in roles (Admin, Create, Curate, Use, Reporting, and Financial) so each person only sees what their role needs.

See the full role breakdown

Full Audit Logging

Every data mutation, authentication event, and configuration change is captured automatically. Filterable by date, action type, entity, and user. Exportable as CSV.

Deployment

Zero to production in minutes. Fully managed.

Diagram: a workspace comes up on an address of its own, with updates, certificates and backups handled for you.

Live the Same Day

No infrastructure to provision. Log in and start building. Most teams run their first workflow the same day.

Automatic Updates & SSL

Platform updates, SSL certificates, and backups are handled for you: nothing to patch or maintain.

Your Own Subdomain

Every tenant gets a dedicated subdomain, fully isolated from every other tenant on the platform.

What you can prove afterwards

What does Dave's audit log actually record?

Every recorded action carries a timestamp, the event type, the actor's email address and user ID, the entity affected, the HTTP method, path and status code, the source IP address, the user agent, and the request body with passwords, secrets and tokens redacted. You can search the log by text and filter it by event type, entity type and date range, then export exactly what you filtered as CSV. By default only changes are recorded; switching on SOC 2 or GDPR mode adds read-access logging for users, roles, secrets, API clients, OAuth providers and reports.

How long does Dave keep my workflow data?

You decide, per workspace, across three separate settings. Completed instances and their artifacts are kept for 90 days by default and audit logs for 365, and each can be set to 30, 60, 90, 180, 365 or 730 days, or kept forever. Cleanup runs on a schedule and deletes expired records permanently, so export anything you need before its retention period lapses. With SOC 2 mode switched on, Dave warns you when audit retention sits below the seven years that standard recommends.

The audit log, and how long any of it lives

The two answers above as screens, both of them settings a workspace administrator can reach without opening a support ticket.

The Audit Log tab of Tenant Settings, headed Audit Log with fifty four entries in total. A search box offers to match actions, emails, paths and entity IDs, beside filters for event type and entity type and a date range, with Refresh and Export CSV buttons. The table below carries columns for time, event, actor, entity, HTTP method, status code and action. Rows record instances.start, instance.started and instances.assign_role events, most of them performed by an actor named mcp colon Claude Code, each a POST returning 201 against an instance identified by a short id.
Who did it, what it touched, the method and the status code, searchable, filterable and exportable as CSV. The actor on most of these rows is a connected AI assistant, logged exactly like a person. Demo workspace with example data.
The System Parameters sub-tab of Tenant Settings, showing a Retention Policy panel. It explains that the setting decides how long completed workflow data, generated artifacts and audit log entries are kept before automatic cleanup, then offers a Retain Instances dropdown set to 90 days and a Retain Artifacts dropdown also set to 90 days.
Retention is a setting in the workspace. Instances and artifacts start at 90 days and audit logs at 365, and each one can be changed or set to keep forever. Demo workspace with example data.

Everything, at a glance

The whole of the above in one list, if you would rather scan than read.

FeatureDetail
Visual workflow builderDrag-and-drop canvas, 10 node types, branching, loops, versioning
AI agents7 provider types, versioned configs, prompt library, retry logic, agent memory
Human-in-the-loopReview nodes, user interaction, role-based task assignment
API Call nodesAny REST endpoint, response mapping, credential vault, retry
WebhooksEvent subscriptions, delivery tracking, secret signing, auto-retry
305 API endpointsFull programmatic control over every platform feature
Multi-tenantComplete data isolation, subdomain routing, per-tenant encryption
Security hardening18-step automated hardening, AES-256 vault, RBAC, Fail2Ban
SSO and MFAGoogle, Microsoft, GitHub, Okta, Custom OIDC (8 MFA provider types)
Audit complianceStandard, SOC 2, and GDPR modes with compliance tagging
BrandingPer-tenant name, logos, favicon, and full colour theming
DeploymentFully managed: live the same day, zero infrastructure

Frequently asked questions

Which AI providers does Dave support?

Dave is model-agnostic across 7 provider types: OpenAI, Anthropic, Azure OpenAI, Google AI, OpenAI-compatible, local (including self-hosted Ollama), and custom endpoints. You can choose a different provider per agent.

How does Dave protect API keys and secrets?

Credentials are stored in a per-tenant vault, encrypted with AES-256 before they reach the database, and never returned through the API once saved.

Does Dave support single sign-on?

Yes. Tenants can configure OAuth2/OIDC single sign-on with Google, Microsoft, GitHub, Okta, or a custom provider, alongside email and password login.

Can Dave connect to external systems?

Yes. An API Call node can call any REST endpoint mid-workflow with credential vault integration and response mapping, and Dave supports webhooks for event-driven integration.

Is there an audit trail?

Yes. Every data mutation, authentication event, and configuration change is captured automatically, filterable by date, action type, entity, and user, with SOC 2 and GDPR compliance modes and CSV export.

Can I white-label Dave?

Yes. Each tenant can set its own application name, logos, favicon, and full color theme for light and dark mode, with no shared UI state between tenants.

Can I define my own roles, or only use the built-in ones?

You can define your own. Dave seeds six built-in tenant roles as a starting point, Admin, Create, Curate, Use, Reporting and Financial, and roles are defined per workspace, so an administrator can compose new ones from the same fine-grained permissions. One person can hold more than one role at a time.

What happens when someone leaves the team?

Deactivate them rather than deleting them. An inactive user cannot sign in, any session they still hold is invalidated on its next API call, the seat they occupied is freed for someone else, and the audit trail of everything they did stays intact.

How long does a signed-in session last?

Sixty minutes of idle time by default. A workspace can set anything from 5 to 1,440 minutes, or switch the timeout off entirely. Sessions use tenant-scoped JSON Web Tokens with refresh-token rotation, so every refresh invalidates the token that produced it and a token issued for one workspace cannot be replayed against another.

Ready to see it running?

The fastest way to understand what HelloDave.ai can do is to run a workflow inside it. Get in touch and we'll walk you through it.

Features: Visual Workflow Builder & Secure Orchestration | Dave