Dalil AI Chatbot: Your Smart Assistant Everywhere

In Dalil AI, the Chatbot is your go-to AI helper, available on the right side of the platform and through WhatsApp. It’s designed to supercharge your productivity with Leads, Contacts, Accounts, and Deals—offering instant insights, actions, and more from one smart tool.

Platform Chatbot: Your Right-Side Sidekick

• Location: Found on the right side of the Dalil AI dashboard, always ready to assist.

• What It Can Do:

  • Ask Questions: Type natural language queries (e.g., “Show high-priority Leads”) for quick answers.

  • Manage Records: Update, create, or convert records like Leads to Contacts—e.g., “Convert TechCorp Lead to Contact.”

  • Get AI Insights: Pull smart tips or signals (e.g., “Suggest follow-ups for Deals closing this month”).

  • Handle Tasks: Create, edit, or check Tasks tied to records (e.g., “Set a Task to call a Contact tomorrow”).

  • Manage Events: Schedule, edit, or check events (e.g., meetings or follow-ups) linked to records—e.g., “Schedule a meeting with TechCorp next Tuesday.”

  • Generate Emails: Draft and send emails tied to records (e.g., “Generate an email for TechCorp’s IT Manager about the Deal status”).

  • Offer Guidance: Provide step-by-step help on features, workflows, or settings.

Use Case: While reviewing Deals, ask the chatbot, “What’s the status of TechCorp’s Deal?” get an update, have it generate an email to confirm, and schedule a follow-up meeting—all in one chat.

WhatsApp Chatbot: Everything, On the Go

Capabilities: The chatbot offers the same power—manage records, get insights, create Tasks, handle events, generate emails, and ask questions via WhatsApp (e.g., “Update Contact status to Active,” “Schedule a call with a Lead tomorrow,” or “Draft an email for TechCorp’s Deal”).

• Integration:

  • Steps: Link WhatsApp to Dalil via Settings or follow setup instructions (available in resources like WhatsApp Chatbot or Tools Integration). You’ll need a WhatsApp Business Account and a verified number.

  • How It Works: Sync your WhatsApp, then chat using natural language. The AI understands requests, ties them to your records, and acts—24/7, from your phone.

  • Benefits: Access everywhere, handle multiple chats at once, and use AI for multilingual support or real-time insights.

Use Case: On the move, text “Add a Task to follow up with TechCorp Lead tomorrow, schedule a call for next week, and draft an email confirming it,” and Dalil updates everything instantly via WhatsApp.