Dex AI Agent Integration for Teams

Today, managing your network is a team sport. Dex gives professionals a streamlined platform to master relationship management, while Runbear’s AI agent brings this power right into your team’s communication hub. By combining Dex with Runbear, your team can automate, access, and act on valuable network insights—without ever leaving Slack, Microsoft Teams, or Discord.

About Dex

Dex is a personal relationship management (PRM) tool designed for professionals who want to nurture and grow their networks, not just manage contacts. Unlike traditional CRMs, Dex brings together LinkedIn, email, and other sources into a simple, privacy-conscious interface, making it easy to keep contact info and notes fresh. Its features cater to anyone who values relationships as an asset—founders, recruiters, business development, and customer success teams—offering cross-platform access and automation so you can remember important details, see connection histories, and maintain meaningful professional ties. Teams adopt Dex to build stronger, opportunity-rich networks with less busywork and more personalization at scale.

For more, visit getdex.com.

Use Cases in Practice

Let’s dive deeper into how Dex and Runbear work together to unlock new efficiencies for your team. With AI agent automation, team members can update contact records, retrieve critical relationship info, and get proactive reminders—all within team chat, eliminating context switching. For example, a sales lead who meets a prospective client can ask the AI agent in Slack to update the Dex record with new notes, while managers can schedule regular follow-up summaries prompting outreach to high-value contacts. Searching Dex for recent conversations, birthday reminders, or shared connections becomes a natural-language task handled instantly by your AI agent. And because everything happens inside team chat, critical networking actions become collaborative—not just siloed to individuals. This workflow mirrors how teams use AI for documenting Slack conversations to Google Docs and real-time analytics in chat, where AI keeps everyone aligned, informed, and ready to act.

Dex vs Dex + AI Agent: Key Differences

With Dex alone, teams rely on its web or mobile interfaces, manually updating and searching for contact details. By connecting Dex to Runbear, your AI agent becomes the bridge between your team and your network: context-rich insights, easy updates, and collaboration all happen directly inside Slack or Teams. What was once a solo, manual process transforms into seamless, proactive team collaboration powered by AI automation.

Implementation Considerations

Integrating Dex into team workflows does require planning. Setup includes authenticating Dex within Runbear, mapping relevant contact fields, and defining which team chat channels should interact with the AI agent. Teams must invest in basic training to standardize how Dex data is updated via chat and align on privacy best practices, especially when handling sensitive information. Change management is key: adoption grows smoother when teams document new processes and establish clear triggers for Dex-related actions, much like deploying AI-powered executive dashboards or analytics in chat. Organizational readiness, data governance, and careful permissions (who can edit what) all need attention. Cost-benefit analysis should weigh the time saved from reduced manual entry and amplified collaboration through AI-driven automation.

Get Started Today

Modern professional networks require smarter tools—and true collaboration. Runbear’s AI agent transforms Dex from a personal PRM into a team superpower: network insights flow effortlessly into your chat, follow-ups never slip, and collaborative relationship management becomes your team’s competitive advantage. Ready to bring your team’s Dex workflows into Slack or Teams, supercharged with AI? Try the Runbear + Dex integration and experience the transformation firsthand—your network will thank you.