Help center
Quick answers and guides
Short, practical articles covering the most common questions about using Journey Builder. Press ⌘ K to search.
Getting started
How to extract all reviews from Google Maps
Step-by-step methods to pull every public review from a Google Maps business and feed them into the Reviews tab.
Import journey stages from a PDF, DOCX, or text file
Upload research notes, transcripts, or briefs and AI proposes stages you can preview, edit, and merge into your journey.
How workspaces, clients, and projects fit together
Three layers organize your work: a workspace is your team, a client is who the journey is for, and a project groups related journeys.
Collaboration
Capture and approve project milestones
Freeze a snapshot of every journey in a project, then run it through a submit-and-approve workflow with email notifications.
Share a read-only client portal
Give a client one tokenized link that shows every journey in a project, read-only, with no account needed.
What owners, admins, and members can do
Roles control who can manage clients, invite teammates, change branding, and delete journeys.
Invite teammates and choose their role
Send email invitations or copy a magic link. Each invite expires after 14 days.
AI
Back pain points with customer quotes
Review imports build a per-journey quote bank; attach verbatims to pain points so every claim traces to a real customer.
Import VoC / VoE feeds (sentiment, NPS, CSAT)
Upload a CSV of survey or sentiment scores, map the columns, and see trends per stage on the Insights tab.
How AI features use the shared budget
Each AI feature is routed to a model tier picked for the job; one shared budget covers everything.
AI cost tracking, monthly budget, and 80% / 100% alerts
Every AI call is logged and counted against a monthly budget. Workspaces get email alerts at 80% and 100%.
Exports
Account & data
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