Help center
Quick answers and guides
Eight short articles cover the most common questions about using Journey Builder. Press ⌘ K to search.
Getting started
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.
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 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.
Collaboration
Invite teammates and choose their role
Send email invitations or copy a magic link. Each invite expires after 14 days.
What owners, admins, and members can do
Roles control who can manage clients, invite teammates, change branding, and delete journeys.
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.
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.
AI
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%.
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.
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.
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.
Exports
Account & data
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