The Example
On the Gym membership board, you say:
Gym membership agent
How can I help you today?
Where are there gaps?
Break down into milestones
Assign personas
Ask about your project...
Empty board
What Happens
Some asks touch a lot of the board: building a map from scratch, restructuring it around a different user, or adding a whole journey. For those the agent proposes a plan first, a short list of the steps it intends to take, shown as a card in the conversation.
Nothing changes until you press Proceed. Say what you would change, such as “only three journeys” or “skip the milestone”, and it revises the plan. Once approved it runs every step, reports the totals, and the conversation carries on from the finished map.
Plan mode is also a good way to see what the agent thinks a map for your product should contain before you commit to any of it.
Try Saying
- “Rebuild this map from the perspective of the trainer”
- “Plan what a v2 of this product would need”
- “Extend the map with a refunds journey”
More Examples
All the examples, plus what agents will not do and a few tips.
