Asking AI assistant questions about deal room data
You can access the AI chatbot by using the “Assistant” button at the top of your screen on the left from the deal room search.
You can ask the AI assistant questions about following deal room data:
- Company applications (except for applications in cold archive steps)
- Application tasks & funding interests
- Deal room members
- Deal room events and event participants
The AI Assistant is able to provide answers based on the following company applications data:
- Application create date
- Application tags
- Internal notes
- Location in the funnel
- Company brand name
- Answers to application questions based on the current step setup
The AI Assistant is able to provide answers based on the following application tasks data:
- Task assignee
- Application task is connected to
The AI Assistant is able to provide answers based on the following funding interests data:
- Members who have marked funding interest or whom behalf the interest has been marked on
- Application interests have been added to
The AI Assistant is able to provide answers based on the following deal room members' data:
- Member names
- Join dates
- Member tags
- Admin notes about members
- Member's access group
- Answer to member profile questions
The AI Assistant is able to provide answers based on the following events data:
- Event name
- Event description
- Event time
- Event tags
- Event's registration type
- The external registration URL
- Invited members and companies
- Participation status of members and companies who have marked their attendance status.
Event participants who have not received an invite or marked attendance status will not be processed by the AI assistant.
Updated on: 09/09/2025
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