Overview
The Audience tab gives you a live dashboard of everyone who has ever interacted with your Delphi. It lets you turn raw conversations into insight—so you can serve people better and advance Delphi’s mission to democratize mentorship.
Why it matters
Track engagement — see every message count, last-active date, and membership tier at a glance.
Sync with your CRM — push or pull contacts to HubSpot, Salesforce, Go High Level, ConvertKit, or Beehive without leaving Delphi.
Filter instantly — slice the list by tags, time frames, message ranges, opt-in status, and more.
Sort for insight — reorder by name, messages, or last activity to spot patterns fast.
Search by name — jump straight to any user with the search bar.
Bulk-edit tags — add or remove labels across many users in one action.
Revoke or grant access — manage who can reach your Delphi with one click.
Open rich profiles — view full conversation history, contact info, and custom notes for each person.
Use this space daily to spot your most engaged learners, nurture leads, and keep your community thriving.
Quick Start Guide
Follow these six steps to get instant value from the Audience tab.
Open the Audience tab — find it in the left sidebar.
Toggle to Active — click Active to view only people who have sent at least one message.
Sort by Messages (desc.) — click the three dots next to the “Messages” header and select "descending" to surface your most engaged users.
Sort by Last Active (desc.) — click the three dots next to “Last Active” and select "descending" to see who spoke with Delphi most recently.
Filter by Membership Tier — open the filter icon (
) → check desired tiers → Apply.Invite a new user — hit Invite, enter an email, and click Send 1 Invite.
Open a user profile — click any name to view conversation history, contact info, and notes.
Manage access — inside the profile, hit Revoke Access (or Grant Access) to control entry.
Follow these steps and you’ll identify engaged members, grow your list, and take action in minutes.
Full Feature Guide
People Counter
People Counter
The people counter displays the exact number of users shown in the table—it updates automatically when you switch toggles or apply filters.
Invite Button
Invite Button
What it does
Sends one‑off email invitations that create a new record in your Audience list and mark the contact as Invited until they interact.
How to use it
Click Invite.
In the pop‑up field, type an email address. Press Enter or click the plus (+) icon to add it as a chip.
Repeat for additional addresses—each chip can be removed with x if you change your mind.
Review the blue Send Invites button; the number updates to match the email count.
Click Send Invites. Delphi immediately emails each contact and adds them to the table with status Invited.
Monitor engagement: when an invitee sends their first message, they automatically shift to Active.
CRM Sync
CRM Sync
What it does
Keeps your Delphi audience and your external CRM fully aligned—new contacts flow in, tags and custom fields stay fresh, and activity can trigger campaigns on either side.
Supported CRMs
Hubspot · Salesforce · GoHighLevel · ConvertKit · Beehiiv
How to use it
Click Sync CRM (left of the state toggle).
Select a provider from the list. A secure OAuth window opens.
Follow the instructions specific to that CRM below.
Hubspot
Hubspot
Coming soon...
Salesforce
Salesforce
Coming soon...
GoHighLevel
GoHighLevel
Coming soon...
ConvertKit
ConvertKit
Coming soon...
Beehiiv
Beehiiv
Coming soon...
User-State Toggle (All | Active | Invited | Revoked)
User-State Toggle (All | Active | Invited | Revoked)
What it does
Instantly changes which users appear in the table so you can focus on a specific engagement state—no need to clear filters or reload the page.
How to use it
Locate the toggle bar just to the left of the Filter icon (
)Click one of the four options:
All – every record in your Delphi audience, including both Active and Invited users.
Active – users who have sent at least one message.
Invited – contacts who received an email invite but haven’t interacted yet.
Revoked – users whose access has been disabled.
The table and the People counter refresh instantly to show the matching count.
Layer on additional filters (e.g., membership tier, tags) or sorts (e.g., Last Active) to drill down further within that state.
Filter Panel
Filter Panel
The Filter icon (
) lets you zoom in on exactly the users you need.
Filter | How to use it | Why it matters |
Last Interacted | Pick Last 7 days, Custom range, or Any time. | Spot recent sign-ups or re-engage dormant users. |
Message Count | Choose preset ranges or type your own. | Find power users vs. first-timers. |
Tags | Select one or many tags. | Target niche groups (e.g., Beta-tester, Alumni). |
Memberships | Tick tiers you want. | Send perks to paying members. |
SMS | Filter by text consent. | Respect messaging preferences. |
Actions
Pick one or more filters.
Click Apply to refresh the list.
