https://indebted-dev-docs.netlify.app/assets/js/3dd2f6f2.34dd7d13.js

1"use strict";(self.webpackChunkdocs_v_2=self.webpackChunkdocs_v_2||[]).push([[1372],{73624:(e,t,n)=>{n.r(t),n.d(t,{assets:()=>l,contentTitle:()=>a,default:()=>c,frontMatter:()=>r,metadata:()=>o,toc:()=>d});var s=n(74848),i=n(28453);const r={sidebar_position:2,format:"md",title:"Explain your strategy"},a="Explain your strategy",o={id:"receive/strategy/strategy-builder/ai-editor/explain/explain",title:"Explain your strategy",description:"Explain mode helps you understand a strategy in plain language. It is read-only \u2014 it never changes your strategy \u2014 so it's a safe way to get oriented, review someone else's work, or onboard a new team member.",source:"@site/docs/receive/strategy/strategy-builder/ai-editor/explain/explain.md",sourceDirName:"receive/strategy/strategy-builder/ai-editor/explain",slug:"/receive/strategy/strategy-builder/ai-editor/explain/",permalink:"/docs/receive/strategy/strategy-builder/ai-editor/explain/",draft:!1,unlisted:!1,tags:[],version:"current",sidebarPosition:2,frontMatter:{sidebar_position:2,format:"md",title:"Explain your strategy"},sidebar:"receiveSidebar",previous:{title:"AI Strategy Editor",permalink:"/docs/receive/strategy/strategy-builder/ai-editor/"},next:{title:"Validate your strategy",permalink:"/docs/receive/strategy/strategy-builder/ai-editor/validate/"}},l={},d=[{value:"Explain the whole strategy",id:"explain-the-whole-strategy",level:2},{value:"Explain a single step",id:"explain-a-single-step",level:2},{value:"Ask follow-up questions",id:"ask-follow-up-questions",level:2},{value:"Explain and compare other strategies",id:"explain-and-compare-other-strategies",level:2},{value:"Answers in your language",id:"answers-in-your-language",level:2}];function h(e){const t={a:"a",admonition:"admonition",code:"code",em:"em",h1:"h1",h2:"h2",header:"header",img:"img",li:"li",p:"p",strong:"strong",ul:"ul",...(0,i.R)(),...e.components};return(0,s.jsxs)(s.Fragment,{children:[(0,s.jsx)(t.header,{children:(0,s.jsx)(t.h1,{id:"explain-your-strategy",children:"Explain your strategy"})}),"\n",(0,s.jsxs)(t.p,{children:[(0,s.jsx)(t.strong,{children:"Explain"})," mode helps you understand a strategy in plain language. It is ",(0,s.jsx)(t.strong,{children:"read-only"})," \u2014 it never changes your strategy \u2014 so it's a safe way to get oriented, review someone else's work, or onboard a new team member."]}),"\n",(0,s.jsxs)(t.p,{children:["Select ",(0,s.jsx)(t.strong,{children:"Explain"})," from the ",(0,s.jsx)(t.strong,{children:"Mode"})," selector, then ask your question."]}),"\n",(0,s.jsx)(t.p,{children:(0,s.jsx)(t.img,{src:n(94861).A+"",width:"1439",height:"862"})}),"\n",(0,s.jsx)(t.h2,{id:"explain-the-whole-strategy",children:"Explain the whole strategy"}),"\n",(0,s.jsx)(t.p,{children:"Ask the assistant to summarise the strategy you have open:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Describe what this strategy is doing"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Walk me through this strategy step by step"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"What happens to a claim that goes through this strategy?"'})}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["It returns a structured overview \u2014 the purpose of the strategy, the order of the steps, the waiting periods, and where the flow branches \u2014 based on the ",(0,s.jsx)(t.strong,{children:"current state of the canvas"}),", including any unsaved changes."]}),"\n",(0,s.jsx)(t.h2,{id:"explain-a-single-step",children:"Explain a single step"}),"\n",(0,s.jsx)(t.p,{children:"You can ask about any individual step, referring to it by its name or position:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"What does the Payment Providers step do?"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Explain the If condition near the end"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Which template does the first email use?"'