Sequences
Understanding multi-channel sequences
Dalil Sequences allow you to automate coordinated outreach across Email, LinkedIn, and WhatsApp without writing code or manually sending individual messages.
Instead of sending one message at a time, sequences let you create a complete automation flow where contacts move through predefined steps based on their engagement, data, and your business logic.
Every step in a sequence is an action (send email, visit LinkedIn profile, create task), and every transition between steps is controlled by conditions (does the contact have an email address? did they reply to the last message?). This ensures that your outreach feels coordinated, timely, and respectful of each contact's communication channel preference.
What is a multi-channel sequence?
A sequence in Dalil AI is an automated series of actions triggered by a starting event and progressing based on predefined logic.
Sequences follow a simple structure:
Trigger → Steps → Conditions → Actions
When you enroll a contact in a sequence:
The contact enters at the Sequence Start node
Dalil executes the first step (for example, send an email)
The system waits for the configured time period (immediately, 1 day, 2 days, etc.)
The next step executes, OR a condition is evaluated to determine the path
For example:
A sequence might start by checking "Does this contact have a LinkedIn URL?"
If Yes → Visit their LinkedIn profile + send a LinkedIn message
If No → Send an email instead
This approach allows the same sequence to work intelligently for different contacts based on their data and engagement.
Why sequences matter
Sales teams traditionally face a dilemma: scale vs. personalization.
Without automation, reaching hundreds of prospects requires manual work:
Send email to Person A
Copy the email, update it, send to Person B
Three days later, send Person A a follow-up
Check who replied, who didn't, who opened the email
Manually decide next steps for each person
This is time-consuming, error-prone, and doesn't scale.
Dalil Sequences solve this by automating the entire workflow:
Consistency – Every contact receives the same quality of outreach, in the same sequence, with no missed follow-ups
Scale – Enroll 100 or 1,000 contacts at once; sequences manage them all simultaneously
Intelligence – Logic ensures contacts receive relevant actions (don't email someone if they prefer WhatsApp)
Time savings – Your team focuses on conversations, not logistics
Responsiveness – Sequences pause automatically when contacts reply, so you can engage live
Instead of updating a CRM after a conversation, Dalil's sequences update the CRM through the conversations your team already has.
The sequence builder interface
Dalil provides a visual sequence editor where you design automation flows using a drag-and-drop interface.
The editor is organized into three main areas:
1. Sequence canvas (center)
This is where you build your flow visually. You'll see:
Sequence Start node – The green rounded rectangle where all contacts enter
Step nodes – Boxes representing actions (Send Email, LinkedIn Message, etc.)
Condition nodes – Diamond-shaped boxes representing decision points (Has Email Address? Yes/No)
Connectors – Lines showing the flow from one node to the next
Nodes can be connected by clicking on them and drawing lines, or more commonly, by clicking the + button between nodes to add new steps.
2. Steps panel (right sidebar)
The right panel contains all available actions organized by category:
Send Email
LinkedIn Message
LinkedIn Connection (request connection)
View LinkedIn Profile
WhatsApp Message
User Actions
Create Task
Create Note
Send to Another Campaign (move to different sequence)
Trigger Workflow (start a Dalil workflow)
Annotation
Comment (add internal notes about the sequence design)
When you click an action in this panel, it becomes a new node in your canvas.
3. Configuration panel (when a node is selected)
When you click on any step or condition in the canvas, a configuration panel appears where you can:
Edit the message content
Change timing (immediately, wait X minutes/hours/days)
Select sender (for email/LinkedIn, which account sends the message)
Add personalization tokens ({{name}}, {{company}}, etc.)
Preview how the message looks
Save changes
Core sequence components
Understanding the building blocks of a sequence helps you design powerful automations.
Sequence start
The Sequence Start node is always the first element. This is where contacts enter the sequence.
Every contact you enroll begins at the Sequence Start node. From there, the first step executes immediately (or after the delay you configure).
You cannot delete or modify the Sequence Start node, it's always the entry point.
Steps
A step is a single action that the sequence executes.
Steps include:
Send Email – Compose and send an email message
Send LinkedIn Message – Send a direct message on LinkedIn (only if connected)
LinkedIn Connection – Send a connection request (optionally with a personalized message)
View LinkedIn Profile – Visit someone's LinkedIn profile (creates a notification on their end)
Send WhatsApp Message – Send a message via WhatsApp
Create Task – Create an internal task assigned to a team member
Create Note – Add an internal note to the contact's record
Send to Another Campaign – Move the contact to a different sequence
Trigger Workflow – Start a Dalil workflow (more complex automation)
Each step has timing controls:
Send immediately after enrollment – Execute this step right away when the contact reaches it
Wait X minutes/hours/days – Pause before executing this step
For example:
Step 1: Send Email immediately
Step 2: Wait 2 days, then send LinkedIn message
Step 3: Wait 1 day, then create task
Conditions
A condition is a decision point that evaluates whether the contact meets specific criteria.
Based on the result, the sequence follows a different path (Yes or No branch).
