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Multi-Step Email Sequences That Continue in the Same Thread

Details: Users doing candidate outreach or relationship-based follow-ups would benefit from the ability to send multi-step email sequences that automatically continue within the same email thread. Currently, outreach workflows require manually drafting follow-ups, which adds friction and makes it harder to maintain consistent outreach. Requested functionality: Create multi-step email sequences (e.g., initial email + follow-ups) Automatically send follow-ups within the same thread rather than starting new ones Allow configurable timing between messages (e.g., 3 days, 7 days) Option to stop the sequence if the recipient replies Value: Ideal for recruiting and candidate outreach workflows Keeps conversations organized within one thread Saves time while maintaining personalized communication Makes Dex more useful for structured outreach without becoming a full sales automation tool

Dex Operations 2 days ago

Under Review

Deeper Network Intelligence in Dex Copilot (Connection Mapping & Intro Signals)

Some users comparing Dex to tools like Happenstance have noted that while Dex Copilot excels at relationship context (briefs, reminders, tagging), it feels lighter on network intelligence and connection mapping. Requested enhancements include: Stronger “who knows whom” signals across the network Smarter intro suggestions based on shared connections More aggressive enrichment of contact relationships Context mining across notes, interactions, and shared networks Opportunity surfacing (e.g., potential warm paths to a target) The goal would not be to turn Dex into a sales CRM, but to strengthen its ability to surface meaningful relationship pathways within a user’s existing network. Value: Makes Dex more strategically actionable Improves introduction workflows Enhances Copilot’s intelligence beyond reminders Helps users extract more value from their network graph

Dex Operations 16 days ago

Under Review

Batch Business Card Scanning + Post-Conference Workflow Mode

Details: The typical business card workflow happens after a conference or event, when users return home with a stack of cards and need to upload many in one session. Currently, the flow requires manually navigating back to the scan function after each card, which slows down batch processing. Requested improvements: Continuous / Batch Scan Mode Automatically prompt to scan the next card after finishing one Allow rapid back-to-back uploads without re-entering the feature Optional “Done” button to exit batch mode Quick Context Note for All Scanned Cards Add a shared note during batch upload (e.g., “Met at SaaStr 2026”) Option to apply the same tag, group, or event label to all cards in that session Reduce repetitive manual note entry Value: Matches real-world conference behavior Dramatically speeds up post-event cleanup Preserves valuable context while it’s still fresh Makes Dex feel purpose-built for networking events

Dex Operations 20 days ago

Under Review

Customize Daily Digest Text (Include Anniversaries & Workiversaries)

Details: The daily birthday text notification is extremely helpful. However, users would like more control over what is included in that daily digest. Specifically, the ability to: Include anniversaries Include workiversaries Select which event types trigger the morning text Customize delivery timing (optional) Choose preferred delivery channel (SMS, email, push) Right now, the birthday text is valuable, but it only covers one type of milestone. Expanding this into a customizable “Daily Relationship Briefing” would make it significantly more powerful and prevent missed important dates. Value: Improves proactive relationship management Reduces reliance on manual calendar tracking Makes the morning digest more comprehensive and actionable

Dex Operations 21 days ago

Open

“hooks” > auto-generated outreach copy

Summary: Provide user-controlled “hooks” and/or guided prompt input instead of fully auto-generated outreach copy. Problem / User Feedback Users perceive the current auto-generated outreach message suggestions as overly familiar and uncomfortable—especially for long-dormant relationships (e.g., no interaction in 25 years). Proposed Solution Add one (or both) of the following options in the reconnect flow: 1. Selectable hooks list• Show a short list of suggested conversation hooks as checkboxes (e.g., shared context, mutual connections, last known location/company, general “catch up” prompt).• User selects which hooks to include (or none).2. User prompt textbox• Provide a short input field: “What do you want to say / what’s the intent?”• AI generates a message only based on explicit user intent and selected hooks.

joe About 2 months ago