In a nutshell, our platform Persona by Delve AI helps marketers and business owners understand their website, social and competitor audiences better with automatic generation of data-driven personas.

Here are some of the resources available to our new users once they log in to our platform.

1. Take our guided tour (click "Start tour" on the header of our dashboard)
2. Switch to demo mode to explore sample personas
3. Watch our demo video available on the Homepage
4. Schedule a live demo with our sales team (using our Calendly link)

The primary difference between Delve AI and other web analytics tools is in the abstractions and presentation of insights.

Google Analytics presents aggregated data as 500+ dimensions/metrics reports. Our dashboards present data with automatic segmentation on the basis of psychographics, behavior, demographics, geographies, and transactions as people (personas) and not as numbers (dimensions and metrics). This makes the data directly actionable based on persona based use-cases like better targeting, effective messaging, and increased conversions.

You can see samples of segment-level personas and journeys towards the bottom of the following blog article. For a more interactive experience, create a free account and explore sample personas using our demo mode.

A persona, by definition, is a fictional character representing a composite sketch of users within a segment. Hence, the names shown for personas by our platform do not belong to real users. Fictional names and stock photos are used to represent personas.

Quotes are machine-generated sentences expressing their understanding of a sample intent of a user in that segment when visiting your website. It is based on the pages that the users in the segment have visited, the searches they carried out, and the actions that they have completed on the site.

Yes, if you have Google Analytics set up on your Shopify store, it should have all the enhanced Ecommerce features necessary for our platform to help create data-driven buyer personas.

Yes, you can edit several persona attributes including name, profile image, age, and quote.

For B2C segments, you can also customize personal aspirations, goals, pains, challenges, triggers, and barriers.

Similarly, you can edit responsibilities, reports to, jobs to be done, factors influencing purchase decisions, role in decision making process, and perceived barriers for B2B segments.

Note: This feature is only available to paid users.

It really depends on the type of persona you’re generating, along with your audience size/data. For reference, Website Persona takes a few hours to a few days, depending on website traffic. Social Persona usually takes around 30–45 minutes, while Research Persona is completed in under an hour.

1. Sign up for free.
2. Connect your Google Analytics account and pick the appropriate GA4 property.
3. Add Google search console access for your website (Settings at the bottom of left navigation bar > Integrations > Google Search Console).
4. If you have a B2B website, enable organization tracking (Settings at the bottom of left navigation bar > Organizations).
5. Add additional users/team members (Settings at the bottom of left navigation bar > Users).

Under our paid plans, personas under Website Persona are updated by our platform once every month.

Our platform starts generating personas with traffic as little as 50-100 monthly visitors, especially if analytics data is available for several months. When the monthly traffic is low, it will try to use data for a longer date duration, up to 12 months (as compared to the default of 1 month of historical data). The personas generated, of course, will be more robust with more traffic.

Under the free plan, we use ~3 of the recent data for persona creation. For paid plans, it can extend from 30 to 365 days, depending on the selected tier.

You can choose to process 3, 6, or 12 months of historical data at an additional cost to generate more accurate personas. A one-time processing fee for historical data will be included in your first invoice, separate from the subscription fee.

When you connect Google Analytics for Website Persona onboarding, you will be shown the list of Google Analytics properties/views that you can select from.

Connecting with a new GA account (when adding a new business) will not remove businesses on our platform created using the earlier GA account. Each business will have to be explicitly deleted in order to be removed from our platform.

Delve AI uses the goals/events that you have instrumented in Google Analytics and dynamically assigns weights depending on the goal/event types.

The actual number of personas for each website (Website Persona) is determined dynamically by our platform based on users/traffic and diversity in segmentation attributes (behavior, psychographics, demographics, geographies, and transactions).

Since our tool is based on AI, the quality of data-driven personas depends on the quantum of data and the popularity of the industry/niche that your website belongs to. The more data from that industry/vertical that our platform has seen before, the more likely it is that the quality of the personas will be better.

Personas can also be improved by ensuring that the business details such as brand keywords and location information are accurate.

You cannot select the date range for persona data since the personas are generated for a specific date range.

You can use the + button at the top (next to the business name) to add multiple businesses/websites.