})}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"The assistant understands every step type in the Strategy Builder, including:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Communication"})," \u2014 Email, SMS, WhatsApp, Message, Place Call, Send Letter and other channels"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Channels & content"})," \u2014 which template and locale a send step uses"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Flow & timing"})," \u2014 Wait, Wait Time of Day, Switch Path, Insert Path"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Data & payments"})," \u2014 Payment Providers, Set Value, Set Account/Claim Meta Field"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Conditions & logic"})," \u2014 If Condition, Segmentation, Recursive Step"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Outsourcing"})," \u2014 Outsource, Revert Outsource"]}),"\n",(0,s.jsxs)(t.li,{children:[(0,s.jsx)(t.strong,{children:"Tasks & workflows"})," \u2014 Create Task, Create Workflow"]}),"\n"]}),"\n",(0,s.jsxs)(t.p,{children:["For steps that contain ",(0,s.jsx)(t.strong,{children:"JavaScript code"})," (such as If conditions), the assistant can read the code and explain in plain language what it evaluates."]}),"\n",(0,s.jsx)(t.h2,{id:"ask-follow-up-questions",children:"Ask follow-up questions"}),"\n",(0,s.jsx)(t.p,{children:"The conversation keeps its context, so you can drill in 

1without repeating yourself:"}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Why is there a wait after the email?"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"What happens if the payment fails?"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Is the German template correct here?"'})}),"\n"]}),"\n",(0,s.jsx)(t.h2,{id:"explain-and-compare-other-strategies",children:"Explain and compare other strategies"}),"\n",(0,s.jsxs)(t.p,{children:["Using an ",(0,s.jsx)(t.a,{href:"/docs/receive/strategy/strategy-builder/ai-editor/mentions/",children:(0,s.jsx)(t.code,{children:"@mention"})}),", you can bring another strategy into the conversation to explain or compare it:"]}),"\n",(0,s.jsxs)(t.ul,{children:["\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"What\'s the difference between this strategy and @strategy/Late-Stage-Legal?"'})}),"\n",(0,s.jsx)(t.li,{children:(0,s.jsx)(t.em,{children:'"Explain @strategy/Early-Stage-Collections"'})}),"\n"]}),"\n",(0,s.jsx)(t.p,{children:"The assistant fetches the referenced strategy and can describe it, or contrast it with the one you have open \u2014 useful for understanding how two journeys differ before you make changes."}),"\n",(0,s.jsx)(t.h2,{id:"answers-in-your-language",children:"Answers in your language"}),"\n",(0,s.jsx)(t.p,{children:"The assistant replies in the language you write in. Ask in German, Spanish, Dutch or English and you'll get the explanation back in the same language."}),"\n",(0,s.jsx)(t.admonition,{type:"tip",children:(0,s.jsxs)(t.p,{children:["Explain mode is a great first step before editing. Ask the assistant to describe a strategy, confirm your understanding, then switch to ",(0,s.jsx)(t.a,{href:"/docs/receive/strategy/strategy-builder/ai-editor/edit/",children:"Edit"})," mode to make changes."]})})]})}function c(e={}){const{wrapper:t}={...(0,i.R)(),...e.components};return t?(0,s.jsx)(t,{...e,children:(0,s.jsx)(h,{...e})}):h(e)}},94861:(e,t,n)=>{n.d(t,{A:()=>s});const s=n.p+"assets/images/image1-8cb520c91871298c3ba4694a8e1facbd.png"},28453:(e,t,n)=>{n.d(t,{R:()=>a,x:()=>o});var s=n(96540);const i={},r=s.createContext(i);function a(e){const t=s.useContext(r);return s.useMemo((function(){return"function"==typeof e?e(t):{...t,...e}}),[t,e])}function o(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(i):e.components||i:a(e.components),s.createElement(r.Provider,{value:t},e.children)}}}]);