Data Model
Understanding the Dalil AI data model
Dalil AI is built around a structured data model that connects records, conversations, pipelines, and automation into a single system.
Instead of being just a database of contacts, Dalil links together the core elements of your sales process so conversations automatically turn into structured CRM data.
This means that emails, WhatsApp messages, LinkedIn conversations, meetings, and tasks can all update your CRM in real time.
The Dalil data model is built on several core components:
Entities – the main categories of information you track (People, Companies, Opportunities, etc.)
Records – individual entries stored inside those entities
Fields – attributes that describe each record
Views – ways to filter and display records
Pipelines – structured stages used to track opportunities and deal progression
Workflows – automations that trigger actions based on events or conditions
Sequences – automated outreach steps across channels like email, LinkedIn, or WhatsApp
Together, these components form the foundation of your Sales Operating System inside Dalil.
The main building blocks of the Dalil data model
Entities
Entities define the categories of information your CRM tracks.
Typical entities include:
People – individual contacts such as prospects or customers
Companies – organizations connected to those people
Opportunities – deals or revenue opportunities in your pipeline
Tasks and Notes – activities linked to records
Each entity contains records, which represent individual entries in your CRM.
Records
A record is a single entry inside an entity.
Example:
John Doe is a record within the People entity.
Records store structured data about your business relationships and interactions.
Fields
Fields describe the attributes of each record.
Examples:
Job title
City
LinkedIn URL
Deal value
Lead status
Fields define what information your CRM stores for each record.
Views
Views determine how records are displayed and filtered.
Example:
A view showing all People located in Dubai with the role CEO.
Views help teams focus on relevant information without changing the underlying data.
Pipelines
Pipelines structure how opportunities move through your sales process.
Each pipeline contains stages representing the progress of a deal.
Example pipeline stages:
Lead
Qualified
Proposal sent
Negotiation
Closed won
Pipelines allow teams to visualize deal progression and measure conversion between stages.
Workflows
Workflows automate internal processes inside your CRM.
They can trigger actions such as:
creating tasks
updating records
moving opportunities to another stage
sending notifications to team members
Workflows ensure repetitive processes happen automatically.
Sequences
Sequences automate outreach and follow-up across communication channels.
They can include steps such as:
sending emails
sending LinkedIn messages
sending WhatsApp messages
creating follow-up tasks
Sequences help sales teams maintain consistent outreach while saving time.
How conversations connect to the data model
One of Dalil’s key ideas is that conversations are the source of truth.
When email, LinkedIn, or WhatsApp conversations are synced:
contacts can be created automatically
activities are linked to the correct records
pipelines update based on interactions
workflows and sequences can be triggered
This ensures your CRM reflects real conversations happening with prospects and customers.
Why the data model matters
A well-structured data model allows Dalil to function as a Sales Operating System rather than a simple CRM.
When your records, pipelines, workflows, and sequences are properly configured:
your CRM stays accurate automatically
your team captures the right data consistently
Dalil’s AI can generate better insights and recommendations
Key outcome
The Dalil data model connects records, conversations, pipelines, and automation into one unified system.
Instead of manually updating a CRM, your team works through conversations while Dalil structures the data and powers insights across your sales process.