Build journeys,
then keep them on track
Build agent journeys from discovery to checkout, decide what your agent does at each step, and control them as they run.
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Trusted by 400+ brands and agencies
Build the journey
Discover, compare, decide and checkout, each with its own steps.
Set the rules
Decide what your agent does, when it asks and when it hands off.
Control live journeys
Pause, edit and compare journeys while they run.
Everything in Journey Orchestrator
Journey builder
Discover, compare, decide and checkout.
Step rules
What your agent does at every step.
Hand-offs
When to bring in a human.
Live control
Turn journeys on, pause or edit them.
Funnel view
See where shoppers and agents stall.
Versions
Compare two versions of a journey.
Map, configure and steer every agent journey
01
Map the journey
Lay out the steps from first question to checkout.
02
Set each step’s rules
What your agent does, asks and hands off at that step.
03
Run and control
Turn journeys on, pause them and see which step needs work.
Design the path from first question to checkout
Set what your agent does at each step, see where shoppers stall and fix the step that needs it.
Step-by-step journey builder
Conversion per step
Hand-offs to your team
A closer look at Journey Orchestrator
BUILDER
Map the journey
Discover to checkout.
RULES
Step rules
What happens at each step.
HAND-OFFS
Bring in a human
Hand-off rules.
VERSIONS
Compare versions
Two journeys, side by side.
LIVE
Control live journeys
Pause and edit.
FUNNEL
Where journeys stall
Conversion per step.
TEMPLATES
Start from a template
Ready-made journeys.
How Journey Orchestrator works for you
Build each step of the journey
Decide what your agent does at discover, compare, decide and checkout.
Journey builder
Step rules
Hand-offs
Keep live journeys on track
Pause, edit and compare journeys while they run.
Live control
Funnel view
Versions
What teams do with Journey Orchestrator
Checkout journeys
Guide agents all the way to the order.
Returns and exchanges
Handle after-sales without a ticket.
Bundles and upsells
Suggest the right add-on at the right step.
Local journeys
Different steps for different markets.
Seasonal flows
Swap journeys for peak season.
Client journeys
Build and manage journeys for clients.
FAQs
Can't find what you're looking for? Visit our Help Center.
What is the Journey Orchestrator?
The Journey Orchestrator is where you shape what your Opttab Brand Agent does at each step of an AI-driven customer journey, from the first product question through comparison and decision to checkout. You decide which data and actions are available at each step, and every run is traced with a journey ID. At launch, it connects with Insider One, Braze, Klaviyo and Salesforce for retargeting and engagement.
What is an agentic customer journey?
An agentic customer journey is a path to purchase where an AI agent handles some or all of the steps for the shopper: finding products, comparing them, answering questions and placing the order. The journey might start in ChatGPT or Claude and end on your site. Opttab calls itself the Agentic Journey OS because it covers each of those steps.
What does "Agentic Journey OS" mean?
"Agentic Journey OS" means Opttab covers the whole journey a customer takes through AI. An assistant finds the brand, understands its products, calls the brand's systems for live information, and completes a transaction. Opttab provides the measurement, optimization and agent infrastructure for each of those steps in one platform.
How do AI-driven journeys connect to my CRM and email?
Opttab connects Brand Agent journeys to customer engagement platforms including Insider, Braze, Klaviyo and Salesforce Marketing Cloud. That way, a journey that starts in an AI assistant can carry on in your existing messaging flows, like an order confirmation or a follow-up. You're responsible for the marketing consent these messages need.
Can the agent hand a shopper over to my website or team?
Yes, the agent can hand shoppers over, because you decide which actions the Opttab Brand Agent completes itself. Anything you don't turn on stays with your website and team, for example payment in your own checkout or a tricky question for customer service. AI assistants also decide on their own when to send a shopper to your site. Payment always goes through your own checkout or payment provider.
Can I require approval for certain actions?
Yes, you choose which actions the Opttab Brand Agent can perform and within which limits. Opttab may also add confirmation steps, value limits or quantity limits for high-risk actions like large orders. Actions you haven't turned on can't be called at all.
Can the agent sign shoppers up for marketing?
Yes, the agent can sign shoppers up for marketing if you turn on marketing sign-ups and connect a customer engagement platform like Klaviyo, Braze, Insider or Salesforce Marketing Cloud. The agent has to collect explicit opt-in where consent is required, and you're responsible for the legal basis for your marketing.
Which channels can an agentic journey start from?
An Opttab agentic journey can start in ChatGPT through your ChatGPT app, in Claude through your Claude connector, or on your own website through the on-site shopping agent. All three run on the same remote MCP server, so the rules, actions and data you set up apply to every channel, and each journey keeps its journey ID.
Latest insights
Read the latest on AI visibility, GEO and agentic commerce.
Be the brand
agents choose.
Find, recommend, visit, buy. Opttab covers every step of the agentic journey.