Journey Library
The Journey Library provides 12 pre-built journey templates that give you a working flow out of the box. Each template is a complete journey with nodes, edges, branching logic, and AI prompts already configured. Instead of building from scratch, pick a template that matches your use case, clone it, and customize.
How to use the library
- Navigate to Library in the left sidebar.
- Browse templates by category or search by name.
- Click a template to see its description, required capabilities, and recommended integrations.
- Click Use Template to clone it into a new agent (or apply it to an existing agent's journey).
- Follow the setup fields to connect your knowledge bases, catalogs, and contact details.
- Customize the greeting, quick reply options, and AI prompts to match your brand voice.
Each template includes a setup assistant that checks whether all required capabilities are configured. The diagnostics panel will show any missing connections (such as a knowledge base or catalog) that the template expects.
E-Commerce
Ecommerce Shopping Assistant
A comprehensive shopping journey that covers the full purchase path. Users can browse by category, search for specific products, explore deals, compare items, and get AI-powered recommendations. The flow includes AI categorization to route user intent, product cards connected to your catalog, preference extraction via Data Collector, lead capture for follow-up, and an order support handoff path.
Slug: ecommerce-shopping-assistant
Recommended for: Ecommerce, retail, D2C, marketplaces, multi-category stores.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, product cards, data collector, handoff.
Setup fields: Product catalog (required), support email, product categories for the AI categorizer.
Luxe Beauty Consultation (Product Recommendation)
A multi-path consultation journey designed for premium and beauty retail. Offers five consultation paths: skin concern assessment, routine builder, shade matching, ingredient deep-dive, and gift finder. All paths converge into personalized AI recommendations with product comparison, email capture, and advisor handoff.
Slug: product-recommendation
Recommended for: Beauty retail, luxury ecommerce, skincare brands, cosmetics D2C, premium wellness.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, product cards, data collector, send email, handoff.
Setup fields: Product catalog (required), ingredient and routine knowledge base, beauty advisor email, skin concern categories.
Launch Shopfront (Single Product Landing)
A conversion-focused launch journey with a hero-first entry experience. Routes visitors by intent across four paths: explore the story, choose the right variant, buy now, and shipping/returns. Includes an AI objection handler, product comparison, email capture for abandoners, and support handoff.
Slug: single-product-landing-agent
Recommended for: D2C launches, product drops, seasonal campaigns, paid traffic landing, limited edition releases.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, product cards, data collector, send email, handoff.
Setup fields: Launch catalog (required), hero image URL (required), launch knowledge base, support email, launch perks.
Support
Customer Support Triage
A deep support journey with five topic paths: billing, technical, account, product, and general (human support). Each path has a specialized AI prompt tuned to that topic. Includes second-attempt troubleshooting for persistent issues and a Support Escalation sub-flow that collects structured details, emails the team, and optionally creates a CRM ticket via webhook.
Slug: customer-support-triage
Recommended for: SaaS, B2B platforms, subscription products, marketplaces, consumer apps.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, data collector, send email.
Setup fields: Support knowledge base (required), support team email (required), CRM webhook URL (optional).
Order Support
A post-purchase support journey with four paths: order tracking, returns and exchanges, issue resolution (damaged, wrong, missing, or billing), and human handoff. Designed to run as a sub-flow inside a primary shopping or launch journey.
Slug: order-support
Recommended for: Ecommerce, D2C brands, retail, subscription boxes, marketplaces.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, data collector, handoff.
Setup fields: Order and policy knowledge base (required), support email.
Support Escalation
An escalation sub-flow for when the AI cannot resolve the issue. Detects urgency level via AI categorization, collects structured issue details through a Data Collector, sends an email notification to the support team, and optionally creates a CRM ticket via webhook (Zendesk, HubSpot, Freshdesk, etc.).
Slug: support-escalation
Recommended for: SaaS support, ecommerce, B2B customer success, subscription products.
Required capabilities: AI categorizer, AI response, knowledge base, data collector, send email.
Setup fields: Support team email (required), CRM webhook URL (optional).
Lead Generation
Website Sales Agent (Lead Qualification)
A sales-oriented journey that turns anonymous website traffic into qualified leads by answering questions first and capturing contact details when the moment is right. Routes visitors across five intent paths: solution fit, pricing, case studies, competitor comparison, and high-intent buyer. Uses passive lead extraction from conversation history and a natural email ask after meaningful exchanges. Sends structured lead notifications via email and optional CRM webhook.
Slug: lead-qualification
Recommended for: B2B websites, SaaS landing pages, agencies, service businesses, consulting firms.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, data collector, send email.
Setup fields: Company knowledge base (required), sales team email (required), CRM webhook URL (optional).
Enterprise / Internal
Internal Knowledge Assistant
An internal knowledge journey with four department paths: HR, IT, Finance, and Company/Ops. Each path uses a specialized AI prompt that cites source documents. Includes a sensitive topic guard for confidential matters, a second-pass AI for deeper detail, and topic-specific contact routing when the AI cannot resolve the question. Requires login.
Slug: internal-knowledge-assistant
Recommended for: Ops teams, people ops, finance ops, IT teams, internal enablement, cross-functional teams.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base.
Setup fields: Login restriction (required), internal knowledge base (required), knowledge owner.
Sales Enablement Assistant
A sales enablement journey with six paths: objection handling, case study matching, pricing guidance, competitive positioning, collateral follow-up, and deal prep. Each path includes a Data Collector that captures deal context (company, deal size, industry, competitor) so the AI delivers commercially actionable guidance tailored to the specific opportunity. Requires login.
Slug: sales-enablement-assistant
Recommended for: RevOps, AE teams, SDR teams, partner enablement, sales managers.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, data collector.
Setup fields: Login restriction (required), sales enablement knowledge base (required).
HR Support Assistant
An internal HR support journey covering benefits, leave policy, onboarding, and payroll/process questions. Uses a single AI Response node with an HR-specialized prompt grounded in the company knowledge base. Includes a handoff path for edge cases that need direct HR contact. Requires login.
Slug: hr-support-assistant
Recommended for: HR teams, people ops, employee experience.
Required capabilities: Quick reply routing, AI response, knowledge base, handoff, conditions.
Setup fields: Login restriction (required), HR escalation contact (required).
Agency
Media Plan Generator
A media planning journey with five plan-type paths: launch campaign, performance marketing, awareness/brand, festive burst, and always-on. Each path has a specialized brief intake flow and channel strategy discussion. All paths converge into a structured AI document generator that produces a media plan with rationale, budget split, channel recommendations, and measurement framework. Supports post-generation refinement. Requires login.
Slug: media-plan-generator
Recommended for: Media agencies, brand teams, campaign strategy, planning teams, account management.
Required capabilities: Quick reply routing, AI categorizer, AI response, knowledge base, data collector, generate document.
Setup fields: Login restriction (required), planning knowledge base (required), planning team contact.
Customizing templates
Every template is a starting point. After cloning, you can:
- Edit the Greeting and Quick Reply text to match your brand voice.
- Add or remove paths by connecting new nodes or deleting unused branches.
- Swap out AI prompts in AI Response and AI Categorizer nodes.
- Connect different knowledge bases or catalogs.
- Add Sub-Flow nodes to compose multiple templates together (e.g., the Shopping Assistant calling the Order Support sub-flow).
- Adjust setup fields in the agent settings to reconfigure integrations.
The diagnostics panel will flag any issues introduced by your changes, so you can iterate confidently.