Proactive Journeys
Sample-data preview of proactive journey observability covering signal, outreach, conversation, evaluation, and outcome evidence.
The Journeys section of the Developer Console provides a preview of proactive journey observability - an operating view that tracks the lifecycle of outbound healthcare journeys from initial signal through outreach, agent conversation, evaluation, and final outcome.
Journey observability is currently a sample-data preview. The dashboards render a fixed set of demonstration events and are not yet connected to workspace data. A persistent banner discloses this on every journeys page.
What a Proactive Journey Covers
A proactive journey follows a population through a multi-step engagement lifecycle:
Signal. A cohort of members is identified for outreach based on a triggering condition (for example, an upcoming appointment with missing intake data).
Outreach. The platform attempts to reach each member through one or more channels (SMS, email, voice, chat).
Conversation. Members who respond engage in an agent-driven conversation to resolve the identified need.
Evaluation. Completed conversations are scored for safety, accuracy, and quality.
Outcome. Each member reaches a terminal state: completed, handed off to a human, unresolved, or opted out.
Journeys List
The Journeys list page shows the fixed sample journey templates with summary health metrics for each:
Funnel visualization. A stepped bar chart showing member counts at each lifecycle stage from cohort inclusion through completion, so drop-off points are visible at a glance.
Outcome strip. A proportional bar showing the distribution of terminal outcomes (completed, handed off, unresolved, opted out) with color-coded tones.
Key metrics. Cohort size, outreach attempted, reached, conversations started, actions completed, and eval pass rate.
Clicking a journey opens its detail dashboard.
Journey Detail Dashboard
The journey detail dashboard demonstrates the intended operating view for one sample journey:
Overview Metrics
A row of KPI cards covering members included, outreach attempted, reached (delivered or responded), conversations started, actions completed, human handoffs, opt-outs and suppressions, eval pass rate, and safety warnings. Each metric includes a definition tooltip explaining how the number is computed.
Funnel and Outcome Charts
Interactive charts showing the engagement funnel (cohort to completion) and outcome distribution by channel. The outcome-by-channel chart uses consistent tone semantics:
Completed - success tone
Handed off - info tone (a deliberate routing outcome, not a failure)
Unresolved - warning tone (the state that needs attention)
Opted out - neutral tone (a member preference, not a failure)
Agent Resolution Table
A detailed table of individual member journeys showing signal date, outreach status, channel, conversation status, evaluation result, and terminal outcome. Each row links to a member timeline drawer.
Member Timeline Drawer
A chronological timeline of the events included in a sample member journey - cohort inclusion, outreach attempts, delivery status, conversation start, agent actions, evaluation results, handoffs, suppressions, and final outcomes. Includes sample conversation identifiers for traceability.
Quality Panel
Evaluation pass rates and safety warning counts with drill-down to individual members flagged for review.
Sample Period
The sample data window is labeled explicitly (for example, "May 1 - May 5, 2026") to avoid presenting the fixtures as current workspace activity.
Navigation
Proactive Journeys is limited to designated Library demo workspaces and is not a standard production sidebar item. Open it through the Developer Console command palette or a direct Library link. The previous routes under /dashboards/proactive-journey redirect to /journeys, preserving existing demo bookmarks.
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