Chat with numan about a deal

Opening the chat

On a deal page, the chat pane is on the right. Hide chat and Show chat toggle it. Type in “Ask numan about this deal...”.

Each deal has one conversation, shared with everyone in your workspace who can see the deal. Changes on the deal, like stage moves, notes, checklist updates, and uploads, appear in the thread as short updates so the conversation keeps its context.

What numan can see

• The listing’s facts, the stage, and the buy-signal grade and walk-away price.
• The diligence checklist, your notes, and the last 30 activity events.
• The names of uploaded documents. It can open and read a document when you ask about it, for example “review the purchase agreement”.
• Your own buyer criteria, capital, and salary needs.

Ask it to draft a closing plan for a checklist covering the funding timeline, escrow, licenses, entity setup, insurance, and contract assignments, plus a 30/60/90-day plan for after you close.

From a diligence item’s guidance, “ask numan” starts a chat about how that item applies to this deal.

Limits

Chat uses AI credits. Each workspace can send up to 60 messages an hour, and a message can be up to 15,000 characters. Scanned images and old .doc, .xls, and .ppt files can’t be read. Upload PDFs or current Office files instead.