Understanding the Dalil Unified Inbox

The Dalil Unified Inbox is the operational centre of your Sales Operating System.

Instead of switching between email clients, WhatsApp, LinkedIn, and CRM tools, Dalil centralises all conversations in one place and connects them directly to your CRM records.

Every message, reply, and interaction becomes part of your sales workflow. Conversations are not separate from the CRM — they are the starting point that creates and updates records, pipelines, tasks, and automation.

Why conversations are the centre of Dalil

Traditional CRMs require manual updates after conversations happen. Sales teams send messages in external tools and later try to document what happened.

Dalil works differently.

Conversations are the source of truth.

When you communicate with a contact through Dalil, the platform automatically connects that interaction to the relevant Person, Company, or Opportunity record.

This means:

• Conversations update CRM records automatically
• New contacts can become CRM records in one click
• Pipeline stages can be updated directly from a conversation
• Tasks and follow-ups can be created while replying

Instead of logging activity manually, Dalil keeps your CRM accurate through real conversations.

Supported channels

The Dalil Unified Inbox aggregates conversations from multiple communication channels:

• Email — Send and receive emails directly from Dalil once your email account is connected
• WhatsApp — Manage WhatsApp conversations with prospects and customers while automatically linking them to CRM records
• LinkedIn — Sync LinkedIn messaging so prospect conversations become part of your CRM workflow
• Telegram — Capture Telegram interactions and keep them visible alongside other conversations
• Instagram — Manage Instagram direct messages from the same inbox used for sales communication

Each conversation thread clearly displays the channel it originated from, allowing you to manage multi-channel relationships in a single timeline.

The Unified Inbox layout

The Dalil inbox is designed to function as a daily workspace for sales teams.

The interface follows a three-column layout:

1. Navigation and filters

The left sidebar allows you to organise and filter conversations.

You can filter by:

• Communication channel
• People or company attributes
• Pipeline or opportunity tags
• Sequence status
• Activity status

Common quick views include:

• Assigned to me
• Unassigned
• Pinned conversations
• Archived conversations
• Unread messages
• Needs reply

Saved views allow teams to create custom inbox workflows based on their sales process.

2. Conversation list

The centre column displays the list of conversation threads.

Each thread shows:

• Contact name and avatar
• Company name if known
• Channel icon
• Last message preview
• Unread message count
• Conversation timestamp
• Status indicators such as tracked or untracked in the CRM

From this list you can quickly open conversations, archive threads, assign them to teammates, or link them to CRM records.

3. Conversation workspace

The right section displays the active conversation.

Here you can:

• Read the full message history
• View attachments, voice notes, or files
• Reply directly from Dalil
• Use AI tools to summarise conversations or draft replies

This area is where most day-to-day sales communication happens.

Connecting conversations to CRM records

A core capability of the Dalil Unified Inbox is the ability to connect conversations directly to CRM records.

When a message arrives from a new contact, Dalil can automatically suggest creating a Person record.

From a conversation you can:

• Create a new Person record
• Link the conversation to an existing Person or Company
• Create an Opportunity linked to the conversation
• Attach the thread to a pipeline stage

Once linked, the conversation becomes part of the record's activity timeline. This ensures that every interaction with a contact is visible in the CRM.

Turning conversations into sales actions

The Unified Inbox is not only for messaging. It is designed to help teams take action directly from conversations.

While reading or replying to a message, you can:

• Create a follow-up task
• Schedule a meeting
• Add the contact to a sequence
• Move an opportunity to a new pipeline stage
• Add notes or internal comments

Dalil also provides AI suggestions to help determine the next step in a conversation.

This transforms the inbox from a messaging tool into a sales execution workspace.

AI tools inside the Inbox

Dalil integrates AI capabilities directly into the conversation workspace.

AI tools can help you:

• Summarise long conversation threads
• Understand the relationship context across channels
• Draft replies based on conversation history
• Suggest the next action in the sales process

Because AI has access to CRM records and conversation history, its suggestions are grounded in real context.

Key outcome

The Dalil Unified Inbox transforms conversations into structured sales activity.

By centralising messaging across channels and linking it directly to CRM records, Dalil ensures that every interaction becomes part of your sales system.

Instead of updating the CRM after conversations, the CRM updates itself through the conversations your team already has.