AI agents that know your industry's unwritten rules.
Dactic builds AI agents that handle routine work the way your team does. Your documents cover about 80% of the job. The rest lives with your people, and Dactic captures it.
What Dactic does for your business
New to AI agents? An AI agent is software that does a task for your team, like answering a routine request, routing an approval or preparing a document. Your agents run in the AI tool your team already uses, so there is nothing new to learn. Start on your lunch break. Have an AI agent when you get back.
You show Dactic how you work
Connect the tools your team already uses, then answer a 5 to 7 minute AI interview about the rules nobody wrote down.
Dactic builds your AI agents
Each agent follows your rules and shows which rule it used. Nothing deploys to your AI platform until you approve it.
The routine work gets done your way
Agents handle routine requests, approvals and handoffs with your team's real rules, inside the AI platform you already use.
Pick your industry. See what Dactic learns.
Your front desk knows the rules no policy manual covers.
Your front desk knows the rules no policy manual covers: payer quirks, scheduling exceptions, billing workarounds. Dactic learns them from your team and builds AI agents that handle scheduling, intake and prior auth paperwork the way your best coordinator would.
- Payer and scheduling exceptions live with two or three senior staff
- New hires learn by asking, for months
- Typical AI tools follow the written policy and miss the exceptions
- Short interviews capture each exception, with who confirmed it and when
- Agents see only what each task needs, and personal data is redacted before indexing
- Updates as your rules change, so agents keep up
- “Two payers need prior auth for this procedure. The rest don't.”From Interview: Billing lead
- “New patient visits never go in the last slot of the day.”From Interview: Front desk lead
- “Reschedules more than 48 hours out don't trigger the fee.”From Scheduling policy + interview
- Prior auth check
- New patient scheduling
- Reschedule triage
Every client has a rule. Only one person remembers it.
Every client has a rule, and often only one person remembers it. Fee terms, approval limits and client-by-client exceptions rarely make it into the SOP. Dactic learns them from your team and builds AI agents that follow them, with a source behind every answer.
- Client-specific terms sit in old email threads
- Approvals depend on who happens to be in the office
- Senior staff spend hours checking AI drafts
- Each rule is tied to its source and the date it was confirmed
- Agents see only what each task needs
- Your data is never used to train models
- “Fee discounts over 15% need the engagement partner, then the managing partner.”From Pricing policy + Slack
- “Day 15 to the account owner, day 30 to Finance, never before a call.”From Interview: AR lead
- “Engagement letters for trusts need a second partner review.”From Interview: Practice lead
- Discount approvals
- AR follow-up
- Engagement letter review
Every building has its own way of doing things.
Every building has its own way of doing things: lease exceptions, preferred vendors, owner preferences. Dactic learns them from your managers and builds AI agents that answer tenants and dispatch repairs the way your best property manager would.
- Each property's quirks live with its manager
- Vendor dispatch depends on who picks up the phone
- When a manager leaves, the building's history leaves too
- Every rule filed by property, owner and vendor
- Agents route work with your preferred vendors and approval limits
- The knowledge stays when people move on
- “Repairs under $500 at Harbor Street go straight to the on-call vendor.”From Interview: Property manager
- “The owner at 12 Elm wants a call before any renewal offer.”From Owner notes + interview
- “Pet deposits are waived for renewals after three years.”From Leasing policy + interview
- Maintenance dispatch
- Lease renewal prep
- Tenant inquiry triage
Your best account managers carry the client playbook in their heads.
Your best account managers carry the client playbook in their heads: scope limits, client preferences, delivery shortcuts. Dactic learns it from them and builds AI agents that draft proposals, onboard clients and quote work the way your team already does.
- Each client's preferences live with one account manager
- Proposals start from a blank page
- Handoffs lose the details that keep clients happy
- Everything your team knows about each client, in one place
- Agents draft from how you actually scope and deliver
- Kept up to date on a schedule, from every 30 days to daily
- “Rush jobs ship within 48 hours at +15%, waived for accounts older than 3 years.”From Ops playbook + interview
- “Kickoff within 2 business days, access checklist by day 3.”From Onboarding board
- “This client only signs off on creative on Tuesdays.”From Interview: Account manager
- Proposal reviewer
- Client onboarding
- Creative approvals
Intake rules that live in a partner's memory don't scale.
Which matters you take, who handles them and what each client expects mostly lives in a partner's memory. Dactic learns it from your team and builds AI agents that handle intake, routing and invoice checks the way your intake manager would.
- Matter intake depends on who reads the email first
- Client billing guidelines get missed until an invoice is rejected
- New staff learn routing by trial and error
- Agents route intake with your real criteria
- Client billing guidelines travel with every matter
- Every answer cites the source it came from
- “Employment matters under $50k go to the associate team, not a partner.”From Interview: Intake manager
- “This client rejects invoices with block billing.”From Client guidelines + interview
- “Conflicts are checked before any call is scheduled.”From Intake SOP
- Matter intake
- Invoice pre-check
- Conflicts-first scheduling
The job site rules live in your superintendent's head.
