Journey Advanced
The Journey Advanced settings give you full control over how each block in your Agent behaves.
They let you go beyond simple dialogue — by customizing logic, persona, knowledge, actions, and rules per block.
While Basic mode defines what your AI says, Advanced mode defines how, when, and why it says it.
Why It Matters
Every part of a conversation has a different purpose.
Your greeting might be energetic, your qualification block analytical, and your closing block persuasive.
The Advanced tab lets you fine-tune each stage of your Agent’s voice and logic — ensuring your flow feels natural, intentional, and smart.
With Journey Advanced, you can:
- Override your global Persona or Brain
- Trigger actions automatically
- Add custom logic and guardrails
- Control data, context, and tone on a per-block basis
It’s your Agent’s control room for precision-level tuning.
When to Use Journey Advanced
Use the Advanced tab whenever you want to:
- Apply different tones or personas for each block
- Use specific knowledge sources in certain parts of the chat
- Run custom actions or backend functions during a conversation
- Set up guardrails to restrict what can be said or asked
- Pass dynamic data between blocks or trigger conditional logic
In short: use Journey Advanced when your AI needs to behave differently at different points in the flow.
What You’ll Find Inside
Section | Purpose | Example |
|---|---|---|
First Action | Defines what happens the moment the user enters this block. | Automatically send a greeting message or trigger a webhook. |
Persona | Overrides the global persona and tone. | Make this block sound playful while others stay formal. |
Brain | Loads or limits knowledge for this part of the journey. | Use a “Pricing FAQ” Brain only for the pricing block. |
Guardrails | Adds filters or moderation to control what can be said. | Prevent off-topic or sensitive replies. |
Settings | Adjusts timing, memory, or transition behavior. | Control how data persists across conversation steps. |
How It Works
Each Journey Block runs independently with its own configuration.
When a user enters a block:
MagicBlocks applies the Advanced rules for that block.
The Agent behaves according to the local Persona, Brain, and Guardrails.
When the user exits the block, global defaults resume.
This design allows your Agent to change tone, knowledge, and logic dynamically — without rebuilding the entire conversation.
Example Setup
Scenario: Hook → Align → Convert Journey
Block | Advanced Feature | Effect |
|---|---|---|
Hook | Custom Persona: Energetic and persuasive | Greets users with excitement |
Align | Custom Brain: Product Comparison Docs | Answers sales objections clearly |
Convert | Action: Send webhook + lead notification | Sends form data to CRM |
This configuration ensures each step feels intentional and data-driven — from first impression to conversion.
Step-by-Step: Configure Journey Advanced
Step 1: Open the Advanced Tab
Go to your Journey.
Select the block you want to edit (e.g., Hook).
Click the Advanced tab at the top of the block editor.
Step 2: Configure Behavior
First Action
This defines what happens as soon as the user enters this block — the first action your AI takes automatically.
Option | Description |
|---|---|
Auto Message | Automatically sends a message using your Persona’s tone. Ideal for greeting or re-engagement. |
Send Message | Lets you write or select a message manually. |
Run Task | Executes a backend action you’ve created (e.g., trigger a webhook or call an API). |
Show Form | Displays a data collection form such as name, email, or preferences. |
Show Button | Adds a call-to-action button for quick user input. |
Embed URL | Embeds a tool, video, or form directly inside the chat. |
No Action | Starts silently, allowing the user to initiate. |
Tip: Use Auto Message for seamless transitions between blocks, or Run Task for backend automation without user input.
Persona
Overrides your global Persona to create the right tone for the context of this block.
Examples:
Friendly and empathetic for onboarding
Confident and expert for pricing or sales
Supportive and concise for troubleshooting
You can select your existing Agent Persona or create a new one specifically for this block. Make the AI sound differently in each block.
Brain
Select or override the Knowledge Collections your Agent can use within this block.
