Create a journey in Agentic Journey, orchestrate it on the canvas, publish it to bring it online, and manage it after it goes live.
How Agentic Journey works
Using Agentic Journey involves four steps:
Create a journey: select a trigger type and a creation method, and configure the basic journey information.
Orchestrate the canvas: orchestrate the journey in AI mode or parameter mode, and configure components and business logic.
Go live: save and publish the journey to generate a version number and bring the journey online.
Manage journeys: edit a journey, bring it online or offline, delete it, and manage its versions.
Prerequisites
Alibaba Cloud account registration and enterprise identity verification have been completed.
Chat App Message Service has been activated.
To use a message channel (WhatsApp, Viber, Messenger, Instagram, Telegram, LINE, or SMS), configure the message channel in advance, and then bind or authorize a merchant account.
Create a journey
Open the journey creation panel
In the Chat App Message Service console, choose Solutions > Agentic Journey to go to the journey list page, and then click Create Agentic Journey.
Configure journey information
In the journey creation panel, configure the following information.
Journey name
Required. Identifies the journey.
Trigger type
Select how the journey is triggered. The following table describes the four supported trigger types.
Trigger type | Description | Configuration items |
API event trigger | Triggers the journey through an OpenAPI call. | No additional configuration is required. After you publish the journey, the system generates the invocation entry point. To trigger the journey, call TriggerChatFlow. |
Inbound message trigger | Triggers the journey when an end user sends a message. | Channel type (required): WhatsApp, Viber, Messenger, Instagram, Telegram, or LINE. Bound accounts (optional): select sender accounts that you created. Multiple selection is supported. WhatsApp merchant numbers (optional, available only for WhatsApp sender accounts): select the WABA merchant numbers to trigger. Multiple selection is supported. |
Audience plan trigger | Triggers the journey in batches on a schedule based on an audience plan. | Audience group (required): select a group created in audience management. Effective and expiration dates (required): set the validity period of the plan. Execution plan (required): set the trigger frequency, such as daily or weekly. |
Journey invocation trigger | Triggered when another journey references this journey. | No sender account is required. A journey of this type has no trigger of its own and can be invoked only by another journey. |
You cannot change the channel type after you select it. You can modify the other configuration items when you edit the journey.
Any journey can reference other journeys on the canvas, not only journeys of the Journey invocation trigger type.
Creation method
Select how the journey is created. The following table describes the four supported creation methods.
Creation method | Description | Configuration items |
AI-powered creation | Generates the journey automatically through interaction with AI. | The journey opens in AI mode after it is created. |
Use template | Creates a journey quickly from a preset journey template. | Select a template that matches the current trigger type. |
Custom | Builds the journey manually from a blank canvas. | The journey opens in parameter mode after it is created. |
Import journey | Creates the journey by importing a JSON file. | Upload a JSON file exported from another journey. |
When you select a different trigger type, the template list in Use template is filtered automatically to show matching templates.
The creation method determines the default mode on the editing page. AI-powered creation, Use template, and Import journey open in AI mode. Custom opens in parameter mode.
Remarks
Optional. Enter remarks for the journey. Up to 100 characters are supported.
Complete the creation
After you finish the configuration, click Confirm. The system opens the journey editing page.
Canvas orchestration
After you create a journey, the canvas orchestration page opens. Agentic Journey supports two orchestration modes: AI mode and parameter mode.
AI mode
AI mode generates and edits a journey automatically through natural language interaction with AI.
Scope
AI mode has two scopes:
Entire canvas: when no component is selected, AI can generate a complete journey, including multiple components and connections.
Single component: when you select a component on the canvas, AI modifies only that component and leaves the other components unchanged.
Procedure
Enter AI mode: on the configuration panel on the right, click the AI mode tab.
Check the scope: the current scope of AI appears above the input box.
When no component is selected:
Current scope: Entire canvasWhen a component is selected:
Current scope: {component name}. AI modifies only the selected component.
Enter a requirement:
Entire canvas: describe the complete business process, for example, "Design a package tracking and return process for the logistics industry".
Single component: describe the change to the component, for example, "Change the wait time to 48 hours".
Generate the journey:
AI understands your requirement through multiple rounds of dialog and may ask questions to clarify details.
The canvas updates automatically after generation finishes.