Common conditions include:
Email Conditions:
Has Email Address – Does the contact have an email in their record?
Opened Email – Did they open the last email sent to them?
Clicked Email Link – Did they click a link in an email?
Unsubscribed from Email – Are they unsubscribed?
Replied to Email – Did they reply to an email?
LinkedIn Conditions:
Has LinkedIn URL – Is there a LinkedIn profile on their record?
Has LinkedIn Connection – Are you already connected?
Accepted LinkedIn Invitation – Did they accept your connection request?
Opened LinkedIn Message – Did they open a LinkedIn message?
Replied to LinkedIn Message – Did they reply to a LinkedIn message?
WhatsApp Conditions:
Has Phone Number – Is there a phone number on file?
Replied to WhatsApp Message – Did they reply on WhatsApp?
Opened WhatsApp Message – Did they see the message?
User Actions:
Created Calendar Event – Did they create a calendar event (from a scheduled meeting)?
When a condition is encountered:
If Yes → Follow the green "Yes" path If No → Follow the red "No" path
Each path can lead to different steps, creating intelligent branching.
Example:
Condition: Has LinkedIn URL?
Yes → Visit LinkedIn Profile → Send LinkedIn Message
No → Send Email instead
Supported channels
Dalil sequences can communicate across multiple channels, each with unique capabilities and best practices.
What it does:
Sends emails from your connected email account (Gmail or Outlook)
Supports HTML formatting, plain text, attachments
Tracks opens, clicks, and replies
When to use:
Professional outreach (established relationships)
Long-form content sharing
Contracts or documents
Guaranteed deliverability (vs. LinkedIn DMs which have limitations)
Tracking:
Opens are tracked if the recipient allows it
Clicks on links are tracked
Replies are detected and can pause the sequence
What it does:
Send direct messages (only to existing connections)
Send connection requests (optionally with a personalized message)
Visit profiles (creates a notification on their end)
When to use:
Cold outreach (profile visits + connection requests)
Warm outreach (to existing connections)
High-intent B2B prospecting
Building relationships before sales conversations
Limitations:
Messages can only be sent to existing connections
LinkedIn has rate limits (Dalil respects these to prevent account restrictions)
Messages have a 2,000 character limit
Profile visits and connection requests have separate rate limits
What it does:
Send text messages via WhatsApp Business
Requires contact's phone number and consent
Supports text messages (images, documents require manual sending)
When to use:
Quick confirmations (meeting reminders)
Time-sensitive communications (same-day follow-ups)
Contacts who prefer messaging over email
Geographic regions where WhatsApp is primary communication channel
Limitations:
Requires active WhatsApp connection (contact's phone number must be synced from your WhatsApp account)
Dalil enforces rate limits to prevent account restrictions (maximum messages per 24 hours)
Business messages can only be sent during specific windows
Text-based messaging only (no HTML formatting, but links are supported)
Messages are sent from your personal or business WhatsApp number via Dalil's API (not Meta's Business Manager)
How sequences connect to your CRM
Sequences are not separate from your CRM—they are part of your operating system.
When a sequence is running:
Contacts are linked to CRM records – Each person in the sequence is a People or Company record
Activities are logged automatically – Every email send, link click, LinkedIn message, reply is recorded as activity
Pipeline stages can be updated – Conditions can move contacts between opportunity stages
Tasks and notes become CRM data – Create Task and Create Note steps add to the contact's timeline
Workflows are triggered – Sequences can automatically launch Dalil Workflows for complex logic
This means sequences are not just a communication tool, they're a business process automation system that keeps your CRM accurate and your team coordinated.
Example workflow:
Contact enrolls in "Cold Outreach" sequence
Day 1: Email is sent (logged as activity)
Day 3: Contact opens email (tracked)
Day 4: LinkedIn message is sent (activity logged)
Day 5: Contact replies (sequence pauses)
Sequence triggers Workflow: "Move to Contacted stage"
Opportunity record updates automatically
Sales rep sees new activity in Unified Inbox
Rep engages live with the contact
The contact never leaves Dalil. Everything happens within the system.
Why this matters
Most CRMs treat sequences as an afterthought—a separate tool for marketing or outreach, disconnected from the main business system.
Dalil treats sequences as the central nervous system of your sales process:
Sequences run in the background, keeping your pipeline healthy
Conditions ensure contacts never receive irrelevant messages
Automation prevents manual work while staying compliant
Every interaction contributes to your CRM record
AI can analyze sequence performance and suggest improvements
This approach transforms sequences from a communication tool into a sales system.
Key outcome
Multi-channel sequences in Dalil allow you to automate coordinated outreach across Email, LinkedIn, and WhatsApp without manual work or coding.
By combining steps (actions), conditions (logic), and timing (when to execute), you can create intelligent workflows that respect each contact's preferences, channel availability, and engagement level.
Sequences are fully integrated with your CRM, meaning every message sent, every link clicked, and every reply received becomes part of your sales record and can trigger additional automations.
Instead of managing individual conversations, sequences let you manage systematic, scalable processes that move opportunities forward consistently.