Available in multiple languages

• Brazilian Portuguese

• English

• Chinese

Beta Invitation Guide

Roles and Boundaries

Part II English User Guide

00 Prepare before you start

• Dealism Team is currently available through a whitelist beta. Confirm that the signed-in account has Team access. If it does not, contact Dealism Support to apply for whitelist access.

• Prepare the member list. For existing users, confirm the email used for their Dealism personal account.

• Ask each member to have access to the Meta / Instagram credentials and permissions required to manage the target professional Instagram account.

• Use a consistent project naming convention, such as Brand | Market | Campaign | Month.

Sign in and change language

1. Open https://app.dealism.ai/team/dashboard/.

2. Sign in with a Dealism account that has Team access.

3. Open the avatar menu in the upper-right corner and select Language to switch among 中文, English, Português, and Español.

Figure 0-1 Dealism sign-in page

Figure 0-2 Account menu

Figure 0-3 Language selector

01 Create a project

How to create the workspace for one brand or campaign

1. Open Project management from the left navigation.

2. Select Create project in the upper-right corner.

3. Enter the Project name and Brand / Client. Project owner displays the currently signed-in Team account.

4. Select Create. Confirm that the project appears in the list, then open the project details.

Figure 1-1 Project management

Figure 1-2 Create project

Done when: The new project is visible in the project list, its name, brand / client, and owner are correct, and the project details page opens successfully.

02 Invite an existing user or create an account

Choose one of three onboarding paths

Open the project details and select Add account. Choose the path that matches the member's current Dealism account status.

Path A: add an existing Dealism account

1. Choose Existing account in the Add account dialog.

2. Enter the member name, note, and Dealism login email. If the current UI requests a password, use it only with the member's explicit permission.

3. Select Add and confirm that the member appears in the account list.

Figure 2-1 Add an existing account

Path B: create a one-time account

1. Choose One-time account.

2. Enter the member name and note, then add the account.

3. Copy the generated email and password and send them through a controlled one-to-one channel. Do not place plaintext passwords in group chats or shared documents.

4. Ask the member to sign in and complete their profile and security setup before Instagram authorization.

Figure 2-2 Create a one-time account

Path C: invite the member to register

1. Choose Invite to register.

2. Enter the member name and note, add the account, and copy the unique registration link.

3. Send the link to that member and tell them which email should be used for the project.

4. After registration, refresh the project and confirm that the status moves beyond Pending registration.

Figure 2-3 Invite a member to register

Account security: Issue each invitation link and set of login credentials to one person and send them directly. Before registration is complete, do not create multiple accounts with the same name; search the project account list first.

03 Review each person's authorization status

Separate registration, Instagram authorization, and Automation enablement

1. Open Project management and enter the target project.

2. Review each account row for registration status, authorization status, and the number of enabled Automations.

3. Use search to find a member and record the owner and next action so the same person is not contacted repeatedly.

Figure 3-1 Account registration and authorization statuses

04 Remind users or configure Automation for them

Resolve incomplete onboarding and verify account-level execution

A. Remind a user who is pending registration

1. Copy the unique registration link from the member's account row.

2. Send it directly to the member and specify the email they should use.

3. Refresh the project after registration. If the status does not change, verify the email before creating another account.

B. Remind a user who is pending authorization

1. Select Invite authorization / Auth link on the member's row.

2. Copy the newly generated Instagram authorization link. It is valid for 10 minutes, so send it immediately.

3. Ask the member to open the link, sign in to the correct Dealism account, and complete Instagram Channel authorization.

4. Refresh the Team project and confirm Authorized. If the link expires, generate a new one rather than reusing the old link.

C. Configure or update Automation from Team

1. Open the target Project and confirm the Account you intend to manage.

2. Use the unified Team entry point to create an Automation. To maintain an existing Automation for one account, open that account's corresponding edit page.

3. Team also provides unified entry points to train the AI Customer Agent and maintain knowledge. Confirm the target Project and Account again before saving.

4. Configure the trigger scope, keywords or conditions, public reply / DM content, and links. Run one controlled test before enabling.

5. Return to Team and refresh. Confirm the Instagram authorization status, enabled Automation count, and synchronized results.

Figure 4-1 Account action menu with Automation and Tracking Link

05 Read the dashboard

Move from project summary to account and content detail

Prerequisites

• The account is attached to the correct project.

• Instagram Channel authorization is complete.

• At least one relevant Automation is enabled and has received observable interactions.

• The date range covers the publication date of the target content; the dashboard filter is based on content publication date.

Recommended reading order

1. Open Dashboard from the left navigation.

2. Choose the content publication date range, select Refresh data when you need the latest synchronized result, and check the latest sync time.

3. Start at the Project summary, drill into an Account, and then open Content-level detail for a specific Post, Reel, or Story.

4. Read the funnel in order: Engagement → Hits → DMs sent → Link Clicks.

5. Open replied-user details at the Content level to view the count and usernames. To review or continue a conversation, open the corresponding account's Unified Inbox.

Figure 5-1 Dashboard project summary

Figure 5-2 Account and content-level performance

Figure 5-3 Replied users detail

Current capabilities and data boundaries in the whitelist beta

Troubleshooting