Ask Dalil AI

Ask your CRM anything. Then tell it what to do.

A command bar over your whole workspace. It answers from your real records, researches what is missing, builds workflows and sequences on request, and carries out the work once you approve it.

Answers grounded in your dataNothing changes without approval
Which negotiations have gone quiet for 3 weeks?Run
Answerfrom your CRM
Three deals in Negotiation have had no inbound reply for 21 days or more. Northwind is the largest at $48k and its champion changed role last week.
4 deals · 4 contacts
DealValueQuiet for
NNorthwind$48k27 days
AAethersync$31k24 days
KKalyo$19k21 days
Want me to draft a re-engagement sequence?Yes
What you can ask

One bar for the questions and the work

Most assistants stop at the answer. This one can also go and do the thing you asked about.

Question your pipeline“Which deals slipped this month?” Plain language in, an answer drawn from your actual records out, with the deals it counted.
Research a companyFunding, headcount moves, hiring and recent posts, gathered and written onto the record instead of into a browser tab you lose.
Build a workflowDescribe the automation in a sentence. Dalil assembles the triggers, conditions and actions, and hands it to you to edit.
Draft a sequenceAsk for outreach and get a real multichannel sequence, written in your voice, with every step editable before it sends.
Summarise a relationshipEvery call, email, note and message on an account, compressed into the version you can read before you dial.
Take the actionUpdate records, create tasks, move stages, enrol contacts. It proposes, you approve, and only then does anything change.
Grounded answers

Every answer shows its working

Ask about a deal, an account or the whole pipeline, and Dalil reads the underlying records to answer. It lists the deals, contacts and activities it used, so you can check the number rather than trust it.

  • Reads your records, not training data
  • Cites the deals and activities it used
  • Respects your existing permissions
How did we win Aethersync?Run
Won in 38 days. The turn was a WhatsApp reply from Maya Ortiz after the pricing objection, followed by a security review that closed in two days.
1 deal · 9 activities · 3 notes
What it readon this deal
Discovery call loggedday 1
Pricing objection raised in emailday 12
WhatsApp reply reopened the threadday 19
Security review passedday 36
Build a workflow

Describe the automation, get the automation

Say what should happen and when. Dalil assembles the trigger, the conditions and the branches into a real workflow in your workspace, which you can open, edit and turn on when you are happy with it.

  • Triggers, conditions and branches assembled
  • Lands as a normal editable workflow
  • Nothing runs until you switch it on
When a deal goes quiet 14 days, alert the owner and add a taskRun
Built for you, ready to edit
No reply for 14 days
truefalse
Alert the ownerSlack + email
Keep waitingre-check daily
Also created1 task
Follow up with the championdue tomorrow · assigned to deal owner
Draft a sequence

Outreach written and wired in one request

Ask for a re-engagement or a new campaign and Dalil drafts the whole multichannel sequence, choosing channels the lead is actually reachable on and writing every step in your voice.

  • Email, LinkedIn and WhatsApp steps
  • Only uses channels the lead is reachable on
  • Every message editable before it sends
Draft a 3-step re-engagement for the quiet negotiationsRun
Email · new anglereferences the role change
wait 2 days
LinkedIn messageif no reply
WhatsApp nudgeonly if a mobile is verified
Written in your voice
Every step is a draft you can edit before a single message goes out.
Take action

It proposes, you approve, then it runs

Moving stages, creating tasks, enrolling contacts: Dalil lays out exactly what it intends to change and waits. Approve the batch and it executes, or discard it and nothing at all has happened.

  • Every change previewed before it runs
  • Approve or discard as a batch
  • Cannot touch records you cannot
Proposed actionsawaiting approval
Move 3 deals to At riskNorthwind, Aethersync, Kalyo
Create 3 follow-up tasksassigned to each deal owner
Enrol contacts in the new sequence4 contacts
Nothing runs until you approveDiscardApprove all
Approve all
permissions respectedit can only touch what you can
0
changes made without your approval
1
command bar for questions, research and actions
EU
hosted, and never used to train external models
FAQs

Ask Dalil AI, explained

How is this different from a general AI chatbot?

It is grounded in your workspace. Every answer is built from your own records, and it shows which deals, contacts and activities it read to get there. It is not recalling something from training data, it is reading your CRM.

Can it actually change my data?

Yes, but never on its own. Dalil proposes a set of actions, shows exactly what each one would touch, and waits for your approval. It also inherits your permissions, so it can only reach records you could reach yourself.

What can it build?

Workflows and multichannel sequences, from a plain description. It assembles the triggers, conditions, waits and channel steps, then hands the result over as a normal editable object in your workspace, not a black box.

Does it research outside my CRM?

It can. Ask it about a company and it will gather public context, funding, headcount, hiring and recent activity, then write the useful parts onto the record so the next person to open it starts informed.

Where can I use it?

Anywhere in the app through the command bar, and from WhatsApp through Ask Dalil on WhatsApp when you are away from your desk.

Which model runs it?

Dalil runs on frontier models and routes each request to the right one for the task. Your workspace data is used to answer your questions and is not used to train external models.

Ask Dalil AI

Stop searching your CRM. Just ask it.

Answers from your own records, and the work carried out once you say go.

✓ 30 days for $9✓ Cancel anytime