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 is 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.

What is a multi-channel sequence?

A sequence in Dalil AI is an automated series of actions triggered by a starting event and progressing based on predefined logic.

Sequences follow a simple structure:

Trigger → Steps → Conditions → Actions

When you enrol a contact in a sequence:

The contact enters at the Sequence Start node
Dalil executes the first step (for example, send an email)
The system waits for the configured time period (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 "Does this contact have a LinkedIn URL?"

If Yes → Visit their LinkedIn profile + send a LinkedIn message

If No → Send an 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 using a drag-and-drop interface.

Sequence canvas (centre)

This is where you build your flow visually:

Sequence Start node — The green rounded rectangle where all contacts enter
Step nodes — Boxes representing actions (Send Email, LinkedIn Message, etc.)
Condition nodes — Diamond-shaped boxes representing decision points
Connectors — Lines showing the flow from one node to the next

Contains all available actions organised by category:

Email — Send Email

LinkedIn — LinkedIn Message, LinkedIn Connection (request), View LinkedIn Profile

WhatsApp — WhatsApp Message

User Actions — Create Task, Create Note, Send to Another Campaign, Trigger Workflow

Configuration panel (when a node is selected)

When you click any step or condition, a configuration panel appears where you can:

Edit the message content
Change timing (immediately, wait X minutes/hours/days)
Select sender
Add personalisation tokens ({{name}}, {{company}}, etc.)
Preview how the message looks

Core sequence components

Sequence start

The Sequence Start node is always the first element. Every contact you enrol begins here. You cannot delete or modify the Sequence Start node — it is always the entry point.

Steps

A step is a single action the sequence executes. Steps include:

Send Email — Compose and send an email message
Send LinkedIn Message — Send a direct message on LinkedIn
LinkedIn Connection — Send a connection request
View LinkedIn Profile — Visit someone's LinkedIn profile
Send WhatsApp Message — Send a message via WhatsApp
Create Task — Create an internal task for a team member
Create Note — Add an internal note to the contact's record
Send to Another Campaign — Move the contact to a different sequence
Trigger Workflow — Start a Dalil workflow

Each step has timing controls: send immediately, or wait X minutes/hours/days.

Conditions

A condition is a decision point that evaluates whether the contact meets specific criteria.

Email Conditions: Has Email Address, Opened Email, Clicked Email Link, Unsubscribed, Replied to Email

LinkedIn Conditions: Has LinkedIn URL, Has LinkedIn Connection, Accepted Invitation, Opened Message, Replied to Message

WhatsApp Conditions: Has Phone Number, Replied to WhatsApp Message, Opened WhatsApp Message

When a condition is encountered, the sequence follows either the Yes or No path, creating intelligent branching.

Supported channels

Email

Send emails from your connected Gmail or Outlook account. Tracks opens, clicks, and replies. Replies pause the sequence automatically.

Send direct messages (to existing connections), connection requests (with personalised notes), and profile visits. LinkedIn rate limits apply.

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 email send, link click, reply is recorded as activity on the contact record
Pipeline stages can be updated via conditions
Create Task and Create Note steps add to the contact's timeline
Sequences can trigger Dalil Workflows for complex logic

Key outcome

Multi-channel sequences allow you to automate coordinated outreach across Email, LinkedIn, and WhatsApp. By combining steps, conditions, and timing, you create intelligent workflows that respect each contact's preferences, channel availability, and engagement level — while keeping your CRM fully updated throughout.

Understanding multi-channel sequences