Skip to content
Submit a Support Request
Contact us
  • There are no suggestions because the search field is empty.

Dealia — AI Assistant

Meet Dealia, the built-in AI assistant that helps you work faster across CRM Pro or as a separate tool - from finding contacts to generating reports.

What is Dealia?

Dealia is the AI assistant built into Dealius. Ask a question in plain English and Dealia finds the answer in your own Dealius data, or walks you through how to do something in the platform.

You don't need filters or report builders. Type a question such as "Show me all active deals" or "How do I add a new comp?" and Dealia replies with a list, a table, or step-by-step instructions with screenshots and videos.

Dealia reads and reports on your data. It does not create or change records.

Accessing Dealia

Open Dealia from the chat icon in the bottom-right corner of Dealius. You can open it on any page without leaving your work.

There are two ways to use it:

  • Chat window. A compact panel for quick lookups. Type a question and the answer appears right there.
  • Full screen. Click Open Dealia in full screen for longer conversations and bigger results. On Dealia Premium, full screen shows results as tables and keeps your chat history in a sidebar.

Dealia works on phones too. The chat window fits phone screens, and full screen opens on phones and in Safari.

If you don't see the chat icon, ask your Office Admin.

Data Dealia can search

Dealia searches the following areas of your Dealius data. You only see data your account can access.

Data

What you can ask about

Deals

Name, type (sale, lease or other), status (active, pending close, closed, dead), value, expected and actual close dates, property type and address, tenant or buyer, landlord or seller, lead broker, rep type, probability, size (SF, acres, units), house gross and total commission, house net and broker net, lease type, lease term and expiration date, base and effective rate, asking rate per SF, TI allowance per SF, free rent, NNN and CAM charges per SF, lease commencement and occupancy dates, lease options (renewal, expansion and termination dates and amounts), deal source, sign date, move-in date, requested size and budget (from and to), notes

Invoices

Invoice number, customer, status (open, partial paid, full paid, overdue, write off), due date, amount due, amount paid, open balance, date paid, date emailed, payment number (for example 2 of 4), sales tax, payment reference and method, write-off date, notes and invoice instructions

Receivables and payables

Status (pending, paid, overdue, write off), due date, date paid, amount due, amount paid, open balance, broker gross, house gross, broker net and house net, net after expenses for broker and house, payee name and type (internal or outside broker), payment reference, notes

Cash flow

One row per commission payment per broker per deal: broker, office, client, deal close date, payment due date, date the client paid, date the broker was paid, invoice status, payment number, broker and house gross and net, net after expenses, broker and house splits, rep type. This is the data behind the Dealius Cashflow page and export.

Listings

Name, type (sale or lease), status (active, expired, terminated, off market), property address and type, dates on and off market, expiration date, rep agreement executed date, asking rate or price, commission type and amount, client, lead broker and all listing brokers with their shares, lease type, each listing's spaces (SF, asking rate, lease type, TI allowance, status), notes

Comps

Lease or sale, source (internal or external), address and city, property type and space type, property and space SF, close and occupancy dates, lease execution and commencement dates, lease term and expiration, sale price and price per SF, base and effective rates (also per SF per year), asking rate per SF, lease type, TI allowance, free rent, NNN and CAM charges, average escalation, submarket, tenant or buyer, landlord or seller, confidential and NDA flags, cap rate and NOI (sale comps), lead brokers, notes

Properties

Name, building or space, full address, city, state, county, zip, SF, acres, building SF, units, property type and space type, submarket, year built, tenancy configuration, marketing status, owner, cap rate and NOI, parcel number, portfolio, highlights, notes. Plus more than 200 attributes in these groups: General (building class, use, condition, construction), Size and height (clear height, office SF, warehouse SF), Land and acreage (zoning, FAR), Parking and access, Loading and logistics (docks, doors, rail, column spacing), Utilities and systems (power, HVAC, sprinklers, cranes, LEED), Financial (occupancy, assessed value, taxes), Multifamily (units, unit mix, amenities), and Other (roof, signage, anchor tenants)

