Dalil Artificial Intelligence
Dalil Brain: Scoring, Signals and Tips
Dalil Brain is the intelligence layer of our CRM. While Dalil Hands (chat) executes your requests, Dalil Brain makes sense of the data flowing across your CRM and conversations.
It turns raw interactions into Signals, combines them into a Score (0–100), and then generates Tips that you can act on with one click.
This feature is currently in beta, and we are improving it every week.
Signals: what Dalil notices
Signals are the smallest building blocks of Dalil Brain. They are structured observations that highlight important changes in your sales process, always linked back to the exact email, WhatsApp, LinkedIn message, meeting note, or CRM event that triggered them.
Examples of signals:
Sentiment & intent → “Tone has turned positive after pricing discussion.”
Responsiveness → “No reply for 9 business days after proposal.”
Buying signals → “Customer asked for security questionnaire.”
Risks → “Competitor X pilot underway.”
Coverage & power → “CFO joined the email thread.”
Information gaps → “No decision maker identified.”
Instead of reading through endless messages, your team can focus on the few moments that actually change deal health.
Scoring: a clear health measure (0–100)
Every record in Dalil gets a score between 0 and 100:
Closed Won = 100
Closed Lost = 0
Everything else sits in a range depending on the stage (e.g., Negotiation 70–99, Proposal 50–70).
How scoring works
Dalil continuously adjusts the score based on signals:
Positive signals (fast replies, new sponsor involvement, document requests) increase the score.
Negative signals (silence, competitor activity, budget freeze) decrease it.
Recency matters: fresh signals carry more weight than old ones.
Important rules
Pipeline attachment → If a record (Person or Company) is not linked to an Opportunity or Pipeline, its score is capped at a baseline level of 35. This prevents isolated contacts from inflating your forecast without a deal context.
Multiple pipelines → If a record belongs to more than one pipeline (for example, Sales and Customer Success), the score is calculated based on the most recent active pipeline. This ensures the score always reflects the latest stage in the customer journey.
Example
An Opportunity in Negotiation could be at 85 because the champion replied quickly and asked for a side-by-side benchmark — even if a competitor was mentioned.
If the same Company is also in a Customer Success pipeline, only the most recent pipeline will determine the displayed score.
Cascading: how scores and signals flow
Dalil Brain understands that sales data is connected.
A Person’s behavior (e.g., replies, objections, sentiment) nudges the score of their Company and linked Opportunities.
A Company event (e.g., budget freeze, new sponsor) cascades into all Opportunities.
Signals roll upwards only (Person → Company → Opportunity) to avoid loops and keep logic transparent.
Example:
If the CFO of Acme Corp mentions a budget freeze, Acme’s Company score drops, and all its active Opportunities are adjusted downward as well.
Tips: actionable next steps
Tips are where Dalil Brain becomes truly useful. Instead of giving generic advice, Dalil generates concrete, actionable suggestions — and you can apply them in one click after reviewing.
Every Tip falls into one of four categories:
Task creation
Example: “Create a task to follow up with John Doe in 2 days.”
One click adds the task and links it to the right record.
Email or message drafting
Example: “Send a reminder email: ‘Hi John, just checking in on the proposal we shared last week…’”
Dalil drafts the reply. You review, edit, and send.
Meeting scheduling
Example: “Schedule a 30-minute demo with Acme Inc. this week.”
Dalil proposes times and links it to your calendar.
Record creation or update
Example: “Update opportunity ‘Acme – Renewal’ stage to Negotiation and set expected value at $50,000.”
One click updates the CRM automatically.
How tips work in practice
Dalil shows you a Tip (so you stay in control).
You review it.
With one click, the action is executed.
Everything is linked to the right Person, Company, or Opportunity.
Tips transform Dalil Brain from a passive advisor into a proactive sales co-pilot.
What you see in Dalil
Signals panel → scannable cards with links to the source conversation or event.
Score badge → a number (0–100) with a visual bar showing health within stage.
Tips panel → 1–3 actionable suggestions (task, message, meeting, update).
What’s next (from beta to full release)
Right now, Dalil Brain is already powering scoring, signals, and tips, but it’s still in beta. Soon you’ll see:
Deeper integration → tips embedded directly in your inbox.
Analytics → graphs and breakdowns showing why scores move.
Smarter tips → customized suggestions based on your own historical wins and losses.
Expanded signals → voice notes, meeting transcripts, business card scans.
Customization → adjust how much weight each type of signal carries.
Why it matters
Dalil Brain makes your CRM proactive:
Signals tell you what changed.
Scoring shows how healthy the deal is.
Tips tell you exactly what to do next, with one-click execution.
The result is simple: no more missed follow-ups, no more blind spots, and a CRM that actively helps your team sell better.