Playbooks, August 19, 2026

A 7-day plan to automate your first customer journey

One small journey, built and tested in a week, without technical help.

Days 1 to 2: pick the journey

Choose the moment where you lose the most customers, usually the first reply or the follow-up after an enquiry.

Days 3 to 5: build and test

Describe it in chat, review the flow UPMYB draws, and run it with sample data.

Days 6 to 7: go live

Switch it on for a small group first, read the results, then roll it out to everyone.