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Audience Journey

Understand where your conversations fall in the customer lifecycle.

The Audience Journey card maps your conversations to stages in the customer lifecycle, showing you what role your companion plays most often.

Lifecycle Stages

StageWhat It Means
Pre-saleVisitors exploring your product or service before buying
OnboardingNew users getting set up and learning the basics
Active UseExisting users asking questions during regular usage
TroubleshootingUsers experiencing problems and looking for fixes
RenewalUsers in the renewal or retention phase

Chart Views

Toggle between two chart styles using the view buttons:

  • Area chart -- shows how lifecycle stages trend over time with filled areas
  • Bar chart -- shows the same data as grouped bars for easier comparison between stages

How to Use This

  • If most conversations are in Troubleshooting, your companion may be functioning primarily as a support tool. Consider adding more proactive guides for common issues.
  • A strong Pre-sale presence means your companion is actively influencing purchase decisions -- check Sales Signals for conversion opportunities.
  • Onboarding heavy traffic suggests your getting-started content is being used well, but also that new users may need more self-service resources.

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