Dalil is now Vetta. Read the storyThe story

Vetta
Browse the Knowledge Center

Video academy

83 videos, in the order you would learn them. Open any title to watch it.

Getting started

  1. 1Start here: Vetta and the Knowledge Center0:53
  2. 2Finding your way around Vetta0:57
  3. 3The top bar0:33
  4. 4The workspace switcher0:22
  5. 5Duplicates, Pulse, Inbox and Calendar0:34
  6. 6The Lead generation section0:32
  7. 7The CRM entities section0:37
  8. 8The Automation section0:28
  9. 9The Pipelines section0:29
  10. 10Resources and Settings0:31

Accounts, billing and admin

  1. 11Connect your accounts1:22
  2. 12Everything or Selected: what LinkedIn and WhatsApp bring in0:39
  3. 13Message visibility: what your teammates can read0:39
  4. 14What Contact auto-creation does0:30
  5. 15Set up Vetta AI on WhatsApp0:50
  6. 16Billing, usage and credits0:55
  7. 17Invite users and set roles1:04
  8. 18Visibility groups0:51
  9. 19Create an API key0:54

Data and records

  1. 20What entities are1:03
  2. 21Create a custom entity0:59
  3. 22Add a custom field1:08
  4. 23Leads vs People1:15
  5. 24How a lead becomes a contact1:00
  6. 25Filter a list: And, Or and rule groups1:04
  7. 26Sort and save a view1:06
  8. 27Import a CSV1:28
  9. 28Tour a record0:54
  10. 29Review and merge duplicates0:55

Pipelines

  1. 30Create a pipeline1:04
  2. 31Opportunities vs Pipelines1:04
  3. 32Use a pipeline1:21
  4. 33Work a pipeline on kanban1:15
  5. 34Change a pipeline's stages and fields1:21

Inbox and conversations

  1. 35Unified inbox1:14
  2. 36Find a missing conversation0:42
  3. 37Share an account or a conversation0:42
  4. 38Review, edit and send an AI draft1:05
  5. 39Clear your draft queue0:56
  6. 40Business card to contact0:44
  7. 41Voice memo to note and task0:34

Lead generation with agents

  1. 42Create a Lead Scout agent1:30
  2. 43Edit an agent's signals1:10
  3. 44Read an agent's leads1:21
  4. 45The agent's sequence and activating it1:25
  5. 46Agent sequence view or sequence canvas1:13
  6. 47Push leads from Sales Navigator1:11
  7. 48Push one profile with fields, agent and sequence0:48
  8. 49Find emails in bulk1:07
  9. 50Configure an AI message variable1:32
  10. 51Preview messages before launch1:53

Sequences

  1. 52Create a sequence and its first step1:45
  2. 53Sending limits, reply and exit rules1:37
  3. 54Personalise messages with variables1:24
  4. 55Branch with a condition1:26
  5. 56Edit a live sequence safely1:08
  6. 57Buy sending domains0:52
  7. 58Buy mailbox slots0:45
  8. 59Analytics and retrying failed leads1:34
  9. 60Notifications and retries1:06

Workflows

  1. 61Canvas basics1:00
  2. 62Create a workflow0:36
  3. 63Choose a trigger0:44
  4. 64Add a record to a sequence or agent1:29
  5. 65Calculation nodes1:12
  6. 66Enrich data in a workflow1:01
  7. 67Continue only if1:05
  8. 68If/Else branching1:06
  9. 69Switch: several paths1:03
  10. 70Loop over records1:05
  11. 71Variables: what they are and where to find them1:04
  12. 72Variables: drag fields into any input0:59
  13. 73Expressions: text, maths and dates1:12
  14. 74AI CRM Agent: prompt and context1:25
  15. 75AI CRM Agent: inputs and outputs1:10
  16. 76Activate, versions and run history1:11
  17. 77Test and debug a workflow1:09

AI features

  1. 78Ask Vetta AI0:48
  2. 79Use Vetta from ChatGPT or Claude0:42
  3. 80Vetta Brain on a record1:02
  4. 81AI meeting notes0:58

Pulse

  1. 82What Pulse is and the four default dashboards2:00
  2. 83Build your Pulse dashboard and charts2:11