Add Tasks to Collection Task in Guided Journey Using Workflow Agent

Create workflow agent task in the guided journey.

1. Go to My Client Groups > Journeys Setup > Guided Journey.
2. Select the guided journey name to add the workflow agent task.
3. Select Add in the Tasks section.
4. Complete the relevant fields.
5. Select the Agent task type.
6. Select Workflow Agent for the agent type.
7. Select Add To Insight for the workflow agent.
8. Select Save.

Create add and view collection tasks in the guided journey.

1. Select Add in the Tasks section.
2. Complete the relevant fields.
3. Select the Collection task type.
4. Select Add task to collection for the collection type.
5. Select Save.
6. Repeat steps 1 through 5 for the View collection task collection type.

Add tasks to the collection task using the workflow agent.

1. Select Preview for the guided journey.
2. Select Ask Oracle in the banner for the workflow agent task.
3. Enter the relevant prompt in the AI Agent window to add the task.
4. Press ENTER.

View the tasks that you added to the collection.

1. Select View in the banner for the View collection task.
2. Review the tasks, make edits, and save if needed.