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

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Getting Started

6 articles

→Registration & plan selection→Getting Started with Dalil AI→Integrate your Email & calendar+3 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

6 articles

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

→Understanding the Dalil AI data model→Managing entities→Managing fields+3 more

Workflows

7 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+4 more

Sequences

7 articles

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

→Understanding multi-channel sequences→Creating Your First Sequence→Designing Flow with Conditions+4 more

AI Features

1 articles

Deal scoring, AI-generated sequences, smart enrichment, and reply drafts.

→How AI Deal Scoring Works in Dalil

Getting Started

6 articles

Registration & plan selection

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

OnboardingSetup

2 min read→

Getting Started with Dalil AI

Everything you need to set up your account, import your first contacts, and send your first AI-powered sequence in under 30 minutes.

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→

Unified Inbox

6 articles

Understanding the Dalil Unified Inbox

The Dalil Unified Inbox is the operational center of your Sales Operating System — centralising all conversations across email, WhatsApp, LinkedIn, and more.

Unified InboxConversations

5 min read→

Managing conversations

Reply to email, WhatsApp, and LinkedIn messages and link every thread to the right CRM record.

Unified InboxConversations

2 min read→

Linking conversations to CRM records

Connect any conversation to a Person, Company, or Opportunity and turn messages into tasks and pipeline updates.

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.

Unified InboxConversations

2 min read→

Managing personal or unsynced conversations

Control which conversations sync to Dalil and how to unsync or permanently remove personal threads.

Unified InboxConversations

2 min read→

Using Inbox Filters, Views, and Collaboration in Dalil

Create saved views, filter by channel or pipeline tag, and collaborate with teammates inside the inbox.

Unified InboxConversations

2 min read→

Data Model

6 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, and Opportunities to capture the data that matters.

Data ModelCRM

2 min read→

Managing views

Create, save, and share filtered table views to organise your CRM records by any combination of fields.

Data ModelCRM

4 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 detailed record view to see the full activity timeline, linked entities, tasks, notes, and AI insights.

Data ModelCRM

2 min read→

Workflows

7 articles

Understanding Dalil Workflows

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

WorkflowsAutomation

4 min read→

Triggering workflows in Dalil

Configure record triggers, pipeline triggers, webhooks, and scheduled triggers to start your automations at the right moment.

WorkflowsAutomation

2 min read→

Setting workflow actions in Dalil

Configure CRM actions, pipeline updates, sequence enrollments, messaging actions, and HTTP requests inside your workflows.

WorkflowsAutomation

1 min read→

Leveraging workflow logic: Filters, Conditions, and Branching

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

WorkflowsAutomation

2 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 versions to keep your automations running reliably.

WorkflowsAutomation

2 min read→

Example workflow automations

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

WorkflowsAutomation

2 min read→

Sequences

7 articles

Understanding multi-channel sequences

Dalil Sequences automate coordinated outreach across Email, LinkedIn, and WhatsApp using a Trigger → Steps → Conditions → Actions structure.

SequencesAutomation

5 min read→

Creating Your First Sequence

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

SequencesGetting Started

3 min read→

Designing Flow with Conditions

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

SequencesConditions

2 min read→

Configuring communication steps

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

SequencesEmail

3 min read→

Using Personalization & Messaging

How to use merge tags, conditional messaging, and A/B testing to increase reply rates across email, LinkedIn, and WhatsApp sequences.

SequencesPersonalisation

3 min read→

Publishing & managing sequences

How to publish sequences, enrol contacts, manage the Leads tab, and control the lifecycle of running campaigns.

SequencesCampaigns

3 min read→

Monitoring & optimizing results

Track sequence performance with key metrics, identify bottlenecks in your outreach funnel, and optimize for higher reply rates and ROI.

SequencesAnalytics

3 min read→

AI Features

1 article

How AI Deal Scoring Works in Dalil

Understand how Dalil's AI scores your deals, what signals it uses, and how to train it on your team's historical data for maximum accuracy.

AI FeaturesDeal Scoring

3 min read→

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