Journey Analyze Agent: Skill Overview and User Guide
Overview
Journey Agent will enable Journey Optimizer users to analyze, and optimize journeys using a natural language interface. With Journey Agent, practitioners can quickly identify and resolve schedule and/or audience conflicts, detect points of user abandonment in a journey and provide insights or recommendations. It empowers practitionners to make data-driven decisions, improve customer engagement, and streamline journey orchestration.
Learn more and discover the agent at a glance in this overview.
Use Cases
Key Use Cases for Journey Agent Analyze
The Journey Agent Analyze skill offers a range of functionalities that can be leveraged to optimize marketing efforts:
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Journey Fallout Analysis
- Identify where and why customers drop off during a journey.
- Detect patterns in customer behavior leading to disengagement.
- Use insights to refine journey design and improve retention.
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Journey Audience Overlap Analysis
- Analyze audience overlap across multiple journeys.
- Prevent audience fatigue caused by over-targeting.
- Optimize segmentation to ensure balanced engagement.
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Journey Schedule Overlap Analysis
- Detect timing conflicts between scheduled journeys targeting the same audience.
- Avoid over-communication and improve scheduling efficiency.
- Maximize audience impact by ensuring journeys run at optimal times.
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Operational insights
- Prompt-based Journey Insights 鈥 Surface operational insights about journeys , i.e. 鈥渟how me all live journeys.鈥
For each of these analyses, the agent not only detects issues but also provides actionable recommendations to resolve them.
In Scope and Out of Scope Skills
In Scope
The following capabilities are supported by Journey Agent Analyze:
- Reactive Queries: Allows users to ask specific questions about journey performance, audience usage, and scheduling conflicts.
- Integration with Other Agents: Collaborates with Audience Agent and Data Insights Agent for deeper analysis.
- Agent response structuration: reasoning (explain the logic), analysis summary (highlight key points), issue details (describe the problem), and recommendation (propose next steps).
Out of Scope
The following functionalities are currently not supported:
- Automated Journey Creation
- Real-Time Anomaly Detection
- Channels overlap
- Journey entry analysis
- Technical issue analysis
- Fatigue analysis
Sample Prompts / Example Prompts
Common Prompts for Journey Analysis
Here are examples of valuable prompts users can leverage to explore, monitor, and troubleshoot their journeys.
Journey Lifecycle Questions
- 鈥淲hen was [Journey Name] published?鈥
- 鈥淲hen was [Journey Name] stopped?鈥
- 鈥淟ist all journeys currently in test mode鈥
Journey Resource Questions
- 鈥淗ow many live journeys do I have?鈥
- 鈥淕ive me a list of all scheduled recurring journeys and their expected run times.鈥
Audience and Journey Insights
- 鈥淲hich audiences are used in more than X journeys?鈥
- 鈥淟ist all journeys using the [audience name] audience.鈥
Fallout analysis
- 鈥淚 want to analyze the fallout by node for journey Fourth of July Campaign.鈥
- 鈥淧erform a fallout analysis for journey Fourth of July Campaign.鈥
- 鈥淲hat is profile loss over the course of journey Fourth of July Campaign?鈥
- 鈥淪how where users are dropping off in journey Fourth of July Campaign.鈥
Conflict Analysis Prompts
Use these prompts to analyze potential conflicts between journeys, including scheduling and audience overlaps:
- 鈥淐an you do a comprehensive analysis of conflicts for our journey [Journey Name] with conflict type (scheduling/audience) information with live/running journeys?鈥
- 鈥淧lease do a scheduling conflict analysis for journey [Journey Name] with conflict type information.鈥
- 鈥淧lease do an audience overlap analysis for journey [Journey Name] with conflict type information.鈥
- 鈥淎re there any scheduling conflicts for journey [Journey Name]?鈥
- 鈥淪how me audience overlap conflicts for journey [Journey Name].鈥
- 鈥淎nalyze all conflicts for journey [Journey Name] with other live journeys.鈥
- 鈥淲hat are the current conflicts for journey [Journey Name]?鈥
- 鈥淐heck if journey [Journey Name] has audience conflicts with other journeys.鈥
- 鈥淐heck for scheduling conflicts involving journey [Journey Name].鈥
- 鈥淚 want to know about all journey conflicts for [Journey Name].鈥
- 鈥淒o any live journeys conflict with [Journey Name] by schedule or audience?鈥
- 鈥淚dentify conflict types for journey [Journey Name] compared to running journeys.鈥
- 鈥淪how overlapping audiences for journey [Journey Name] and other journeys.鈥
- 鈥淗ighlight scheduling overlaps between journey [Journey Name] and live journeys.鈥
- 鈥淚s journey [Journey Name] running in conflict with any other journey?鈥
- 鈥淧lease detect and list conflicts for [Journey Name].鈥
- 鈥淩eport all types of conflicts for journey [Journey Name].鈥
- 鈥淕ive me a conflict breakdown (scheduling and audience) for [Journey Name].鈥
- 鈥淒oes [Journey Name] have any conflicts that may impact performance?鈥
- 鈥淎re there any active conflicts affecting [Journey Name]?鈥
- 鈥淟ist journeys in conflict with [Journey Name] by schedule or audience.鈥
- 鈥淗as journey [Journey Name] triggered any conflict alerts?鈥
- 鈥淔ind potential audience conflicts for journey [Journey Name].鈥
- 鈥淎nalyze conflict risk for journey [Journey Name].鈥
- 鈥淧rovide conflict diagnostics for [Journey Name].鈥
Best Practices
Prompting Best Practices
To maximize the effectiveness of Journey Agent Analyze, follow these best practices:
- Be Specific: Use clear and concise prompts to get targeted insights. For example, instead of asking 鈥淲hat are my journeys?鈥, specify 鈥淟ist all journeys created in the last month.鈥
- Combine Insights: Integrate insights from Audience Agent and Data Insights Agent for a holistic view of journey performance.
- Iterative Refinement: Use fallout and overlap analysis to iteratively refine journey design and scheduling.
Setup Best Practices
- Define Clear Objectives: Before analyzing journeys, establish clear goals (e.g., improving retention, increasing conversions).
- Monitor Regularly: Schedule regular reviews of journey performance to identify trends and anomalies.
- Optimize Segmentation: Ensure audience segmentation is balanced to avoid fatigue and maximize engagement.