Overview

DealOnca can summarize customer conversations and turn chat history into useful sales insights.

You can ask DealOnca to review a specific time period and generate a report covering conversation activity, customer behavior, sales progress, and recommended next steps.

Ask DealOnca for a summary

Open DealOnca and describe the time period you want to review.

You can use simple requests such as:

• “Give me today’s report.”

• “Summarize last week.”

• “Show me Sept 7–13.”

You can request a daily report, a weekly report, or choose a custom period of up to 7 days.

What your summary can include

DealOnca can organize conversation data into several areas.

Overall Performance shows conversation and message activity, including AI and human replies.

Funnel Analysis helps identify where customers are progressing or dropping off during the sales journey.

Customer Insights highlights common questions, objections, customer types, and patterns across conversations.

Next Steps provides recommended actions based on what DealOnca finds in the conversations.

Review an individual customer

You can also review conversations for a specific customer.

Go to Contacts and select the customer you want to review. From the customer details, you can view their profile, conversation history, sales progress, and AI-generated next-step suggestions.

This is useful when you need context about one customer instead of an overall conversation report.

Review insights during a conversation

Open a customer conversation in Inbox to review information related to the current sales process.

Dealism can show the customer’s objective progress, strategy analysis, and recommended next actions to help you understand where the conversation stands and what to do next.

Use summaries to improve your Agent

Conversation summaries can help you identify patterns that should be reflected in your AI Customer Agent.

If customers repeatedly ask the same question, consider adding the answer to Knowledge. If you notice a common objection or sales situation, you can create or update a Strategy to help your Agent handle it more effectively.

Reviewing these insights regularly can help you improve future customer conversations.

What to do next

Try asking DealOnca to summarize a recent period of customer conversations.

Review the common questions, objections, funnel drop-offs, and recommended actions, then use those insights to update your Agent’s Knowledge and Strategies where needed.