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.
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