> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/whats-new/improved-deals-profile.md).

# Improved Deals Profile

Rechat’s Deal Profile and Dashboard has been simplified, giving members access to the key information and details they need.

{% embed url="<https://rechatq.wistia.com/medias/jgmzb5nj4l>" %}

Keeping track of your Deals can sometimes be overwhelming. Rechat has introduced new features within the Deals Dashboard to simplify your life. These improvements include Tasks and Notes within Deals.&#x20;

**Tasks** will allow members to associate tasks directly to a Deal and see the completed and outstanding tasks relating to a Deal in one central location.&#x20;

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FCmEcAJlPvJeDxfln9CiU%2F%20Final_2.jpg?alt=media&amp;token=6d6c2dd9-979d-4921-a595-cb04eb2716f2" alt=""><figcaption></figcaption></figure>

**Notes** will allow members to keep any relevant information pertaining to a Deal in a central and easily-accessible location within the Deal. All notes will be date and time stamped, as well.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2F9QR9qgpFEs2S9lpb0mpB%2F%20Final_1.jpg?alt=media&amp;token=e32de247-4076-444b-a80c-9140c6660089" alt=""><figcaption></figcaption></figure>

[Check out the improvements today!](https://app.rechat.com/dashboard/deals)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.rechat.com/whats-new/improved-deals-profile.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
