Triggers Guide
Browse a definitive catalog of events that can fire an Action, complete with sample payloads and guardrails.
Overview
Triggers are the “when” of an Action—the specific events that fire your workflow. Pick the right trigger and Delphi will listen for it 24/7, executing the matching actions the instant the event occurs.
Below is a short-list of all triggers available:
Triggers (events that start a flow)
Alert Triggered: An alert activates.
Conversation Ended: A user finishes a conversation.
Usage: A user reaches a set number of messages or voice/video minutes.
Quota Reached: A user hits their message or minute quota.
Inactivity: A user remains inactive for a set period.
Phone Number Captured: A user provides their phone number.
Product Recommended: Your Delphi suggests a product.
Membership: A user purchases a specific membership tier.
Payment Made: A user completes a payment.
On a Specific Date/Time: The scheduled date and time arrives.
On a Recurring Schedule: The defined schedule repeats.
Full Feature Guide
All Triggers Available
Alert Triggered
✅ Understand It: This trigger activates when a user mentions a specific topic or concept in conversation.
⚙️ Customize It: Choose which alert to connect this trigger to, determining what type of conversation topic will activate it. Select your desired alert from the dropdown list of all your alerts.
💡 Example: If you set an alert for the keyword “pricing”, the trigger will activate when a user asks something like “How much does this cost?” or “What are the pricing plans?”. You can then decide what action this trigger causes, such as sending an automated response, escalating the conversation, or prompting a follow-up.
🎯 Use It: Automatically respond to key topics, escalate important discussions, or prompt follow-ups based on user interests.
Conversation Ended
✅ Understand It: This trigger activates when a conversation reaches at least five messages (total between the user and the Delphi) and then ends.
⚙️ Customize It: N/A
💡 Example: If a user has a five-message or longer discussion with your Delphi about career advice and then leaves, this trigger will activate. You can then decide what action this trigger causes, such as sending a follow-up, requesting feedback, or tracking conversation trends.
🎯 Use It: Send follow-ups, request feedback, track conversation trends, or initiate next steps after user interactions.
Usage
✅ Understand It: This trigger activates when a user reaches a set number of messages or minutes. It can either trigger only the first time they reach this threshold or every time they reach this threshold.
⚙️ Customize It: Choose what to track—chat messages, voice minutes, or video minutes—by selecting an option from the “What are we tracking?” dropdown. Then, set the activation threshold by entering the desired numerical limit for messages or minutes under “After how many units of usage?”
💡 Example: If you configure the trigger to activate after every 10 messages, it will fire every time a user sends a message that’s a multiple of 10 (10 messages, 20 messages, etc.). You can then decide what action this trigger causes, such as prompting deeper engagement, unlocking rewards, or guiding users through structured interactions.
🎯 Use It: Encourage deeper engagement, offer mid-conversation prompts, unlock rewards, or guide users through structured interactions.
❗ Note: Republishing or editing a Flow triggered by usage resets the user’s usage count to zero. For example, if a user had sent 7 messages toward a 10-message trigger, and you change the limit to 9, their progress resets. Instead of needing 2 more messages, they would need to send 9 again for the trigger to activate.
Quota Reached
✅ Understand It: This trigger activates when a user reaches their usage quota while interacting with your Delphi.
⚙️ Customize It: Select the quota type to track—message limits, voice minutes, or video minutes—from the “What are we tracking?” dropdown.
💡 Example: If a user has a quota of 50 messages and sends their 50th message, this trigger will activate. You can then decide what action this trigger causes, such as prompting a subscription upgrade, offering alternative access options, or upselling users to your other products.
🎯 Use It: Prompt subscription upgrades, offer alternative access options, and upsell users to your other products.
❗ Note: Republishing or editing a Flow triggered by usage resets the user’s usage count to zero. For example, if a user had sent 7 messages toward a 10-message trigger, and you change the limit to 9, their progress resets. Instead of needing 2 more messages, they would need to send 9 again for the trigger to activate.
Inactivity
✅ Understand It: This trigger activates when a user has been inactive for a specified number of days.
⚙️ Customize It: Set when the trigger activates by entering a number under “Inactive for” and selecting days, weeks, or months from the dropdown.
💡 Example: If you set the trigger for 7 days, it will activate once a user has been inactive for a full week. You can then decide what action this trigger causes, such as sending a check-in message, offering an incentive to return, or reminding them about new features or updates.
🎯 Use It: Re-engage users with a check-in message, offer incentives to return, or remind them about ongoing features or updates.
Phone Number Captured
✅ Understand It: This trigger activates when a user enters their phone number.
