The Mapping Assistant is a Sense feature that uses generative AI to quickly and easily create a mapping, using natural language prompts to automatically group screens together.
Common use cases
- Bulk-generate multiple screen groups for a mapping
- The assistant quickly generates several screen groups at once based on their broader purpose (e.g.: “fetch all checkout steps”).
- Create and manage multiple screen groups for your mapping using simple prompts
- E.g.: “split my app screens by category” or “group all checkout screens”
- Create and group more complex screen structures (that typically require regex)
- E.g.: “group all [screen type] screens that share the same pattern'
- Fine-tune your screen groups with simple follow-up prompts
- E.g.: “Add”, “Group”, “Split”, and “Refine”
How the Mapping Assistant works
The Mapping Assistant takes a natural language prompt you give it - for example; an instruction, description, or context - and groups screens by their shared purpose or screen name structure to help you create and refine a mapping.
What the assistant does with your prompt:
- Gives you a list of suggested screen groups
- Each screen group is pre-configured using your screen name structure (with criteria that can include screen name conditions and custom variables)
- Enables you to review and refine the mapping, using further prompts or by manually adding/editing screen groups.
How the assistant groups screens
By structural pattern
For example, if you wanted to group checkout screens and they shared the following screen name structure, the assistant would automatically identify and group screens that follow a similar format.
- Checkout/Step1/ShippingAddress
- Checkout/Step2/PaymentMethod
- Checkout/Step3/OrderConfirmation
By their shared purpose
For example, if you wanted to group together promotional screens and they had the following URL structure, the assistant would automatically recognize and group screens that serve the same or similar intent.
- Onboarding/Welcome
- Onboarding/AccountSetup
- Onboarding/Permissions
Bulk-generating multiple screen groups
The assistant quickly generates several screen groups at once based on their broader purpose (e.g.: “fetch all checkout steps” or “group all screens by journey stage”).
Prompt guidelines
- Try to make your prompts as explicit as possible.
- Think about your analysis needs and how your app is structured, to help you define how you want the assistant to set up your mapping.
- For more complex screen structures, include screen name examples to help the assistant identify relevant screens.
- E.g.: "Group all checkout screens sharing the same pattern as: Checkout/Step1/ShippingAddress, Checkout/Step2/PaymentMethod, Checkout/Step3/OrderConfirmation"
- Use suggested prompts (under the prompt box) to help you explore how the assistant creates screen groups and generates screen criteria for each one. The suggested prompts adapt with each prompt submitted and according to your app's structure.
- Remember to review the results for accuracy and fine-tune as necessary.
Create a new mapping with the Mapping Assistant
AI feature activation
This feature requires an Admin user to have accepted the AI Service Schedule (if not done so already). Learn more about activating Sense features here.
There are currently two ways to create a mapping, manually or using the Mapping Assistant. Easily switch between your preferred method by enabling/disabling the Mapping Assistant toggle.
Ensure the toggle is enabled for the steps below.
1. Go to ‘Analysis setup’.
2. From the Mappings tab, select ‘New mapping’.
3. You have two options for creating your mapping:
Using AI prompts
In the text box, start typing your instruction with the types of screens you want to group together. For example, “Group screens by [enter screens types]” and you’ll see suggestions appear, or you can continue typing your own.
Tip
Click on 'Suggested prompts' (the lightbulb icon) to view additional suggestions tailored to your app. (e.g., "Group product screens by brand", "Group checkout steps separately").
Add screen by screem manually
Click the ‘add manually’ link below the text box to create screens groups one by one. (See how to add screen by screen below).
4. Press ‘Enter/Return’ to generate your mapping, or use the purple 'Generate' button (arrow icon to the right).
5. Review the suggested screen groups.
The Mapping Assistant will return a table with screen groups, tailored according to your prompt:
- Suggested screen groups
- Traffic coverage percentage
- Number of screen included in each group
- Views from the last 3 days
- Category assigned to each group
6. Name your mapping. At the top of the window, click the ‘pencil icon’ and then click ‘Update’.
7. From this point, you can refine the mapping using Sense, manually or you can save your mapping with the results you have.
Note
AI can make mistakes. While we work to minimize these, you should always review the results for any inaccuracies or screen group overlaps, and refine where necessary.
Review the mapping
After your mapping has been generated, you can review, refine, and expand it to ensure it accurately represents the structure you need.
Check traffic coverage
Review the metrics at the top to verify your mapping captures the right traffic:
- Traffic coverage - Percentage of total app traffic covered by these screen groups
- Screens included - Number of individual screens across all groups
- Views last 3 days - Total views across all grouped screens
Search screen groups
Use the search bar to quickly find and check whether a specific screen group has been created.
Review and validate screen groups
Click ‘Expand’ to see the top 5 screen in the screen group and view counts for each screen.
