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Create a journey

You can build a journey yourself or let Elev8 AI draft it for you.

  1. Go to Smart Flow → Journey.

  2. Click the arrow next to Build with AI and choose:
    • Build with AI: describe what you want in plain words, and Elev8 AI drafts the trigger and steps. Always review the draft before you activate it.
    • Start from scratch: opens an empty journey with a New Booking trigger.

  3. Click the journey name at the top to rename it. Give every journey a clear name, such as "Pre-arrival check-in guide".

  4. Click All Properties to choose which properties the journey applies to.

  5. Set the trigger and add your steps (see the next sections).

  6. Optional: click Requirements to add conditions that must be true for the whole journey to run.

  7. Click Save Journey.

  8. Switch the toggle from Inactive to Active when you're ready for it to run.

The journey editor at a glance

Control

Where

What it does

Journey name

Top left

Rename the journey

All Properties

Top bar

Choose the properties it applies to

Requirements

Top bar

Journey-wide conditions

Build with AI

Top bar

Let Elev8 AI edit or extend the journey

Active / Inactive

Top bar

Switch the journey on or off

Save Journey

Top right

Save your changes

Step list

Left panel

The trigger and steps, in order; click one to edit it

Add Step

Below the last step

Add a new step

Settings panel

Right panel

Settings of the selected trigger or step

To insert a step between two existing steps, use Insert step here between them. To remove a step, use the delete icon on that step.