CreateJourney

Your Business

Journey AI is building a working understanding of your business.

0Knowledge fields

0Timeline items

0Saved assets

What do you want to do?

Choose a starting point. Journey AI will take you to the right tools without making you hunt through the workspace.

Journey AI Timeline

Journey Library

One organized home for Journey AI conversations, highlighted topics, decisions, images, campaigns, projects and generated work. Journey AI maintains the organization so you do not have to dig through chat history.

0Highlights

0Images + assets

0Conversations

0Decisions + notes

Highlights

Important ideas, recommendations, business facts and follow-ups surfaced from your Journey AI activity.

Images + Designs

Generated graphics, uploaded logos, SmartBoard creatives and social assets.

Conversations

Clean conversation cards with titles, last activity and a quick way to resume.

Decisions + Notes

Key decisions and important operating notes separated from ordinary conversation.

Projects + Campaigns

Work threads, marketing plans and campaigns grouped together.

Creative Preferences

Choose how many image concepts Journey AI should normally create and how much it should ask before generating.

Images per request

Creative behavior

Explanation

Journey Library is available locally. Server sync status has not been checked yet.

Business Knowledge Vault

Journey AI Memory Controls

Save operating facts, lasting decisions and guardrails. Pin the most important items so Journey AI treats them as high-priority context.

Media Library

AI Work Drafts

Recommendations Inbox

Action Center

Recommended Next Moves

Proactive ideas are specific to this business. Journey AI will not invent performance patterns it cannot support with available data.

Business Memory Inbox

Every conversation remains part of the Journey AI archive. Important facts, ideas, decisions, tasks and future leads are additionally organized here so they can be found later.

Creative Studio

Prepare branded social graphics, promotions and SmartBoard end-screen images. Generated files are saved into the Journey AI Media Library when the secure creative backend is available.

Your approved creative preview will appear here.

Prepared External Actions

Journey AI prepares work first. Publishing, messaging, provider updates or other consequential external actions require the correct role, approved provider permission and explicit approval.

Recent Journey AI Creative

Campaign Builder

Tell Journey AI the outcome you want. It will keep the campaign specific to this business and avoid unsupported claims or invented offers.

Channels to prepare

Provider Action Packs

Each pack shows what Journey AI can prepare for that provider and whether secure execution is currently available.

Campaign Workspace

0Measured campaigns

0Positive outcomes

0Active experiments

LowOverall learning confidence

What Journey AI Has Learned

Business-specific patterns appear only when supported by actual measured data.

Experiments

When evidence is weak, Journey AI can suggest a controlled test instead of presenting a guess as fact.

Measured Campaign Results

Journey AI Marketing Command Center

Turn business goals into coordinated campaigns without making the owner manage a pile of marketing tools. Journey AI uses the business profile, brand, actual performance evidence, approved connected accounts and prior results to recommend what to do next.

0Active marketing work

0Scheduled items

0Ready for approval

0Measured learnings

Marketing Opportunities

Recommendations are business-specific and disclose whether they come from observed data, learned history, business knowledge or a proposed experiment.

Quick Marketing Brief

Describe the result you want. Journey AI prepares a plan, content and channel actions for review.

Marketing Work

Campaigns, content and scheduled actions are connected here so the owner can see the work without jumping through multiple tools.

Marketing Preferences

Journey AI uses these guardrails when creating ideas and remembers them for future marketing work.

Promotion styleHow aggressively should Journey AI use discounts?

Proactive suggestionsHow often should Journey AI surface marketing ideas?

Creative toneDefault tone when brand knowledge is incomplete.

Creative + Content Studio

Create one idea and adapt it for social media, Google Business, email, website content and SmartBoard screens. Journey AI keeps the message consistent while formatting each channel appropriately.

Content Composer

Choose a starting point or describe exactly what the business needs.

Selected Preview

Previewed text remains a draft until it is added to a campaign, SmartBoard or external action.

No content selected

Prepare a variant or choose an existing item.

Content Variants + Reusable Assets

Content Calendar + Scheduling

Plan marketing in one place. Calendar entries can be prepared locally, but actual future publishing or SmartBoard changes only become scheduled when the secure backend confirms the schedule.

Schedule Content

Choose an existing content item, channel and future time. Journey AI checks account readiness and approval requirements before sending the schedule to the backend.

Scheduling Queue

Performance Hub Command Center

Journey AI combines CreateJourney activity, measured campaign results and authorized connected-account data when available. It shows what is known, what is directional and where more data is still needed.