⚙️ Customize It: N/A
💡 Example: If a user provides their phone number during a conversation, this trigger will activate. You can then decide what action this trigger causes, such as verifying their contact details, enabling SMS-based interactions, or triggering follow-ups based on their registration.
🎯 Use It: Verify user contact details, enable SMS-based interactions, or trigger follow-ups based on user registration.
Product Recommended
✅ Understand It: This trigger activates when your Delphi recommends a product to a user during a conversation.
⚙️ Customize It: Choose a product to recommend from the “Select Product” dropdown, which includes all your available products. Learn how to modify your product offerings in this documentation page.
💡 Example: If your Delphi suggests a coaching package or an exclusive course, this trigger will activate. You can then decide what action this trigger causes, such as following up on their interest, offering a discount, or tracking engagement with recommended products.
🎯 Use It: Follow up on product interest, offer discounts or incentives, or track engagement with recommended products.
Membership
✅ Understand It: This trigger activates when a user subscribes to your membership, allowing you to automate responses and follow-ups.
⚙️ Customize It: Choose which membership tier to track by selecting from the “Select Tier” dropdown, which includes all of your available membership tiers. Learn how to modify or add membership options in this documentation page.
💡 Example: If a user joins your premium tier, this trigger will activate. You can then decide what action this trigger causes, such as sending a welcome message, granting exclusive access, or guiding them through onboarding.
🎯 Use It: Send welcome messages, grant exclusive access, offer onboarding guidance, or track new subscribers.
Payment Made
✅ Understand It: This trigger activates when a user completes a payment for a membership or usage.
⚙️ Customize It: Choose to track all transactions, memberships only, or usage-based charges by selecting one of these three options from the “Payments for” dropdown.
💡 Example: If a user pays for a monthly subscription or a one-time service, this trigger will activate. You can then decide what action this trigger causes, such as sending a payment confirmation, granting premium access, or tracking revenue.
🎯 Use It: Send payment confirmations, grant premium access, track revenue, or trigger automated onboarding messages.
On a specific date/time
✅ Understand It: This trigger activates when a scheduled date and time is reached, triggering a one-time action.
⚙️ Customize It: elect the exact activation date under “Timing” and enter the time in military format (24-hour clock).
💡 Example: If you schedule an announcement for March 15 at 14:00 (2 PM PST), this trigger will activate exactly at that moment. You can then decide what action this trigger causes, such as sending reminders, making announcements, or automating time-sensitive actions.
🎯 Use It: Schedule announcements, send reminders, or automate time-sensitive actions.
On a recurring schedule
✅ Understand It: This trigger activates when a repeating schedule is reached, triggering the action at set intervals (e.g., every 7 days).
⚙️ Customize It: Set the frequency by entering a number between “every” and “days”, and choose the time in military format (24-hour clock). The highest frequency currently allowed is daily. Optionally, set an end date for when the schedule should stop, though this is not required.
💡 Example: If you configure the trigger to activate every 7 days at 10:00 (PST), it will fire once a week at that time. You can then decide what action this trigger causes, such as sending scheduled reminders, automating regular updates, or maintaining ongoing engagement.
🎯 Use It: Automate regular updates, send scheduled reminders, or maintain ongoing engagement.
Complete your trigger setup with 2 final choices:
User Tag (Optional)
✅ What It Does: Filters the trigger to activate only for users within specific tagged groups.
⚙️ How to Select: Choose one or multiple tagged groups from the “User Tag” dropdown under “Filters” (default is set to “None,” which includes all users).
💡 Example: If you tag VIP users and set this filter to trigger only for them, it will activate only when a VIP user completes an action, such as making a purchase or reaching a message quota.
❗ Notes:
Multiple tags: If you select multiple tags, the Action will apply to users who qualify for any of the selected groups, rather than only those who belong to all of them. If you want to target only users who belong to both tags, consider creating a new tag group that includes only those users.
No tags: If you select “None,” the Action will apply to all users.
Frequency
✅ What It Does: Determines how often the trigger activates when the condition is met.
“Every” – Fires every time the trigger condition occurs (e.g., every conversation end, every purchase) for every user.
“First” – Fires only the first time that a user meets the trigger condition for every user.
⚙️ How to Select: Toggle between “First” and “Every” under “Settings” → “Trigger on.”
💡 Example: If you choose “Every”, and the trigger is set to activate when a user completes a purchase, it will fire every time that user makes a purchase. VS. If you choose “First”, the trigger will fire only the first time that user makes a purchase, but not for any future purchases.
🚫 Limitations: Not available for scheduling triggers (On a Specific Date/Time and On a Recurring Schedule) since their activation is predefined
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