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Getting Started

Registration & Plan Selection
Email & calendar integration
WhatsApp for Dalil agents setup
WhatsApp DMs Sync with Dalil AI
LinkedIn DMs sync with Dalil AI
Sidebar & TabBar Navigation

Setting Workspace

Entities (People, Companies, Opportunities)
Pipelines
Field management (defaults and custom fields)
Views Management (table, Kanban, Filters)
Record management in table and Kanban views
Record management in detailed view

Activities

Calendar for events & CRM tasks
Task management
Notes management
Unified inbox (WhatsApp, LinkedIn, Email)
Notifications

Workspace Settings

Workspace identity & exporting data
User Management
Roles, user types, permissions & visibility groups

Dalil Intelligence

The philosophy behind Dalil AI
Dalil hands: your AI assistant on chat
Dalil Brain: Scoring, Signals & Tips
Business context to empowerAI to understand your business

Automations

Dalil nodes in n8n
APIs & Webhooks
Documentation

Welcome to Dalil AI

Welcome to the Dalil AI Knowledge Center: your go-to resource for mastering Dalil AI. Explore quick guides, videos, and articles to understand key features and learn how Dalil can help you manage tasks, projects, and customer relationships more efficiently.

Getting Started
Setting up Workspace
Activities
Workspace Settings
Dalil Artificial Intelligence
Automations