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TheyDo Agent

Meet the Agent that runs
your CX operation

Most AI for CX waits for someone to ask. TheyDo Agent does the work: from analysis to prioritization to tracking business outcomes.

  • bayer
  • allianz
  • ford
  • philips
  • pfizer
  • lufthansa-group
  • kimberly-clark
  • pwc

Monday’s insight changes Thursday’s roadmap

Turning CX research into roadmap decisions usually takes weeks of manual work. TheyDo Agent keeps that work running in the background, and your team signs off at each step.

Analytics card showing US KYC completion rate line chart over January dates on a pink abstract background.

Analyze

New research becomes insights overnight

The Agent keeps up with new research, tagging it and writing insights the way your team would. You decide what goes in.

UI card on pink background showing a KYC experience task asking for evidence and roadmap impact assessment, with auto-approve and upload icon.

Prioritize

Priorities refresh before roadmap review

The Agent re-checks your opportunities as new evidence comes in and writes up what changed before investment decisions. You decide what makes the roadmap.

Dashboard titled “KYC Auto-Renew: Roadmap Impact Assessment” with text summary and a line chart showing declining customer churn over time.

Track

Fixes land back on the journey

The Agent picks up shipped work and updates the journey, so nobody has to chase status. You show leadership the metric that matter, with evidence.

Skills

Put AI to work without lowering the bar

Pink TheyDo Agent UI showing “Insight Creator” selected and an AI workflow analyzing last week’s feedback data and credit card lifecycle.
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“TheyDo Agent saves us two to three hours per journey.”
Grace de AthaydeCustomer Journey Operations Lead

Teach it how you work

Skills hold your team’s method, like how you tag evidence and write insights, so you can hand work over without lowering standards.

Approve every change

Every change the agent proposes waits for your approval, so the rest of the business can keep trusting your journeys.

Choose what runs and when

Routines run the jobs you pick, on your schedule and within your permissions, so the upkeep never depends on someone remembering.

Use cases

Recurring work that
runs on your schedule

Dashboard UI showing an automatic weekly report schedule next to a KYC impact assessment with text and a purple performance chart.

Weekly leadership briefing

Sends leadership a short weekly summary of what changed across your journeys, so they stay current without opening another dashboard.
Interface showing “L1 Member renewal” with 12 opportunities linked to three tagged customer feedback items about auto-renewal and renewal issues.

Always-on insight analysis

Pulls in new interviews, surveys and support tickets every day and drafts insights in your team’s format, so research never piles up.
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Stacked bar chart titled "Opportunities by step" showing stages from "Plan the t..." to "Book addi...," with segments for New, Open, In progress, and Solved.

Roadmap drift detection

Checks planned work against your top opportunities after each sprint refinement, so the roadmap stays tied to what customers need most.

Flowchart showing retail banking lifecycle with KYC macro journey linking to new user onboarding and activation micro journeys.

Journey signal monitoring

Watches metrics and feedback across your whole journey framework and flags the steps that change, so problems surface before they spread.
Dashboard line chart showing monthly customer churn decreasing from June to September with a tooltip about tuning the fraud model.

Business impact tracking

Matches each finished epic to the journey steps it was meant to improve, so you can show the metrics before and after.

Connect TheyDo to the tools your team uses

Bring in evidence from the tools your team relies on, and ask about your customers from the AI assistant you already use.

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UI mockup showing TheyDo connecting to a Miro board via MCP connectors, with a chat asking to import journey maps.

Bring in additional context

Let TheyDo Agent bring in data from your research, analytics and delivery tools, so they land on the right journey step with a link back to the source.

Analytics dashboard with blue bar chart on customer journeys and an overlaid chat bubble asking which onboarding issues hurt retention most

Ask your favorite LLM

Add TheyDo to the AI assistant your team already uses, so their questions about customers get answers grounded in your journeys.

How it works

What a general AI tool can’t see in your customer data

A general AI tool reads your files without knowing which customer moment each one describes, how they connect or what your team is already doing about them. TheyDo Agent works on the Journey Graph, which holds all of that context.

  1. Step 1: Evidence comes in

    Evidence from your tools builds up over time, so the agent never starts from scratch.

  2. Step 2: Insights take shape

    The agent writes insights to your team’s standard, so answers stay consistent whoever asks.

  3. Step 3: The graph connects them

    Insights sit on their journey step, beside its metrics and fixes, so the agent knows where problems happen.

  4. Step 4: Answers go out

    Your team asks in TheyDo or their own AI assistant, so every answer comes from the same governed graph.

Trusted and secure,
built for the enterprise

Autonomy your security team can sign off on with
Governance controls for every workflow

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Human-in the loop by design

Keep TheyDo Agent read only, or let it make changes that wait for your approval. Reviewers approve 99% of the changes it proposes.

UI dropdown showing agent modes: Read only, Edit mode, and highlighted Auto-approve where the agent applies changes without approval.
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Undo any change

Turn back anything the agent changed, straight from the activity log, without losing the rest of its work.

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Activity logging

One activity log shows every change made by people and the agent, with filters for who, what and when.

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Never more access than you

The agent works within each person’s permissions, in TheyDo and in every connected tool.

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Admin sets limits

Admins choose which workspaces use the agent and where it can make changes.

Hundreds of CX teams already using TheyDo Agent to speed up their work

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See the TheyDo agent
in action

  • 4,000+

    hours saved

  • 36%

    efficiency lift

  • 5x

    time to value

  • 90%

    shorter time-to-decision

Frequently asked questions

What is TheyDo Agent?

TheyDo Agent is the AI agent built into TheyDo. It runs the recurring work of a CX operation: it turns new research into insights, keeps your priorities current with the evidence and updates your journeys as fixes ship. It follows your team’s way of working, and you can ask it for anything or set work to run on a schedule.

A general AI tool reads your files without knowing which customer moment each one describes, how they connect or what your team is already doing about them. TheyDo Agent works from your journeys, where every piece of evidence and every metric sits on the step it describes, linked to the work that addresses it. It follows your team’s way of working and permissions, and what it finds stays in TheyDo for next time.

No. It takes on the upkeep, like tagging, mapping and reporting, so your team spends its time on the decisions only people can make. Your team sets the method, chooses what runs and approves what changes.

Its answers come from your own journeys and evidence, and each one cites the journey step, insight or research it used. If nothing in your workspace supports a claim, it says so. You decide how much it can do on its own, and every change it makes is recorded, so you can see it and undo it.

No. TheyDo does not share customer data with OpenAI, Anthropic, or any third-party AI provider. Your data isn’t sold, shared, or used to train external models. TheyDo is ISO 27001 and GDPR compliant, with SOC-2 Type 1 certification.

Yes. TheyDo Agent brings in findings from your research, analytics and delivery tools, and can share customer evidence with product and delivery teams in the tools they already use. Your team can also ask about customers from their own AI assistant, with answers from your journeys.

No. TheyDo Agent can draft journeys from interview transcripts and workshop notes, so you can start from the research you have. Teams with well-kept journeys get value fastest, and our team can help you get there.

If you’re a TheyDo customer, ask your customer success manager which features are switched on for your workspace. If you’re new to TheyDo, book a demo and we’ll show you the agent working on journeys like yours.