0Total SmartBoard tapsCreateJourney data

0%Journey action rateActions / taps

0Active boardsVisible to this role

0Measured campaignsLearning confidence: Low

Board Performance

Board comparisons use only the analytics currently available to CreateJourney.

Business Health

A small set of useful observations instead of a wall of charts.

Campaign Performance

Measured campaign outcomes are shown with their evidence source and without turning correlation into proof.

Ask the Business

Journey AI receives the current intelligence snapshot, attribution records and advisor context.

Using current CreateJourney workspace data.

Journey Performance

Tracked impressions, choices and destination opens by Journey action.

Visitor & Prompt Signals

Anonymous first/returning activity and optional-prompt response patterns.

7-Day Activity

Actual CreateJourney customer events recorded in this browser/workspace snapshot.

Recent Customer Events

Attempted and confirmed outcomes remain separate.

Performance Intelligence + Attribution

Journey AI connects campaigns and customer actions where evidence exists. It deliberately distinguishes an observed association from a likely relationship and from true deterministic attribution.

Campaign Attribution

Measured campaigns become attribution records. Local before/after changes remain directional unless a backend provides traceable event-level linkage.

Journey Conversion

Conversion here means recorded CreateJourney actions divided by taps. It is not a payment or revenue conversion unless those systems are connected and measured.

Evidence Rules

Observed

Direct data

A metric or change recorded directly by CreateJourney or an authorized provider.

Likely related

Association

Timing and measured movement support a relationship, but other factors could have contributed.

Deterministically attributed

Requires traceable linkage

Only used when event-level tracking can connect the source action to the outcome. Local before/after comparisons never receive this label.

What Still Cannot Be Proven

Journey AI will list the important data gaps here instead of filling them with assumptions.

Forecasting + Business Advisor

Journey AI looks forward only as far as the evidence allows. Forecasts show confidence, sample size and assumptions. When there is not enough history, the advisor says so and recommends a test rather than pretending to know.

0Supported forecastsEvidence threshold applied

0Items needing attentionObserved differences only

LowAdvisor confidenceBased on available history

0Suggested experimentsFor weak-evidence ideas

Forecasts + Trends

Forecasts are generated only when a minimum evidence threshold is met.

Needs Attention

Cross-board differences and measured negative outcomes appear here. They are not automatically treated as future trends.

Recommended Focus

Recommendations combine business type, owner preferences, measured learnings and current operational signals.

Advisor Brief

Generate a concise owner-level explanation of what changed, what is uncertain and what Journey AI recommends doing next.

Journey AI Automation Command Center

Automations can monitor, prepare, measure and repeat useful work. External or consequential actions remain controlled by role permissions, explicit approval policies, connected-account scopes and secure backend confirmation.

Automation safety controlNo active backend automations are currently confirmed.

0Active automationsBackend confirmed

0Waiting for approvalPrepared work

0Recorded runsPreview or backend events

8Business automation packsReady to customize

Your Automations

Drafts do not run. An automation is only marked Active after the secure backend confirms activation.

Approval Policy

Journey AI applies the safest required policy even if a workflow requests broader autonomy.

Notify only

Journey AI observes a condition and tells the team. No business change is executed.

Prepare for approval

Journey AI creates the report, draft, campaign or proposed change, then waits for an authorized person.

Pre-approved low-risk work

Only explicitly authorized low-risk tasks such as measurement, internal summaries, monitoring and draft preparation may run without per-run approval.

Always approval-gated

Publishing, sending customer messages, changing SmartBoards, changing websites, account/permission changes, payments and other consequential external actions remain approval controlled.

Recent Automation Activity

Run history distinguishes previews from backend-confirmed executions.

Journey AI Recommended Automation

The recommendation changes with business type, measured history and current evidence.

Workflow Builder + Approval Rules

Describe the trigger, condition and outcome in plain language. Journey AI turns it into a controlled workflow and checks whether the requested approval level is safe before activation.

Build Workflow

Example: Every Wednesday, check whether weekend bookings look weak. If they do, prepare an Instagram post and SmartBoard promotion for approval.

Safety Preview

The preview shows the effective approval level and whether the requested actions include consequential work.

No workflow preview yet

Fill in the workflow and choose Preview safety plan.

Workflow Drafts + Active Rules

Recurring Business Operations + AI Monitoring

Use business-specific automation packs as a starting point. Packs become editable workflow drafts first; nothing becomes active simply because a template was selected.

Automation Packs

Journey AI adapts these packs to the current business profile and available connected accounts.

Monitoring Signals

Signals are observations and recommendations. They do not automatically execute changes.

Automation Run History

Preview runs are clearly labeled Preview. Backend-confirmed execution records are labeled Confirmed.

