Train
Describe the goal, tone, qualification rules, examples, and handoff preferences in plain language.
GUIDANCE READYDealOnca works behind the customer conversation. Tell it how the business works, give it the right knowledge, and let it turn long conversations into usable context.
Train in plain language · No prompt engineering requiredDescribe the goal, tone, qualification rules, examples, and handoff preferences in plain language.
GUIDANCE READYTurn websites, links, product information, and files into organized Agent knowledge.
KNOWLEDGE READYCreate concise context for each customer, conversation, sales stage, and next step.
CONTEXT READYCreate and refine an Agent through conversation instead of a complex builder.
Read approved public pages and organize the useful information.
Upload documents and turn them into structured knowledge the Agent can use.
Reprocess or replace knowledge when business information changes.
Try representative questions before using the Agent with customers.
Turn conversation patterns into clearer operational context and reports.
When someone asks about pricing, first understand their business type and volume. Recommend the simplest plan that fits. Hand off contract questions to a person.

✓Qualification guidance updatedREADY
✓Pricing knowledge linkedREADY
✓Contract handoff rule readyDONE
✓Agent setup and training
✓Knowledge management
✓Conversation and customer summaries
✓Sales and strategy summaries
✓Extensible assistance model
→More specialized backstage skills
→Expanded report automation
→Deeper third-party actions