Overview
Set it once. Your Delphi handles the follow‑through.
What it is
Actions enable you to have your Delphi automatically do something for you when a user hits a condition you set. When that trigger fires, your Delphi checks the latest context and responds as you would: sending a personalized note, tagging the user, updating their properties, or syncing data to another tool. You decide the rule; Delphi handles the rest.
Why this matters
Keep momentum automatically — nudges, reminders, and next steps without manual effort.
Personalize at scale — context‑aware follow‑ups that reference each user’s conversation.
Stay organized — tags/properties update themselves; CRMs stay in sync.
Improve outcomes — higher attendance, better retention, smoother onboarding.
Below are examples of how to use Actions:
User-requested reminders – When someone says “remind me tomorrow,” your Delphi pings them at the exact time they asked with a message personalized to what they asked to be reminded about.
Post-conversation plans – The moment a chat wraps up, your Delphi shares next steps over email and lists out the action items the person agreed to in their conversation.
Inactivity nudges – After a week of silence, your Delphi checks in with a friendly “Need any help?” to keep users engaged.
Thank-you & feedback loops – Right after signup or purchase, your Delphi delivers a warm thank-you, then asks for feedback on the product the next day to help you keep improving upon it.
Smart tagging & data forwarding – Each time a user mentions a new goal, your Delphi adds the right tag and forwards details to your CRM.
Weekly progress checks & conversation recaps – Every seven days—or every 50 messages—your Delphi sends a concise progress update or chat summary so everyone stays on track.
Quick Start Guide
Set Your Trigger
Choose what activates an action—whether it’s a message, an event, or a milestone. Your Delphi doesn’t just react—it responds with context.
Alert Triggered
User mentions a topic
Auto-respond, escalate, tailored follow-ups
Conversation Ended
Every time a conversation ends (note: chat based conversations are considered ended after 30m of inactivity)
Personalized follow-ups, trend tracking
Usage
User hits chat/call/video limit
Engagement prompts, proactive outreach
Inactivity
User inactive for set time
Smart re-engagement, contextual check-ins
Phone Captured
User enters phone number
Verify contacts, personalized SMS outreach
Product Recommended
Delphi recommends a product
Smart follow-ups, discounts
Membership
User subscribes
Personalized welcome, onboarding
Payment Made
User completes a payment
Premium access, tailored next steps
Specific Date/Time
Scheduled date/time reached
Contextual reminders, event-based engagement
Recurring Schedule
Set interval reached
Automated updates, sustained conversations
Pick Your Actions
Decide how your Delphi responds—not with generic automations, but with actions that mirror how you would naturally engage. You can add up to 3 actions per trigger.
Send message
Sends you or your user a notification
Stay informed yourself, engage your users
Update Tag
Assigns/removes a tag from a user
Track behaviors, segment users
Update Property
Assigns/removes a property from a user
Categorize users, accumulate metadata
Custom API
Sends a POST request with user details to an API
Sync data with external systems, update CRMs, integrate analytics
Monitor Your Flow
Your action is live! Adjust it anytime to refine interactions. Disable it instantly from Your Actions—green means active, red means paused. Check for activations in the activity log at the bottom of the triggers sidebar or actions sidebar: this shows you every time the trigger or action has been set off.
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