Actions
Note this feature is reserved for Delphis on the Builder, Scaler, and Immortal tiers. Free Delphis that would like to use Actions will need to upgrade.
What are Actions?
Actions let your Delphi automatically perform tasks based on intelligent triggers.
To access them go to the Actions page from the left-side navigation menu (click ••• → Advanced → Actions ).
How Actions work
Each Action has two parts:
Trigger - The condition that starts the action. For example: "When the user sends 10 messages" or "When the user finishes a conversation."
Action - What happens when the trigger fires. For example: "Send an message," "Send to Custom API," or "Send a notification."
Delphi will show you how many actions you have created out of your plan limit.
How to create an Action
Option 1: Use the Composer
In the Composer text box, describe the automation you want in plain language. For example: "When the user finishes a conversation, check in on them the next day."
Click the send button. Delphi will generate an Action based on your description.
Review the generated trigger and action steps, make any adjustments, and save.
Option 2: Use a pre-built template
Explore Templates on the Actions page.
Browse available templates (for example, "Inactivity Nudge" or "Data Forwarding").
Click a template to load it, then customize the trigger and action steps to fit your needs.
Save and enable the Action.
How to enable or disable an Action
Each Action card in your Your Actions section shows a status badge (Enabled or Disabled). Click the ••• menu on any card to enable, disable, edit, or delete it.
FAQs
Why is my Action not working? Make sure the Action is enabled (not disabled). Also check that the trigger conditions are happening in your conversations.
Why is my Action firing too much? Look at the trigger conditions. You may need to make them more specific so it activates less often (for example, change "every mention" to "once per user").
How do I edit an Action? Click the ••• menu on the Action card and select Edit. Make your changes and save.
Why is the Composer not creating what I asked for? Try saying it differently with more details. For example, instead of "follow up with users," try "When the user ends a conversation, send them an email the next morning."
Can Delphi receive webhooks? No. Delphi can send outbound requests via Actions (for example, "Send to Custom API"). It can’t accept inbound webhooks to trigger an Action.
Can I use Actions to change someone’s Usage Group? No, this isn’t supported at this time. Actions can’t change a users Usage Group. A workspace admin needs to update this.
How do I delete an Action? Click the ••• menu on the Action card and select Delete.
Why is my Action sending the same message multiple times? Check the trigger frequency setting. If it fires every time instead of once per user, it will repeat. Change the trigger to "Once Per User" or "Once Per Conversation."
What do I do if I reached my Action limit? Go to Settings > Plan to see your limit. You may need to delete unused Actions or upgrade your plan to make more.
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