Optimize Process Maps and how to export them

 

Process maps are AI-generated visual diagrams of your real, mined workflow data, built from actual usage. Ask the Optimize agent for a map (e.g. "Map how support handles billing requests"), and it generates a visual flow showing every step, decision point, and handoff, based on how your teams actually work.

Why people use them

  • They show the whole flow, not just a list. Optimize's other views (Top Issues, workflows, instances) tell you what exists — a map shows how work actually moves end-to-end, including handoffs between tools and teams.
  • They pinpoint exactly where problems live. Instead of "this process is slow," a map can show which specific step or handoff is the bottleneck.
  • They reveal ripple effects. Because Optimize connects steps across systems, a map can surface how an issue early in a process (e.g. sales setup) causes problems much later (e.g. billing errors).
  • They're always current. Traditional process mapping takes months and goes stale immediately. Optimize's maps regenerate from live data in seconds.
  • They're a shared artifact for alignment. Teams use them to ground conversations — "here's what's actually happening, here's where it breaks" — without needing a consultant to build a diagram first.

How to generate one

Prompt the Optimize agent directly, e.g. "Map how support handles billing requests." The map appears on canvas, and you can keep iterating with follow-up prompts — adjust scope, zoom in on a section, or ask it to model a scenario.

Note: today's maps are generative, not interactive — to see a different view, you regenerate rather than filter live. Interactive filtering, swim lanes, and variant comparison are coming in a future release.

How to export

Once a map is generated, you can:

  • Export as PDF — for sharing or presenting outside Optimize
  • Export as BPMN — a standard process-modeling format; open it in a BPMN editor (e.g. bpmn.io) to refine further
  • Share a link — anyone can view it; other Optimizers with edit permissions can open it in their own chat instance to iterate

Good to know: the BPMN export is a starting draft, not a finished, fully validated BPMN model — it's meant to get you most of the way there so power users can refine it further in a dedicated BPMN tool, rather than being a pixel-perfect 1:1 export.

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