How do I configure the workflow agent task type in an external guided journey?

Follow these steps:

  1. On the home page, click the My Client Groups tab.
  2. Click Show More under Quick Actions.
  3. Click the Journeys Setup quick action in the Journeys Setup area.
  4. Click the Guided Journey card.
  5. Click the guided journey name where you want to create the workflow agent task type.
  6. In the Overview tab, ensure that the Allow access for external users field in the Basic details section is set to Yes.
  7. In the Tasks section, click Add.
  8. In the Overview tab, enter the task name.
  9. Select the Agent task type and the Workflow Agent type.
  10. Select the workflow agent and click Save.

After you configure the workflow agent type for a task in an external guided journey, and the guided journey containing this task is associated with a Redwood page, the user can interact with the application and use multi-agent workflows.