How to manage the conversation auto opening

Add and configure the Conversation tab in the Delpha Setup app to manage smart workflows. Set priority, pop-up behavior, and activation status to streamline user interactions.

Add the Conversation Tab to the Delpha Setup App

To manage and configure conversations within Delpha, you can add the Conversation navigation tab directly to the Delpha Setup app.

How to Add the Conversation Tab

1. Open the Delpha Setup app in Salesforce

2. Click Personalize your nav bar

3. Click Add More Items

4. Under Available Items, select All and search for Conversation

5. Select it and click Save

Set Up and Configure Conversations

After adding the Conversation tab, open it and update the following fields in the list view:

• Conversation Name – Name of the conversation template

• Conversation Description – Brief explanation of the use case

• Active (Checkbox) – Uncheck to deactivate the conversation

• Automatic Conversation Pop-up (Checkbox) – Check to auto-trigger it for users

• Priority – Higher value = higher display order or earlier pop-up

This setup helps you manage which conversations are active and how they behave in the Delpha Assistant interface.