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-installningar and fill in whichever apply:

• ⟦Fakta att komma ihag⟧ — stable facts you do not want to repeat. Stabila fakta: produktnamn, konkurrent-stavningar, interna definitioner, namnkonventioner, intressenter — sa du slipper upprepa dem varje gang. 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.
• ⟦Om dig och ditt arbete⟧ — who you are and what you are measured on. Roll, bransch, ICP, region, teamstorlek, vad «framgang» betyder har — allt Deal Journey inte redan vet.
• ⟦Hur Dealy ska bete sig⟧ — how it should write. Ton, sprak, svarlangd, punktlista vs prosa, nar den ska stalla klargorande fragor, verktyg du foredrar att den anvander eller undviker.

Seeing and changing what Dealy remembers

Remembered facts are separate entries, not one block of text. Click the Fakta att komma ihag row in settings to open Det Dealy kommer ihåg, 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:

• ⟦Lägg till⟧ a new fact by typing it at the top.
• ⟦Redigera⟧ one, to fix the wording. The date it was first saved is kept.
• ⟦Ta bort⟧ 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 Sparat av 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 Sparat tidigare, because there was no date to keep.

These are yours, not the team's

Det här gäller dina egna konversationer, inte hela teamet. En regel som alla ska följa hör hemma i en artikel i kunskapsbasen. 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.

Skickat till modellen: shows exactly what gets attached to your messages, so you can see the effect of what you typed rather than guessing. Rensa personlig kontext empties it all again, including everything Dealy remembers.

Also here: Standardlage, which decides whether a new conversation starts in CRM or research mode, and Sid- och rutehint, which lets Dealy see which page you are on so "add a note here" means something.