Beginner's Guide to Dew: Your AI Business Assistant

Dew isn't a chatbot. It's an AI assistant that understands your entire business — your contacts, deals, conversations, and operations — and takes action on your behalf.

Ask Dew to draft a proposal, follow up with a lead, summarize your pipeline, or create a report. It doesn't just suggest — it does.

Key Takeaways

• Dew has context about your entire business: contacts, deals, conversations, and tasks
• Unlike ChatGPT, Dew can take actions: send messages, update deals, create tasks, and trigger automations
• Dew learns your communication style over time and drafts increasingly accurate messages
• Use natural language — no special commands needed
• Dew is available in Portal, GTM Hub, CX Hub, and the mobile app

What Makes Dew Different from ChatGPT

Feature	ChatGPT / Claude	Dew (Dewx AI)
Business context	None — you explain everything	Full — knows your contacts, deals, history
Takes action	No — only generates text	Yes — sends messages, updates deals, creates tasks
Channel aware	No — plain text only	Yes — drafts for WhatsApp, email, LinkedIn
Learning	Starts fresh each session	Remembers your preferences and style
CRM connected	No	Yes — accesses contact data, deal stages, notes
Cost	$20/month (separate)	Included in Dewx

Example:

ChatGPT prompt: "Write a follow-up email to a client about a marketing proposal I sent last week." → Generic email with placeholder text. You fill in details manually.

Dew prompt: "Follow up with Sarah at TechCo about the marketing proposal." → Dew knows: Sarah Chen, CEO of TechCo, proposal worth $12,000 sent 5 days ago, last discussed SEO and content strategy in a WhatsApp conversation on Tuesday. Drafts a personalized email referencing all of this.

Getting Started with Dew

Where to Find Dew

Dew is available everywhere in Dewx:

• Portal: Click the AI button in any conversation to draft a response
• GTM Hub: Ask Dew about your pipeline, deals, or contacts
• CX Hub: Get project summaries and task suggestions
• Command bar: Press Cmd+K (Mac) or Ctrl+K (Windows) for quick commands
• Mobile: Tap the Dew icon in the app

Your First 10 Dew Commands

Try these to get started:

Communication:

1. "Draft a reply to this message" — In any conversation, Dew generates a contextual response
2. "Write a follow-up email to [name] about [topic]" — Dew creates a personalized email
3. "Summarize my conversation with [name]" — Get a quick overview of a long thread

Pipeline: 4. "Show me deals closing this month" — Pipeline summary with values and probabilities 5. "Which deals need follow-up?" — Deals where last contact was 5+ days ago 6. "What should I focus on today?" — Dew's prioritized daily briefing

Content: 7. "Write a LinkedIn post about [topic]" — Dew creates a post in your brand voice 8. "Create a proposal for [client] for [project]" — Full proposal with scope, timeline, pricing 9. "Draft a blog post outline about [topic]" — SEO-optimized outline

Analysis: 10. "How's my pipeline this month vs. last?" — Comparative pipeline analysis

Advanced Dew Usage

Multi-Step Workflows

Dew can execute multi-step tasks:

"Prepare for my call with John at Acme Corp" Dew will:

1. Pull up John's contact profile
2. Summarize recent conversations
3. Show the current deal stage and value
4. List any open tasks or issues
5. Suggest talking points based on context
6. Draft an agenda email and offer to send it

"Close the deal with Sarah and start onboarding" Dew will:

1. Move the deal to "Won" stage
2. Send a congratulations email to Sarah
3. Trigger the onboarding automation sequence
4. Create an onboarding project in CX Hub
5. Assign tasks to the delivery team
6. Schedule a kickoff call

Teaching Dew Your Style

Dew learns from your edits:

• Draft a message → Edit it → Dew notes your changes
• Over time, first drafts become increasingly accurate
• You can also tell Dew directly: "I prefer shorter emails" or "Always include next steps at the bottom"

Dew for Team Communication

Dew can help with internal communication too:

• "Summarize this week's team activity" — Who did what across all deals
• "Draft a team update about the TechCo project" — Internal status report
• "What tasks are overdue across the team?" — Accountability check

Daily Workflow with Dew

Morning Routine (5 minutes)

Open Dewx and ask: "What should I focus on today?"

Dew responds with:

• 🔴 Urgent: 2 deals need follow-up (last contacted 7+ days ago)
• 🟡 Important: 3 proposals expiring this week
• 🟢 Opportunity: New lead came in via WhatsApp at 11pm last night
• 📊 Pipeline: $48,000 in deals expected to close this month
• ✅ Tasks: 5 tasks due today

Throughout the Day

• Responding to messages → Let Dew draft, you review and send
• Preparing for meetings → Ask Dew to brief you
• Writing proposals → Dew generates from deal data
• Updating deals → Tell Dew: "Move the Acme deal to Negotiation"

End of Day (2 minutes)

Ask: "Summarize today's activity"

Dew responds with:

• Messages sent: 23 across 3 channels
• Deals updated: 4 moved forward, 1 marked lost
• New leads: 2 added to pipeline
• Tasks completed: 5 of 5
• Tomorrow's priority: Follow up with 3 deals expiring Friday

Tips for Better Dew Results

1. Be Specific

❌ "Write an email" ✅ "Write a follow-up email to Sarah about the Q2 marketing proposal, mentioning the SEO results we discussed"

2. Provide Context When Needed

If Dew doesn't have enough context: "The client mentioned they're also evaluating HubSpot. Address why Dewx is a better fit for their 5-person team."

3. Give Feedback

If a draft isn't right, tell Dew why: "Make it more casual — Sarah and I have a friendly relationship" or "Add specific numbers from our last project."

4. Use Dew for Thinking, Not Just Writing

"What questions should I ask in my discovery call with a SaaS startup?" or "What objections might a dental practice have about switching CRMs?"

FAQ

Is Dew always right?

No. Like any AI, Dew can occasionally misinterpret context or generate inaccurate information. Always review Dew's output before sending to clients. Think of Dew as a highly capable draft assistant, not an autonomous agent.

Does Dew read all my conversations?

Dew has access to your Dewx workspace data (contacts, deals, conversations) to provide contextual assistance. It does NOT share your data with other users or train on your data. Your business data stays in your workspace.

Can I use Dew in languages other than English?

Yes. Dew supports 30+ languages for drafting messages, analyzing data, and generating content. It automatically detects the language of the conversation and responds accordingly.

How does Dew compare to Salesforce Einstein?

Einstein is powerful but designed for enterprise teams with dedicated admins. Dew is designed for SMBs — it works out of the box with no configuration, understands all communication channels (not just email), and costs nothing extra. Einstein requires Salesforce Premium plans ($165+/user/month).

Will Dew ever send messages without my approval?

Not by default. Dew drafts messages for your review and approval. You can optionally enable auto-send for specific automation rules (like out-of-office replies or appointment confirmations), but conversational messages always require human approval.