# Multimodal journey planner (cheat sheet)

> Plan every seam of a cross-channel task.

Source: https://conversationalaidesign.com/cheatsheets/multimodal-journey-planner.html. Author: Nelson Abacherli Kawakami. Reviewed October 27, 2026.

## Modality fit
| Modality | Best for |
|---|---|
| Voice | Goals, quick confirmation, hands-free |
| Chat | Asynchronous conversation, links |
| Screen | Choices, comparison, secure entry |
| Image or video | Evidence, products, location |
| Document | Structured data from existing papers |
| Notification | Reminders and status |

## For every handoff define
- Why the switch, and how you explain it
- What travels: summary, collected values, identity level, consent
- How: a signed, expiring reference, not data in a link
- How they return, and what if they never do
- The fallback if it fails

## Images and documents
- Guide capture and check quality
- Say what the assistant sees; ask for confirmation
- Show extracted fields; confirm before acting
- Treat uploads as untrusted input
- Minimize collection; state retention

## Test
- Cross-channel scenarios with time gaps
- Expired, reused and tampered links
- Failure injection: upload fails, call drops
- Accessibility alternatives for every step
- Funnels keyed by journey ID

Related modules: Multimodal journeys (https://conversationalaidesign.com/modules/21-multimodal-journeys.html)