What is pulse?

Overview

Pulse is your storytelling dashboard in TheyDo. It turns the knowledge you build through journey management into a clear, visual story — showing how customer experiences evolve over time and how your team is acting on them.

Pulse is currently in public beta, and your feedback helps shape its future.

Why it matters

Journey maps contain a lot of detail. Pulse makes it easy to step back and answer the questions that matter most:

  • What are customers experiencing in this journey?
  • Where are the biggest pain points?
  • What is the team doing about them?
  • Is this improving over time?

It's designed to make the invisible visible: connecting insights to opportunities and solutions, and communicating progress to stakeholders in a simple, visual way.

How Pulse works in TheyDo

Pulse is a view located next to your Journey tab. It automatically aggregates everything you build through journey management — every insight you add, every impact score you assign, every opportunity you define — and surfaces it as a dashboard.

You'll find widgets organized around three areas:

Insights — what customers are saying

  • Top insights ranked by AI score or experience impact
  • How insights evolve over time
  • Insights by journey step — so you can see which moments need the most attention
  • Distribution by type (Pain, Gain, Need, Observation)

Opportunities — how your team is responding

  • Top opportunities ranked by value
  • Opportunities by status and step

Solutions — what's being delivered

  • Top solutions by delivery status
  • Solutions by step

Each widget pulls directly from the live journey data, so Pulse always reflects what's actually in the journey.

You can also click into any insight to open its details, check its experience impact, and view related opportunities — all without leaving Pulse.

Configuring Pulse

Use the Configure option in the top right to control what's shown in your dashboard. You can hide sections that aren't relevant to your workflow and focus on what matters most for your team. You can also sort table data in ascending or descending order to quickly prioritize what to focus on.

After applying filters and configuring your view, you can save it — so you can return to a setup tailored to your workflow without reapplying settings each time.

Embedding Pulse in documents

Pulse widgets can be embedded into TheyDo documents. This is useful for creating shareable reports or updates that stay connected to live journey data.

When to use Pulse

Pulse is a good fit when you want to:

  • Prepare for a leadership or stakeholder review
  • Run a recurring check-in on a key journey (weekly, monthly, or quarterly)
  • Share a status update without walking someone through the full journey map
  • Prove the value of your journey management work
  • Spot trends and prioritize where to focus next