Customer ExperienceRomania

Help center

Quick answers and guides

Eight short articles cover the most common questions about using Journey Builder. Press ⌘ K to search.

Getting started

How workspaces, clients, and projects fit together
Three layers organize your work: a workspace is your team, a client is who the journey is for, and a project groups related journeys.
Import journey stages from a PDF, DOCX, or text file
Upload research notes, transcripts, or briefs and AI proposes stages you can preview, edit, and merge into your journey.
How to extract all reviews from Google Maps
Step-by-step methods to pull every public review from a Google Maps business and feed them into the Reviews tab.

Collaboration

Invite teammates and choose their role
Send email invitations or copy a magic link. Each invite expires after 14 days.
What owners, admins, and members can do
Roles control who can manage clients, invite teammates, change branding, and delete journeys.

AI

AI cost tracking, monthly budget, and 80% / 100% alerts
Every AI call is logged and counted against a monthly budget. Workspaces get email alerts at 80% and 100%.
How AI features use the shared budget
Each AI feature is routed to a model tier picked for the job; one shared budget covers everything.

Exports

Export a journey as PDF, PowerPoint, or HTML
Three export formats, all branded with your workspace logo and colors.

Account & data

Export your data and request account deletion (GDPR)
Self-service JSON export plus an email-based deletion flow under GDPR Articles 15 and 17.

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