Where you can reach Dealy

In DealJourney. The assistant panel, from anywhere in the app. This is the full version: he can see the page you are on, act on what you ask, and ask you to approve anything consequential. Dealy, the assistant

In a team chat channel. Name him in a message and he answers in the conversation, where your colleagues can read the answer too. He reads a configurable window of the channel for context, and approvals appear as buttons in the thread. Ask Dealy inside a conversation

Use this one when the answer is worth more than one person seeing — "what happened with this account last quarter" is better answered in the channel than privately three times.

From an assistant you already work in. Connect Claude or another MCP client to your CRM and work with your records from there: Connect an AI assistant to your CRM. That is not Dealy himself — it is your CRM made available to a different assistant — so it behaves like that assistant, not like Dealy, and what it may do is set by the permissions you granted.

On your phone. The in-app assistant works in the mobile browser like everything else, including dictation, which is the fastest way to log what happened in a meeting while you are still in the car park: Change Dealy's language, and dictate to it and Using DealJourney on your phone.

What is the same everywhere: he answers from your workspace's data and your product docs, he never invents an answer he cannot support, and he asks before changing anything: Approving and undoing what Dealy does.