Delve AI Platform Help
Delve AI (delve.ai) is an analytics-connected AI persona generator and market-research tool. Unlike
the prompt-only generators (InstantPersonas, PersonaGen, Personadeck) that invent a persona from a
one-line description, Delve builds data-backed personas from your real data — GA4 visitor/converter
behavior, Search Console, uploaded/connected CRM records, social audiences, and public data (40+
sources: reviews, forums, competitor sites) — and auto-updates them as your audience shifts. On top
of the personas sit Digital Twins (chat with a persona in 15+ languages) and Synthetic Research
(run surveys/interviews against AI personas instead of real respondents), plus a Marketing Advisor.
It's a research and messaging copilot, not proof of demand — a persona (even a data-grounded one) is
a model of who's already visiting, not evidence a stranger will pay. Delve's closest sibling in this
catalog is Marketing Mary (also data-grounded/conversational); Delve is the more established option
and the one with an actual API — though it's a paid, gated add-on (JSON export, enabled on
request, no public docs portal).
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask only what you can't infer:
- What do you want from Delve AI?
- A) Generate a data-backed persona (which type: Website/Live, Social, Competitor, Customer, Research/Audience, Employee?)
- B) Use Digital Twins (chat with a persona) or Synthetic Research (surveys/interviews)
- C) Connect a data source (GA4, Search Console, CRM upload) or fix a thin/generic persona
- D) Export or automate personas (the API add-on, bulk report export) - What data can you connect? A live GA4 property with real traffic → Website/Live Persona. Just a
product idea and no traffic → only the Research/Audience Persona (a description-based hypothesis).
Skip-ahead: if the user wants the validate-before-building method or to compare persona/idea tools
across the market, that's a /sales-idea-validation question — route in Step 2.
Step 2 — Route or answer directly
| If the user's question is about… | Route to |
|---|---|
| The validate-before-building method, or comparing persona/idea tools across the market | /sales-idea-validation {question} |
| The conversational, data-grounded sibling (interactive personas + B2B buying-committee mapping) | /sales-marketing-mary {question} |
| Prompt-only persona generators (build a persona from a short description, no data connection) | /sales-instantpersonas, /sales-personagen, or /sales-personadeck |
| Growing a pre-launch waitlist / capturing real demand | /sales-audience-growth {question} |
| Building the smoke-test landing page itself | /sales-funnel {question} |
When routing, give the exact command: "This is a {domain} question — run: /sales-idea-validation {original question}"
Otherwise, answer Delve-specific questions using Step 3.
Step 3 — Delve AI platform reference
Read references/platform-guide.md for the full platform reference — the six persona types and the
data each needs, pricing/plan gates, the gated API add-on, Digital Twins/Synthetic Research, integrations,
and export/automation recipes. For the API surface specifically, read references/delve-api-reference.md.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
You no longer need the platform guide — focus on the user's specific situation.
- Match the persona type to the data the user actually has. Live/Website Persona needs a connected
GA4 property with real traffic; Social needs a connected brand account; Competitor needs a domain (but
its data is estimated); Customer needs uploaded/connected CRM records; Research/Audience works from
just a description (it's the closest to a prompt-only guess). If they have no traffic, say so — only the
Research persona is available and it's a hypothesis, not a data-backed finding. - Always caveat that a Delve persona is directional input, not validated demand. It models people
already on your site or in public data; it can be confidently generic. Keep the surfaced
goals/objections/channels, but take any go/no-go from a real behavior test (a smoke-test landing page,
a reply/click, a pre-sale) — route to/sales-idea-validation,/sales-funnel, or/sales-audience-growth. - Set expectations on accuracy: persona quality tracks the volume and quality of connected data — a
low-traffic site or thin CRM yields a generic persona; Competitor persona data is estimated (from
SimilarWeb/public sources), not verified traffic; and generated personas can't be manually edited,
so fix the input data, not the output. - On the API: it's a paid add-on, enabled on request (there's no public docs portal and no
self-serve key). It returns JSON for all persona attributes/segments (excludes sample user journeys).
Tell the user to request it (via sales@delve.ai / their account) and treat any endpoint/field shapes as
best-effort until confirmed against their issued credentials — don't invent routes. If the add-on
isn't available, point them to the scheduled bulk report export (Agency > Reports) as the no-code fallback. - Any time you state a price, plan tier, free-plan limit, persona/credit allotment, or traffic cap,
flag it as best-effort and tell the user to confirm the current numbers at delve.ai/pricing — this
applies to free-plan questions too, not just paid tiers (bundles are gated by monthly website traffic;
API/competitors/filters are separate add-ons).
