DEALISM HELP CENTER
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Automation
Instagram Comment-to-DM Safety Checklist
Three simple things you can do to keep your Instagram Automation running smoothly.
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Team Version
Dealism Team Version Guide
Create projects, add or invite accounts, review authorization status, configure Automation, and read the Team dashboard.
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Getting Started
Set Up Self Learning
Enable Dealism Self Learning, understand what it learns, review new results in DealOnca, and troubleshoot Beta access or saving issues.
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Knowledge
How the Knowledge Base works
Learn how Dealism uses your business knowledge and follow best practices for accurate, useful customer answers.
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Troubleshooting
Agent gives an incorrect answer
Learn how to agent gives an incorrect answer in Dealism.
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01 / 12
Getting Started
Create your account, build your first Agent, and prepare Dealism for customer conversations.
Build your first Agent
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Connect and launch
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02 / 12
AI Customer Agent
Configure, test, and improve the Agent that talks directly with your customers.
Test and improve
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Control and handoff
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03 / 12
DealOnca
Build and train your Agent, organize knowledge, and understand customer conversations.
Meet DealOnca
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Build and train
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Insights and follow-up
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Knowledge
Teach your Agent about your business using websites, documents, FAQs, and products.
Websites and documents
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FAQs and products
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Knowledge troubleshooting
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05 / 12
Channels
Connect Dealism to Instagram, WhatsApp, and Live Chat.
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Live Chat
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Automation
Start customer conversations automatically from comments and other triggers.
Automation basics
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Manage automations
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07 / 12
Team Version
Configure, test, and improve the Agent that talks directly with your customers.
The basics
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FAQ
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08 / 12
Desktop App
Configure, test, and improve the Agent that talks directly with your customers.
The basics
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FAQ
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07 / 10
Inbox & Contacts
Manage conversations, customer context, AI replies, and human handoffs.
Unified Inbox
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AI and human teamwork
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Contacts
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08 / 10
Account & Billing
Manage your team, workspace, subscription, credits, and account settings.
Account settings
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Billing and credits
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09 / 10
Affiliate Program
Share Dealism, track qualified referrals, and manage affiliate rewards.
Getting started
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Referrals
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Commissions and payments
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10 / 10
Troubleshooting
Fix common connection, automation, Agent, message, and account problems.
Connection issues
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Agent and knowledge issues
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Account issues
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