Operations Guardrails

Role aware

Employees cannot activate automations. Managers can manage normal approval-gated workflows. Owner approval is required for pre-approved autonomy.

Scope aware

Provider actions require the correct connected account and authorized action scope at execution time.

Evidence aware

Slow-period and performance conditions use measured evidence thresholds and do not invent missing business data.

Fail closed

If the backend, permission or provider is unavailable, the workflow is not marked executed or active.

Plans & Billing

CreateJourney uses one SmartBoard hardware family and software entitlements control advanced capabilities. Billing status, prices, invoices and subscription changes are authoritative only when confirmed by the secure billing backend.

CoreCurrent planLocal entitlement fallback

0SmartBoardsLimit not backend confirmed

0AI units usedCurrent usage period

UnconfirmedBilling statusNo renewal date confirmed

Software Plans

Plan capabilities are shown immediately. Prices and checkout terms are loaded from the secure billing backend rather than hard-coded into the browser.

Subscription Management

Only the Owner can start checkout, open the billing portal, change subscription level or manage payment details.

Recent Invoices

Invoices appear only when returned by the secure billing backend.

Feature Entitlements

Every premium capability checks the workspace entitlement model. The browser may show a conservative fallback for UI preview, but server-authoritative actions must re-check the entitlement on the backend before execution.

Workspace Capabilities

See what this workspace can currently use and which capabilities require a higher plan.

Role + Plan Guardrails

Owner

Can manage billing and plan changes. Feature use still depends on the workspace entitlement.

Manager

Can use entitled business tools within Manager permissions, but cannot change the subscription or payment method.

Employee

Can only use entitled capabilities allowed by the Employee role and board assignment. Billing remains hidden from execution controls.

Server authority

Publishing, automation, premium AI and other backend actions must verify both role permission and entitlement server-side.

Plan Comparison

The plan names and feature groupings below are product defaults. Commercial prices and final billing terms come from the billing backend.

Usage + Premium AI

Journey AI tracks workspace usage so owners can understand what is consuming premium capacity. Usage meters are informational until the billing backend confirms the current allowance and period.

Usage Meters

Board count is calculated locally; premium AI, creative and automation usage are authoritative only when returned by the backend.

Premium AI Access

Advanced Journey AI capabilities are gated by workspace entitlements and safe usage limits.

Usage Alerts

Journey AI can warn the Owner as usage approaches a confirmed limit. It never silently upgrades the plan or purchases additional capacity.

Board Billing Model

CreateJourney keeps one physical SmartBoard product family. Software plan and workspace entitlements determine digital capabilities; the frontend does not invent hardware charges or recurring board fees.

Production Readiness Command Center

This command center separates browser checks from server-confirmed production checks. CreateJourney never marks persistence, RLS, backups, Edge Functions, billing, OAuth, scheduling or external execution healthy unless the relevant backend confirms it.

0Local checks passedBrowser-verifiable

0Backend checks confirmedServer-authoritative

0Warnings / unverifiedReview before launch

0Critical blockersMust be resolved

Environment + Backend Health

Checks authentication, workspace context and server-reported production services without exposing secret credentials.

Persistence + Data Integrity

Local persistence is inspected directly. Cross-device persistence and database durability require backend confirmation.

Runtime Diagnostics

Useful browser-level diagnostics for the current build and device.

Production Snapshot

Export a sanitized diagnostic snapshot for debugging. Secrets, provider tokens, payment credentials and permanent API keys are excluded.

No production readiness run has been completed in this session.

Security, Recovery + Audit

Security status is evidence-based. The browser can inspect its own storage and role state, but database RLS, backup policy, secret management and server audit guarantees remain unverified until reported by the secure production backend.

Security Controls

Production controls are shown as Confirmed, Local pass, Unverified or Blocked.

Recovery Readiness

Backups and restore capability are not inferred from browser state. They require server-side confirmation.

Audit Trail

Local audit events are visible here. A production-grade immutable/server audit trail must be backend confirmed.

Client Storage Safety

Scans browser-persisted CreateJourney state for suspicious credential-key names without displaying stored values.

QA, Accessibility, Performance + Release Gate

The release gate combines browser-level checks with server-authoritative production checks. Passing local QA alone is never presented as a complete production approval.

Local QA Suite

Checks DOM integrity, accessibility basics, analytics shape, mobile viewport, storage size and runtime health.

Accessibility + Mobile

Automated browser checks catch common issues but do not replace keyboard, screen-reader and real-device testing.

Performance

Runtime measurements are device-specific and informational. They are not a substitute for production performance monitoring.

