With WhatsApp connected, you can use the Dalil AI Chat Assistant directly from your own phone. This means you can create deals, update contacts, and ask CRM questions in seconds, simply by messaging Dalil on WhatsApp.

How to connect WhatsApp to Dalil AI

1. Go to Core Integrations in Account Settings.

2. Enter your phone number with the full international prefix (e.g. +971...).

3. Click Connect.

4. Wait for the success message pop-up at the bottom right.

5. Scan the QR code with your phone.

6. You’ll be redirected to a WhatsApp chat with Dalil.

7. Send “Hello” to start the conversation.

Your WhatsApp is now linked to Dalil AI.

Available Dalil AI commands

Once connected, you can type naturally or use commands for more structured actions.

General commands

• Ask any CRM-related question naturally

• Create deals, contacts, companies

• Search and update records

Chat commands

• /new-chat → Start a fresh conversation (recommended before adding tasks or notes, so old context doesn’t interfere)

• /current-chat → Show details of the current chat

• new chat → Alternative way to start fresh

Workspace commands

• switch workspace → Move to a different workspace

• change workspace → Same as above

• /switch → Quick workspace switch

Examples You Can Try

• “Create a deal called Acme Corp worth $5000”

• “Show me all contacts from this week”

• “Update John Doe’s email”

• “Switch workspace”

• “/new-chat”

Why This Matters

WhatsApp is where most sales reps already spend their day. With this integration:

• You update CRM in seconds, not minutes.

• You avoid switching tools while in the field.

• Managers get clean, real-time updates automatically.

Key Outcome

By connecting WhatsApp, Dalil AI becomes your personal CRM assistant in your pocket, ready to create, update, and fetch information the moment you need it.