Supercharge your team's workflows and streamline administrative tasks by managing all your AI-powered tools from one centralized dashboard.
As a team administrator, the Delenta AI settings page allows you to control whether AI functionalities are active across your entire account, including all team members and sub-accounts.
To access these settings, navigate to Settings & Privacy from the right top corner drop down menu. Navigate and click on Delenta AI.
Global AI Features Enablement
At the top of the page, you will find the master control for all AI capabilities within your platform.
AI Features Toggle: Turning this switch ON gives your entire team access to Delenta's smart tools (such as Coach Matching, AI Note Taker, and AI Nudges). Turning this OFF disables all AI features across the entire team level simultaneously.
Specific AI Features
Once the global AI features are enabled, you can customize and toggle specific tools depending on your team's unique workflow requirements.
AI Coach Matching
Help clients find the perfect coach instantly. When enabled, clients simply describe what they are looking for using the coaching matching requirements form Delenta provides or a custom one created by you, and the AI handles the matchmaking process based on areas of expertise and other information provided on the system for the coach.
Client Questionnaire Setup: To make this feature work, you must link it to a published company form to collect your clients' goals.
How to configure it: Click the Select form button to choose an existing questionnaire.
š” Tip: Don't have a form ready yet? Navigate to the Engagement Studio, create a new form using the "Coach Matching Requirements Form" template, publish it as a team form, and then return here to select it.
AI Note Taker
Allow your coaches to focus entirely on their conversations rather than paperwork.
When enabled, this tool captures live transcriptions of coaching sessions.
It automatically generates concise session summaries and highlights impactful insights for future review. Learn more on how you can set it up.
AI Nudges
Keep up client momentum between live coaching sessions without manual overhead. Coaches can individually set these up on each of their accounts.
This feature automatically sends personalized, perfectly-timed follow-up messages to clients.
It syncs directly with your pre-configured setups in the Engagement Studio. Learn more here.
Ask AI (Coming Soon)
This is your team's upcoming digital assistant, built to tackle daily operational tasks.
Coaches will be able to chat directly with the AI to get quick answers, schedule sessions, and generate automated to-do lists in seconds.
Early Access: Because this feature is currently in development, you can click the Request early access button to get your team on the priority waitlist.
3. Saving Your Configuration
After turning features on or off, or updating your Client Questionnaire for Coach Matching, make sure to finalize your choices.
Scroll to the bottom right of the page and click the Save Settings button to apply the changes across your organization immediately.