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insights

Merge or Split Insights with Journey AI

Feature uses Journey AI to help you consolidate related insights or break down complex insights into more specific ones. This allows you to organize and refine your journey insights for better clarity and analysis.

How to Merge Insights

  1. In journey view, select two or more insights by clicking the checkboxes in the top left corner of each insight card

  2. Click the "Merge" button in the bulk action bar

  3. AI will display a progress indicator: "Merging is happening" (you can cancel at any time)

  4. Review the results:

    • Original insights appear crossed out but remain visible for reference

    • new merged insight is created in the step

    • side panel opens on the right showing:

      • Original insights section (hover to see full descriptions)

      • New insight section with the merged description

How to Split an Insight

  1. Hover over the insight card you want to split

  2. In the top right corner, click the "Split insight" option (located alongside "Unlink insights" and "Comments")

  3. AI will display a progress indicator: "Splitting insight" (you can cancel at any time)

  4. Review the results:

    • Original insight appears crossed out but remains visible for reference

    • Multiple new insights are created (typically 2-4 insights)

    • side panel opens on the right showing:

      • Original insight section

      • New insights section with individual descriptions and scores