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Documentation Index

Fetch the complete documentation index at: https://docs.yuzulabs.io/llms.txt

Use this file to discover all available pages before exploring further.

Deals are Yuzu’s memory layer. A deal groups the calls, TLDR videos, public links, email drafts, and insights that belong to the same buyer conversation.
Yuzu Deals list showing deal rows, stages, assets, and unassigned calls

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How deals are created

Yuzu tries to resolve the buyer account when a transcript arrives. The safest signals are provider account IDs, CRM IDs, meeting metadata, and email or domain data from notetakers and integrations. When the source does not provide enough reliable metadata, the call stays visible as an unassigned call. It is not deleted or hidden. You can assign it later. Unassigned calls still open inside Deals. Yuzu creates a temporary call page for the transcript so list view and pipeline view behave the same way. After assignment or merge, the call becomes part of the destination deal thread.

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What a deal contains

  • Calls and transcripts
  • TLDR videos
  • Public Yuzu Links
  • Email draft suggestions
  • Quotes, objections, next steps, and other insights
  • Full-call search moments

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Merge and assignment

Merging deals does not delete source records. It only changes the grouping so the deal thread, search, insights, and future recap context use the combined history. Use merge when:
  • A notetaker could not identify the customer.
  • Two customer names normalize differently.
  • A buyer changed domains or showed up through a different source.
  • A manual upload belongs to an existing deal.
Use assignment when a single unassigned call belongs to a known customer. Use merge when two buyer threads are really the same conversation.

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Pipeline fields

Deals can carry pipeline stage and status so the list can be filtered by in-flight, stalled, closed-won, and lost work. These fields are lightweight Yuzu fields, not a full CRM replacement.

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Member visibility

Admins can triage the full workspace. Members see deal activity that belongs to them. If a teammate has their own calls on the same buyer, Yuzu keeps member-scoped views limited to the records that user is allowed to see.