How AI Deal Scoring Works in Dalil

Dalil automatically scores your contacts and deals with the Dalil Score, so you know which ones to focus on, which are at risk, and which are heating up. Scoring is part of Dalil Brain, the AI layer that also produces signals and tips on your records.

What gets scored

Both People and Opportunities carry a score field, updated automatically as activity happens. Every change is recorded in the record's score history, so you can see how a relationship or deal has trended over time, not just where it stands today.

How the score is calculated

The score is event-driven: Dalil Brain re-evaluates a record when something meaningful happens to it, rather than on a fixed schedule. Signals include:

• Conversation activity: messages sent and received across email, WhatsApp, and LinkedIn (one reason connecting your channels matters: more real signal, better scores)
• Engagement events: opens, clicks, replies tracked by your sequences and inbox
• Pipeline movement: stage changes on opportunities and pipeline records
• Meetings and calendar activity: when your calendar is connected

Because the model weighs recency and momentum, a deal that goes quiet will drift down while an active one climbs, which is exactly the prioritisation signal a busy team needs.

Where you see the score

• On the record page: the score field, plus AI Signals and AI Tips cards explaining what Dalil Brain has noticed and what it suggests doing next
• In table and Kanban views: add the score as a visible column and sort by it (e.g., "People with score above 70, highest first": see Managing views)
• In score history: the trend over time on each record

Score alerts

You can be notified when scores cross thresholds you set. In Settings → Notifications, under AI-Driven Insights, enable:

• Dalil Score Increases Above a Threshold: a record became a priority; act while it's hot
• Dalil Score Drops Below a Threshold: a deal is cooling; re-engage before it dies

Each alert has its own threshold settings, so you decide how sensitive they are.

Automating on score changes

The score is a regular field, which means your automation can react to it:

• Workflows: use a "Record is updated" trigger with a condition on the score (e.g., score ≥ 80 → create a task for the owner, or add the contact to a priority sequence; see example automations)
• Sequences: combine scoring with the AI Qualify Lead step so only fitting contacts consume your outreach limits
• Views: build a "Hot leads" view filtered on score and work it daily

FAQ

Can the score be wrong? Yes. It's probabilistic, not deterministic. Treat it as a prioritization signal, not a definitive prediction. Your judgment always takes precedence.

Why don't my records have scores yet? Scoring needs activity to evaluate and Dalil Brain enabled on your plan. Newly imported records with no conversation history start without a meaningful score. Connect your email, WhatsApp, and LinkedIn so real activity flows in.

Does more data make it better? Yes. The more of your real communication runs through Dalil, the more signal the scoring model has. Teams with all channels connected get noticeably more useful scores than email-only setups.