Tell Dealy how to work and what to remember

Dealy does not carry anything from one conversation to the next unless you put it in settings. If you find yourself explaining the same thing every time, that is what these fields are for.

Open Dealy settings and fill in whichever apply:

• ⟦Facts to remember⟧: stable facts you do not want to repeat. Stable facts: product names, competitor spellings, internal definitions, naming conventions, stakeholders, so you don't repeat them every time. This is the place for your own vocabulary: if your company calls opportunities "projects", or counts anything that is not an advert as a project, say so and Dealy will use your words.
• ⟦About you & your work⟧: who you are and what you are measured on. Role, industry, ICP, region, team size, what "success" means here: anything DealJourney doesn't already know.
• ⟦How Dealy should act⟧: how it should write. Tone, language, answer length, bullet vs prose, when to ask clarifying questions, tools you prefer it to use or avoid.

Seeing and changing what Dealy remembers

Remembered facts are separate entries, not one block of text. Click the Facts to remember row in settings to open What Dealy remembers, where each fact is listed on its own with the date it was saved and whether you typed it or Dealy saved it for you.

From there you can:

• ⟦Add⟧ a new fact by typing it at the top.
• ⟦Edit⟧ one, to fix the wording. The date it was first saved is kept.
• ⟦Delete⟧ one you no longer want.

You do not have to come here to save something. In any conversation you can just say "remember that we call opportunities projects" and Dealy saves it himself; it shows up in this list straight away, marked Saved by Dealy. Telling him a rule has changed updates the existing entry instead of stacking a second one, and telling him to forget something removes it.

Facts saved before this list existed appear as Saved earlier, because there was no date to keep.

These are yours, not the team's

These apply to your own conversations, not the whole team. For a rule everyone should follow, write a Knowledge Base article instead. A colleague's Dealy will not know what you wrote. For something everyone should share, write it into the Knowledge Base instead, which Dealy searches for all users.

Sent to the model: shows exactly what gets attached to your messages, so you can see the effect of what you typed rather than guessing. Clear personal context empties it all again, including everything Dealy remembers.

Also here: Default mode, which decides whether a new conversation starts in CRM or research mode, and Page & route hints, which lets Dealy see which page you are on so "add a note here" means something.