Understanding Journey

Journey in MagicBlocks are modular, no-code building units that define how your AI Agent behaves during each stage of a conversation. Think of each Journey as a mini-playbook that:

• Sets a specific objective (e.g. greet, qualify, pitch, hand over)
• Controls tone, behavior, and logic
• Responds dynamically based on what the user says or does

💡 Journey replaces traditional flowchart-style workflows. Instead of building a long branching tree, you build an independent yet connected Journey that guides your AI Agent from greeting to conversion.

📦 Anatomy of a Journey

Every Journey includes 2 essential tabs:

1. Jobs to Do

What do you want the AI to accomplish in this block?

This is where you define:

• The context of this journey (what’s happening in this part of the journey)
• Specific tasks to complete (e.g. ask a personalized question, gather info, align with user goal)
• Each task is executed one at a time. The AI will wait for a response before continuing.

2. Actions

What should happen automatically when certain conditions are met?

In the Actions tab, you set up:

1. Conditions (e.g. “All Key Facts collected”)
2. Actions (e.g. “Handover to human” or “Tag as qualified lead”)
3. Goals

You can:

• Combine conditions with AND/OR logic
• Choose to match only once (to avoid repetition)
• Add multiple actions per journey

Example: A 3-Block Conversational Flow

Let’s use a sample funnel with 3 key Journey Blocks, all aligned to a sales interaction:

🔹 Journey 1: Hook & Align

Goal: Capture attention, personalize the greeting, and build instant rapport

Jobs to Do:

• Use traffic source, current page, or visit history to create a warm opening message
• Ask an engaging question based on what they might be looking for
• Wait for a reply before continuing

✅ Example use cases:

“Welcome back! I noticed you were looking at our pricing page—do you have any questions I can help with?”

“Hey there 👋 Looking for [insert feature] today?”

🔹 Journey 2: Personalize, Pitch & Action. 

Goal: Discover user needs, share relevant info, and nudge toward next step

Jobs to Do:

• Use collected Key Facts to align with their goal
• Offer a tailored benefit or feature
• Respond with value (use emotional intelligence and curiosity)
• Suggest a soft call-to-action when appropriate

✅ Example use cases:

“Thanks for sharing! Based on that, here’s a popular plan others like you go for…”

“Would you like me to guide you through the setup or connect you with someone from our team?”

🔹 Journey 3: Human Handover

Goal: Transfer the conversation to a human while staying helpful and friendly

Jobs to Do:

• Confirm they want to speak to a human
• Collect contact details (first name, email, phone, etc.)
• Reassure them the handover is happening, and stay available for basic help

Actions tab example:

Once all Key Facts are found, trigger a : to notify your team or open a support ticket

Advanced tab tip:

Use a “Reassuring Assistant” persona to keep the user calm and supported

🧰 Customization: Make It Yours

MagicBlocks isn’t a one-size-fits-all system. You can customize each block to fit your unique business use case.

➕ Add a New Journey Block 
Need more steps in your flow? Simply click + Add Block to create a new stage, like a post-purchase upsell, qualification loop, or reminder follow-up.

In the new Journey block, you can:

🔄 Edit Jobs to Do    
Rewrite the default instructions inside each block to reflect your brand use case.

🧩 Add or Remove Key Facts    
Choose which key facts matter for your business, like budget, timeline, company size, or use case.    
Use them to:

1. Personalize responses
2. Trigger specific actions
3. Qualify or segment leads

More on Key Facts Key Facts: Information to Gather 

⚙️ Setup Actions    
Actions define what happens next. You can:

• Route the lead to a different block
• Show a calendar to book meetings

More on Actions Setting Smart Automation with Actions

✅ Save & Publish    
When you're happy with your setup:

Click ‘Save’ and then ‘Publish’    
So your AI Agent can go live and start turning conversations into conversions.

MagicBlocks gives you more than just a chatbot, it gives you a modular, intelligent sales engine that adapts to your goals, your users, and your brand voice. With Journey, you don’t need to code, guess, or start from scratch. You just set the intention for each part of the Journey, and let your AI Agent do the rest.

Now it’s your turn, start small, experiment boldly, and build an AI Agent that feels less like a bot… and more like your best teammate.