Creating and Managing a Journey

This guide will walk you through the process of creating and managing a journey with user interactions and automation setup.

Accessing Account Settings

1. Click on the profile icon in the top right corner of the navigation bar.

2. Select “Account Settings” from the drop-down menu.

3. In the settings page, view the “Overview” section under the account tab to confirm that the account has the professional plan.

User Management

1. Navigate to the “User Management” tab in the settings.

2. Verify that the admin has a professional advanced license, which includes the journey builder feature.

Creating a New Journey

1. In the navigation bar, click on “Journey Builder”.

2. In the “Journey Orchestration” section, select the “My Journeys” tab.

3. Click on “Create a New Journey” in the top right corner.

4. In the journey setup canvas, view the active automation use cases organized in a folder structure, such as conversational flow, nurture, and AI agent.

Configuring the Start Node

1. In the start node settings, select “Sender ID” as the trigger condition.

2. In the modal, select “Web Channel” from the sender ID drop-down to ensure the journey is triggered whenever an incoming message is received on the selected web sender ID.

3. Click the “Save” button in the modal.