The Agentic Journey canvas is the core workspace for journey orchestration and provides a visual interface for designing journeys. The canvas supports two page modes: the read-only details page and the editable edit page. The functions and operations that are available differ between the two modes.
Page modes
Details page — Read-only mode. You can view the journey and its configuration, but you cannot make changes.
Edit page — Editable mode. You can add, move, copy, and delete components on the canvas, and configure components in AI mode or Parameter mode.
To switch from the details page to the edit page, click Edit in the upper-right corner.
Canvas layout
Component library (edit page only)
The component library is on the left side of the canvas and provides the components that you need for journey orchestration.
The component library contains multiple component types, such as conditional branch, message sending, variable settings, and natural language chat. For the functions and configuration details of each component, see Agentic Journey component reference.
Canvas workspace
The center of the canvas is the visualization area of the journey. It shows all components and their connections.
Details page — Read-only mode. You can view the journey but cannot edit it.
Edit page — Editable mode. The following operations are available:
Drag components to add them.
Move components and adjust their positions.
Copy or delete components.
Select AI mode or Parameter mode for orchestration.
Configuration panel
The configuration panel is on the right side of the canvas and is used to configure the parameters of the selected component.
Details page — Displays the component configuration but does not allow changes.
Edit page — You can modify component parameters in the following two ways:
AI mode — Configure the component through a natural language conversation.
Parameter mode — Configure the component parameters manually in a form.
Functions in the upper-right corner
The functions in the upper-right corner of the canvas depend on the page mode.
Details page functions
The upper-right corner of the details page provides the following functions:
Function | Description |
Edit | Enters the edit page for the current journey. |
View referencing journeys | Appears only if the current journey is referenced by other journeys. Click it to view the journeys that reference the current journey. |
View referenced journeys | Appears only if the current journey references other journeys. Click it to view the referenced journeys and their hierarchy. |
Copy journey | Copies the current journey to create a new journey. |
Download journey | Exports the journey as a JSON file that you can use for backup or migration. |
Edit page functions
The upper-right corner of the edit page provides the following functions:
Function | Description |
Publish | Publishes the journey that you are editing and generates a new version. |
Trigger settings | Modifies the trigger settings of the journey, such as the journey name and the bound account. |
Version history | Displays the published versions of the journey. You can preview a version or roll back to it. |
Operation records | Displays the operation records of the journey. You can roll back to a specific record. |
Save | Saves the current edits manually. |
Canvas operations
Zoom and pan the canvas
Zoom — Click the plus or minus icon next to the zoom percentage to adjust the display scale of the canvas.
Pan — Hold down the left mouse button and drag the canvas to adjust the visible area.
Component operations (edit page only)
To add a component
Select the component that you need from the component library on the left.
Drag it to the target position on the canvas.
Release the mouse button to complete the addition. Alternatively, click the + button on the canvas and select the component that you want to add.
To connect components
Connect components with lines to build the journey logic.
To move a component
Select the component that you want to move.
Hold down the left mouse button and drag the component to the target position.
Release the mouse button to complete the move.
To configure a component
Click the component on the canvas.
Set the component parameters in the configuration panel on the right.
Select AI mode for conversational configuration or Parameter mode for form-based configuration.
To delete a component
Click or hover over the component, and then click the delete button.
Click the delete button again to confirm.
Switch between AI mode and Parameter mode (edit page only)
Agentic Journey supports two edit modes:
AI mode: Configure components through a natural language conversation. Suitable for creating and adjusting journeys quickly. The AI interprets your intent and configures the parameters automatically.
Parameter mode: Configure component parameters manually in a visual form. Suitable for precise control over each parameter. Provides the complete set of parameter options and descriptions.
You can switch between the modes at any time while you edit a journey. The configuration results are shared between the two modes.