Click 'Show all screen' to view the full list.
As you review each screen group, check for:
- Correct grouping - verify screen share a similar purpose or structure
- Misclassified screen - check for screen that don't belong
- Overlaps - screen that appear in multiple groups (see note below)
Add more screen groups
To expand your mapping, you can either use the assistant or add screen manually.
Using the assistant
Enter a prompt describing the screen you want to add (e.g., "Add a screen group for all cart screens"), then click ‘Generate’.
Adding manually
Click 'Add manually' and then refine the criteria.
To refine the mapping, or edit another existing mapping, follow the section below.
How to edit a mapping with the Mapping Assistant
Follow these steps to modify screen groups in a new or saved mapping.
Important
If you edit a screen group that's used in goals, segments, zonings, or dashboard widgets, your changes will impact those linked objects.
Step 1: Open the mapping
From the mapping capability
Click on an existing mapping, or a new mapping you're refining with the assistant.
You can edit or manage your mapping by adding a new screen group or refining existing ones.
From other Analysis capabilities
Filter and view screen groups from Funnels, Session Replay and Zoning Analysis.
View mappings from Journey Analysis and Screen Metrics.
Step 2: Make you changes
Choose one of the following methods based on what you need to change:
Add a new screen group
- Write in the edit box describing the new screen you want to add.
-
Press Enter/return or Click 'Generate'.
For example: Add a screen group for blog screens.
Refine an existing screen group
-
Click on the screen group name.
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Describe the changes you want to make.
- Click 'Generate'.
Example editing prompts
"Add all promotional screens to the Sales screen group"
"Split the Product screen group by product category"
"Remove all test screens from all screen groups"
"Merge the Checkout and Payment screen groups"
Tip
To rename a screen group manually, click the screen group name, click ‘Edit name’, enter the new name and click ‘Update’.
View your prompt history
This helps you track what you've already tried and refine your approach.
-
Click the prompt history icon.
- Review your past prompts for this mapping and the screen groups they generated.
-
Click any previous prompt to reuse or modify it.
Note: You can see the prompt history for the mapping you are currently working on. Once you close or save, you will no longer be able to see the prompt history.
Edit the criteria manually
Add new criteria using "+ Add 'AND' criteria" or "+ Add 'OR' criteria"
You can change:
- How screen names are matched (for example "contains," "starts with," or "matches exactly").
- Screen name conditions or custom variables (CVARs).
Step 3: Validate your changes
As you edit a screen group, use the Screens panel on the left to validate any changes.
The Screens panel has two tabs that help you track your progress:
Included – Shows screen currently matching your criteria for this screen group
- Displays the number of screen included (e.g., "Included 0" or "Included 23")
- Lists each matching screen with its view count
- Updates in real-time as you modify criteria
Ungrouped – Shows screen that don't belong to any screen group yet.
- Displays the total number of ungrouped screen across your entire app (e.g., "Ungrouped 1,051")
- Helps you identify which screen still need to be organized into groups
- Useful for finding screen you might have missed
Tip
Regularly check the Ungrouped tab to ensure you're capturing all relevant screen in your mapping. High-traffic ungrouped screen may indicate missing screen groups.
Step 4: Save your changes
After you have made your changes:
- Click the back arrow to return to the mapping overview.
- Click "Save mapping" to apply all changes.
Manage screen groups
Use these tools to organize and optimize your screen groups. These actions can be performed at any time.
Merge screen groups
When to use: You want to combine similar or duplicate screen groups into one. For example, duplicate product screen groups.
- Select the screen group rows you want to merge. You will need to select at least two screen groups.
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Click ‘Merge’.
- Review the merge results.
- Click 'Save mapping' to apply the changes.
Duplicate a screen group
When to use: You want to create a variation of a screen group without starting from scratch.
- Click ‘Actions’ from the screen group row you want to copy.
- Click ‘Duplicate’.
FAQs
Does the Mapping Assistant process personal data?
This feature is not indented to process personal data. However, you should be sure that your screen names do not contain personal data or any other sensitive personal information before using the Mapping Assistant.
Why has the assistant returned no results to my request?
Depending on the complexity or ambiguity of the prompt, the assistant may not be able to return results. In this case, you can try breaking down your prompt into a simpler request, or attempt a more explicit prompt. Another reason could be that the screen the assistant is trying to group have had no views in the last 3 days, or that they don’t exist.
Why has the assistant suggested a non-existing screen or custom variable?
Like many AI models, on occasion the assistant may experience what’s known as a hallucination and return an inaccurate result. It’s always worth reviewing your mapping results and adjusting if necessary.
Why has a screen been added to more than one screen group?
The assistant focuses on generating accurate screen groups. However, AI can make mistakes and a screen may appear in more than one group. You should review any screen group overlaps and adjust if needed.