Excluding internal traffic needs to be taken care of in Google Analytics. As the data comes to Delve AI in an aggregated/anonymized manner, the filter options that we provide are at the macro level (e.g. country, channel, etc.) and not granular at the user/IP address level.

Persona by Delve AI helps with data-driven persona generation. It does not have the capability to recommend or list websites/businesses that match a given persona.

Please follow these instructions to enable demographics and interests reports in Google Analytics.

If demographic age/interests data does not show in your Google Analytics dashboard even after few weeks, the following blog article will be helpful to understand the possible reasons: https://www.analyticsmania.com/post/missing-demographic-data-in-google-analytics-4/.

The platform will not impact your page views as it only reads data from Google Analytics. Delve AI does not have the ability to change anything on your website (unless you optionally add our code snippet to track organizations from IP addresses) or to write any additional data to Google Analytics.

To delete Website Persona, please go to Settings (at the bottom of the left navigation bar) > Subscriptions > Usage. Then, click Delete from the actions given against any Website Persona listed on the page. For Website Personas in paid plans, they must be downgraded from a paid plan before they can be deleted.

Organization tracking might not be enabled. If you see a permission error in Organization Tracking Settings, ensure your Google Tag Manager (GTM) user has publish permissions, then republish edits.

Apart from the parent social handle, which is used as the identifier, please provide as many network-specific handles as possible to help increase the probability of success of audience research and persona generation.

Yes, we do topic-level insights for keywords used by visitors for competitors. You can see them under "Distribution" and "Query Analysis" tabs for Competitor Persona.

Delve AI acquires data from partners like SimilarWeb for the competitor domains that you specify and uses them to create competitor personas. Unlike Google Analytics, where data can be queried at a granular level, the data obtained from our partners cannot be queried at a granular level. Hence, only one persona is created for each competitor.

Our competitor analysis only lists the social platforms that are helping drive users/buyers for your competitors. It does not provide organic/paid or investment breakdowns.

For Competitor Persona, we do not have access to the Google Analytics data of competitors and hence need to either gather the device information via competitor intelligence or infer it. Device data for Competitor Persona is inferred based on the location (city) and industry/vertical.

To delete a competitor persona, go to Settings (at the bottom of the left navigation bar) > Subscriptions > Usage and click Delete against the competitor that you would like to delete.

No, digital twins are not based on real people; they are interactive representations of your existing personas. Like personas, the names and images are fictional, but their behaviors, preferences, and responses are derived from your aggregated, real-world customer data.

You can view remaining digital twin credits under Settings > Subscriptions > Usage in your Delve AI dashboard.

Industry-specific insights are structured insights specific to the industry that the website belongs to, which are extracted based on page views and keywords.

By analyzing user behavior (e.g. viewed pages and searches), key structured attributes that are specific to your industry/vertical, are extracted. For example, in the apparel and fashion industry, keywords are grouped and presented in terms of relevant attributes, such as size, gender, occasion, type, color, and age group.

Automatic organization tracking, based on reverse look-up of IP addresses, is a feature within our platform to help build accurate personas for B2B websites. Once organization tracking is enabled (highly recommended for B2B websites), you can see companies that visit your website, get notifications, and enrich personas with companies' data.

Organization data is also used to classify B2B website visitors automatically into business prospects (leads for account-based marketing), job seekers, investors, partners/competitors, press, and service providers.

To enable organization tracking for your B2B website, please follow the step-by-step instructions provided on the Settings (at the bottom of the left navigation bar) > Organizations page of the dashboard for your business.

Data shown on our dashboard is from Google Analytics and typically has a delay of 36-48 hours. Alert emails are sent by our platform in real time, but for that data to go to Google Analytics and then be pulled by our platform after the entire day is done, typically involves a delay of 36-48 hours.

Once pulled, you will find the list of organizations under the Leads tab (for B2B websites only).

Persona by Delve AI extracts and displays up to 20 sample journeys per segment of real users for B2C websites (or up to 20 organization journeys per segment for B2B websites) from the aggregated and anonymized data that Google Analytics provides.

In conjunction with personas, these segment-wise sample journeys help you to understand drop-offs/bottlenecks and to refine experiences.

Journeys shown for B2C websites are samples of journeys of real users within each given segment. On the other hand, organizational journeys shown for B2B websites (when organization tracking has been enabled) merge journeys of all users from each organization and display them at the organization level.