Need a clean slate? Hit Clear → Apply or Unselect the checkboxes for any given filter. Alternatively, press Reset to wipe every choice.
Now your list shows only the users who match—all set for outreach or analysis.
Search Bar
Search Bar
The Search bar lets you pinpoint one person without scrolling.
Click the magnifying glass icon (🔍) in the top-right corner.
Type a name; results narrow as you type.
Use search whenever you know who you need and speed matters.
Sorting
Sorting
Sorting helps you see trends without complex reports.
Column | Ascending | Descending |
Name | A → Z | Z → A |
Messages | Fewest first | Most first |
Last Active | Oldest first | Newest first |
Tip: Combine sort with filters to zoom in on “high-message + recent” superfans or “inactive + paid” members who need a nudge.
Bulk Actions
Bulk Actions
Bulk actions keep you efficient when groups need the same change.
Select your group
Check the box in the header row to grab everyone on-screen.
Or tick boxes beside specific users.
Edit tags in bulk
Click Edit Tags in the bar at the bottom of the screen
Add or remove tags, then press Save Changes.
Review the pop-up summary → Confirm Update.
A green check in the bottom right corner indicates success.
Revoke (or grant) access in bulk
With users still selected, hit Revoke Access.
Confirm the number in the dialog.
Bulk edits let you label cohorts, enforce rules, and keep Delphi’s community safe—all in seconds.
Individual User Profile
Individual User Profile
Opening a profile reveals everything Delphi knows about that user.
Tab | What you can do |
Conversations | Click this button to be taken to their conversations in the conversations tab. |
Revoke/Grant Access | Click this toggle to revoke or grant this user access to your Delphi. |
Details (tab) | • View summary — automatic snapshot appears when data is rich enough (i.e., after enough messages from a user). • See contact info — email, phone, join date. • Track activity — last conversation date, total messages, and conversation count • Check membership — tier and access level (private, internal, premium, public). Adjust their access group between • Tag them — click their tags to add or remove tags manually. |
User Info (tab) | • View collected information—auto-captured interests, goals, preferences. • Store custom notes—type in the field, press Add; newest note slides to the top. • Edit or delete notes via the trash icon. |
Usage (tab) | • See current-cycle Messages sent, Call minutes, and Video minutes. • View the Next reset date so you know when quotas refresh. |
Use these three tabs together to personalize outreach, troubleshoot issues, and celebrate power users—while never losing sight of their usage limits.
Further Reading
Best Practices
Best Practices
Review most active users
Review most active users
Review your most active users weekly to spot and support your core community.
Sort messages in descending order.
Reach out to top users with thanks or next-step guidance.
Invite them into feedback calls or pilot programs.
Track growth over time to see if outreach boosts retention.
Use tags to segment users
Use tags to segment users
Apply consistent tags so you can target messages and measure impact.
Create meaningful labels (e.g., Prospect, Paid Member, Event-2025).
Bulk-add tags to new cohorts right after webinars or launches.
Filter by tag before sending emails or SMS to keep outreach relevant.
Review tag health monthly—stop using stale tags and create new tags for new initiatives.
Keep user information current
Keep user information current
Update User Info notes after every meaningful in-person interaction to deepen context.
Add key details immediately (role change, new goal, feedback).
Delete outdated notes to avoid confusion.
Leverage summaries in the Details tab to personalize future conversations.
Remember, this automatically updates, but you have the ability to make the experience for your audience even better!
Troubleshooting/FAQs
Troubleshooting/FAQs
A user says they can’t reach my Delphi—what should I check?
A user says they can’t reach my Delphi—what should I check?
If a user says they can't reach your Delphi, first open their profile and look for a red “Grant Access” button. If access was revoked—by you or a bulk action—click Grant Access to restore entry instantly. If access is already granted, verify the user’s login method and share the correct link to your Delphi.
How do I find my most engaged users?
How do I find my most engaged users?
To find your most engaged users, sort the Messages column twice to put the highest counts on top. Optionally filter for “Last 30 days” to spotlight recent power users. Review these profiles for feedback, testimonials, or beta-testing opportunities.
Can I export the user database?
Can I export the user database?
Currently, you cannot export the user database. Instead, use filters to narrow the list, then copy key columns or connect Delphi to your CRM.
Where can I store personal notes about a user?
Where can I store personal notes about a user?
To store personal notes about a user, use the User Info tab in their profile. Type your note—e.g., “Interested in leadership podcasts”—and click Add. The new entry appears at the top. Edit or delete notes anytime to keep context fresh.