Dalil AI chatbot prompt library

In Dalil AI, the Chatbot—available on the platform’s right side and via WhatsApp—unlocks powerful sales and management capabilities for Leads, Contacts, Accounts, Deals, tasks and events.

To maximize its potential, build an exhaustive and structured prompt library. This guide helps you craft clear, specific prompts to get the most out of Dalil’s AI, from record updates to insights and beyond.

Best practices

• Be Specific: Add details like names, dates, or fields—e.g., “Update Contact John Doe’s phone to 555-1234.”

• Use Natural Language: Keep prompts conversational but clear (e.g., “What’s the status of TechCorp’s Deal?”).

• Test and Refine: Try prompts, tweak them for better results, and save the best versions.

• Categorize: Group prompts by function (e.g., Records, Tasks) for easy access.

• Share: Store your library in Dalil’s Notes or a shared doc for team use.

What Dalil AI can do?

Record management

• Prompts:

  • “Create a new Lead for TechCorp Prospect with email john@techcorp.com and status New.”

  • “Update Contact Jane Smith’s phone to 555-5678 and add tag High Priority.”

  • “Convert Lead XYZ to Contact, link to Account ABC, set status to Qualified.”

  • “Edit Account TechCorp’s industry to Technology and revenue to $10M.”

  • “Delete Deal 123 if closed for over 6 months.”

Tips: Specify the entity (Lead, Contact, etc.), field (status, email), and record details for accuracy.

Task Handling

• Prompts:

  • “Create a Task to follow up with Contact John Doe on Friday at 2 PM, assign to Sales Rep A.”

  • “Edit Task 456 to change due date to next Monday and add Subtask ‘Review proposal.’”

  • “Check all Tasks due today for Deal ABC.”

  • “Create a Task to review Lead files for West Coast Group, due tomorrow 9 AM.”

  • “Delete Task 789 as it’s completed."

Tips: Include due dates, assignees, and subtasks for detailed action.

Event Management

• Prompts:

  • “Schedule a meeting with Contact Sarah Lee for March 10 at 3 PM, add location Conference Room 1.”

  • “Check events for Account TechCorp next week.”

  • “Edit event for Deal XYZ to move to March 15 at 10 AM.”

  • “Create a follow-up call event with Lead John Smith for tomorrow at 11 AM.”

  • “Delete the event for Contact Jane on February 28 if canceled.”

  
  

Tips: Add time, location, and linked records for context.

Email Generation

• Prompts:

  • “Generate a professional email for Contact John Doe confirming Deal ABC status, send it.”

  • “Draft an email to Account TechCorp’s IT Manager about the upcoming meeting, keep it concise.”

  • “Create and send a follow-up email for Lead XYZ with product details, use a friendly tone.”

  • “Edit the last email for Contact Sarah to add a discount offer, then send.”

  • “Generate an email to West Coast Group Contacts announcing a new service, schedule for next Monday.”

Tips: Specify tone (e.g., professional), content, and recipient for tailored emails.

AI Insights

• Prompts:

  • “Suggest follow-ups for Leads in East Coast Group with status New.”

  • “Show AI signals for Deals in Q1 Group closing this month.”

  • “Provide tips to close Deal 789 based on recent activity.”

  • “Highlight high-potential Contacts in Enterprise Group for upselling.”

  • “What AI insights can you offer for stalled Leads in West Coast Group?”

Tips: Mention Groups or entities for targeted insights.