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 – Surface operational insights about journeys , i.e. “show me all live journeys.”
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
- “When was [Journey Name] published?”
- “When was [Journey Name] stopped?”
- “List all journeys currently in test mode”
Journey Resource Questions
- “How many live journeys do I have?”
- “Give me a list of all scheduled recurring journeys and their expected run times.”
Audience and Journey Insights
- “Which audiences are used in more than X journeys?”
- “List all journeys using the [audience name] audience.”
Fallout analysis
- “I want to analyze the fallout by node for journey Fourth of July Campaign.”
- “Perform a fallout analysis for journey Fourth of July Campaign.”
- “What is profile loss over the course of journey Fourth of July Campaign?”
- “Show where users are dropping off in journey Fourth of July Campaign.”
Conflict Analysis Prompts
Use these prompts to analyze potential conflicts between journeys, including scheduling and audience overlaps:
- “Can you do a comprehensive analysis of conflicts for our journey [Journey Name] with conflict type (scheduling/audience) information with live/running journeys?”
- “Please do a scheduling conflict analysis for journey [Journey Name] with conflict type information.”
- “Please do an audience overlap analysis for journey [Journey Name] with conflict type information.”
- “Are there any scheduling conflicts for journey [Journey Name]?”
- “Show me audience overlap conflicts for journey [Journey Name].”
- “Analyze all conflicts for journey [Journey Name] with other live journeys.”
- “What are the current conflicts for journey [Journey Name]?”
- “Check if journey [Journey Name] has audience conflicts with other journeys.”
- “Check for scheduling conflicts involving journey [Journey Name].”
- “I want to know about all journey conflicts for [Journey Name].”
- “Do any live journeys conflict with [Journey Name] by schedule or audience?”
- “Identify conflict types for journey [Journey Name] compared to running journeys.”
- “Show overlapping audiences for journey [Journey Name] and other journeys.”
- “Highlight scheduling overlaps between journey [Journey Name] and live journeys.”
- “Is journey [Journey Name] running in conflict with any other journey?”
- “Please detect and list conflicts for [Journey Name].”
- “Report all types of conflicts for journey [Journey Name].”
- “Give me a conflict breakdown (scheduling and audience) for [Journey Name].”
- “Does [Journey Name] have any conflicts that may impact performance?”
- “Are there any active conflicts affecting [Journey Name]?”
- “List journeys in conflict with [Journey Name] by schedule or audience.”
- “Has journey [Journey Name] triggered any conflict alerts?”
- “Find potential audience conflicts for journey [Journey Name].”
- “Analyze conflict risk for journey [Journey Name].”
- “Provide conflict diagnostics for [Journey Name].”
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 “What are my journeys?”, specify “List all journeys created in the last month.”
- 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.