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Studio Basics & Navigation

Learn how to navigate Delphi Studio’s core interface from our sidebar and master essential settings to build your digital mind.

J
Written by Jaya Nayar
Updated this week

Overview

Delphi Studio gives you a single dashboard to build, monitor, and grow your digital mind.

Four main sections sit in the left sidebar: Home, Identity, Interactions, and Advanced. Each section focuses on one stage of the mentorship journey—understanding your audience, shaping your mind’s personality, managing conversations, and scaling reach through integrations.

A profile menu at the top of the sidebar lets you open Settings, Switch Minds, or Contact Support. At the bottom you’ll find quick-action buttons to Preview Delphi or Share/Publish.

Key Areas

Section

What you can do

Home

Before publishing: see the Welcome page with next-step tips.

After publishing: Home converts into an Insights dashboard where you track metrics, unanswered questions, broadcasts, and more—filterable by date and channel.

Identity

Customize profile, training data, voice, and video so your mind sounds and looks like you.

Interactions

View audience, review conversations, and set access groups that control usage limits.

Advanced

Embed on web, connect phone numbers, launch broadcasts, automate actions, and manage product links.

By mastering these four sections, you can craft a more personal, helpful, and scalable mentoring experience—true to Delphi’s mission of democratizing wisdom.


Section Guide

Home — Welcome Page

When your mind is still in draft, Home greets you with a guided setup instead of charts and metrics. Use this page to finish the last mile of onboarding.

Card

Purpose

Pro tip

Meet Your Delphi (banner)

A warm header that confirms you’re in the right workspace.

Profile Card

Displays your photo, headline, short bio, and any social links you added during onboarding.

Need edits? Jump to Identity → Profile straight from the sidebar.

Publish Your Delphi

Shows a three-item checklist and a disabled Publish button until all are green:
1. Verify identity
2. Record or upload voice
3. Add ≥ 1,000 training words to your mind

Click each task to be taken to the right section. Once complete, the top right corner of that card turns to a green checkmark—and then you can publish in one click!

First Insight

A single AI-generated observation about your background or expertise, drawn from LinkedIn and uploaded docs.

What You’re Known For

A tag cloud of expertise labels you chose during onboarding (e.g., Startup Funding, PLG, SaaS Pricing).

These tags will soon power search on Delphi’s consumer platform, helping new learners discover your mind! Choose them based on what you want people to know you for :)

After you click Publish, this Welcome layout disappears and Home transforms into the full Insights Dashboard covered below.

Home — Insights Dashboard

Coming soon...

Notifications — Catch Every Critical Update

Coming soon...

Settings — Your Control Center

Follow these micro-steps to configure every preference, payment detail, and collaborator within Settings.


To open settings,

  1. Click your profile picture at the top right of the sidebar.

  2. Select Settings

You’ll see three sections—Preferences, Billing, Access—each opens a detailed subpage.

Preferences: Notifications

  1. Tap Notifications under Preferences.

  2. Check your destination email — the banner at the top shows which address will get these alerts,

  3. Toggle each alert:

    • Unanswered Questions – Get an email every time your mind can’t respond to a question.

    • Activity Summary – Choose Daily, Weekly, or Never.

    • New User Interaction – Ping when someone new chats.

Billing: Plan

  1. Click Plan.

  2. Review your current tier (Builder, Scaler, Unlimited).

  3. Hit Manage to:

    • Upgrade / downgrade tiers.

    • Add Pro Voice or Phone Number (included on Scaler and Unlimited).

    • Switch between Monthly and Yearly billing.

  4. Scroll to Usage to see training-word totals (5M Builder, 12M Scaler, or Unlimited).

  5. Under Payment Method, press Update to swap cards.

  6. Tap any invoice to download a PDF.

Billing: Earnings

  1. Select Earnings.

  2. View: Total Revenue and Delphi Fee (15% for Builder and Scaler, negotiable for Unlimited).

  3. Click View Stripe Dashboard to open your Stripe Express account. Inside Stripe you can:

    • Track On the way payouts.

    • See Upcoming dates.

    • Edit Account Details.

Access: Team

  1. Choose Team.

  2. Press Add.

  3. Enter an email, then hit the plus (+) icon.

  4. Repeat for more addresses, then Send Invites.

    • Builder: 1 seat.

    • Scaler: 3 seats.

    • Unlimited: unlimited seats.

  5. Click the dropdown to Remove User for any collaborator.

Access: Transfer Ownership

  1. Press Transfer Ownership again.

  2. Check your email, copy the six-digit code, and paste it.

  3. Enter the new owner’s email, then Transfer.

  4. Look for the green checkmark in the bottom right corner.

You now control notifications, money, collaborators, and ownership—everything needed to keep your digital mind responsive, funded, and secure.

