Understanding the Dalil AI data model

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: name, emails, phones, job title, city, LinkedIn
• A Company association (optional, but recommended)
• One or more Opportunities they are linked to
• An activity timeline showing every interaction automatically
• A Dalil Score reflecting engagement, with its history tracked over time

Companies

A Company record represents an organisation. Companies have:

• Standard fields: name, domain, LinkedIn, address, employee count, annual revenue
• Multiple associated People
• Multiple associated Opportunities
• Fields that enrichment can fill automatically

Opportunities

An Opportunity represents a specific sales deal. Each opportunity:

• Has a Stage, an Amount, and a Close Date
• Is linked to one or more People and a Company
• Has its own Dalil Score and score history
• Has a full activity timeline

Tasks

Tasks are action items attached to People, Companies, or Opportunities. A task has a title, due date, assignee, and status.

Notes

Notes are rich-text records attached to any entity, supporting formatted text and attachments. Records also support comments with mentions for internal team discussion.

Pipelines and custom entities

Beyond the core entities, every workspace can create custom pipelines (e.g., Fundraising, Recruiting, Onboarding) and custom entities with their own fields, views, and automation; see Managing entities.

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.