Learn how to access journey requests in the Agent Portal as a Journey Owner—manage and update activities, track and modify requests, view logs, and more
TABLE OF CONTENTS Journey Request List View View Options Bulk Actions Journey Request Details View To access your assigned journey requests in t...
Mon, 30 Jun, 2025 at 6:24 PM
The following steps describe how a journey request is assigned in the system: Journey configuration – An admin configures the journey in the Agent Portal...
Mon, 30 Jun, 2025 at 6:24 PM
TABLE OF CONTENTS Take Action From the Progress Tab Take Action From the Details Tab Activity Types and How to Update Them Service Ticket Activity For...
Tue, 1 Jul, 2025 at 11:35 AM
IN THIS ARTICLE Possible States for a Journey Request Manage Journey Requests Move a Journey Request Cancel a Journey Request Possible States fo...
Mon, 30 Jun, 2025 at 6:27 PM
Important: Updating the initiator form after a journey has started, especially after some activities have already been completed, can affect the remaining a...
Mon, 30 Jun, 2025 at 6:28 PM
As a Journey Owner, you may occasionally need to skip a phase or an activity in a journey request. This might be necessary when a phase or task is no longer...
Tue, 1 Jul, 2025 at 11:45 AM
The system automatically records the following actions at the journey request, phase, activity, and guest user levels: Journey Request Logs Activity Logs...
Tue, 1 Jul, 2025 at 11:50 AM
