Open a full dossier on any user and adjust access without leaving the chat.
User Profile Integration lets you pop open a side panel with the user's details directly from a conversation.
Faster context: Skim the essentials mid‑chat to personalize guidance.
Cleaner ops: Fix access issues (revoke/restore) immediately.
Better coaching: Keep milestones/preferences current so advice stays relevant over time.
Open profile: Click the username at the top‑left of the conversation; a side panel slides in.
Review key data: Summary, email, phone, join date, last seen, user info, Access group.
Access group: Configure / update their access to your content
Capture “User Info”: Add or edit short notes to record milestones or preferences.
Manage access: Grant, Revoke, or Restore login rights in one click.
See full history: Jump to All Conversations to scan every past interaction with this user.
See more details: Open the dedicated profile page for deeper fields.
Tip: After each in‑person session, update the user summary; Delphi will continue auto‑updating from ongoing conversations.
Profile opened from the conversation (username click)
Summary and contact fields reviewed
“User Info” notes updated (milestones/preferences)
Access adjusted (Grant/Revoke/Restore) if needed
All Conversations scanned for patterns or follow‑ups
Last updated 3 months ago
