Getting better answers with the TheyDo Agent

Overview

The TheyDo Agent works best when questions are clear and focused, and when the right context is available. This guide explains how to ask better questions and includes a prompt library you can use to explore, improve, and build your journeys.

How to get better results

The Agent reasons over your workspace content — journeys, phases, steps, insights, opportunities, solutions, and metrics. You'll get the best results when you:

  • Ask one clear question at a time
  • Specify what kind of output you want (summary, gaps, recommendations, edits)
  • Add context by selecting relevant building blocks

If you're unsure where to start, pick the prompt closest to your goal from the library below and adapt it to your needs.

Prompt library

1. Getting started and journey structure

Use these when you're new to TheyDo, building journeys from scratch, or need help with structure.

Prompt What it helps with
Review this journey against journey management best practices and recommend specific improvements. Explain your reasoning. Validates journey quality
What are the key phases I should include in this journey? Give me a recommended structure with reasoning. Defines an initial journey framework
Is this insight placed in the right phase? Recommend where it should go and explain why. Placement and structure guidance
How should I categorize this insight? What type best describes it? Insight classification

2. Understanding and summarizing journey content

Use these to understand what's already in a journey or explain it clearly to others.

Prompt What it helps with
Summarize what this journey is about in 2–3 sentences. High-level overview
Summarize the key pain points and opportunities in this journey, organized by phase. Phase-based overview
Summarize this insight including the key quotes and impact. Insight summary with evidence
Summarize this opportunity and the insights that support it. Opportunity brief
Summarize this journey for a stakeholder presentation. Focus on key pain points and recommended solutions. Stakeholder-ready output

3. Evidence, enrichment, and quality

Use these to strengthen journeys by adding rigor and clearer reasoning.

Prompt What it helps with
How can I enrich this journey with more evidence and context? Give me specific recommendations. Evidence-based enrichment
This step has too many insights. Recommend how to break it down into smaller, logical steps. Structure optimization
How should I formulate this insight as a "How might we" opportunity? Insight-to-opportunity transformation
How can I strengthen this opportunity with more evidence from insights? Opportunity enrichment

4. Gaps, connections, and prioritization

Use these to find gaps, reduce duplication, and decide where to focus next.

Prompt What it helps with
What are the top 3 gaps in this journey? Show me where I'm missing insights, opportunities, or solutions. Gap detection
Which validated insights in this journey don't have linked opportunities yet? Identifies orphaned insights
Analyze this journey for duplicate or overlapping insights. What can be merged? Deduplication
Which of these opportunities should I prioritize? Analyze based on linked insights and evidence strength. Evidence-based prioritization
Which opportunities don't have linked solutions yet? Identifies incomplete opportunity chains

5. Metrics and quantitative context

Use these to connect qualitative insights with quantitative signals.

Prompt What it helps with
Summarize this metric and what's influencing it based on linked insights and solutions. Metric context
Show me insights created in the past month. Temporal filtering
Show me all validated insights without linked opportunities. Status-based filtering

6. Executive and strategic analysis

Use these for leadership conversations and strategic decision-making.

Prompt What it helps with
What are the most critical improvements needed in this journey? Rank them by potential impact. Impact-based prioritization
Can you tell me what we're doing about [topic]? Cross-team visibility
Map the insights in this journey against [framework or principles]. Which areas are well covered and where are the gaps? Framework mapping
Show me all quotes linked to insights in this journey. Group them by theme. Quote synthesis

7. Edit mode — building and organizing content

Use these when Edit mode is enabled and you want the Agent to create or update content directly.

Prompt What it helps with
Read this transcript and build a journey skeleton with phases, steps, and empty lanes. Only use what's in the transcript — don't invent content. Journey creation from a source
Search the workspace for insights related to [topic] and propose which steps in this journey they belong to. Insight mapping at scale
Review the descriptions for all selected insights and rewrite them to match this format: [paste example]. Bulk description rewrites
Go through these insights and find supporting quotes from the attached transcript. Link the quotes to the relevant insights. Evidence enrichment at scale
Undo the last change. Reverting an edit

Tips

  • Start with the prompt closest to your goal and refine it
  • Select building blocks when asking about specific items
  • Use summaries before jumping into prioritization
  • Review all outputs — especially edits — before sharing externally or approving changes

The best results often come from prompts that reflect your language and how your team thinks about customer experience. Use this library as a starting point, then experiment and adapt.