Learn how to set up and use Delphi Actions to create personalized, context-aware responses based on user activity. This guide covers how Actions work, when and how they can be triggered, and how to design custom, intelligent workflows that keep conversations going naturally. You’ll also find best practices and troubleshooting tips.
Trigger | Activation Condition | Use Case |
---|---|---|
Alert Triggered | User mentions a topic | Auto-respond, escalate, tailored follow-ups |
Conversation Ended | 5+ messages & user ends | Personalized follow-ups, trend tracking |
Usage | User hits chat/call/video limit | Engagement prompts, proactive outreach |
Quota Reached | User reaches usage quota | Upsells, alternative access suggestions |
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 |
Action | Functionality | Use Case |
---|---|---|
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 |
Step 1: Accessing Actions
Step 2: Creating an Action
Option A: Delphi Templates
Available Templates
Option B: Scratch
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. To learn more about customizing alerts, see this documentation guide.
💡 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.
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.
Frequency
⚙️ 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.
Send Message: Contact Owner
✅ Understand It: This action allows Delphi (the company) to send you, the Delphi owner, personalized updates or reminders based on specific user interactions. Instead of generic notifications, Delphi crafts tailored messages using context from the trigger event to ensure every response is relevant.
⚙️ Customize It: Select your preferred notification type from the Notification Type dropdown. Options include:
💡 Example:
🎯 Use It: Stay informed about important user interactions while ensuring that every notification is highly relevant and tailored to the situation. Get alerts for quota limits, payments, or membership sign-ups, and ensure your responses are timely, thoughtful, and specific.
Send Message: Contact User
✅ Understand It: This action allows your Delphi to contact a user with a response that is personalized in real-time based on the instructions you provide. Instead of a fixed, scripted message, Delphi dynamically generates a reply using the provided guidance and context from the conversation.
⚙️ Customize It:
💡 Example:
🎯 Use It: Ensure users receive prompt, personalized, and relevant responses that keep conversations flowing naturally and intelligently. Delphi doesn’t just reply—it continues the interaction, maintaining context and engagement.
Update Tag
✅ Understand It: This action allows you to either add or remove a tag from a user based on their interaction. Tags help you segment users, personalize engagement, and track behavior effectively.
⚙️ Customize It:
💡 Example 1: If a user expresses interest in a premium feature, you can select “Add Tag” and apply a “Potential Upsell” tag. This allows you to later target these users with special offers or tailored messages.
💡 Example 2: If a user upgrades from a trial to a paid membership, you can select “Remove Tag” to remove the “Trial User” tag. This ensures they no longer receive trial-specific content and helps maintain accurate user segmentation.
🎯 Use It: Segment users dynamically, trigger personalized follow-ups, and refine user categorization based on their latest interactions.
Update Property
✅ Understand It: This action allows you to either set or remove a property from a user based on their interaction. Properties store key details about users, such as preferences, activity levels, or status, enabling more personalized experiences and targeted engagement.
⚙️ Customize It:
💡 Example 1: If a user completes an onboarding tutorial, you can select “Set Property” and assign “Onboarding Completed = Yes.” This allows you to track which users have finished onboarding and tailor future interactions accordingly.
💡 Example 2: If a user cancels their subscription, you can select “Remove Property” and delete “Active Subscriber.” This ensures they no longer receive member-specific content or perks.
🎯 Use It: Store valuable user attributes, track key milestones, and refine audience segmentation to create more relevant and meaningful interactions.
Custom API
✅ Understand It: This action sends a POST request to a specified API with user details, including name, email, phone number, timestamp, and the triggered event.
⚙️ Customize It: 1) Specify the endpoint URL in the “Endpoint URL” box. 2) Configure headers under “Headers.” We automatically create the Content-Type header with the value application/json. You can add one additional header, such as an API token for authorization. Any API token you enter will be encrypted for security and automatically decrypted when sent with the request, ensuring the receiving system can validate that the data is coming from Delphi.
💡 Example: If a user completes a purchase, Delphi can send their name, email, and purchase details to your CRM or analytics tool, ensuring seamless data tracking across platforms.
🎯 Use It: Sync user attributes with external systems, update CRMs, or integrate with analytics tools.
Immediate
Initiates the action as soon as the trigger occurs.
💡 Example: If a user completes a product recommendation flow with a send message: contact user action, and the delay is set to instant, your Delphi could instantly message them: “I think you’d love [Product Name]! Here’s a link to check it out: [Link]. Let me know if you have any questions!”
Fixed Delay
Delays the Action for a set time relative to when the trigger occurs. For example, if a user purchases a membership at 8 AM and you set a 2-hour delay before contact, they will receive the notification at 10 AM. Enter a numerical value and select minutes, hours, or days from the dropdown.
💡 Example: If you set a Fixed Delay of 2 hours for a Follow-Up Message after a user abandons their checkout, Delphi will wait exactly 2 hours before sending the message. So, if a user adds an item to their cart at 10 AM but doesn’t complete the purchase, they’ll receive a message at 12 PM, such as: “Still thinking about [Product Name]? Your cart is waiting! Let me know if you need any help.”
Custom Delay
Lets your Delphi intelligently determine the best time to execute the action based on conversation history or the instructions you provide in the “Custom Delay: Describe what the delay should be” box. For example, “Message the user an hour after their date” or “Send a birthday message on their birthdate.” Keep the description short—the more concise it is, the easier it will be for your Delphi to understand.
