Dealism at a glance

Dealism is an AI messaging product for small businesses. It combines automated conversation flows, AI Customer Agents, business knowledge, and a Unified Inbox for supported Instagram, WhatsApp, and Live Chat conversations.

A predictable customer action can start an automation. When the conversation becomes open-ended, a trained AI Customer Agent can answer from approved business information, ask useful follow-up questions, and guide the customer toward a next step. Your team can monitor the same conversation and take over when human judgment is needed.

How the product fits together

• Automation handles a trigger and the fixed next step you configure, such as sending a private message after an eligible Instagram comment.

• AI Customer Agents continue supported conversations using the role, objective, tone, knowledge, and boundaries you provide.

• Knowledge gives the Agent approved information about your products, services, prices, policies, FAQs, and customer use cases.

• Unified Inbox keeps supported channel conversations visible so AI and people can work from the same thread.

• DealOnca is the built-in assistant for your team. It helps prepare Agent training, structure knowledge, and summarize conversations inside Dealism.

DealOnca and an AI Customer Agent are not the same. Your customer talks to the selected AI Customer Agent; your team works with DealOnca behind the conversation.

What you can do with Dealism

Use this section as a starting point for the task you want to complete.

• Create your first AI Customer Agent — build the Agent that will participate in customer conversations.

• Define your Agent objective — describe what the Agent should achieve and where its boundaries are.

• Add your first knowledge source — give the Agent accurate business information to use.

• Connect a messaging channel — connect an eligible Instagram, WhatsApp, or Live Chat entry point.

• Create an automation — configure a predictable trigger and next step.

• Use the Unified Inbox — view conversations and coordinate AI and human replies.

• Take over from AI — continue a conversation yourself when judgment or personal attention is needed.

• Work with DealOnca — train Agents, organize knowledge, and turn long conversations into useful context.

A simple way to get started

1. Create your Dealism account and open your workspace.

2. Create an Agent and define its objective, tone, and handoff boundaries.

3. Add current business knowledge, then connect the channel your customers already use.

4. Test before going live with typical questions, follow-up questions, and situations that should involve a person.

5. Review real conversations in the Inbox and improve the Agent as your products, policies, and customer needs change.

For the complete first-time setup path, follow the Dealism setup checklist.