FAQs

Q1: What can I ask the Dalil AI assistant to do?

You can ask it to summarize activity, add tasks, update statuses, or answer context-aware questions like “What’s the last email from this contact?” or “Add a task to follow up Friday.”

Q2: Does the AI assistant understand the current record I’m viewing?

Yes, Dalil AI is context-aware - it knows which person, company, or opportunity you’re working on, so you don’t have to restate names.

Q3: Can I update data using the AI assistant?

Absolutely. You can use natural language to update fields like stage, status, or assign new tasks, without leaving the record view.

Q7: What triggers an AI Signal?

Signals are triggered by events like inactivity, stakeholder silence, spikes in engagement, or messages containing objections or buying intent.

Q8: Where do AI Signals appear?

You’ll see them directly in the record timeline and in the AI tab of each record, along with suggested actions.

Q9: Can I customize AI Signals?

While not yet user-configurable, Dalil automatically adapts Signals based on evolving engagement patterns and your workspace usage.