Agentic / One-pager
Journey Assistant Describe the journey. Get the draft.
The Journey Assistant builds and edits TE journeys from plain language, on the journey pages or through TE Assistant. It uses the organization's real templates, statuses and loan types, and checks the result against TE best practices.
| Status | Feature flag & pilot |
|---|---|
| TE evaluation | Ready |
| Layer | Agentic · TE in-house |
01Who it's for
- Admins who build and maintain journeys.
- Loan officers, who can find, explain and size journeys.
02What it does
- Builds a new journey draft from a goal
- Makes targeted edits, asking before changing a journey it didn't create
- Explains a journey and reviews it against best practices
- Estimates how many contacts a journey will reach
- Saves drafts only; a person publishes
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