Documentation
Getting Started with Dalil
Welcome to the Dalil AI Overview. In this section, you'll get a high-level understanding of Dalil AI's key features and how it can help you manage tasks and projects more efficiently.
What is Dalil AI?
Dalil is the first WhatsApp-based, AI-native sales assistant with integrated CRM that handles the administrative burden of sales operations.
Sales professionals can manage customer data, follow-ups, meeting notes, and task tracking through simple chat commands - with instant synchronization across WhatsApp and desktop CRM. Through seamless tools integration and intelligent analytics, it captures and analyzes every customer interaction in real-time, providing structured insights, opportunity scoring, and AI-driven recommendations to support decision-making and accelerate deal progression. From lead tracking to deal closure, Dalil centralizes all sales activities and customer interactions in one unified platform, ensuring that every opportunity is prioritized and no deal is overlooked.
With Dalil, you can manage all your admin work through WhatsApp - from CRM updates, meeting notes, and follow-ups ensuring every opportunity is prioritized and no deal is overlooked.
All your customer data organized effortlessly
Different views
Visualize your data in tables, kanban, or go deep with our detailed view
All data that matter in one place
Manage your contacts, accounts and deals without loosing any bit of data
Task and event management
Manage all your tasks and calendar events in one dedicate and simple space
Communication
Stay updated on everything your customer tell you across platforms.
We already integrated with email, LinkedIn and WhatsApp.
Work smarter while we do the heavy lifting
Manage your data, get insights and prioritize your deals with Dalil's powerful AI capabilities
AI scoring and signals
Next best actions
Deep data insights and analytics
Action oriented chatbot from your WhatsApp
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