Customize a Milestone

Customize a milestone's name, welcome content, appearance, completion popup, visibility, and versions from its Settings page. Content has two tabs: Welcome & Explanation and Completion.

Open the milestone's settings

1. Open your AI Hub and journey, then open the milestone you want to change.
2. Select Settings.
3. Use General to update the Milestone Name. If you've renamed Milestones in your hub, the field uses your custom label.

The Published toggle is also under General. Turn it on to publish this milestone or off to hide it as a draft, then save your changes.

Welcome & Explanation

Open Settings → Content → Welcome & Explanation:

• Milestone Description: a brief overview of this stage.
• Explainer Title: the heading for its explainer section.
• Explainer Content: formatted text explaining what users will do and why it matters.
• Explainer Image / Video: choose Image to upload an image, or Video URL to add a hosted video's link.
• Explainer layout: choose Side by side or Stacked. Stacked displays the media at full width.
• Explainer media position: with Stacked, choose Above text or Below text.

Use the explainer to set up the work in this milestone, rather than repeating the whole journey's introduction.

Completion

Open Settings → Content → Completion to customize the milestone-completion popup. Turn on Completion dialog to show it when the automatic completion flow selects this level, or turn it off to suppress the dialog without stopping progress from saving.

• Completion Title and Completion Message: your congratulations and next-step guidance. Leave them blank to use OBIE's defaults.
• Completion Icon and Completion Color: choose the dialog's appearance, including an uploaded image instead of an icon.
• Celebration: choose None, Confetti, Fireworks, Balloons, or Flying hearts.
• Video Link: add a hosted video for users to watch in the dialog.
• Button: add a label and a destination, either a live Offer page in this AI Hub or another link. You can include Note Heading and Note Text, and choose whether the normal Continue action appears alongside your button.

Use Dialog preview to check your changes. You can include values such as {{milestoneName}} and {{journeyName}} in the title or message so names stay in sync.

With the completing Step set to Automatic, OBIE uses the Journey- or AI Hub-completion dialog at the final Milestone rather than this Milestone's dialog.

An individual Step can also show its own completion popup even when it isn't the last Step in the Milestone. Step Settings → Completion → Custom dialog replaces the automatic Milestone, Journey, or AI Hub dialog for that completion; Off suppresses all dialogs for that Step.

For the complete walkthrough, including videos, buttons, animation, and individual Step popups, see Customize Completion Popups for Steps and Your AI Hub.

Appearance and visibility

Open Settings → Customize to change the milestone's icon, color, and background. Turn on Customize background to set your own color, gradient, or image. Unset background fields inherit from the journey or hub. To use your own image instead of an icon, open the icon picker and select Upload image.

To return to the inherited background, turn off Customize background and confirm Use inherited if prompted. This immediately removes the milestone's custom background. Steps use their milestone's background; they don't have separate background settings.

Open Settings → Visibility to control when this milestone appears to users. See How Visibility Rules Work.

Versions

Open Settings → Versions to enable milestone versions. Users can then create separate versions for repeatable work. Existing user versions are preserved when you disable the feature.

See Understanding Milestone Versions.

Save and check

Select Preview to check the appearance, then Save Pending Edits to save your changes. If other settings sections also have unsaved changes, choose whether to save only this section or Save ALL Pending Changes.