How it works

• Natural language interface - Type requests in plain English to search records, update data, create tasks, or analyze performance metrics.

• Search capabilities - Ask questions like "Show me all contacts linked to Google" to instantly filter and display relevant records.

• Data updates - Make changes with commands like "Update Marco Rossi's email to marco@email.com" for quick inline edits.

• Content generation - Request "Write a follow-up email for a lead who hasn't replied in 7 days" to create personalized messages.

• Task management - Create assignments with "Create a task for me to call Laura by Friday" for immediate action items.

• Pipeline analysis - Query "What deals are at risk this month?" to surface intelligent insights about your sales pipeline.

• Multiple conversations - Start new chats and access previous conversations through the history panel for continuous context.

Tips

• Be specific with names, dates, and amounts for more accurate results 

• Save frequently used prompts in Notes for team sharing 

• Use @mentions to provide context about specific records 

• Combine multiple data sources for comprehensive insights

FAQ

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 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.