Continue to adjust: after generation, continue the dialog with AI to make adjustments, or switch to parameter mode for fine-grained configuration.
The input box supports up to 1,000 characters.
The input box is dimmed and unavailable while AI generates the journey, and becomes available again after generation finishes.
After you select a component, the AI scope persists until you exit manually or select another component.
Quick templates
The first time you open AI mode, the system provides three quick template buttons:
Design a welcome and onboarding process for new users
Design a package tracking and return process for the logistics industry
Design a coupon push process for a marketing campaign
Click a template to send its content to AI as your requirement.
Parameter mode
Parameter mode orchestrates a journey by dragging components onto the canvas and configuring their parameters manually.
Procedure
Open the component library: click the Component library icon on the left to view the available components. Each component has a question mark icon. Click the icon to view the help documentation for the component.
Add a component:
Drag a component from the component library onto the canvas and place it between the Start and End components.
Alternatively, click the + icon between the Start and End components and select a component.
Configure the component:
Click a component on the canvas. The configuration panel on the right switches to parameter mode.
On the parameter mode tab, configure the parameters of the component, such as message content, conditions, and wait time.
For details, see Agentic Journey component description.
Connect components: connections between components are generated automatically to indicate the execution order.
Save the journey: after orchestration is complete, click the Save icon at the top of the page. For details about manual saves and automatic saves, see Save a journey.
Save regularly during orchestration to prevent data loss.
Switch between modes
You can switch between AI mode and parameter mode at any time while editing:
After you select a component, the configuration panel on the right shows both the AI mode tab and the Parameter mode tab.
Click a tab to switch modes.
Changes made in either mode are synchronized to the canvas in real time.
Go live
Save a journey
While editing, click the Save icon at the top of the page to save the journey manually at any time. Each manual save creates a Manual save entry in the operation records, which you can later roll back to by using the rollback button.
The system also saves the journey automatically every 5 minutes. Auto-save entries are labeled System auto-save.
Publish a journey
Publish a journey to bring a newly created or edited journey online. Each successful publish generates a version number.
Pre-publish checks: click Publish at the top of the page. The system verifies the following items and blocks the publish operation if any check fails:
All journeys referenced by this journey are online. You cannot publish the journey if a referenced journey is offline.
The reference depth does not exceed 5 levels.
The journey contains no circular references.
All required component parameters are set.
Publish confirmation: after the checks pass, confirm the publish operation.
Version generation:
First publish: version V1.0 is generated and the journey status changes to
Online.Subsequent publishes: the version number increases, for example, to V2.0 or V3.0, and the previous version changes to
Offline.
Automatic operation: after the journey is published, it runs 24/7 automatically. You can view its runtime data on the journey details page.
If the publish operation fails, see FAQ for the common causes.
Bring a journey online or offline
On the journey list page, use Bring online to restore a journey that was taken offline, and use Take offline to stop a journey that is running.
Bring a journey online
Applies to journeys in the offline status.
Click Bring online in the Actions column.
Before the journey goes online, the system runs the same checks that are described in Publish a journey. The journey cannot go online if a check fails. For the common causes, see FAQ.
Take a journey offline
Applies to journeys in the online status.
Click Take offline in the Actions column.
Before the journey goes offline, the system checks whether the journey is referenced by other online journeys. If it is referenced, the journey cannot be taken offline, and the system lists the journeys that reference it.
After you confirm the operation, the journey stops running and its status changes to
Offline.
Journey management
Edit a journey
On the journey list page, click Edit in the Actions column to go to the journey editing page.
Editing logic
Journey status | Editing behavior |
Draft | Opens the draft for editing directly. |
Online | Creates a draft based on the online version. The online version keeps running and is not affected. If a draft is already being edited, the saved draft opens instead. |
Offline | Creates a draft based on the offline version. If a draft is already being edited, the saved draft opens instead. |
The editing state is isolated from the online version, so editing a journey does not affect the journey that is running.
After you finish editing, publish the journey again to generate a new version and bring it online.
Modify the trigger configuration
To modify part of the trigger information, click Trigger configuration on the journey editing page. The fields that you can modify depend on the trigger type:
API event trigger: you can modify the journey name.
Inbound message trigger: you can modify the journey name, bound accounts, and merchant numbers. You cannot modify the channel type.
