Sample Commands
Review sample commands to learn how to converse with Hey Deltek! effectively.
Note: As in any conversations done over chat, Hey Deltek! can understand requests even when no article is used. (See the last four or five sample commands of the following tables.)
Add activities
| Request | Sample command |
|---|---|
| Create Activity (General) | "Add an activity called review leads" |
| Create Email Reminder | "Remind me to email Derek and Liz about the kickoff at 4pm today" |
| Create Phone Call Reminder | "Remind me to call Joe on Friday at 2pm" |
| Create Meeting Reminder | "Remind me to set a meeting with Acme Inc. tomorrow" |
| Log Mail | "Log mailing for all prior clients" |
| Log Email | "Log email to Mike Hannon" |
| Log Phone Call | "Log call to Daniel Green" |
| Log Meeting | "Log meeting with Herculean Consulting" |
Create hub records
| Request | Sample command |
|---|---|
| Create Boilerplate | "Create a boilerplate record called Company Overview" |
| Create Client | "Create a client named John Smith" |
| Create Vendor | "Add a vendor named Acme Inc." |
| Create Competitor | "Create a competitor called Nemesis" |
| Create Government Agency | "Add an agency called Land Registration" |
| Create Employee | "Create employee with name Lillian James" |
| Create Contact | "Add contact named Thomas Henderson" |
| Create Lead | "Add lead named Christopher Ridden" |
| Create Marketing Campaign | "Add campaign named 100 for 1000" |
| Create Project | "Create new project with name Market Analysis for GVL Bridge" |
Open hub records
| Request | Sample command |
|---|---|
| Open Boilerplate | "Take me to the boilerplate record called Company Overview" |
| Open Client | "Open the client record named Elijah Adams" |
| Open Vendor | "Retrieve the vendor record named Universal Supplier" |
| Open Competitor | "Open the competitor record called Archrival" |
| Open Government Agency | "Show me the agency record called Land Registration" |
| Open Employee | "Open employee named Samuel Smithington" |
| Open Contact | "Take me to contact record named Elijah White" |
| Open Lead | "Open lead named John Smith" |
| Open Marketing Campaign | "Retrieve campaign named 100 for 1000" |
| Open Project | "Show me project called Bridge Analysis" |
When you ask Hey Deltek! to open a specific hub record that yields multiple results, Hey Deltek! responds with the results displayed in a list, to allow you to choose the exact record that you need. For example, you say, "Retrieve the vendor record named Universal Supplier," and Hey Deltek! responds with the following message:
Multiple records were found. Click the correct one below:
- Universal Supplier North
- Universal Supplier East
For requests that yield more than 5 results, Hey Deltek! takes you to the corresponding record hub, populates the Search field with the results, and displays the following message:
Multiple records were found. Select one from the drop-down list.
Respond to greetings, niceties, and questions
| Request | Sample command |
|---|---|
| Say a greeting | "Hello there" |
| Respond with a nicety | "Thank you" |
| Ask a simple question | "What time is it?" |
Parent Topic: Hey Deltek!