The Dalil AI WhatsApp Agent lets you connect your WhatsApp account to Dalil so you can create, update, and analyse CRM records directly from chat messages on your phone.

Once integrated, users interact with People, Companies, Opportunities, Tasks, and Pipelines by messaging Dalil on WhatsApp — with actions immediately syncing to the workspace.

How to connect WhatsApp to Dalil AI

Navigate to Account Settings
Open Core Integrations
Select Dalil AI on WhatsApp
Enter your phone number with international prefix (e.g. +971…)
Click Connect WhatsApp AI agent
Scan the QR code with your phone
You will be redirected to a WhatsApp chat with Dalil
Send "Hello" to activate the connection

After completion, your WhatsApp account is linked to Dalil AI and ready to execute commands.

How Dalil AI works on WhatsApp

Dalil AI is not just a chatbot. It can create, update, and analyse your entire sales operating system.

For optimal results, messages should specify:

The entity (people, companies, opportunities, tasks, pipelines)
The filter (stage, value, activity, date, or custom field)
The action (create, update, move, enrol, analyse)

The system works both on WhatsApp and inside the web app, keeping your CRM fully synchronised.

What you can send on WhatsApp

Text messages

Send instructions in natural language.

Example: Create a people record for John Doe with phone number +9717777777 and email john.doe@gmail.com

Images

Send images like business cards, and Dalil will extract the contact details and automatically create or update CRM records.

Voice messages

Dalil will transcribe your voice message and confirm the action before executing it. Reply "yes" if correct or send corrections.

Example requests you can try

Create a people record for John Doe with phone number +9717777777 and email john.doe@gmail.com

Move SAMPLE opportunity to Negotiation stage and change its value to $5,000

Tell me which opportunities have the highest Dalil AI score

Summarise my last 10 days of WhatsApp conversations with Johnny Marcella

Show me the opportunities with no activity in the last 10 days

Switching workspaces

Users belonging to multiple workspaces can switch using:

switch workspace
/switch

Dalil displays available workspaces for selection.

Resetting the conversation

To begin fresh interactions, users can create a new chat using:

/new-chat
new chat

Starting a new chat resets the context and ensures Dalil interprets your next request without being influenced by previous messages.

This is recommended when:

You want to run a completely different task
You previously executed multiple CRM actions in the same chat
You want to avoid AI hallucinations caused by earlier context

Good prompts vs bad prompts

Specific, detailed requests generate more accurate results.

Weak	Strong
"Help me with sales"	"Analyse opportunities and identify the bottleneck stage based on conversion rate."
"Update John to contacted lead"	"Update John Frank record with stage 'contacted lead'"
"Create a new lead"	"Create a people record for John Doe with phone number +9717777777 and email john.doe@gmail.com and create the related company called Deo & Co with domain deo&co.com"

Why this matters

Most CRM updates happen late — or never — because sales teams are busy and switching tools takes time.

With the WhatsApp assistant:

CRM updates happen instantly from your phone
Sales reps can update deals while travelling or after meetings
Managers receive clean and real-time pipeline data

Dalil transforms everyday conversations into structured CRM activity.

Key outcome

By connecting WhatsApp to Dalil AI, you can create records, update deals, ask questions, and analyse your pipeline in seconds — without opening the CRM interface.