To create a journey request from the Agent portal, perform the following steps:
Log into the Agent portal using your credentials.
In your Freshservice instance, click the “+” icon on the top bar.
From the menu, click Journey Requests, as shown in the image.
You will be redirected to the Initiate a journey request screen on the support portal.
On the left panel, click All Journeys to view all journeys you can initiate, regardless of journey type.
Additional tabs appear below the All Journeys tab, grouped by categories such as Onboarding, Offboarding, and Crossboarding to help you quickly choose a journey.
Select the journey you want to initiate from the available list. A form configured by the admin appears, prompting you to provide the required details.
For example, if you select the Employee Onboarding journey, you might need to enter the employee’s name, start date, department, manager details, and other relevant information. The fields vary depending on the journey and its underlying configuration.After filling in all mandatory fields, click Submit. The created journey request will appear under the Journey requests tab, at the bottom of the support portal home page, as shown below.
Click View all to see the full list of journey requests you have initiated. You can use the drop-down menu to filter and view in-progress or past requests.
Select the required journey request to view its details, including the list of pending/past activities assigned to you, and take action as needed.
