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Journey Engine

Turn chatbots into structured workflows. Agents guide users through stages — discovery, qualification, booking — with the right tools available at each step.

A chatbot asks "how can I help?" and hopes for the best. A journey agent guides the user through a defined sequence of stages, with specific tools available at each stage. The journey engine reads a template that defines stages, required fields, and rules. The agent knows where it is in the journey, what it needs to collect, and what tools it can use. Different businesses configure completely different journeys — a tradie gets quote → schedule → invoice, a law firm gets intake → conflict check → engagement letter. All configured through data, not code.

What it includes

  • Multi-stage guided workflows — agents know where they are in the journey
  • Stage-bound tools — each stage has its own available actions
  • Required field collection — agent knows what info it needs before proceeding
  • Report generation — produce structured outputs at journey completion
  • Lead creation and booking — agents can create leads and book calls directly
  • Fully configurable per tenant — different journeys for different businesses

Safety controls

How this keeps AI safe

  • Journey templates are curated by Smith & Gray — safety rules baked in
  • Stage transitions logged to audit trail
  • Tools are a fixed, curated library — tenants compose, they do not code

Which agents use this

Lead qualification — discover → qualify → recommend → book auditField operations → assess → quote → schedule → invoiceCompliance → gather documents → review → generate report → sign off

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