Understanding the Dalil AI data model
How Dalil AI structures your sales data — People, Companies, Opportunities, Tasks, Notes, and how they relate to each other.
The Dalil AI data model is built around the entities that matter most in a sales operation: People, Companies, Opportunities, Tasks, and Notes. Understanding how these entities relate helps you structure your workspace correctly from the start.
Core entities
People
A Person record represents an individual contact. Every Person has:
- Standard fields: first name, last name, email, phone, title, LinkedIn URL
- A Company association (optional, but recommended)
- One or more Opportunities they are linked to
- An activity timeline showing every interaction automatically
- A Dalil AI Score (0–100) reflecting engagement and fit
Companies
A Company record represents an organisation. Companies have:
- Standard fields: name, domain, industry, size, location
- Multiple associated People
- Multiple associated Opportunities
- Auto-enriched data: funding stage, tech stack, employee count
Opportunities
An Opportunity represents a specific sales deal. Each opportunity:
- Lives in a Pipeline at a specific Stage
- Has a Value and Close Date
- Is linked to one or more People and a Company
- Has an AI deal score and risk indicator
- Has a full activity timeline
Tasks
Tasks are action items attached to People, Companies, or Opportunities. A task has a title, due date, assigned user, priority, and status.
Notes
Notes are free-text records attached to any entity. Notes support markdown, attachments, and @mentions to notify teammates.
How entities relate
Company
└── People (individuals at that company)
└── Opportunities (deals involving those people)
├── Notes (context, meeting summaries)
└── Tasks (follow-ups, next steps)
When you view a Company record, you see all linked People, all Opportunities, all Notes, and all Tasks in one place.
Activity timeline
Every entity has an Activity Timeline — a chronological feed of everything that happened:
| Activity | Auto-logged? |
|---|---|
| Email sent / received | Yes (when email is connected) |
| Email opened / clicked | Yes (with tracking enabled) |
| Meeting booked | Yes (when calendar is connected) |
| WhatsApp message | Yes (when WhatsApp is connected) |
| LinkedIn message | Yes (when LinkedIn is connected) |
| Note added | Manually |
| Deal stage changed | Yes |
Key outcome
The Dalil data model ensures every interaction with a contact is visible in context — linked to the right Person, Company, and Opportunity — giving your team and the AI a complete picture for insights and next-best-action recommendations.
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