Profile Menu — Quick Utilities

Your profile image sits at the top of the left-hand sidebar—a small circle showing either your photo or first initial. Click it anytime to open a one-tap tools menu.

Click this…

…to do this instantly

Settings

Open the full Settings hub (notifications, billing, team, ownership).

Switch Minds

Jump to another digital mind you own or collaborate on—no extra sign-in.

Contact Support

Open a draft email to support@delphi.ai.

Log Out

Sign out of Delphi Studio on that device.

Identity — Shape Your Delphi's Persona

The Identity section controls everything users see and hear when they meet your Delphi.

  • Profile sets the headline, bio, handle, and photo so visitors know who’s speaking.

  • Mind houses every document, link, or note that feeds your mind’s knowledge base.

  • Voice lets you record or upload audio (or Pro Voice) so replies sound authentically yours.

  • Video adds a friendly intro clip that greets first-time visitors.

Together, these tools create a consistent, human tone that builds trust and keeps guidance on-brand.

Interactions — See Your Audience

The Interactions section shows you who’s talking to your Delphi and how those conversations unfold.

  • Audience is your live user table—filter, tag, or export every person who has ever chatted. Use tags to segment by interest or plan and trigger tailored outreach later.

  • Conversations gives you a transcript viewer with search, sentiment highlights, and jump-to-citation links, so you can audit answers, spot confusion, or celebrate wins without leaving Studio.

  • Access Groups let you bundle permissions (message limits, premium features, or time-boxed trials) and apply them to any audience segment in one click—perfect for gating VIP perks or running cohorts.

Taken together, Interactions turns raw chats into structured data, making it easy to understand engagement patterns and deliver the right level of access for every user.

Advanced — Scale Beyond One-to-One

The Advanced section adds growth levers on top of your core mind.

  • Integrations spread your Delphi access across web, voice, and chat platforms.

  • Broadcasts send personalized email or SMS campaigns, then track opens, clicks, and replies in Home.

  • Actions create rule-based workflows—think “if purchased membership, send thank you in chat.”

  • Products define merchandise or services your Delphi can recommend with quick-buy buttons.

Use Advanced features to automate outreach, monetize expertise, and multiply impact while staying hands-off.

Bottom Bar — Preview & Share

A fixed bar anchors the bottom of the sidebar and gives you instant control over how— and whether— the world sees your Delphi.

Button

What it does

Typical use-case

Preview Delphi

Opens a private chat window where only you (and your collaborators) can test answers, voice, and video before launch.

• Verify tone after editing training data.
• Stress-test new Actions without exposing them to users.

Share / Publish ()

Pops a modal with two tabs: Share and Invite.

- Publish toggle: Turn your mind on or off for the public; a green light means anyone with the URL can chat, otherwise the modal says "Publish."
- Copy Link / View Live: Grab the unique handle or open it in a new tab.
- QR Code: Generate a scannable code—optionally pre-filled with a starting question—for events or printouts.

• Flip the switch when you’re ready to go live.
• Embed the link in newsletters or social posts.
• Hand out QR codes at conferences.

(Invite tab inside share modal)

Type one or many email addresses, hit plus (+), then Send Invites to grant private access before public launch.

• Beta-test with a focus group.
• Give VIPs early access.

Tip: Unpublishing instantly hides your Delphi from the public URL but leaves embeds and phone numbers active for admins—handy for quick edits without downtime.

Further Reading

Best Practices

Respond to Unanswered Questions Daily

Keeping the Unanswered Questions widget at zero is the fastest way to boost mind quality and user trust.

  • Check the widget each morning — it floats any question your mind skipped or flagged as low-confidence.

  • Answer in context — type a direct reply in the widget; Studio automatically adds it to training so future chats improve.

  • Look for patterns — if similar gaps pop up, bulk-add a source or tweak your voice guidance instead of one-off fixes.

  • Celebrate wins — watch the Mind Quality bar climb after you clear the queue; higher scores correlate with repeat visitors.

A quick five-minute triage routine keeps answers fresh and shows users you’re listening.

Troubleshooting/FAQs

Why can't I preview my Delphi?

You probably can't preview your Delphi because you haven't verified your identity. Click "Verify to preview," then follow on-screen ID steps. Refresh once approved. At that point, the bottom left corner will says "Preview Delphi."

Where can I see past invoices?

You can see past invoices in Settings then Plan and scroll to Invoices.

How do I share my Delphi?

  1. Click the Share () icon in the bottom-bar (next to Preview Delphi).

  2. Flip the Publish toggle to turn your mind on for the public.

  3. Copy the auto-generated link or hit View Live to test it.

  4. Optional extras:

    • QR Code → download a scannable graphic, pre-fill a starter question if you like.

    • Invite tab → type emails, press +, then Send Invites for private beta access.

  5. Drop the link in newsletters, social posts, or embed it on your site—anyone with the URL can start chatting instantly.

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