This aricle details the steps involved in
creating a Guided Journey for an AI Agent, assigning it to the properties of a
Redwood page using Visual Builder Studio (VBS), and deploying it for end users.
1. Navigate to My Client Groups à Show More à Journeys Setup à Guided Journey
2. Click on Create to start a new Guided Journey
3. Create a Draft by entering the Name and Code
for the Journey
4. Add tasks to the Journey
Enter the task name, set the task type to Agent, Agent type to Workflow
Agent and select the desired AI Agent to deploy for end users.
5. Activate the Guided Journey
Verify the status of the newly created Guided Journey changes to
Active.
6. Navigate to Order Management à Order Management (New) (Redwood Page)
7. Navigate to Settings & Actions à Administration à Edit page in Visual Builder Studio
8. Select the appropriate extension project.
9. Assign the newly created Guided Journey code to the “Journey
Code” page property.
10. Preview the application in Visual Builder Studio, verify the
appearance of the “Ask Oracle” button with the Agent Name and publish the
changes.
11. Click “Ask Oracle” to open the AI Agent chatbot panel and inquire
about order details by providing an order number.
12. Inquire about the order lines details for the same order number.
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