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Explain your strategy

Explain mode helps you understand a strategy in plain language. It is read-only — it never changes your strategy — so it's a safe way to get oriented, review someone else's work, or onboard a new team member.

Select Explain from the Mode selector, then ask your question.

Explain the whole strategy​

Ask the assistant to summarise the strategy you have open:

  • "Describe what this strategy is doing"
  • "Walk me through this strategy step by step"
  • "What happens to a claim that goes through this strategy?"

It returns a structured overview — the purpose of the strategy, the order of the steps, the waiting periods, and where the flow branches — based on the current state of the canvas, including any unsaved changes.

Explain a single step​

You can ask about any individual step, referring to it by its name or position:

  • "What does the Payment Providers step do?"
  • "Explain the If condition near the end"
  • "Which template does the first email use?"

The assistant understands every step type in the Strategy Builder, including:

  • Communication — Email, SMS, WhatsApp, Message, Place Call, Send Letter and other channels
  • Channels & content — which template and locale a send step uses
  • Flow & timing — Wait, Wait Time of Day, Switch Path, Insert Path
  • Data & payments — Payment Providers, Set Value, Set Account/Claim Meta Field
  • Conditions & logic — If Condition, Segmentation, Recursive Step
  • Outsourcing — Outsource, Revert Outsource
  • Tasks & workflows — Create Task, Create Workflow

For steps that contain JavaScript code (such as If conditions), the assistant can read the code and explain in plain language what it evaluates.

Ask follow-up questions​

The conversation keeps its context, so you can drill in without repeating yourself:

  • "Why is there a wait after the email?"
  • "What happens if the payment fails?"
  • "Is the German template correct here?"

Explain and compare other strategies​

Using an @mention, you can bring another strategy into the conversation to explain or compare it:

  • "What's the difference between this strategy and @strategy/Late-Stage-Legal?"
  • "Explain @strategy/Early-Stage-Collections"

The assistant fetches the referenced strategy and can describe it, or contrast it with the one you have open — useful for understanding how two journeys differ before you make changes.

Answers in your language​

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.

tip

Explain mode is a great first step before editing. Ask the assistant to describe a strategy, confirm your understanding, then switch to Edit mode to make changes.