Audience plan trigger: you can modify the journey name, audience group, and plan dates.
Journey invocation trigger: you can modify the journey name.
Version management
Agentic Journey supports version management. You can view historical versions and roll back to them.
Versioning rules
Draft status: a new journey has no version number and is in the draft status.
First publish: version V1.0 is generated and the status is
Online.Editing an online or offline journey: no new version is generated. Changes are made in the draft only.
Subsequent publishes: when an edited journey is published successfully again, a new version is generated and the version number increases to V2.0, V3.0, and so on. The previous version changes to
Offline.
View historical versions
On the editing page, click the Historical versions icon in the upper-right corner.
In the dialog box, view all historical versions, including the version number, journey status, and update time.
Version operations
Available operation | Description |
View details | Click a version to open a read-only details page that shows the full information of that version. |
Sync as draft | Click Sync as draft to overwrite the canvas that you are editing with the content of that version. Proceed with caution. To undo the sync, roll back to the most recent save in the operation records. |
The Sync as draft operation overwrites all content in the current draft. The system prompts you to confirm before the operation.
After the sync, publish the journey again to generate a new version.
Change records
Change records track the editing history of a journey and let you roll back to any historical record.
View operation records
On the editing page, click the Operation records icon on the configuration panel on the right to view all save records.
Record types
Type | Description | Record number |
Manual save | You click the Save icon. | A new record number is generated, such as #1, #2, or #3. |
Auto-save | The system saves the journey automatically every 5 minutes. | A new record number is generated. |
Roll back a journey
In the change record list, find the record that you want to roll back to.
Click Roll back.
After you confirm the operation, the current canvas content is overwritten with the content of that record.
A rollback cannot be undone. Confirm the operation carefully before you proceed.
A rollback does not generate a new record number.
If you roll back to the wrong record, select another record and roll back again.
Delete a journey
On the journey list page, click Delete in the Actions column to delete a journey.
Deletion limits:
Only journeys in the offline status can be deleted.
Journeys in the online status cannot be deleted. Take the journey offline first.
Deletion cannot be undone. A deleted journey can no longer be used. Proceed with caution.
Copy a journey
On the journey details page, click the Copy as new journey icon at the top of the page to copy the current journey to a new journey.
Click the Copy as new journey icon.
In the dialog box, enter a name for the new journey. The default name is
{current journey name} copy.Click Confirm. The system creates the new journey and opens its editing page.
The copy retains all configurations and components of the current version.
The new journey has the same trigger type and creation method as the original journey.
Download a journey
On the journey details page, click Download at the top of the page to export the current version as a JSON file to your computer.
You can import the downloaded JSON file by using the Import journey creation method when you create a journey.
Data analysis panel
View the runtime data of a journey on the journey details page.
On the journey list page, click the journey name to go to the journey details page.
Click the Data Panel tab to view the runtime data of the journey.
Only journeys that are online have runtime data.
The data panel helps you understand how a journey performs so that you can adjust and optimize its configuration in time.
FAQ
Does Agentic Journey support auto-reply frequency limits?
Agentic Journey does not support setting an auto-reply frequency limit directly. Whenever a customer sends a message that triggers a journey, the system runs the auto-reply logic of that journey. The system cannot identify how many times the customer has triggered the journey on the current day or the historical interaction state, so it cannot implement logic such as "reply only once a day" or "reply only once regardless of how many messages the customer sends".
For similar frequency control, use an external system, such as a database that records customer trigger counts, together with OpenAPI to manage the behavior at the business layer.
Why can my journey not go online?
A journey may fail to go online for the following reasons:
The journey references another journey, but the referenced journey is offline.
The reference depth of the journey exceeds 5 levels.
The trigger configuration is incomplete. For example, an inbound message trigger has no channel account configured.
Check the preceding configurations and try again.
Does editing an online journey affect the version that is running?
No. The editing state is isolated from the online version, so editing does not affect the journey that is running. The new version goes online only after you publish the journey again, and the previous version goes offline automatically.
How do I view the reference relationships of a journey?
On the journey list page, the Referenced by and Journey references columns show the number of references. Click a number to open a dialog box that shows the detailed reference relationships and information about the referenced journeys.
References
For more information about Agentic Journey, see the following topics: