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Getting Started

Registration & Plan Selection
Email & calendar integration
WhatsApp for Dalil agents setup
WhatsApp DMs Sync with Dalil AI (Growth & Pro Plans)
LinkedIn DMs sync with Dalil AI (Growth and Pro plans)
Sidebar & TabBar Navigation

Setting up workspace

Entities (People, Companies, Opportunities)
Pipelines
Field management (defaults and custom fields)
Views Management (table, Kanban, Filters)
Record management in table and Kanban views
Record management in detailed view

Activities

Calendar for events and CRM tasks
Task management
Notes management
Unified inbox (WhatsApp, LinkedIn, Email)
Notifications

Workspace Settings

Workspace identity and exporting data
User Management
Roles, user types, permissions and visibility groups

Dalil Artificial Intelligence

The philosophy behind Dalil AI: a new kind of CRM
Dalil hands: your AI assistant on chat
Dalil Brain: Scoring, Signals and Tips
Business context to empowerAI to understand your business

Automations

Dalil nodes in n8n
APIs & Webhooks
Documentation

Welcome to Dalil AI

Welcome to the Dalil AI. In this section, you'll get a high-level understanding of Dalil AIs key features and how it can help you manage tasks and projects more efficiently.

Getting Started
Setting up Workspace
Collaboration
Advanced features

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