Overview

DealOnca is your built-in AI sales consultant in Dealism. It works behind your customer conversations to help you configure AI Customer Agents, organize Knowledge, review performance, manage workflows, and troubleshoot issues.

You can talk to DealOnca in natural language. Describe what you want to accomplish, provide the relevant details, and DealOnca can help you complete or prepare the task.

Create and configure Agents

DealOnca can help you create a new AI Customer Agent or improve an existing one.

You can work with DealOnca to update the Agent’s objective, tone, playbook, instructions, response style, and other configuration.

For example, ask:

“Create an Agent for my online store.”

“Change my Agent’s objective to qualify leads and schedule consultations.”

“Help me improve my Agent’s playbook.”

Manage Knowledge

Use DealOnca to help organize the information your Agent needs when talking with customers.

You can work with product information, pricing, FAQs, policies, business documents, and use cases. DealOnca can also help identify missing, outdated, or conflicting information when an Agent gives an inaccurate response.

For example:

“Add this FAQ to Knowledge.”

“Update our pricing information.”

“Check for missing Knowledge about our refund policy.”

Review conversations and performance

DealOnca can summarize recent conversations and help you understand how your Agents are performing.

Ask for a daily, weekly, or custom report to review conversation activity, customer insights, funnel progress, and possible next steps.

Each report can cover up to 7 days of conversation history. For longer periods, use multiple date ranges.

Diagnose Agent issues

When an Agent isn’t behaving as expected, describe the problem to DealOnca.

DealOnca can help you review Agent configuration, Knowledge gaps, conflicting information, conversation behavior, and other areas that may be contributing to the issue.

Include the customer question and expected response whenever possible to make troubleshooting more specific.

Manage human handoffs

DealOnca can help you work with human handoff rules that determine when an Agent should request assistance from your team.

You can review existing rules, create rules for specific situations, or adjust how particular handoff scenarios are handled.

Use Support Needed conversations alongside these rules to identify situations where your team frequently needs to step in.

Manage Autopilot

DealOnca can help you review and manage how your Agents use Autopilot.

For example, you can ask about the Autopilot status of a conversation or request changes to how automatic replies are handled.

You can also manage Autopilot directly from Inbox when you want to switch between automatic replies and Copilot.

Schedule tasks and follow-ups

Use DealOnca to create time-based tasks for work that should happen later.

For example:

“Follow up with this customer in 3 days.”

“Remind me tomorrow afternoon.”

“Create a weekly sales report.”

You can also ask DealOnca to show or cancel scheduled tasks.

Get channel and platform guidance

DealOnca can guide you through Dealism features and channel setup.

Ask how to connect WhatsApp or Instagram, configure comment-to-DM workflows, use the Unified Inbox, take over an AI conversation, or troubleshoot a platform workflow.

Create reports and documents

DealOnca can help turn sales information and Agent configuration into useful reports and documents.

Describe the information you want included and the format you need so the output can be prepared for your workflow.

Get additional support

If a problem cannot be resolved through Agent configuration, Knowledge, or troubleshooting, use DealOnca to help identify the issue and determine the appropriate support path.

Include details about what happened, the affected feature, and any troubleshooting you’ve already completed.

Get better results from DealOnca

Be specific about what you want DealOnca to do. Include exact values when changing information and provide examples when troubleshooting an Agent response.

DealOnca works best as an ongoing partner behind your AI Customer Agents: use it to configure, review, troubleshoot, and continuously improve how your customer conversations are handled.