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

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Getting Started

7 articles

Register your account, connect email, WhatsApp, LinkedIn, and activate your workspace.

→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

9 articles

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

→Understanding multi-channel sequences→Creating Your First Sequence→Designing Flow with Conditions+6 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 article

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

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

9 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→
Enable SMTP AUTH in Microsoft 365
Turn on Authenticated SMTP for a Microsoft 365 mailbox so it can send your Dalil sequences: admin center steps, PowerShell fallback, and the usual blockers.
SequencesEmail
5 min read→

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