Field | Description |
|---|---|
Select a Sales Playbook | Attach a Playbook to guide persuasive or sales-oriented dialogue. |
Knowledge Base Collections | Choose up to three Knowledge bases to provide focused information. |
Priority Knowledge | Insert key snippets that the AI should always prioritize (e.g., company email, top benefits). |
Example: Use “Product FAQs” Brain only during the pricing block or “Support Docs” Brain inside the Help block.
Guardrails
Use Guardrails to apply block-specific content moderation and logic controls.
Setting | Description |
|---|---|
Block Rules Override | Replace or modify global guardrails for this block. |
Redaction | Automatically hide or redact sensitive information (like phone numbers or private data). |
Rules Monitor | Enable AI rule monitoring to rewrite or filter restricted responses. |
Jailbreak Prevention | Prevent attempts to bypass instructions or moderation. |
Moderation | Customize fallback messages for restricted content. |
Example: Enable redaction and moderation in a Support block to ensure compliance and safe responses.
Settings
This section includes block-level adjustments for timing, memory, and data persistence.
Setting | Description |
|---|---|
Message Suggestions | Enable or disable AI-generated message hints. |
Example: You might reset memory after a form submission to prevent repeated data prompts.
Advanced Techniques Tips
Technique | Description | Example |
|---|---|---|
Persona Switching | Change tone and style per block to match context. | From “Energetic” to “Reassuring” to “Confident Closer.” |
Brain Segmentation | Use separate Knowledge bases for each part of the journey. | “Overview” Brain in Hook, “Pricing” Brain in Convert. |
Data Flow with Tokens | Pass data between blocks using Dynamic Tokens. | {{user_email}} from a form → used in confirmation message. |
Guardrails as Filters | Apply custom moderation per block. | Prevent mentions of competitors in a Pricing block. |
Conditional Actions | Combine Journey Actions with First Action triggers. | Send different webhooks if lead is qualified or unqualified. |
Differences Between Basic and Advanced
Feature | Basic Tab | Advanced Tab |
|---|---|---|
Purpose | Defines conversation flow | Adds logic, overrides, and behavior rules |
Scope | Global defaults | Per-block customization |
Persona | Uses global Persona | Allows per-block Persona |
Knowledge | Uses default Brain | Can use custom Brain |
Actions | Trigger manually | Can trigger automatically |
Guardrails | Global filters | Local, block-specific control |
Think of Basic as the script, and Advanced as the director’s cut.
Best Practices
- Use different Personas to match tone progression across stages (enthusiasm → empathy → confidence).
- Limit Brain overrides to cases where content context changes significantly.
- Use Guardrails in sensitive or regulated conversations.
- Keep your Advanced configuration documented for clarity.
- Always test in Try My Agent before publishing.
Common Mistakes
Issue | Cause | Fix |
|---|---|---|
Wrong tone in certain blocks | Global Persona overriding block Persona | Check and reassign block Persona. |
Empty or vague replies | Brain override missing context | Reconnect or update relevant Knowledge. |
Repeated actions | First Action triggers multiple times | Add entry conditions or cooldowns. |
Block not transitioning | Missing transition logic | Add a “Next Block” condition under Settings. |
Why It’s Powerful
Journey Advanced turns your Agent from a static chatbot into a dynamic, intelligent system that:
- Controls tone and context per stage
- Loads the right knowledge at the right time
- Enforces local moderation and rules
- Triggers actions or workflows automatically
It’s how you make your AI sound human, think logically, and act strategically.
FAQs
Can I mix Basic and Advanced settings in one block?
Yes — the Basic tab defines structure, while the Advanced tab adds intelligence. They work together.
Can I use multiple Brains or Personas in one block?
You can only use one Persona and one Brain per block, but you can switch them dynamically between blocks.
Do Guardrails apply globally?
No — Guardrails in the Advanced tab apply only to that specific block.
Can Webhooks and Actions run from the Advanced tab?
Yes — you can add them under “First Action” or through logic triggers.