Configure Agent Guided Journey

You have to now configure the Agent Guided Journey.

  1. Navigate to My Client Groups tab and click Show More.
  2. Search for Guided Journey and open the page.
  3. Click Create to create a new Guided Journey.
  4. Enter a name for a guided journey and click Create Draft.
  5. Under Tasks, click Add.
  6. Enter the following details -
    FieldValue
    Task Name Enter a meaningful name as this will be displayed as a title on the Guided Journey banner.
    Task Type Agent
    Configuration Select the agent you created in the previous steps.
  7. Click Save.
  8. Click Activate to activate your Guided Journey.

What to do next

Note the guided journey code, you will need it in further steps.