The rules that keep a job on track live in your superintendent's head: change order limits, sub preferences, inspection order. Dactic learns them in a few short interviews and builds AI agents that keep the office and the field on the same page.
- Change order rules vary by project and by owner
- The office hears about field decisions too late
- Experienced supers retire and take the playbook with them
- A few short interviews capture field knowledge
- Agents check work against each project's real rules
- Stays current as projects change
- “Change orders over $10k need the owner's rep on site.”From Interview: Superintendent
- “Never schedule drywall before the electrical inspection is signed.”From Project schedule + interview
- “This sub needs 72 hours' notice. Everyone else gets 48.”From Interview: Project manager
- Change order review
- Schedule check
- Subcontractor scheduling
Exceptions are the job. Your AI agents should know them.
Exceptions are the job. Delivery windows, carrier preferences and escalation rules change by lane and by account. Dactic learns them from your dispatchers and builds AI agents that handle late loads and delivery changes the way your best dispatcher would.
- Each account's delivery rules live with one dispatcher
- Exceptions escalate by phone and get lost
- Typical AI tools treat every load the same
- Rules mapped by customer, lane and carrier
- Agents triage exceptions with your real escalation path
- Updates as accounts and carriers change
- “This customer refuses deliveries after 2 PM on Fridays.”From Interview: Dispatch lead
- “Reefer loads more than 6 hours late go straight to the account manager.”From Escalation SOP + interview
- “Use the backup carrier on this lane from November to February.”From Interview: Carrier manager
- Delivery window check
- Load exception triage
- Carrier assignment
When a gift officer leaves, the relationships shouldn't leave too.
When a gift officer leaves, the relationships shouldn't leave too. Donor history, stewardship preferences and the story behind each gift rarely make it into the CRM. Dactic learns them from your team and builds AI agents that prepare briefings, handoffs and thank-yous from real history.
- Donor context lives in one person's memory and inbox
- Portfolio handoffs start from scratch
- Stewardship slips when the team is stretched
- Interviews capture each relationship before it's lost
- Agents prepare handoffs and stewardship from real history
- Stays current as portfolios change
- “This donor prefers a call from the ED, never a mailed appeal.”From Interview: Gift officer
- “Gifts over $10k get a handwritten note within a week.”From Stewardship policy + interview
- “Board members never go on the general newsletter list.”From Interview: Advancement lead
- Portfolio handoff
- Stewardship reminders
- Mailing list check
The last 20% looks different in every industry.
See how Dactic captures the rules your team never wrote down, and gives them to every AI agent you run.
Healthcare
Your front desk knows the rules no policy manual covers.
See Dactic for Healthcare
Financial services
Every client has a rule. Only one person remembers it.
See Dactic for Financial services
Real estate
Every building has its own way of doing things.
See Dactic for Real estate
Professional services
Your best account managers carry the client playbook in their heads.
See Dactic for Professional services
Legal
Intake rules that live in a partner's memory don't scale.
See Dactic for Legal
Construction
The job site rules live in your superintendent's head.
See Dactic for Construction
Logistics
Exceptions are the job. Your AI agents should know them.
See Dactic for Logistics
Nonprofits
When a gift officer leaves, the relationships shouldn't leave too.
See Dactic for Nonprofits
Questions about Dactic for your industry
What is Dactic?
Dactic is the context layer for AI agents. It learns how your business really runs, from your tools and from short AI interviews with your team, and gives that knowledge to every AI agent you use. A Valere company. Rated 4.9/5 on G2.
What is an AI agent?
An AI agent is software that does a task for your team, like answering a routine question, routing a request or preparing a document. Most agents only know what is in your documents. Dactic adds the unwritten rules your people follow, so the agent does the job your way.
Do I need my own AI tool?
Yes, and that is an advantage: your agents run in the AI tool your team already uses and trusts, like monday.com, Claude or OpenAI, so there is nothing new to learn. Dactic reads from tools like Google Workspace, Microsoft 365 and Slack. If your model provider triples its price, move your agents. Their instructions and context go with them.
Do we need a technical team to set it up?
No. Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click. Onboarding is included on every plan, with no implementation fee. Nothing deploys to your AI platform until you approve it.
Is our data used to train AI?
No. Your data is never used to train models. Personal data is redacted before indexing, and each agent sees only what its task needs. Dactic doesn't store your raw data. It's processed ephemerally.
How much does Dactic cost?
Dactic is priced per team, not per token. It starts at $49/month for 1 employee, and onboarding is included on every plan with no implementation fee. Larger teams pay by team size, not by usage.
Don't see your industry? Every team has a last 20%.
Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click.