Dealy, the assistant
Dealy is the assistant built into DealJourney. You open it with Åpne Dealy, and it can search your CRM, answer questions about your data, create and update records, and explain how DealJourney works.
Two things about what it can see:
- Your company only. Dealy works inside the company you are logged into and nowhere else. It cannot reach another customer's data.
- Your permissions only. Dealy sees what you would see if you clicked around yourself. If your access is limited to your own records, so is Dealy's.
Dealy runs in two modes. The default, Dealy (CRM), works with the records in your company. Selskaps- og markedsresearch builds a longer brief from public sources on the internet and does not touch your CRM, so if you ask it to update a record while in research mode, it cannot.
What to expect of its answers. Dealy is good at finding a record, summarising what happened with a customer, drafting text, and doing the repetitive record-keeping. Be careful asking it for exact totals ("how many sales in this region", "what is the total value"), because a number it reports is only as complete as the search behind it. When the number matters, build a filter or a report on the list page and read the total there. Dealy can build both for you.
If Dealy tells you it does not have something documented, that is honest rather than a brush-off, and it can log the question so the gap gets filled.
I denne delen
What Dealy can do for you
The things worth asking Dealy for, and where it does the work rather than describing it
Tell Dealy how to work and what to remember
Stop repeating yourself by telling Dealy how you work and what to remember
Approving and undoing what Dealy does
The two safety nets around an assistant that changes real records
See and undo what Dealy changed
A list of every change Dealy made in your CRM, with the record, the conversation and an undo
See everything Dealy did for you
One list of every action Dealy took, in every conversation, including what is waiting for your approval and what failed
See what Dealy knows and can reach
What Dealy remembers about you, which of your systems it can use, what it cannot do without the missing ones, and what it may do on its own
Ask Dealy for a chart or a table
Dealy draws breakdowns as charts and lists as tables you can sort, download and pin to your dashboard
Have Dealy write a draft you can refine
Meeting briefs, plans and emails open in a pane beside the chat, keep every version, and take your own edits
Have Dealy write emails the way you do
Dealy learns your writing style from the emails you have sent, and every email it drafts for you follows it
AI credits
How AI credits are shared across your company, and what uses them up
Change Dealy's language, and dictate to it
Get answers in your own language, and talk to Dealy instead of typing
Personalise Dealy voice calls
Choose a voice and language, adjust conversation timing, and share an image during a call.
Telling us when Dealy gets something wrong
Rating an answer with thumbs up or down, the Report a problem button, and what each sends
Asking Dealy to report a problem or an idea to us
Say it in the chat and Dealy files it with the DealJourney team, with an issue number back
Suggested updates
CRM updates Dealy or a connected assistant suggests from meetings and emails, queued for a person to approve before anything is written
Where you can reach Dealy
In the app, in a team channel, and from an assistant you already use
Watch Dealy work in the app
Let Dealy perform a task visibly, or demonstrate how to do it yourself
Vanlige spørsmål
- What can the assistant help with?
- Where can I see what Dealy remembers?
- Is it safe to let Dealy change records?
- Where can I see Dealy's changes?
- What has Dealy done for me this week?
- Does Dealy have access to our accounting system?
- Can Dealy make a graph?
- Can I edit what Dealy wrote?
- Can Dealy learn my writing style?
- How do I buy credits?
- How do I change Dealy's language?
- Can Dealy speak Norwegian while my app is English?
- Where do I complain about the assistant?
- Can you report this to the DealJourney team?
- What is waiting for my approval?
- Where can I talk to Dealy?
- How do I stop Dealy controlling the page?