Help / Video tutorials / Agents: running deals
Your deal assistant and portfolio assistant
Ask your deal assistant and portfolio assistant what needs your attention across every deal.
1:55 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): Each answer has a Copy button, and the count reads “N questions left (resets over 24 hours)”. Questions that get no answer (busy or error) aren't counted or saved. The portfolio assistant now has two allowances: 30 questions per 24 hours in your own dashboard thread, and 100 shared across all your per-agent threads. The client's assistant is called “Ask about your deal”.
- Changed (Nov 2, 2026): Answers now appear as they're written, in every assistant. Each panel has “New chat” in its header: it starts a fresh conversation, and “New chat started” shows with Undo for about 10 seconds. Nothing is deleted and the daily limit doesn't reset. In Client questions you still see every question a client asked, with a “Started a new chat” line where they started over. If the assistant fails part-way, the answer shows greyed with “That answer was cut off. Try again.”; that question isn't kept or counted. If only the connection dropped, the answer is still saved: reopen the chat in a minute to see it.
Read the transcript
ClosedEasy gives you two private assistants: one inside each deal, and one that looks across all your deals. Here's how to use both.
Open a deal and click the sparkle button in the corner. This is your private deal assistant. Only you see this chat.
It knows this whole deal, including internal steps, and keeps an eye on your other deals too. Ask it anything, like: what's overdue, and what should I tell the client?
It names the two overdue steps with their due dates, and drafts a note you could send Jamie. Nothing goes out unless you send it yourself.
On your dashboard, the compass button opens My deals assistant. It sees every active deal you have.
It watches for overdue steps, unread client questions, upcoming closings, and who hasn't opened their board. Ask: what needs my attention?
It puts the most urgent first: the overdue steps on Juniper Lane, then Oak Knoll Avenue, closing in ten days, where Morgan hasn't joined the board yet.
Each address is a link. Click one to jump straight to that deal.
Your clients have their own assistant on their board. It answers only from their deal: the steps, dates and documents they can see.
Jamie taps the sparkle button and asks about earnest money. The answer uses Jamie's own due date, and never your other deals or internal notes.
If Jamie would rather ask you, one tick at the bottom sends the question to you instead.
You can read those chats. In the deal, open Client questions to see what each client asked and what the assistant answered. Your own chat stays private.
So: ask the deal assistant about one deal, the portfolio assistant about all of them, and check what your clients asked.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: running deals
2:16Your dashboard explainedRead your dashboard: health badges, what clients have viewed, what needs you soon, and filters to find any deal.
1:38The Today listYour Today list puts overdue work first, so you can mark steps done and nudge clients in one place.
1:42Tick steps and what your client seesCheck off steps as they happen, and see the update and text your client gets each time.