Overview

DealOnca is your built-in AI sales consultant in Dealism. You can talk to DealOnca using natural language to manage your AI Customer Agents, work with Knowledge, review conversations, troubleshoot issues, and improve your sales workflows.

You don’t need to learn special commands. Simply describe what you want to accomplish.

Start a conversation

Open DealOnca from your Dealism workspace and type your request.

You can start with a simple question or give DealOnca a specific task. The more clearly you describe the desired result, the easier it is for DealOnca to help.

For example, you can ask:

• “Create a new AI Customer Agent.”

• “Help me improve my Agent’s objective.”

• “Add this FAQ to Knowledge.”

• “Summarize my recent conversations.”

• “Show me my handoff rules.”

• “Help me understand why my Agent gave the wrong answer.”

Configure your Agent

Use DealOnca to help create and improve your AI Customer Agents.

Tell DealOnca what your business sells, what you want the Agent to accomplish, and how it should communicate with customers.

You can also ask for help structuring the Agent’s objective, tone, playbook, instructions, and other configuration.

Work with Knowledge

DealOnca can help you organize the information your Agent needs when talking with customers.

Provide product details, FAQs, pricing, policies, or other business information and describe what you want to update.

You can also ask DealOnca to help identify missing or conflicting Knowledge when your Agent gives an inaccurate response.

Review conversations and performance

Ask DealOnca to summarize recent customer conversations or generate a report for a specific period.

For example:

“Give me today’s report.”

“Summarize the last 7 days.”

“Show me the main customer questions from this week.”

Use these insights to identify recurring questions, Knowledge gaps, customer patterns, and areas where your Agent may need improvement.

Manage sales workflows

DealOnca can also help you work with handoff rules, scheduled tasks, follow-ups, and other Agent workflows.

Describe what you want to happen and provide important details such as the customer, timing, or scenario when applicable.

Troubleshoot with DealOnca

If something isn’t working as expected, describe the issue and provide an example.

For example, tell DealOnca which Agent is affected, what the customer asked, and what response you expected.

DealOnca can help you review the setup and determine whether the issue may be related to Knowledge, Strategies, Agent configuration, or another part of your workflow.

Be specific with your requests

Clear instructions help DealOnca understand what you want to accomplish.

Instead of saying “Update my pricing,” provide the exact information that should change. When troubleshooting, include the question or conversation that caused the problem.

You can continue the conversation with follow-up instructions as you refine the result.

Keep working with DealOnca

DealOnca is designed to work alongside you behind the customer conversation, while your AI Customer Agents communicate directly with customers.

Use DealOnca whenever you need help preparing your Agents, organizing Knowledge, reviewing conversations, or improving how your Dealism workspace operates.