Getting started

FAQs

Q: How do I sign into Dalil?

A: You can log in using Google, Microsoft, or your email. Just go to app.usedalil.ai and choose your preferred method.

Q: What is a workspace and can I have more than one?

A: A workspace is your main area in Dalil where you manage data and collaborate. Yes, you can create and switch between multiple workspaces.

Q: Where do I find settings for my account or workspace?

A: Click your workspace name in the top-left corner, then go to Settings. From there, you’ll find all your preferences.

Q: How do I switch between multiple workspaces?

A: Click your workspace name in the top-left corner to see and switch between all your workspaces.

Q: Can I customize what appears in my sidebar?

A: Currently, the sidebar structure is fixed, but you can use favorites to quickly access important records.

Q: What’s the difference between account and workspace settings?

A: Account settings are personal (profile, security), while workspace settings affect all members (branding, permissions).

Q: Can Dalil AI access all my workspace data?

A: Yes, it can access data based on your selected sources in the dropdown menu.

Q: Are my conversations with Dalil AI private?

A: Conversations are tied to your user account and are not visible to other team members.

Q: Can I export insights from Dalil AI?

A: You can copy responses, but direct export functionality is coming soon.