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Guides, tutorials, and best practices for every part of Dalil AI.

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Getting Started

7 articles

→Getting Started with Dalil AI→Registration & plan selection→Integrate your Email & calendar+4 more

Unified Inbox

6 articles

Manage every sales conversation across email, WhatsApp, LinkedIn, and more in one workspace.

→Understanding the Dalil Unified Inbox→Managing conversations→Linking conversations to CRM records+3 more

Data Model

8 articles

Understand contacts, companies, deals, custom fields, and how they connect.

→Understanding the Dalil AI data model→Managing entities→Managing fields+5 more

Workflows

9 articles

Automate actions across your CRM using the Trigger → Logic → Action visual builder.

→Understanding Dalil Workflows→Triggering workflows in Dalil→Setting workflow actions in Dalil+6 more

Sequences

8 articles

Build and launch multi-step outreach campaigns across email and WhatsApp.

→Understanding multi-channel sequences→Creating Your First Sequence→Designing Flow with Conditions+5 more

AI Features

5 articles

Deal scoring, Ask Dalil AI, enrichment, business context, and reply drafts.

→Ask Dalil AI→How AI Deal Scoring Works in Dalil→Data enrichment+2 more

Analytics

1 articles

Dashboards, charts, funnels, and performance tracking across your sales data.

→Analytics & dashboards

Workspace & Admin

2 articles

Roles and permissions, API keys, webhooks, and workspace administration.

→Roles and permissions→API keys and webhooks

Getting Started

7 articles

Getting Started with Dalil AI

Everything you need to set up your account, connect your channels, import contacts, and send your first sequence.

OnboardingSetup

3 min read→

Registration & plan selection

How to register your account, create your workspace, and configure the right plan levers to get started with Dalil AI.

OnboardingSetup

3 min read→

Integrate your Email & calendar

Connect Gmail or Outlook to Dalil AI so every email and calendar event is automatically linked to the right CRM records.

IntegrationsEmail

3 min read→

WhatsApp CRM integration

Sync your WhatsApp conversations with Dalil AI so every message is automatically linked to the right CRM records.

IntegrationsWhatsApp

4 min read→

LinkedIn CRM integration

Sync your LinkedIn conversations with Dalil AI so every message is automatically linked to the right People and Company records.

IntegrationsLinkedIn

4 min read→

Dalil AI WhatsApp Agent

Connect your WhatsApp to Dalil AI and manage your entire CRM. Create records, update deals, and get insights directly from chat on your phone.

WhatsAppAI

4 min read→

Notifications in Dalil

What Dalil notifies you about: score changes, messages, pipeline updates, tasks, workflows, and how to tune every alert in Settings.

NotificationsSetup

3 min read→

Unified Inbox

6 articles

Understanding the Dalil Unified Inbox

The Dalil Unified Inbox is the operational center of your Sales Operating System: centralising Email, WhatsApp, and LinkedIn conversations and connecting them to your CRM.

Unified InboxConversations

4 min read→

Managing conversations

Reply to email, WhatsApp, and LinkedIn messages, use templates and AI reply, and keep every thread organised with favourites, archive, and sharing.

Unified InboxConversations

2 min read→

Linking conversations to CRM records

Add contacts to People from any conversation, link threads to pipelines and opportunities, and turn messages into structured CRM data.

Unified InboxConversations

2 min read→

Managing LinkedIn conversations and engagement in Dalil

View, reply to, and track LinkedIn messages alongside email and WhatsApp in the Dalil Unified Inbox, and sync LinkedIn contacts with the Chrome extension.

Unified InboxConversations

2 min read→

Managing personal or unsynced conversations

Control which contacts are tracked in your CRM and keep personal threads out of your sales data with Dalil's tracking controls.

Unified InboxConversations

2 min read→

Using Inbox Filters, Views, and Collaboration in Dalil

Filter conversations by channel, section, and status; find any thread with search; and collaborate through shared threads and comments.

Unified InboxConversations

3 min read→

Data Model

8 articles

Understanding the Dalil AI data model

How Dalil AI structures your sales data: People, Companies, Opportunities, Tasks, Notes, and how they relate to each other.

Data ModelCRM

3 min read→

Managing entities

Create, edit, search, and organise People and Company records in Dalil AI.

Data ModelCRM

2 min read→

Managing fields

Configure standard and custom fields on People, Companies, Opportunities, and custom entities to capture the data that matters.

Data ModelCRM

3 min read→

Managing views

Create, save, and organise Table and Kanban views to explore your CRM records from any combination of filters, sorts, and groups.

Data ModelCRM

6 min read→

Managing records in table view

Use the table view to bulk-edit records, sort, filter, and take actions across multiple contacts or deals at once.

Data ModelCRM

2 min read→

Managing records in detailed view

Navigate the record page to see fields, conversations, highlights, notes, tasks, meetings, and Dalil's AI insights in one place.

Data ModelCRM

2 min read→

Managing duplicates and merging records

How Dalil detects duplicate contacts, how confidence levels and match reasons work, and how to merge or dismiss duplicate groups safely.

