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Documentation Index

Fetch the complete documentation index at: https://docs.chatzy.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Journeys page is where you create and manage automated conversational flows.
A journey is a predefined sequence of triggers and actions that your user goes through, often triggered by a specific event.
Journeys ensure that interactions with users are timely, consistent, and efficient, while reducing manual work.
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Creating a Journey

To create a new journey:
  1. Click on the ”+ Create Journey” button.
  2. Provide the following details in the pop-up:
    • Journey Name: Give your journey a name that helps you identify its purpose.
    • Template: Select from pre-built templates for quick setup, or start with a blank canvas for full customization.

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Available Journey Templates

You can choose from the following templates to build common conversational flows:

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1. Blank Journey Template

  • Start from scratch with no predefined steps.
  • Best for building a custom journey tailored to your specific goals or workflow.

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2. WhatsApp Lead Nurture

  • A pre-designed flow for nurturing leads on WhatsApp.
  • Guides users through a series of structured messages to build engagement and qualify leads.
  • Ideal for WhatsApp-based campaigns with minimal setup.

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3. Autoreply to Leads (Inbound)

  • Automatically responds to inbound messages with a predefined flow:
    • User sends a message.
    • The system sends an instant auto-reply.
    • After a delay, a follow-up message is sent based on the user’s response.
  • Great for initial engagement and follow-ups.

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4. Assign Conversation to AI Agent

  • Automatically assigns conversations to an AI agent when the journey is triggered.
  • Includes a built-in follow-up system for ongoing engagement.
  • Useful for AI-driven lead qualification or conversions.

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5. Transfer to AI Agent

  • Transfers an ongoing conversation from one AI agent to another when a specific webhook or condition is triggered.
  • Ensures a seamless handover between an AI agent when required.

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6. Push Leads to CRM

  • Captures and extracts user details.
  • Sends the collected data directly to your CRM system.
  • Streamlines lead management and supports sales or support workflows.

Journey Studio

Design and implement your Workflows
Here are some step-by-step Journey examples you can explore.

Assigns Conversations to an AI Agent

How to Create a Journey that Assigns Conversations to an AI Agent

Connect External Tools

Link your AI system with the business tools you already use.

Create a WhatsApp Lead Nurture Journey

How to Create a WhatsApp Lead Nurture Journey