Orchestrate Journeys

作者 pendo-io340d503c23ee無授權條款收錄於 2026年10月8日更新於 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 產生的概覽

指導透過 MCP 工具建立、設定與編輯 Pendo Orchestrate 電子郵件旅程。

功能
此技能提供一套參考工作流程,用於借助 MCP 工具在 Pendo 中建立與修改 Orchestrate 電子郵件旅程。內容涵蓋新旅程的接洽、辨識現有旅程、設定受眾、時程與目標、撰寫郵件內容,以及為旅程上線做準備。它也會將旅程成效相關問題導向 MCP 指標工具,並說明術語、能力界線與疑難排解。
適用情境
當使用者想要建立歡迎、引導、再互動或挽回類電子郵件旅程,或編輯現有旅程的設定、結構或郵件內容時使用。它也適用於旅程啟用前的準備,或排查與旅程相關的代理故障。
執行需求
需要 Pendo MCP 伺服器及 Orchestrate 旅程工具與可用的身分驗證;不附帶指令碼,只有參考文件。

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

來源與署名

來源:pendo-io/claude-pendo-plugin位於plugins/pendo-orchestrate/skills/orchestrate-journeys提交340d503

授權條款: 無授權條款

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