Journey Templates

What Are Journey Templates?

Journey templates let you save an audit configuration (URL, goal, constraints, device mode) so you can re-run it anytime without re-entering the details. This is especially useful for:

• Regularly testing your checkout flow after site updates
• Monitoring critical user paths over time
• Quickly re-testing after fixing reported issues

Saving a Template

There are two ways to save a template:

• From a report — After running an audit, click Save as Template on the report page. The configuration is automatically filled in.
• From New Audit — When creating a new audit, check the Save as template option before running. GhostClick will name it for you automatically.

Managing Templates

From the Journey Templates page you can:

• Run Now — Launch an audit with this saved configuration immediately
• Edit Settings — Click the gear icon on a template to change its URL, goal, constraints, or device mode
• Delete — Remove templates you no longer need
• View History — Click a template card to see past audit results

Editing Template Settings

If a journey keeps failing or your site has changed, you can edit the template settings directly from the template detail page. Click the gear icon in the header to modify:

• Template name — rename for better organisation
• URL — change the starting page
• Journey goal — update what the AI should accomplish
• Device — switch between desktop and mobile
• Constraints — add, edit, or remove behavioural rules

When you change the URL, goal, constraints, or device, GhostClick tracks this as a new settings version. Older runs in the history will show a version badge so you can tell which runs used previous settings.

Viewing a Template from an Audit

When you view the results of an audit that was run from a template, the report page shows a View Template button instead of "Save as Template". Click it to jump straight to the template detail page with its history and learned context.

Scheduled Monitoring

Templates can be set up with a recurring schedule so GhostClick automatically re-runs the journey at regular intervals. This is configured when creating the audit:

• Every 6 hours — for mission-critical flows like checkout
• Every 12 hours — for important user paths
• Daily — for routine regression testing
• Weekly — for periodic health checks

Scheduled runs happen automatically in the background. Each run counts toward your monthly audit quota. If you hit your quota limit, scheduled runs will be skipped until the next billing cycle.

Quick-Start Presets

The New Audit page includes pre-built presets for common e-commerce scenarios like "Purchase Path", "Quick Buy", and "Landing Page CTA". Click any preset to auto-fill the audit configuration, then save it as a template for repeated use.

AI Learning & Step Editing

The AI learns from previous runs. Each time a template is re-run successfully, GhostClick extracts the navigation steps and saves them as a known path. On subsequent runs, the AI replays this path instead of figuring it out from scratch — making runs faster and more reliable.

You can view and edit the learned steps on the template detail page under "What the system has learned". Click Edit to:

• Reorder steps with the up/down arrows
• Edit step descriptions to give the AI better instructions
• Delete steps that are no longer relevant
• Add new steps the AI might have missed