The Dalil Unified Inbox is designed to function as the daily workspace for sales teams.

To manage large volumes of conversations efficiently, Dalil provides tools to filter conversations, organize threads, collaborate with teammates, and search across all communications and CRM records.

These features help teams prioritize the right conversations and maintain control over their sales workflow.

Filtering and organizing your Inbox

Dalil provides multiple filtering options so you can focus on the conversations that matter most.

Filters allow you to organize your inbox based on channels, CRM attributes, activity, or workflow status.

Channel filters

You can filter conversations by communication channel.

Available channels include:

• Email

• WhatsApp

• LinkedIn

• Telegram

• Instagram

This helps teams focus on specific outreach channels when needed.

People and company filters

Inbox conversations can also be filtered based on CRM data.

Examples include:

• People attributes

• Company attributes

• Pipeline or opportunity tags

This allows you to quickly find conversations related to specific accounts or leads.

Sequence filters

If you are running outreach campaigns, you can filter conversations by sequence status.

Examples include:

• Contacts currently in a sequence

• Contacts not enrolled in any sequence

• Contacts in active sequences

This helps sales teams monitor replies coming from outreach campaigns.

Activity filters

You can also filter conversations based on recent activity.

Examples include:

• First message sent

• Last message sent

• Last message received

• Opened or unopened messages

These filters help teams track engagement and prioritize active conversations.

Saved views

Dalil allows you to save filtered inbox views for recurring workflows.

Common examples include:

• Assigned to me: Shows conversations currently assigned to you.

• Unassigned: Displays conversations that have not yet been assigned to a team member.

• Pinned: Highlights conversations that you want to keep easily accessible.

• Archived: Shows conversations that have been removed from the main inbox but kept for reference.

Saved views help teams organize inbox workflows around their sales process.

Quick filters

In addition to advanced filters, Dalil includes quick filters that help identify conversations requiring attention.

Examples include:

• Unread: Shows conversations containing unread messages.

• Needs reply: Highlights conversations where the contact is waiting for a response.

• Tracked only: Displays conversations already linked to CRM records.

• AI flagged: Shows conversations flagged by Dalil AI due to important signals or opportunities.

• Group chats: Displays conversations involving multiple participants.

Quick filters help teams respond faster and maintain inbox discipline.

Collaborating with your team inside conversations

Dalil allows teams to collaborate directly inside conversation threads.

Instead of forwarding messages or switching to external tools, team members can coordinate actions directly within the inbox.

Assigning conversations

Conversations can be assigned to specific users.

Assignment clearly indicates who is responsible for responding or managing the relationship.

This helps prevent duplicate replies and ensures accountability.

Sharing conversations

If you need help with a conversation, you can share the thread with a teammate.

For example, a sales representative might share a thread with a manager when facing a pricing objection.

The teammate gains visibility into the conversation and can assist with the response.

Internal notes

Dalil supports internal notes within conversations.

These notes are visible only to your team and are not sent to the contact.

Internal notes are useful for:

Discussing strategy
Providing context to teammates
Documenting important details

Message-level notes

Notes can also be attached to a specific message inside the conversation timeline.

This helps highlight important moments in the conversation and provide additional context for teammates.

Mentions

You can mention teammates inside notes using @mentions.

This sends a notification and brings the conversation to the attention of the mentioned user.

Mentions make it easy to request help without leaving the inbox.

Audit trail events

All collaboration actions are recorded in the conversation timeline.

Examples include:

Conversation assignments
Shared threads
Internal notes
Mentions

This creates a transparent history of how the conversation was managed by the team.

Searching conversations, People, and Deals

Dalil includes Universal Search to help you find information instantly across your workspace.

Instead of browsing through multiple pages, you can search from the inbox.

Searching conversations

You can search for specific conversation threads by typing a contact name, keyword, or message content.

Search results show the conversation along with a message preview.

Searching messages

Dalil supports full-text message search.

This allows you to locate messages containing specific phrases or keywords.

Matching results highlight the relevant part of the message.

Searching contacts and companies

Universal Search also includes CRM records.

You can search for:

People
Companies
Opportunities

Selecting a result opens the record and related conversations.

Key outcome

Dalil provides powerful tools to organize and operate your inbox efficiently.

By combining filters, saved views, collaboration tools, and universal search, teams can manage conversations at scale while keeping their CRM structured and actionable.

The inbox becomes more than a messaging tool — it becomes the operational center of your sales workflow.