Creating and Using Journeys in Refly
Guide to creating, importing, and managing journeys in Refly for guiding chatters through conversations to achieve specific goals.
Introduction
Journeys in Refly are visual flowcharts that guide chatters through a conversation to achieve a specific goal. This guide will explain the types of journeys, the journey actions, and how to use them effectively.
Creating and Using Journeys
You can create a journey by either importing it from Templates or by creating a journey from scratch.
Import a Journey from Templates
Refly provides pre-made Templates, allowing users to quickly import ready-made journeys from integrated providers. These templates save time and effort, ensuring users don't have to build a complete journey from scratch.
Steps to Import a Journey
Open the Templates Tab
- Navigate to Build > Journeys > Templates.
- Browse through available templates from various providers (e.g., Google, Shopify).
Search for a Relevant Template
- Use the search bar to find a template that matches your use case.
- Click on a template to view more details.
Import the Template
- Click Import to add the template to your journeys.
- The journey will be added to My Journeys.
Customize as Needed
- Open the imported journey in the visual editor.
- Modify any steps, actions, or conditions to fit your requirements.
Creating a Journey from Scratch
For users who prefer full control, Refly allows creating a journey from scratch with a blank canvas.
Steps to Create a Journey from Scratch
Navigate to My Journeys
- Go to Build > Journeys > My Journeys.
- Click on Add Journey.
Build the Journey
- Use the drag-and-drop interface to add:
- Functions – Execute external API calls or logic.
- Messages – Send chat responses to users.
- Components – Reusable journey blocks.
Connect the Steps
- Link actions together to form a logical flow.
Save and Publish
- Click Save to store your journey.
- Click Publish to make it live.
Types of Journeys
Default Journey
A Default Journey is the main flow that chatters follow during their interaction with the assistant. It includes various steps that direct the conversation towards achieving specific objectives.
Component Journey
A Component Journey is a reusable journey that can be incorporated into multiple Default Journeys.
Example: An authentication flow can be created as a Component Journey and used across different Default Journeys.
Why It Matters: This avoids recreating common flows multiple times, saving time and ensuring consistency.
Journey Actions
Each journey consists of various actions, represented as cards in the visual flowchart.
Intent
An Intent represents the purpose or goal of the chatter's message. It triggers specific journeys based on what the chatter wants to achieve.
Example: An intent like "request order status" can start a journey to retrieve order details.
Component
A Component is a reusable journey that adds value when integrated into other journeys.
Example: An authentication component can be used in different journeys to verify user identity.
Message
A Message step instructs the assistant on what to say.
Example: "Please provide your order number" to request information from the user.
By following these steps, you can create efficient and effective journeys that guide chatters through various processes, ensuring a smooth and satisfying user experience.