Have Dealy write a draft you can refine

When you ask Dealy to write something you will keep, such as a meeting brief, an account plan, an email or a write-up, it opens as a draft in a pane beside the chat instead of filling the conversation. In the small Dealy window it opens on top of the chat.

To change it, just say so in the chat: "make it shorter", "add the open invoices", "more formal". Dealy writes a new version of the same draft. The row of numbers at the top of the pane lets you look at any earlier version.

You can also change the text yourself. Choose Rediger, type, then Færdig. When you next ask Dealy for a change, it works from your text and keeps your edits.

At the bottom of the pane:

• Kopiér puts the text on your clipboard.
• Download som Word saves it as a Word file.
• Gem som note files it as a note on the customer, contact, lead or deal it is about. The button only shows when the draft is about one of those.

A draft sends nothing and changes nothing in your CRM. If you want Dealy to send an email it drafted, ask it to, and it asks for your approval first.

Drafts belong to their conversation. Open the conversation again to get back to one; the card in the chat that says a draft was written opens it.