Data ModelCRM

3 min read→

Working with pipelines

Create custom pipelines for any process (sales, fundraising, onboarding) with their own stages, fields, views, and automation.

Data ModelCRM

3 min read→

Workflows

9 articles

Understanding Dalil Workflows

Dalil Workflows let you automate actions across your CRM, conversations, and pipelines using a Trigger → Logic → Action structure.

WorkflowsAutomation

5 min read→

Triggering workflows in Dalil

Configure record triggers, pipeline triggers, manual launches, schedules, webhooks, sequence steps, and enrichment triggers to start your automations at the right moment.

WorkflowsAutomation

3 min read→

Setting workflow actions in Dalil

Configure entity actions, task and pipeline updates, sequence enrollment, AI agents, calculations, and HTTP requests inside your workflows.

WorkflowsAutomation

3 min read→

Leveraging workflow logic: Filters, Conditions, and Branching

Use If/Else conditions, Switch branches, filters, iterators, and delays to build workflows that respond intelligently to your CRM data.

WorkflowsAutomation

3 min read→

Creating Your First Workflow in Dalil

A step-by-step guide to building your first automation in Dalil: from selecting a trigger to activating the workflow.

WorkflowsAutomation

3 min read→

Monitoring workflow runs and versions

Track every workflow execution, debug failures, and manage draft and active versions to keep your automations running reliably.

WorkflowsAutomation

3 min read→

Example workflow automations

Real-world workflow recipes: lead assignment, sequence enrollment, enrichment follow-up, deal handoff, and more.

WorkflowsAutomation

2 min read→

Variable Expressions

Use variables and expression blocks to personalise messages in Dalil workflows and sequences, format text, do math, work with dates, phone numbers, and more.

WorkflowsAutomation

6 min read→

AI agents in workflows

Use the AI Agent and AI CRM Agent workflow steps to reason over data, produce structured output, and act on your CRM inside any automation.

WorkflowsAI Features

4 min read→

Sequences

8 articles

Understanding multi-channel sequences

Dalil Sequences automate coordinated outreach across Email, LinkedIn, and WhatsApp using steps, conditions, and AI: all in a visual flow builder.

SequencesAutomation

5 min read→

Creating Your First Sequence

A step-by-step guide to naming, designing, configuring, publishing, and enrolling contacts in your first Dalil sequence.

SequencesGetting Started

4 min read→

Designing Flow with Conditions

Conditions are decision points that evaluate contact data and engagement, creating intelligent branching paths in your sequences.

SequencesConditions

3 min read→

Configuring communication steps

How to configure Email, LinkedIn, and WhatsApp message steps in Dalil sequences: timing, senders, personalisation, and rate limits.

SequencesEmail

4 min read→

Using Personalization & Messaging

How to use variables, spintax, AI-generated messages, and conditional routing to increase reply rates across email, LinkedIn, and WhatsApp sequences.

SequencesPersonalisation

3 min read→

Publishing & managing sequences

How to publish sequences, enrol and launch leads, understand lead stages, and control the lifecycle of running campaigns.

SequencesCampaigns

4 min read→

Monitoring & optimizing results

Track sequence performance with Dalil's campaign metrics, identify bottlenecks in your outreach funnel, and optimize for higher reply rates.

SequencesAnalytics

4 min read→

Mailbox warm-up and deliverability

Use Dalil's outbound infrastructure of managed domains, mailboxes, and the warm-up network to build sender reputation before scaling cold email.

SequencesEmail

3 min read→

AI Features

5 articles

Ask Dalil AI

Chat with your CRM in natural language: ask questions, reference records with @mentions, run the GTM Strategist, and act on your data from anywhere.

AI FeaturesAsk Dalil

3 min read→

How AI Deal Scoring Works in Dalil

Understand the Dalil Score: how Dalil Brain scores your people and deals from real activity, and how to turn score changes into alerts and automation.

AI FeaturesDeal Scoring

3 min read→

Data enrichment

Fill missing emails, phones, and LinkedIn data automatically, in bulk, with AI research prompts, or inside sequences and workflows, using enrichment credits.

AI FeaturesEnrichment

3 min read→

Business context and AI Skills

Teach Dalil's AI your product, positioning, and playbooks once: with business context files and reusable AI Skills, and every AI feature gets sharper.

AI FeaturesBusiness Context

3 min read→

AI Meeting Notes

Connect Fathom to Dalil and every recorded meeting becomes a CRM record with summary, transcript, and action items, linked to the right people automatically.

AI FeaturesMeetings

3 min read→

Analytics

1 article

Analytics & dashboards

Build drag-and-drop dashboards with spot, historical, funnel, and stage-movement charts to track your sales data: plus the built-in sequence and workflow overviews.

AnalyticsDashboards

3 min read→

Workspace & Admin

2 articles

Roles and permissions

Define user roles with record-level and settings permissions, set object-level overrides, and control exactly what each team member can see and do.

WorkspacePermissions

3 min read→

API keys and webhooks

Create API keys for programmatic access, configure webhooks for real-time event notifications, and explore the REST and GraphQL playgrounds.

APIWebhooks

3 min read→

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