Filters allow you to create personas using a subset of the traffic on your website. Data filters can be set up to filter incoming audience data (include or exclude traffic data) based on popular How/What/Where dimensions, such as:

• WHERE: Continent/Sub-continent/Country/Region
• HOW: Channel/Social network/Device type
• WHAT: Landing/exit page

Once you have generated a Website Persona for your website, you can use the Filter feature to limit traffic to a page URL pattern and to create personas for users who visit the page(s) that meet the criteria pattern.

To add a filter, click on the "Filter" icon at the top right corner of the Website Persona dashboard. Choose the dimension (e.g. "Country"), criteria (e.g. "Include") and value (e.g. "Germany") and enter the filter name (e.g. "Only Germany") to create a new filter. You can also access the filters feature for your business via Settings (at the bottom of the left navigation bar) > Filters page.

Filters cannot be edited. To delete a filter, please go to Settings (at the bottom of the left navigation bar) > Business page for the corresponding filter and click "Delete Filter".

To get branded or white-labeled reports, please upload your agency logo via Agency Settings > Profile page. All the reports generated after you have uploaded your agency logo will have your agency logo instead of Delve AI branding.

You can schedule a bulk export (export full profile) and automatic emailing of reports whenever personas are generated or updated each month. You can choose to have these reports sent to agency and/or business level users.

To configure your preferences and turn ON this feature, please use Agency > Reports page (https://www.delve.ai/agency/reports).

The filters at the agency level specify the quota (number of filters allowed each month) that is included as part of your agency subscription plan across all businesses. You can use them across one or more businesses under your agency.

To add a business under the agency plan,

• Add a business using the + button (Add a business) next to the business name.
• If there are ample credits left in your agency plan for the current month, then your business will automatically be upgraded using the plan credits.

When you turn off upgrade/auto-update for a website/competitor/social profile under your agency plan, the personas generated, along with paid features, will be available till the end of the current 30-day period (you can see the actual date on your Agency Subscription page), after which, it will be downgraded to its free-tier status.

If you'd like to update your billing information, please use our Billing page (https://www.delve.ai/payment/billing) to add a new card.

To cancel your paid business subscription plan, please go to Settings (at the bottom of the left navigation bar) > Subscriptions and click Cancel against your subscription plan.

For agency plans, you can cancel the subscription from Agency > Subscriptions page.

You can sign up with either your Google account (ideally with Google Analytics access) or your work email address.

You can choose either of the following options to handle multiple Google accounts/customers.

1. Add multiple Google Analytics accounts under your single email address (you can choose to add more Google IDs when you add new businesses) or,
2. Create separate logins for your customers and add your email address as an additional user on those accounts for your access.

You have two options if you do not have access to your/client's Google Analytics:

• Create personas for the domain using our Competitor Persona offering - we use intelligence data from Similarweb and Mozlinks to create personas for any given domain. Of course, they will not be as good as Google Analytics as they are based on a sample of visitors, but a good start in the absence of access to first party data.
• Ask them to directly onboard Delve AI using their Google Analytics credentials and then add you as an additional user (team member) to provide you access to personas/audience intelligence.

To change your email address, you can add the new email address as a user, make that email address the admin, and then delete the current email address. We do not currently have a direct way of changing a user's email address.

Yes, you can do that by adding the new email ID as an additional user and then turning off lead notifications for the previous one.

You cannot delete your user account until you have handed over ownership or deleted all the businesses related to your account. To delete a business, select the appropriate business from the business drop-down, go to Settings (at the bottom of the left navigation bar) > Workspace > Manage Workspace, and then click the “Delete my business” button. Once done, you can easily delete your account by visiting User Profile > Manage account and clicking the “Delete user account” option.

Our platform allows for two types of additional users:

1. Business level users: You can add/manage business level users via Settings (at the bottom of the left navigation bar of a specific business) > User Management page. Such users will have access to only that particular business. For users with paid business plans, the number of business level users is determined by their plans. For agency plans, apart from the agency level users, we allow for two additional business level users for each business.
2. Agency level users (available only with agency plans): You can add/manage agency level users via Agency > User Management page. Such users will have access to all properties under your agency account. The number of agency level users depends on your agency plan.