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!