Draft and try a journey

Drafts are where a journey takes shape before Growth Dept publishes it. A draft reaches no one: ACR makes it from the objective's template with its triggers off. Only admins make drafts, and the connected ACR key needs the member role or higher.

Make a draft#

In AI Journey > Engagements, click Create draft on a journey (or Another draft under its campaigns), give it a name and click Create draft. For a one-off message, use Create campaign in AI Journey > Campaigns. The new campaign's page opens.

At the top, In ACR shows the objective, the agent's name, the triggers (off on a draft) and anything ACR still needs before it can be published, such as the brand profile the agent speaks for. Those steps are set in ACR.

Guidelines#

Guidelines holds your own rules for the campaign's texts and emails, up to 2,000 characters each: how long, what tone, words to avoid, how to sign off. ACR's agent reads them every time it writes a message. Save to the draft changes the draft only. If the campaign is already published, it keeps its current guidelines until Growth Dept publishes again.

Outreach steps lists the draft's steps in order, with the wait before each and any fixed wording. When ACR's recommended steps are on, ACR decides the order and timing.

Ask the AI agent to write the texts#

Under the guidelines, add a goal if you have one and click Ask. Your AI agent proposes guidelines, a first text and an email in your brand's voice, taken from your macros and recent replies, in a new Assistant chat. Approve the proposal there and the agent writes it into the ACR draft from your brand's machine. It never publishes, switches a trigger on or enrolls anyone. The AI agent has to be linked to the helpdesk first.

Who it starts for#

On a draft, Who it starts for sets the campaign's start condition in ACR from one of your segments. Rules ACR does not receive, such as store customer tags, are left out and named. On a published or paused campaign this is done in ACR instead, because a start condition takes effect at once.

Try it with a made-up shopper#

Try it, beside the campaign, asks ACR to play the draft through with a made-up shopper: enter a first name, choose text, email or call, and click Run a simulated conversation. The conversation appears as ACR's agent and the shopper take turns. Nothing is sent to anyone. AI Journey > Playground does the same for any campaign you pick.

Pause#

On a running campaign, Pause stops new shoppers from starting it. Conversations already under way finish. Resuming happens in ACR, with Growth Dept.