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Intervengine Portal

The Portal is the coach-facing web application where you build and manage everything participants experience in the app. Create cards, design automated journeys, manage participants, and monitor progress - all from a single interface.

Key Concepts​

  • Cards - the core unit of content. Cards can be activities that collect participant responses, or content that delivers educational material. Cards are delivered to participants either manually or through journeys.
  • Journeys - automated workflows that deliver cards and move participants through stages based on time, responses, or other signals. Build once, run continuously.
  • Participants - the end-users who receive coaching and engage with cards in the app. Organized with groups and tags for targeted delivery.
  • Coaches - the team members who manage participants, assign content, and monitor progress. Access is controlled via roles and groups.

Getting Started​

  1. Set up your team - create coach accounts and assign roles
  2. Add participants - invite the people who will use the app
  3. Build cards - create the activities and content your program needs
  4. Design journeys - automate delivery with state-machine workflows
  5. Monitor progress - track participant engagement and health outcomes

:::tip New to Intervengine?

Start with these beginner-friendly tutorials:

  1. How to Use the Coach Dashboard — get oriented in the Portal
  2. How to Add and Manage Participants — create and organize your participants
  3. How to Set Up a Journey — build your first automated workflow

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Participants​

Manage participant profiles, assign cards and journeys, view their feed, track progress, and communicate through chats.

Coaches​

Set up your coaching team with role-based permissions and group-level access control.

Cards​

Create activity cards that collect responses and content cards that educate. Organize cards with health areas and configure scheduling, layout, and response types.

Journeys​

Build visual state-machine workflows that automate card delivery based on time, participant actions, and conditional logic.

:::info More Features

The Portal also includes Groups for access control, Tags for segmentation, Campaigns for bulk messaging, Assets for shared media, Configurations for organization settings, and Webhooks for external integrations.

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