Memos

Coming Soon - This feature is currently in development. Check back soon for updates or contact support to join the early access program.

Decision memos provide evidence-based recommendations for improving your journeys. Based on simulations and behavioral analytics, memos help you build compelling cases for workflow changes with data to back them up.

What are decision memos?

Decision memos are structured documents that combine:

  • Problem statement - Clear description of the issue
  • Evidence - Data from your journey analytics
  • Proposed changes - Specific modifications with simulated outcomes
  • Recommendations - Prioritized action items with expected impact
  • Supporting analysis - Detailed breakdown of the reasoning

Think of memos as AI-powered business cases for journey optimization.

Planned features

Evidence-based recommendations

  • Name
    Behavioral insights
    Description

    Identify friction points based on actual user behavior patterns.

  • Name
    Statistical analysis
    Description

    Quantify issues with completion rates, time metrics, and drop-off data.

  • Name
    Comparative benchmarks
    Description

    See how your journey compares to similar workflows.

  • Name
    Confidence scoring
    Description

    Understand the reliability of recommendations based on sample size.

Simulation integration

Each recommendation includes simulation results showing:

  • Projected completion rate improvement
  • Expected time savings
  • Predicted change in drop-off locations
  • Confidence intervals for estimates

Collaborative review

  • Name
    Share with stakeholders
    Description

    Export memos as PDFs or links for team review.

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    Add comments
    Description

    Annotate recommendations and discuss with your team.

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    Track implementation
    Description

    Mark recommendations as approved, in progress, or completed.

  • Name
    Version history
    Description

    See how recommendations evolve as you collect more data.

Memo structure

Planned memo sections:

Executive summary

High-level overview of the journey's current state, key issues, and top recommendations.

Journey overview

  • Current completion rate and trends
  • Session volume and patterns
  • Device and demographic breakdowns
  • Top drop-off points

Evidence

Detailed behavioral data supporting each recommendation:

  • Session recordings (coming soon)
  • Heatmaps and interaction patterns
  • Field-level analytics
  • Time-on-step analysis
  • Error and validation patterns

Proposed changes

For each recommendation:

  • Change description - What to modify
  • Rationale - Why this change matters
  • Simulated impact - Predicted metrics improvement
  • Implementation notes - How to make the change
  • Priority - High/medium/low based on impact and effort

Appendix

Supporting data, methodology notes, and technical details.

Use cases

Secure stakeholder buy-in

Generate professional memos with data visualizations to convince leadership to approve workflow changes.

Prioritize roadmap

Compare multiple proposed improvements to decide what to build first.

Document decisions

Keep a record of why changes were made and what outcomes were expected.

Continuous improvement

Regularly generate memos to identify new optimization opportunities as your journey evolves.

Planned API endpoints

Create memo (coming soon)

POST /api/memos

Get memo (coming soon)

GET /api/memos/:memoId

List memos (coming soon)

GET /api/memos?journeyId=:journeyId

Export memo (coming soon)

GET /api/memos/:memoId/export?format=pdf

Memo types

Optimization memos

Focus on improving completion rates and reducing time to complete.

Accessibility memos

Identify barriers for users with disabilities and recommend fixes.

Mobile optimization memos

Analyze mobile-specific issues and suggest improvements.

Compliance memos

Document changes needed to meet regulatory requirements with evidence of current state.

Integration with your workflow

Memos will integrate seamlessly with your existing tools:

  • Export to Notion, Confluence, or Google Docs - Share with your team
  • API access - Programmatically generate and retrieve memos
  • Email summaries - Get weekly optimization suggestions
  • Slack/Teams notifications - Alert when new recommendations are ready

Stay informed

Decision memos are designed to bridge the gap between data and action. We're building this feature to help teams make better decisions faster.

Join the early access program
Learn about Simulations

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