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Gotchas
Best-effort from research (2026-07) — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- A data-backed persona is still not validated demand. It describes your current audience/public
data, not future buyers. Don't let a polished persona substitute for a real demand test. - Generated personas can't be manually edited. If a field is wrong, you fix the connected data or
re-generate — there's no free-text override of persona attributes. - Competitor personas are estimates. They're built from SimilarWeb/Mozlinks/public data, not verified
competitor traffic — useful for direction, not for hard numbers. - Low traffic → generic persona. Website/Live personas need enough GA4 sessions to segment; a new or
low-traffic site yields thin, generic output. Accuracy also depends on a correctly configured GA4 property. - The API is a paid, gated add-on with no public docs. It's enabled on request and credentials are
issued directly; there is no self-serve developer portal. Returns JSON persona data (no user journeys). - "CRM integration" ≠ live two-way sync. The Customer Persona ingests uploaded/connected CRM data;
Delve does not maintain an ongoing bidirectional HubSpot/Salesforce sync or email-platform connection. - Pricing is traffic-tiered and add-on-heavy. Bundle price scales with monthly website visits, and
API/extra competitors/filters cost extra — always confirm current pricing on the site.
Related skills
/sales-idea-validation— Validate an idea before building it (the method + the AI-validator/persona tool landscape). Install:npx skills add sales-skills/sales --skill sales-idea-validation -a claude-code/sales-marketing-mary— The conversational, data-grounded sibling (interactive personas + B2B buying-committee mapping). Install:npx skills add sales-skills/sales --skill sales-marketing-mary -a claude-code/sales-instantpersonas— Prompt-only AI persona generator (build a persona from a short description). Install:npx skills add sales-skills/sales --skill sales-instantpersonas -a claude-code/sales-imario— Synthetic-research canvas with reusable Synthetic Individuals (persistent memory) run across six jobs on a visual Canvas — the reusable-persona sibling of the study tools (Pro-gated, undocumented API). Install:npx skills add sales-skills/sales --skill sales-imario -a claude-code/sales-funnel— Build the smoke-test landing page to test real demand. Install:npx skills add sales-skills/sales --skill sales-funnel -a claude-code/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do -a claude-code
Examples
Example 1 — data-grounded persona from real traffic
> "I connected Google Analytics to Delve but my persona looks really generic — what's wrong?"
Explain that Website/Live personas need enough GA4 sessions to segment: a low-traffic site produces a
thin, generic persona, and accuracy depends on a properly configured GA4 property. Suggest waiting for
more traffic, checking the GA4 setup, and treating the persona as directional. Note the persona can't be
hand-edited — fix the input data, not the output.
Example 2 — is a synthetic persona proof?
> "Delve's Digital Twin loved my product idea. Does that mean I should build it?"
No — a Digital Twin is a model of your existing/public data and can be confidently wrong; a chat with a
synthetic persona is directional input, not validated demand. Keep the surfaced objections/angles, then
run a real behavior test. Route: /sales-idea-validation, and /sales-funnel for a smoke-test page.
Example 3 — automation/API (developer)
> "How do I pull my Delve personas into our data warehouse as JSON on a schedule?"
Explain the API is a paid add-on enabled on request (no public docs portal / self-serve key) that
returns JSON for all persona attributes and segments (excluding sample user journeys). Steps: request
API access via sales@delve.ai / the account, get issued credentials, then poll the persona export
endpoint on your schedule. As a no-API fallback, use the scheduled bulk report export (auto-emails
reports when personas are generated). Point to references/delve-api-reference.md; don't invent endpoints.
Troubleshooting
Generated persona is thin / generic
Symptom: persona reads like a bland stereotype. Cause: not enough connected data (low GA4 traffic, small
CRM upload) or a mis-configured GA4 property. Fix: increase/verify the data source; use the Research/Audience
persona only as a description-based hypothesis when you have no traffic. Personas can't be manually edited.
Competitor persona numbers look off
Symptom: competitor audience figures seem inflated/wrong. Cause: competitor personas are estimated from
SimilarWeb/Mozlinks/public data, not verified traffic. Fix: treat them as directional only; don't quote the
numbers as fact.
Can't find API docs / no developer key
Symptom: no self-serve API key or public documentation. Cause: the API is a paid add-on activated on
request with no public docs portal. Fix: request access via sales@delve.ai / your account to get
credentials; until then, use the scheduled bulk report export. Don't build against invented endpoints.
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