How it works and what notifications you will receive

• Task alerts – When a task is assigned to you, its status changes, or its due-date is updated.

• Mention alerts – When someone @-mentions you and sends a message (a mention by itself does not trigger an alert).

• AI Signals – When a deal score rises above, or drops below, your configured threshold.

• Permission changes – When an admin changes your role or workspace access level.

• Pipeline updates – When a teammate moves a deal you own to a new stage.

How to see notifications

1. Click the 🔔 bell icon in the upper-left corner – a red dot indicates unread alerts.

2. The panel shows the newest items first; click any entry to open the related record.

3. Use Mark all as read to clear the badge once you have reviewed everything.

Customize notification settings

• Go to Settings → Notifications.

• Toggle each alert type (Tasks, Mentions, AI Signals, Permissions, Pipeline updates).

• Enable or disable email digests.

• Choose whether Dalil should auto-follow records after you comment or assign a task.

Tips

• Check your notification center daily to stay on top of important updates 

• Use @mentions strategically - always include a message to ensure the notification is delivered

•  Disable email notifications if you check Dalil frequently to avoid inbox clutter 

• Follow only critical records to keep your notification feed focused and relevant

FAQ

Q: Where do I see my notifications?

 A: Click the bell icon in the top-left corner. You'll also see a red dot if something's unread.

Q: What kinds of things trigger a notification? 

A: Task assignments, AI Signals, new messages (not mentions alone), and workspace changes like role updates.

Q: Can I turn off email alerts but still get in-app ones? 

A: Yes! In Settings > Notifications, you can choose how you want each type of alert to appear.