Contacts

Full name, type (client, prospect, vendor, broker and more), prospect status, title, email, mobile and office phone, company, address, lead source, billing contact, current SF occupied, current lease expiration, originated by, notes

Companies

Name, type (owner, tenant, investor, vendor and more), industry classification, legal entities, billing preference

Brokers

Name, title and job function, email, mobile and office phone, primary and other specialties, designations (such as SIOR or CCIM), active status, hire and termination dates, annual goal, former firm

Offices

Name, address (city, state, zip), phone, company name, time z

What Dealia can do

Dealia answers questions about your data and about how to use Dealius.

  • Search and summarize your data. Ask for lists, counts, totals and reports, such as closed deals year to date or open invoices by client.
  • Build a monthly team report. One answer shows what was collected and booked, open receivables, total consideration and deals closed, compared year over year.
  • Explain how to do things in Dealius. Ask "How do I...?" and get step-by-step instructions from the Dealius Help Center, with screenshots and video walkthroughs in the chat. Follow-up questions keep the context.
  • Reach a person when you need one. If Dealia can't answer, or you ask for help, it offers a link that emails Dealius Support with your question and a short summary already filled in.
  • Tell you what it can search. Ask "What can I ask you about?" and Dealia lists the data available to you, with example questions.
  • Check what you mean. When a name or status could match more than one record, Dealia asks which one you want.
  • Follow your Dealius permissions. Dealia uses the same access rules as Dealius. You only see data you could already see in the app, and you can only export what your role allows. Sensitive fields such as splits and nets stay hidden from users who can't see them in the app.
  • Export and copy results. Send results to Excel or PDF, or copy them into an email.
  • Search by location. Find listings, comps and deals by city, address or distance from an address.
  • Keep your conversations. Go back to earlier questions and answers.

What You Can Ask Dealia

Ask in plain language. Here are examples for each area.

Deals

  • "Show me all active deals."
  • "How many deals have we closed year to date?"
  • "Show closed industrial lease deals from 7/1/2026 to 9/30/2026 ordered by deal value from largest to smallest, including the lead broker, rep type, tenant, landlord and size in SF."

Comps

  • "What are the recent comps added in the last 30 days?"
  • "Show industrial comps between 5,000 and 15,000 SF in Boise."

Listings

  • "Show all active listings and their expiration dates."
  • "Create a listing report with the ID, client, address, brokers and expiration date."

Accounting

  • "Show all open invoices."
  • "Show me receivables paid in the last 30 days."
  • "Show aging invoices due this year."

Properties

  • "List properties with clear height above 28 feet."
  • "Show all Class A office properties in Downtown."

People and companies

  • "Give me a list of all prospect contacts."
  • "Show me all transactions with food companies."

Brokers

  • "List all active brokers and their specialties."
  • "Show me deals for broker Jane Smith."

Help with Dealius

  • "How do I add a new comp?"
  • "Show me a video on how to create a deal."
  • "Can I use a different logo on invoices for one of our offices?"

About Dealia

  • "What can I ask you about?"

Tips for Working with Dealia

Specific questions get better answers.

  • Include dates with the year. "Closed deals from 1/1/2026 to 3/31/2026" works better than "recent deals." If you say just "Q3," Dealia asks which year.
  • Name the columns you want. Add "including the lead broker, rep type and size in SF" and Dealia adds them.
  • Ask for sales and leases separately. Two focused questions work better than one long one.
  • Use names as they appear in Dealius. Partial names work, and small misspellings in values such as submarket names are matched too: "Northbridge Solutions" finds "Northbridge Solutions Inc."
  • Use everyday wording for rates. Terms such as escalation, base rent, operating expenses and TI allowance are understood, and each rate is shown with its unit.
  • Refine with follow-ups. Say "now only industrial" or "narrow it to 2026" without starting over.
  • Answer when Dealia asks. If a name or status matches more than one record, Dealia asks which one you mean.
  • Check key totals. Before sharing a total outside your office, compare it with the matching Dealius report.