Understanding multi-channel sequences
Dalil Sequences automate coordinated outreach across Email, LinkedIn, and WhatsApp using steps, conditions, and AI: all in a visual flow builder.
Dalil Sequences allow you to automate coordinated outreach across Email, LinkedIn, and WhatsApp without writing code or manually sending individual messages.
Instead of sending one message at a time, sequences let you create a complete automation flow where contacts move through predefined steps based on their engagement, data, and your business logic.
Every step in a sequence is an action (send email, visit LinkedIn profile, create task), and every transition between steps can be controlled by conditions (does the contact have an email address? did they reply to the last message?). This ensures that your outreach feels coordinated, timely, and respectful of each contact's communication channel preference.
You'll find Sequences in the sidebar under the Automation section, next to Workflows.
What is a multi-channel sequence?
A sequence in Dalil AI is an automated series of actions that each enrolled contact progresses through based on predefined logic.
When you enrol a contact in a sequence:
- The contact enters at the Start node
- Dalil executes the first step (for example, send an email)
- The system waits for the configured delay (immediately, 1 day, 2 days, etc.)
- The next step executes, OR a condition is evaluated to determine the path
For example, a sequence might start by checking "Has LinkedIn URL?"
If Yes → View LinkedIn Profile + Send LinkedIn Message
If No → Send Email instead
This approach allows the same sequence to work intelligently for different contacts based on their data and engagement.
The sequence builder interface
Dalil provides a visual sequence editor where you design automation flows on a canvas:
- Start node: where all contacts enter; it is always the first element and cannot be deleted
- Step nodes: actions (Send Email, Send LinkedIn Message, etc.)
- Condition nodes: decision points with Yes/No branches
- Connectors: the flow from one node to the next
When you click any step or condition, a configuration panel appears where you can edit the message content, change timing, select senders, insert personalisation variables, and preview the result.
Available steps
Steps are organised by category in the step picker:
- Send Email
- Send LinkedIn Message
- Send LinkedIn Connection Request
- Delete LinkedIn Connection Request (withdraw a pending request)
- View LinkedIn Profile
- Send WhatsApp Message
User Actions
- Create Task
- Create Note
- Create Record
- Update Record
- Send to Another Campaign (move the contact to a different sequence)
- Trigger Workflow (start a Dalil workflow)
Enrichment
- Enrich: look up missing data (like an email address) before continuing; if enrichment fails, the contact's run stops rather than proceeding with missing data
AI
- Qualify Lead: AI scores the company and classifies the person; the run continues only if both match your targeting
- Generate AI Message: AI writes a personalised message for this specific contact
Every step has timing controls: run immediately, or wait X minutes/hours/days after the previous step.
Conditions
A condition is a decision point that evaluates whether the contact meets specific criteria, creating a Yes and a No path. See Designing Flow with Conditions for the full guide.
Email conditions: Has Email Address, Opened Email, Clicked Email Link, Unsubscribed from Email, Replied to Email
LinkedIn conditions: Has LinkedIn URL, Has LinkedIn Connection, Accepted LinkedIn Invitation, Opened LinkedIn Message, Replied to LinkedIn Message
WhatsApp conditions: Has Phone Number, Opened WhatsApp Message, Replied to WhatsApp Message
User action conditions: Created Calendar Event, Created AI Meeting Note, Custom Condition (build your own check on any contact field)
Supported channels
Send emails from your connected accounts. Tracks opens, clicks, and replies. In Reply and Exit Settings you can pause a contact automatically when they reply, keep all messages in a single thread, and more.
Send direct messages (to existing connections), connection requests, and profile visits. Dalil enforces daily LinkedIn limits per sender to protect your accounts.
Send text messages via WhatsApp. Requires the contact's phone number. Best for quick confirmations and time-sensitive follow-ups.
How sequences connect to your CRM
Sequences are not separate from your CRM; they are part of your operating system:
- Every send, open, click, and reply is recorded on the contact's record
- Each enrolled contact has a Stage that tracks their journey (Sequencing, Engaged, Replied Positive, Meeting Set, Lost…)
- Create Task and Create Note steps add to the contact's timeline
- Sequences can trigger Dalil Workflows for complex logic: and workflows can enrol contacts into sequences
- AI Reply Settings can draft a reply automatically when a contact responds, and create a task for the owner to review it
Key outcome
Multi-channel sequences allow you to automate coordinated outreach across Email, LinkedIn, and WhatsApp. By combining steps, conditions, timing, and AI, you create intelligent flows that respect each contact's preferences, channel availability, and engagement level, while keeping your CRM fully updated throughout. Ready to build one? Start with Creating Your First Sequence.
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