What are actions?
Actions are the building blocks of a journey. Each action is a "box" in the workflow that performs a specific step, such as sending an email, collecting information, waiting for approval, or updating data.
As a traveller moves through a journey, actions run from top to bottom. Some actions run immediately, while others pause the journey or route the traveller down different paths based on conditions and branches.
Adding actions to a journey
You can add an action anywhere in the Journey Builder by clicking a + icon between actions or at the end of a branch.
When you click +, an Add action sidebar opens showing all available actions, grouped by purpose. Selecting an action adds it to the journey, where you can immediately configure it.
All available actions in Journeys
Forms
Send form: Sends a link to a form via email or SMS that the recipient must complete. Use this to collect information, confirmations, or approvals.
AI Agents
AI agent: Runs a predefined AI agent with structured outputs. Useful for advanced use cases like decision-making, categorization, or data enrichment.
Communication
Send email: Sends a customized email using your company's branding. Emails can include dynamic content, attachments, and multiple recipients.
Send SMS: Sends a personalized SMS message to one or more phone numbers.
Calendar event: Schedules a calendar event.
Documents
Create document: Generates a document from a template using journey and traveller data. Templates can include dynamic fields that are filled automatically for each traveller.
Convert document to PDF: Converts a document into a PDF and optionally renames the output file.
Wait
Wait until # date: Pauses the journey until a specific date.
Wait for #: Pauses the journey for a set amount of time.
Wait for field change: Pauses the journey until a selected field changes or meets specified conditions.
Wait for other actions: Pauses the journey until one or more selected actions have completed.
Flow Control
Add traveller to journey: Adds a traveller to another journey and optionally passes data from the current journey.
Branch: Splits the journey into multiple branches that can run at the same time.
Condition: Only allows the actions below it to run if specific conditions are met.
Want to learn more? Watch a short video on how branches and conditions work
Loop: Repeats a sequence of actions on a schedule (for example, every 12 hours). Includes an Exit loop action that stops the loop once selected conditions are met.
Special
Ask AI: Beta feature that sends a prompt to AI and returns a token or text response that can be used later in the journey.
Placeholder: A temporary action used while planning or designing a journey before any concrete decisions have been made.
Need an example? Watch a short video on how placeholder actions work
Formatter: Extracts values (for example, items in an array) so they can be used in later actions.
Extract text: Extracts readable text from an uploaded file or an online file (URL).
Anonymize text: Removes personal or sensitive data from a text input and replaces it with a redaction marker (by default, [REDACTED]).
Code: Lets you calculate, clean, or transform data using custom logic. Choose input values from the journey, then write your own Python code or describe what you want and have AI generate the code for you. The output can be used in later actions.
Update
Update journey fields: Updates Journey fields that belong to the traveller in the current journey.
Update traveller fields: Updates Traveller fields that belong to the traveller regardless of journey.
Custom Integrations
Custom integration: Sends or receives data from an external system. Integrations with external systems can be set up in the Integration Builder.