How it works

• Automatic detection - Dalil AI continuously scans CRM activity to identify meaningful patterns like stalling deals or high engagement.

• Signal types - Alerts trigger for deal regression, customer interest in new products, decision-maker concerns, or meeting scheduling.

• Signal components - Each alert includes a one-line summary, timestamp, triggering event details, and AI-generated follow-up suggestions.

• Access points - View signals in record timelines, the AI Signals tab within records, or through the chatbot interface.

• Action guidance - Receive specific recommendations like "Contact lead now—90% close probability" or "Address pricing objections."

• Real-time updates - Signals evolve as new data arrives, ensuring your team always has current intelligence.

• Customization - Configure signal thresholds and notification preferences to match your sales process and priorities.

Tips

• Review signals daily to catch time-sensitive opportunities 

• Act on high-confidence signals immediately for best results 

• Use signal patterns to identify process improvements 

• Combine signals with manual insights for complete context

FAQ

Q: What are AI Signals?

 A: They are alerts generated by Dalil's AI to notify you about important events—like deal stalling or high engagement.

Q: Where do I see AI Signals? 

A: In the record timeline, chatbot, or under the AI Signals tab when you open a record.

Q: Can I customize which signals I receive? 

A: Yes, configure thresholds in Settings > AI > Signals to match your preferences.