The unified inbox in Dalil AI is your single hub for all client-facing communication. Instead of jumping between Gmail, Outlook, WhatsApp Web, and LinkedIn, Dalil brings everything together so you can read and reply directly inside your CRM.

Every message is automatically linked to the right People and Companies, so your inbox is not just a place to chat — it becomes a source of structured customer intelligence.

Where to find the inbox

• In the sidebar under Activities → Inbox, where you’ll see all your conversations across channels in one place.

• Inside the detailed view of a record (Person, Company, Opportunity), under the “Conversations” tab, where you can see messages tied only to that specific contact or company.

What you can do

Centralize conversations

• Email: Send and receive emails without leaving Dalil. All attachments, subjects, and participants are synced automatically.

• WhatsApp: Manage all your WhatsApp chats with clients and prospects. Replies go directly from Dalil but sync instantly with your phone.

• LinkedIn DMs: Answer LinkedIn messages from prospects and partners without opening LinkedIn — keeping the whole conversation in context.

Context at your fingertips

When you open a message in Dalil, you see much more than just the text. You also see:

• The contact’s profile (job title, company, latest updates).

• Active deals or opportunities linked to that person.

• Past conversations across all channels.

• Tasks and notes related to the contact.

This way, you always know who you’re talking to and what’s at stake before sending a reply.

Seamless sending

From the unified inbox, you can:

• Reply directly to any incoming message.

• Compose new emails, WhatsApp messages, or LinkedIn DMs.

• Switch channels depending on how your client prefers to communicate.

No copy-pasting, no juggling between tabs.

AI-enhanced workflows

Dalil AI doesn’t just centralize your inbox — it makes it smarter:

• AI can suggest replies based on the context of the conversation.

• Signals update in real time: for example, if a LinkedIn DM shows strong buying intent, the lead score improves automatically.

• You’ll receive tips on what to say next or how to follow up to keep momentum.

Why this matters

Most CRMs only integrate email, leaving WhatsApp and LinkedIn disconnected. But for modern sales teams, these channels are often more important than email.

With Dalil’s unified inbox:

• You never miss a client message across any channel.

• You reduce context-switching and save hours every week.

• Managers finally get visibility across all communication — not just what happens in email.

• AI has the full conversation history, so its scoring and suggestions are truly reliable.

Example use cases

• A prospect replies to your LinkedIn DM while also confirming a meeting via email. In Dalil, both threads are visible in one record. You immediately see the full context and reply without missing a beat.

• A customer sends you a WhatsApp message late at night. It appears in your Dalil inbox, already linked to their company record, so the next morning your team can pick it up without confusion.

• Your manager wants to check how many touchpoints happened with a key account. Instead of asking you to forward messages, they can open the company record in Dalil and see every email, WhatsApp, and LinkedIn message in one timeline.

👉 By making communication multi-channel, centralized, and AI-driven, Dalil’s unified inbox ensures that your CRM becomes the place where real conversations happen — not just a database of what already happened.