Creating an Action
Step-by-step instructions for spinning up a new Action—via template, guided wizard, or from-scratch build—so you can choose the fastest path for your workflow.
Overview
Creating an Action is flexible by design—you can grab a ready-made template, sketch a custom flow visually in Composer, or define every step manually from scratch.
Which method is right for you?
A common workflow already exists and you need it live in under a minute.
New builders, non-technical teammates, anyone prioritizing speed over granular tweaks.
You want to drag-and-drop steps, add branches, and see the flow visually before publishing.
Product/Ops leads, PMs—anyone who prefers a no-code, WYSIWYG experience.
The workflow is novel or complex and no template fits; you need full control over every trigger, condition, and action.
Power users, engineers, automation pros who aren’t afraid of detail.
✅ TLDR: Pick Template for speed, Composer for drag-and-drop control, or Scratch for total customization.
Set up your first action here →
Look below at how to create an action if you're wondering...
Where do I find and customize a template
How do I build an Action entirely from scratch?
What’s the Composer and why should I use it?
How do I add multiple actions to the same trigger?
Why isn’t my Action saving or publishing?
✏️ Creating an Action
Go to the Actions page for your Delphi.
Delphi Templates
Browse the pre-built templates section and select one based on either their brief descriptions or the detailed template guides below. Each template can be customized to your needs.
Click “Save” in the top right corner. Now you’ve published your first Action!
Actions do not automatically save. Always click “Save” to prevent losing your changes.
Scratch
Click the “New Flow” box in the “Start from Scratch” section.
Click "Add Trigger"
Click the “When: User ends a conversation” box under “Trigger” to customize your trigger.
In the right-side popup, select your desired trigger type from the dropdown list. Go to the Triggers Guide to find all available triggers with details on how they work, customization options, and best use cases, or see below for a short version of all triggers available.
Complete your trigger setup with two final choices: user tags (optional) and frequency. See the Triggers Guide for information on these too.
Click “Add Action.”
Click the “Do: Notify the user with a Prompt via Medium” box under “Action” to customize your action.
In the right-side popup, select your desired action type from the dropdown list. Go to the Actions Guide to find all available actions, with descriptions of how each one works and its specific configuration settings.
Complete your action setup by selecting when to execute the action after the trigger. See the Actions Guide for information on this too.
To add multiple actions for the same trigger, click the “Add Action” button in the top left corner. This allows you to create a second and third action, each of which can be customized independently while still being triggered by the same event.
Review any validation warnings or errors that appear in the top-left corner. Address these before proceeding.
Click “Save” to publish your flow. The status indicator will change from “Unsaved” (yellow) to “Published” (blue) when complete.
Actions do not automatically save. You need to click “save” to make sure your changes aren’t lost.
Composer
Use the Composer to quickly describe the Actions flow you want—no need to build it step by step. Simply type what you want your Delphi to do, and it will automatically generate the flow for you, including up to 3 actions if your request is clear. See below for a full list of triggers and actions you can request.
Once the flow is generated, you can edit it in two ways:
Use the sidebar: Modify your trigger and action settings just as described in Option B.
Edit directly in the Composer: Modify your prompt in the box at the bottom of the page to fine-tune your Delphi’s behavior.
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