Tracks are automated workflows that guide users through a sequence of steps - messages, quizzes, surveys, tasks, introductions, and more. Perfect for onboarding, training, and recurring processes.Documentation Index
Fetch the complete documentation index at: https://help.doozy.live/llms.txt
Use this file to discover all available pages before exploring further.
You must be an Admin or Manager to create and edit tracks.
🚀 Getting Started
- Go to doozy.live/app and open Tracks
- Click to create a new track
- Either describe your track to the AI builder (it drafts the steps and timing for you to review) or choose Build manually
- Set a trigger, add steps, then save or activate
🧱 The Track Builder
A track is built on a visual canvas: a trigger at the top, followed by a sequence of steps connected in a flow. Give your track a name (and an optional description) in the builder.1. Choose a trigger
The trigger decides how users enter the track. Pick one:| Trigger | Description |
|---|---|
| When a user joins | Starts when a new user is added to your account |
| Manual enrollment | You enroll users yourself, from the dashboard or via the API |
| On a schedule | Runs on a recurring schedule for a chosen set of users |
| Work anniversary | Starts around users’ work anniversaries |
2. Add steps
Add steps from the builder sidebar. Steps are grouped by purpose:| Group | Steps |
|---|---|
| Communication | Message, Delay |
| Activities | Quiz, Survey, Poll, Tasks |
| People | Introductions, Mentor Assignment, Cohort |
| Automation | Add to Track |
A track can include only one Mentor Assignment step and one Cohort step.
3. Save or activate
The builder has two actions:- Save Draft - saves your track without running it
- Activate - validates the track and makes it live so it starts triggering for users
Editing an active track that already has people partway through it applies your changes to them as they reach their next step. For larger changes, duplicate the track instead so current enrollees finish the version they started.
⚙️ Managing a track
Open a track from the Tracks list to reach its detail page, where you can:- Edit the track in the builder
- Pause and Resume it
- Archive, Duplicate, or Delete it
- Manage Admins - other people who can manage the track
- Enroll users manually and view each enrollee’s progress
📋 Example: Onboarding Track
| Day | Step | Description |
|---|---|---|
| Day 1 | Message | Welcome message with first-day info |
| Day 1 | Introductions | Connect with their buddy |
| Day 3 | Poll | ”How’s your first week going?” |
| Day 7 | Survey | First week feedback survey |
| Day 14 | Tasks | Complete compliance training |
| Day 30 | Survey | 30-day check-in |
⭐ Best Practices
| Practice | Why It Works |
|---|---|
| Start simple | Begin with a few steps and add more over time |
| Use delays strategically | Space out steps so users aren’t overwhelmed |
| Review before activating | Check the flow end to end before going live |
| Keep content fresh | Review and update tracks regularly |
| Assign multiple admins | Ensure continuity if someone leaves |
🔗 Related
Triggers
How users enter tracks
Step Types
All available step types
View Progress
Monitor user progress through tracks
Add Users
Manually add users to a track