Getting started

Dalil AI Assistant

Use natural language to search, update, and analyze your data - right from your workspace. Dalil AI is your built-in assistant for getting more done, faster. Whether you need to find specific records, update a title, analyze deals, or write outreach emails, the assistant helps you interact with your CRM without ever touching a menu.

What Dalil AI can help with

Search your data

Ask questions like:

  • “Find all contacts in Germany with a Dalil Score above 80.”

  • “Show me companies with deals in final stage this month.”


Edit records

Update fields using natural commands:

  • “Change Luca Bianchi’s title to VP of Sales.”

  • “Mark ABC Logistics as lost in the pipeline.”


Create tasks and reminders

Stay on top of your to-dos:

  • “Remind me to follow up with Marco next Wednesday.”

  • “Add a task for Giulia to review the deal proposal.”


Generate content

Write faster and more consistently:

  • “Write a cold email for a lead in the logistics industry.”

  • “Draft a follow-up message for no-reply prospects.”


Analyze performance

Get quick insights:

  • “What are our highest-value deals this month?”

  • “How many new contacts have been added this week?”


Tips
  • Be specific in your queries (include names, companies, dates, or pipeline stages)

  • Use @mentions in chats to link to people, companies, or opportunities

  • Save your best prompts in Notes for team-wide reuse

  • Use the assistant during meetings or pipeline reviews for quick data access

Note: All AI chats are private to your account. You can copy responses as needed - export options will be added in a future update.