Creating an Action
Three ways to build: Template, Composer, or Scratch.
Overview
Creating an Action is flexible by design. Grab a ready‑made template, sketch a custom flow in the Composer, or define every step from Scratch.
There are three ways to create an action:
Use a template: These are examples crafted for you of the more popular actions types. You can create any of them in a click.
Create a New Flow: Craft custom process by hand in our canvas
Use our Composer: Describe your action with words and your actions will magically be created
These 3 ways are easy to use, and can be used by anyone.
Key Components to Each Action
Each action contains two key components: a trigger that leads to an action.
Triggers
Full list of triggers offered:
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.
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.
Actions
Full list of actions offered:
Send Message: Contact Owner — We send you a message.
Example instruction — “Remind me to greet new members and acknowledge their subscription.” Example message — “You have a new member, [Name]. They joined [Tier] on [Date]. Consider sending a welcome message with next steps.”
Send Message: Contact User — Your Delphi sends your user a message.
Update Tag — Assigns/removes a tag from the user.
Update Property — Assigns/removes a property from the user.
Custom API — Sends data to an external API.
1. Using a Template
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.
Available Templates:
User Engagement and Retention
Inactivity nudge: Messages inactive users to re-engage them.
Weekly progress check: Sends a weekly check-in message.
Conversation Recap: Auto-sends a summary every 50 messages.
Follow-ups and Reminders
User-requested reminder: Follows up when users ask for a reminder.
Event reminder: Reminds users about upcoming events.
Follow-up message: Reconnects with users about past topics or mentioned events.
Post-conversation plan: Sends next steps to users after a conversation.
Instant meeting setup: Auto-sends your calendar link upon request by users.
Pre-event pep talk: Calls users an hour before events with a pep talk.
Messsage Scripting
Thank you message: Sends a welcome message to new users.
Support response: Provides a predefined reply to support requests.
Feedback collection: Requests feedback after a user’s first conversation.
Data Collection
User tagging: Categorizes users based on their interactions.
Data forwarding: Forwards user data to an API.
User properties: Stores a user’s location when mentioned.
Conversion & Growth
Personal contact: Notifies you about highly inactive users.
Convert Users: Sends users a signup link after 10 chat messages.
Multi-Step Actions
Member Check-In - Part 1: Enables accountability for members only, 2 part process.
Member Check-In - Part 2: Enables accountability for members only, 2 part process.
Birthday Wishes: Sends a personalized note on every user’s birthday.
2. Creating a New Flow from Scratch
Click the “New Flow” box in the “Start from Scratch” section.
Click "Add Trigger"
In the right-side popup, select your desired trigger type from the list above.
Complete your trigger setup with two final choices: user tags (optional) and frequency.
Click “Add Action.”
Select Action Type
In the right-side popup, select your desired action type from the list above.
Complete your action setup by selecting when to execute the action after the trigger.
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.
3. Use our 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.
Once the flow is generated, you can edit it in two ways:
Use the sidebar: Modify your trigger and action settings.
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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