Release Gate

Critical launch requirements remain blocked until server-confirmed controls are healthy.

Final Launch Checklist

This checklist combines current frontend state with backend-confirmed status where available. Unverified backend services remain clearly marked.

Launch Control Center

Go-live status is evidence-based. CreateJourney distinguishes local readiness from production service verification, and operational controls such as Maintenance Mode require Super Admin authorization plus secure backend confirmation.

0Services readyBackend confirmed

0Needs attentionUnavailable / unverified

0Pilot workspacesBackend reported

0Open incidentsBackend reported

Production Services

Service state is not inferred from browser UI behavior.

Maintenance Mode

Maintenance Mode is a server-side operational control. The browser never claims it changed unless the backend confirms the update.

Not verified

Maintenance state has not been confirmed by the operations backend.

Current Release

Release metadata is supplied by the production operations backend when available.

Launch Checklist

A service can be Ready only when the operations backend confirms it.

Pilot + Customer Onboarding Operations

Track pilot workspaces, SmartBoard activation, Journey setup, Journey AI onboarding, connected accounts and billing readiness. Workspace progress shown here comes from the operations backend; the UI does not invent customer completion data.

0Pilot workspacesLoaded from operations

0On trackHealth 80%+

0Need attentionIncomplete / stalled

0Launch readyRequired milestones complete

Onboarding Friction

Journey AI highlights only backend-supported onboarding gaps and does not guess customer intent.

Pilot Readiness Rules

Account + workspace

Required

Owner account and workspace must exist and be accessible.

SmartBoard activation

Required

At least one board must be claimed and active for a board-based pilot.

Journey configured

Required

The active board should have a customer Journey and valid destinations.

Journey AI + connections

Contextual

AI onboarding and provider connections are required only when the pilot scope depends on them.

Monitoring, Support + Incident Operations

Monitor production services, customer-facing failures, incidents and controlled feature rollouts. Incident state and feature flags are server-authoritative; edits require Super Admin access and backend confirmation.

Service Monitoring

Includes authentication, public Journeys, board activation, Journey AI, integrations, automation and billing where the backend reports them.

Open Incidents

Incidents use stable customer-safe support codes when supplied by the backend.

Feature Flags + Rollout

Feature flags support staged release to internal, pilot or production audiences. A toggle changes only after the backend confirms it.

Support Diagnostics

Generate a sanitized browser diagnostic code for a support conversation. It does not include passwords, provider tokens, payment credentials or permanent API secrets.

No support diagnostic has been generated.

Journey AI Command Center

Tell Journey AI what to change

Journey AI prepares supported workspace changes first. Nothing is applied until you review and approve it.

Current context: Journey AI Workspace

Journey changesPause / activateDestinationsAssignmentsRename boardBulk board changes

Change Chair 1 Journey to Pay then Review

Pause Chair 2

Set Chair 1 Review destination to a new URL

Work Threads

Keep campaigns, board redesigns and operating projects together instead of mixing every AI task into one stream.

Customer Journey

Activate your SmartBoard

How will you use CreateJourney?

Create your account

Confirm SmartBoard activation

Make CreateJourney yours

Build your first Journey

Connect your Journey

Your board is ready.

Good to see you.

Today

Quick actions

Active boards

Performance

Journey performance

Team

Journey AI insight

Need help?

Connected Accounts

One business, connected to Journey AI

Connection Health

Connection Security & Activity

Connect Account

1. Account

2. Permissions

3. Journey AI access

Teach Journey AI

Tell me about your business

Brand and media

Products and services

What should Journey AI help you accomplish?

Teach me how you operate

Your Journey AI business profile

Journey AI Workspace

Your Business

What do you want to do?

Journey AI Timeline

Highlights

Images + Designs

Conversations

Decisions + Notes

Projects + Campaigns

Creative Preferences

Business Knowledge Vault

Journey AI Memory Controls

Media Library

AI Work Drafts

Recommendations Inbox

Action Center

Recommended Next Moves

Business Memory Inbox

Creative Studio

Prepared External Actions

Recent Journey AI Creative

Campaign Builder

Provider Action Packs

Campaign Workspace

What Journey AI Has Learned

Experiments

Measured Campaign Results

Marketing Opportunities

Quick Marketing Brief

Marketing Work

Marketing Preferences

Content Composer

Selected Preview

Content Variants + Reusable Assets

Schedule Content

Scheduling Queue

Board Performance

Business Health

Campaign Performance

Ask the Business

Journey Performance

Visitor & Prompt Signals

7-Day Activity

Recent Customer Events

Campaign Attribution

Journey Conversion

Evidence Rules