> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://docs.conversive.ai/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server. # Automation Use Cases in Journey Builder ## **Adding Automation Use Cases** 1. On the canvas, drag and drop the required automation use case to add it to the journey. Here, the "Nurture Flow" is added. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:47:13.215Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.16.31.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:48:27.019Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.18.06.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:49:40.404Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.19.18.png) 2. Click the "Save" button in the top right corner of the navigation bar. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:50:45.192Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.20.28.png) 3. In the modal, click the "Save" button to confirm saving the information. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:51:49.565Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.21.32.png) ## **Activating the Journey** 1. Click the "Activate" button in the top right corner of the navigation bar. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:53:07.051Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.22.39.png) 2. In the modal, click "OK" to confirm journey activation. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:54:28.519Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.24.12.png) 3. Enter a journey name as per your requirement, then click the checkmark icon to save it. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:55:36.949Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.25.18.png) 4. Observe the notification indicating the journey was updated successfully. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:56:37.881Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.26.17.png) ## **Live Demonstration** 1. Hover over the start element in the canvas to see the configured web channel sender ID in the start node. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:57:51.203Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.27.29.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T06:58:55.450Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.28.39.png) 2. Click on the chat icon in the bottom right corner to open the chat window. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:00:03.569Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.29.42.png) 3. Enter your phone number in the provided field in the chat window and click the "Submit" button. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:01:20.950Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.31.05.png)![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:02:12.588Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.31.55.png) 4. Type your message in the input field at the bottom of the chat window. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:03:42.140Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.33.24.png) 5. Navigate to "Journey Builder" to verify whether the journey execution has started after an incoming message is received on the configured web sender ID. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:05:05.277Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.34.42.png) 6. Expand the details of the journey you created to view the execution steps. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:06:55.285Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.36.37.png) 7. Type your message in the chat box on the right side of the screen. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:08:04.311Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.37.49.png) 8. In the web chat modal, notice the bot's response saying "Thanks". ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:08:59.836Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.38.44.png) 9. In the journey activity log, observe that the conversational flow was executed first, followed by the nurture flow. Both flows were executed successfully, and the journey was completed end-to-end. ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-29T07:10:11.177Z/journey-orchestration/journey-orchestration/automation-use-cases-in-journey-builder/Screenshot_2026-09-29_at_12.39.45.png)