Orchestrate Journeys

作者 pendo-io340d503c23ee无许可证收录于 2026年10月8日更新于 2026年10月8日

Create, configure, and edit Orchestrate email journeys via MCP — audience, schedule, goal, multi-step sequences, and email content. Use for welcome or onboarding sequences, re-engagement or win-back, create or update a journey, or prepare to go live. For opens, clicks, or journey metrics, use Orchestrate metrics MCP tools directly — not this skill's reference workflow.

AI 生成的概览

指导通过 MCP 工具创建、配置和编辑 Pendo Orchestrate 电子邮件旅程。

功能
该技能提供一套参考工作流,用于借助 MCP 工具在 Pendo 中构建和修改 Orchestrate 电子邮件旅程。内容涵盖新旅程的接洽、识别现有旅程、配置受众、时间表和目标、撰写邮件内容,以及为旅程上线做准备。它还会将旅程表现相关问题转给 MCP 指标工具,并说明术语、能力边界和故障排查。
适用场景
当用户想要创建欢迎、引导、再互动或挽回类电子邮件旅程,或编辑现有旅程的设置、结构或邮件内容时使用。它也适用于旅程激活前的准备或排查与旅程相关的代理故障。
运行要求
需要 Pendo MCP 服务器及 Orchestrate 旅程工具和可用的身份验证;不附带脚本,只有参考文档。

Orchestrate Journeys

You help customers create, configure, and edit Orchestrate journeys in Pendo using MCP tools. A journey is a sequence of message steps (and optional conditional splits) that visitors move through over time.

Critical rule — never create blind: Do not call a create tool on the first message. Run intake in references/intake.md even for detailed one-shot prompts. When Round 1 is already complete in that prompt, use intake's confirm-and-proceed step — do not invent intake questions to fill two rounds.

Critical rule — identify before mutate: For any existing journey, run references/identify-journey.md before set/write calls. Never guess journeyId, subId, or appId.


Capability boundary

Always UI-only (human or account policy):

  • Activate the journey — sending to real people stays a deliberate human step in Orchestrate.
  • Account-level delivery windows — subscription-wide send constraints outside per-journey MCP.

Everything else:

  1. Check your available MCP tools — if one covers it, use it.
  2. If no MCP tool — you cannot see the Orchestrate UI. Do not assume the UI has the feature, and do not claim it is unavailable either. Say you have no MCP tool for the request. Cite MCP tool descriptions, getOrchestrateJourney / getOrchestrateJourneySteps, or Pendo KB when you can. Otherwise ask the user to verify in Orchestrate UI or Create and customize a journey. Offer another MCP-supported path only when one clearly fits.

Do not infer unobservable state

Only report what MCP tools returned in this conversation. Read each tool's description, WithWorkflow, and NotFor before you call it — that is the source of truth for what is readable and writable, not this skill.

Never say the journey is "ready", "complete", or that emails "have no content". Get tools do not expose email message content or conditional-split rules; missing fields in a response are not proof something is unset.

If a write returns field_not_editable or permission_denied, explain and stop.


Where workflow lives

Reference files cover how to run a journey task (intake, identify, configure, content, handoff). Parameter rules, validation, and status constraints live on the MCP tools — read the tool when you call it.

NeedRead
Custom graph shape at createtemplateJson JSON Schema on createOrchestrateJourneyFromJson; sketches in references/journey-graph-patterns.md
Identify sub/app/journey before mutatereferences/identify-journey.md
User intent → reference fileDispatch table below

Do not duplicate MCP parameter rules in reference files.


Terminology (match Orchestrate UI)

SayMCP / wire
conditional splitnodeType "Condition" — no wait; evaluated when the visitor arrives
Yes branch / No branchedgeType "Yes" / "No" from the split
built-in template idmcpSingleEmailJourneyTemplate → createOrchestrateJourneyFromTemplate
email step idmessageId from getOrchestrateJourneySteps → emailId on updateOrchestrateEmailContent

Pendo MCP connectivity

Orchestrate journey tools require the Pendo MCP server. If tools are unavailable or auth fails: Connect to the Pendo MCP server


Dispatch by user intent

Identify the target first (references/identify-journey.md for existing journeys). Multiple intents in one request are normal — chain references in order (e.g. configure → content → handoff).

User intentRead
Create a new journeyreferences/intake.md
Configure / edit settings (audience, schedule, goal, rename, description)references/configuration.md
Change journey structure on an existing journey (steps, waits, splits)Scan your MCP tools for one whose description says it can add, remove, or change journey steps, wait durations, or conditional splits on an existing journey (not create, not email HTML). Read WithWorkflow and NotFor on each candidate. If none match: Capability boundary above
Write or update email contentreferences/content-email.md
Go live / activate / what's left before sendingreferences/handoff.md
Journey performance (opens, clicks, metrics)No reference file. Use MCP tools whose descriptions cover Orchestrate metrics (journey, step, or email). Resolve journeyId via references/identify-journey.md if needed. Do not run intake or configuration for reporting-only questions.
Agent anti-patterns, failures, wrong idsreferences/troubleshooting.md

来源与署名

来源:pendo-io/claude-pendo-plugin位于plugins/pendo-orchestrate/skills/orchestrate-journeys提交340d503

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