💡 Example: If you set a Custom Delay for a Birthday Message, you might enter: “Send the user a message on their birthday.” Delphi will check their stored birthdate and send a message at the appropriate time, such as: “Happy Birthday, [Name]! 🎉 Wishing you an amazing day. Let me know if I can help with anything special today!”
Option C: Composer
Triggers (Events That Start a Flow)
Actions (What Happens in Response)
Step 3: Testing Your Action
Step 4: Managing Active Actions
Triggers Guide
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. To learn more about customizing alerts, see this documentation guide.
💡 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.
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.
Frequency
⚙️ 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.
Actions Guide
Send Message: Contact Owner
✅ Understand It: This action allows Delphi (the company) to send you, the Delphi owner, personalized updates or reminders based on specific user interactions. Instead of generic notifications, Delphi crafts tailored messages using context from the trigger event to ensure every response is relevant.
⚙️ Customize It: Select your preferred notification type from the Notification Type dropdown. Options include:
💡 Example:
🎯 Use It: Stay informed about important user interactions while ensuring that every notification is highly relevant and tailored to the situation. Get alerts for quota limits, payments, or membership sign-ups, and ensure your responses are timely, thoughtful, and specific.
Send Message: Contact User
✅ Understand It: This action allows your Delphi to contact a user with a response that is personalized in real-time based on the instructions you provide. Instead of a fixed, scripted message, Delphi dynamically generates a reply using the provided guidance and context from the conversation.
⚙️ Customize It:
💡 Example:
🎯 Use It: Ensure users receive prompt, personalized, and relevant responses that keep conversations flowing naturally and intelligently. Delphi doesn’t just reply—it continues the interaction, maintaining context and engagement.
Update Tag
✅ Understand It: This action allows you to either add or remove a tag from a user based on their interaction. Tags help you segment users, personalize engagement, and track behavior effectively.
⚙️ Customize It:
💡 Example 1: If a user expresses interest in a premium feature, you can select “Add Tag” and apply a “Potential Upsell” tag. This allows you to later target these users with special offers or tailored messages.
💡 Example 2: If a user upgrades from a trial to a paid membership, you can select “Remove Tag” to remove the “Trial User” tag. This ensures they no longer receive trial-specific content and helps maintain accurate user segmentation.
🎯 Use It: Segment users dynamically, trigger personalized follow-ups, and refine user categorization based on their latest interactions.
Update Property
✅ Understand It: This action allows you to either set or remove a property from a user based on their interaction. Properties store key details about users, such as preferences, activity levels, or status, enabling more personalized experiences and targeted engagement.
⚙️ Customize It:
💡 Example 1: If a user completes an onboarding tutorial, you can select “Set Property” and assign “Onboarding Completed = Yes.” This allows you to track which users have finished onboarding and tailor future interactions accordingly.
💡 Example 2: If a user cancels their subscription, you can select “Remove Property” and delete “Active Subscriber.” This ensures they no longer receive member-specific content or perks.
🎯 Use It: Store valuable user attributes, track key milestones, and refine audience segmentation to create more relevant and meaningful interactions.
Custom API
✅ Understand It: This action sends a POST request to a specified API with user details, including name, email, phone number, timestamp, and the triggered event.
⚙️ Customize It: 1) Specify the endpoint URL in the “Endpoint URL” box. 2) Configure headers under “Headers.” We automatically create the Content-Type header with the value application/json. You can add one additional header, such as an API token for authorization. Any API token you enter will be encrypted for security and automatically decrypted when sent with the request, ensuring the receiving system can validate that the data is coming from Delphi.
💡 Example: If a user completes a purchase, Delphi can send their name, email, and purchase details to your CRM or analytics tool, ensuring seamless data tracking across platforms.
🎯 Use It: Sync user attributes with external systems, update CRMs, or integrate with analytics tools.
Immediate
Initiates the action as soon as the trigger occurs.
💡 Example: If a user completes a product recommendation flow with a contact user action, and the delay is set to instant, your Delphi could instantly message them: “I think you’d love [Product Name]! Here’s a link to check it out: [Link]. Let me know if you have any questions!”
Fixed Delay
Delays the Action for a set time relative to when the trigger occurs. For example, if a user purchases a membership at 8 AM and you set a 2-hour delay before contact, they will receive the notification at 10 AM. Enter a numerical value and select minutes, hours, or days from the dropdown.
💡 Example: If you set a Fixed Delay of 2 hours for a Follow-Up Message after a user abandons their checkout, Delphi will wait exactly 2 hours before sending the message. So, if a user adds an item to their cart at 10 AM but doesn’t complete the purchase, they’ll receive a message at 12 PM, such as: “Still thinking about [Product Name]? Your cart is waiting! Let me know if you need any help.”
Custom Delay
Lets your Delphi intelligently determine the best time to execute the action based on conversation history or the instructions you provide in the “Custom Delay: Describe what the delay should be” box. For example, “Message the user an hour after their date” or “Send a birthday message on their birthdate.” Keep the description short—the more concise it is, the easier it will be for your Delphi to understand.
💡 Example: If you set a Custom Delay for a Birthday Message, you might enter: “Send the user a message on their birthday.” Delphi will check their stored birthdate and send a message at the appropriate time, such as: “Happy Birthday, [Name]! 🎉 Wishing you an amazing day. Let me know if I can help with anything special today!”
📌 Best Practices
To use messaging actions effectively...
To use custom delays effectively...
To test effectively...
🌟 Inspiration
⚠️ Feature Limitations
🛠️ Troubleshooting/FAQs
What is the difference between tags and properties?
📢 Recent Updates & Version History