Pulse
Pulse is your storytelling dashboard in TheyDo. It helps you turn journey insights into a clear, data-driven story that shows how customer experiences evolve over time and how your team is acting on them.
With Pulse, you can prove the value of your journey management work, connect insights to opportunities and solutions, and communicate progress to stakeholders in a simple, visual way.
What is Pulse
Pulse is a view located next to your Journey tab. It brings together all your journey data — insights, opportunities, and solutions — into one visual dashboard.
It’s designed to make the invisible visible: showing how customer feedback and experience scores change over time, and how your work is driving improvement. Pulse is currently in public beta, and your feedback helps shape its future.
How Pulse Works
Pulse automatically aggregates the knowledge you build through journey management. Every insight you add, every impact score you assign, and every opportunity you define feeds into Pulse to show the bigger picture.
You’ll see your top insights ranked by AI score and experience impact, along with how they evolve over time. The view also highlights where in the journey most insights appear, so you can understand which moments need the most attention.
You can dive deeper into each insight to explore the details, check its experience impact, or view its related opportunities. Pulse also visualizes top opportunities by value and top solutions by delivery status, so you can track what teams are working on and how it affects the customer journey.
How to Use Pulse
Open the Pulse view
Go to your journey and select the Pulse tab next to the Journey view. The dashboard will automatically load with your latest insights, opportunities, and solutions.Customize your Pulse view
Use the Configure option in the top right to control what is shown in your dashboard. You can hide sections that are not relevant to your workflow, such as AI insights or experience impact, and focus only on what matters for your team.Explore your insights
Start by reviewing your top insights by AI score or experience impact. Click any insight to open its details and see how it’s evolving over time. You can also filter the view to focus on specific insight types, such as pains, gains, or needs.Filter by focus area
If you’re responsible for a specific domain, for example, payments or onboarding, use the filters to see only the insights and opportunities that matter most to your area. Combine filters with the Configure option to tailor the view to your team’s responsibilities.Analyze the journey
Check which journey steps generate the most insights to identify where customers are struggling or thriving. This helps you spot trends and prioritize actions.Review opportunities and solutions
Look at the top opportunities by value to see what’s planned or in progress, and explore the top solutions to track what teams are delivering and where they’ll have impact. You can also sort table data in ascending or descending order to quickly prioritize what to focus on.Save your custom view
After applying filters and configuring your dashboard, you can save your Pulse view. This allows you to quickly return to a setup tailored to your workflow, such as a weekly opportunity review or a team-specific dashboard.Share and reflect
Use Pulse to tell the story behind your journey work. Share what’s changing, what’s being solved, and how customer experiences are improving. Your insights help shape the future of Pulse, so don’t forget to share your feedback directly in the tool.
Tips
Start broad and narrow down as needed. Begin with the full Pulse view, then use filters and the Configure option to focus on what matters most.
Tailor Pulse to your team rituals. For example, create a view specifically for weekly opportunity or solution reviews.
Save your custom views to avoid reapplying filters and settings each time.
Pulse is built for storytelling, so think of it as your tool to communicate impact, not just track data. Checking it regularly helps you spot changes early and share progress with confidence.