Blog from December, 2024

We are excited to introduce the new benchmarking type in Reports and the new action on Autopilot to update Action Plans (previously Assignments) !🎉

Benchmark by Sentiment Score

Context
Currently, the Sentiment Score KPI is limited to insights within the Text Analysis section. This restricts you to evaluate sentiment scores in broader contexts, such as specific questions, attributes, or segments.

What’s New?

With this update, the Sentiment Score KPI will be integrated into the Benchmarking component and enhanced with new functionality. This allows you to apply sentiment analysis across your feedback data in flexible and meaningful ways.

Breakdown by Topics

• What it means for you: All the benchmark types can now be broken down by specific topics, enabling detailed insights into areas customers care about the most.

• How it works:

  • Select the benchmark type you want to see focusing on topics

  • Select the breakdown by topics

  • Select up to 50 topics.

Update on a regular basis Action Plans (Old Assignments) with Autopilot

The Autopilot feature aims to reduce repetitive manual actions on the platform by automating common workflows. A key area that benefits from automation is updating Action Plans (previously known as Assignments). Currently, you need to manually update these plans, which is time-consuming.

How It Works

1. Flexible Action Card

The Autopilot Actions card is updated with two buttons:

• Edit Button: Allows you to open and adjust the current configuration of the action (e.g., selecting a different Action Plan or toggling report updates).

• Replace Button: Enables you to switch the current action (e.g., updating an Action Plan) with another available action (e.g., report creation).

  

  • A dropdown menu lists all available actions.

  • Once a new action is selected, the configuration for that action automatically opens.

2. Setting Up the Workflow

• Select one Action Plan:

  • In the Autopilot configuration, you select the Action Plan you want to automate using a dropdown menu.

• Enable Report Updates:

  • A toggle option lets you decide whether to update the Action Plan on components in reports if any.

  • When activated, the Autopilot will:

    • Automatically update the results displayed in reports for the selected Action Plan in two cases:

    • This ensures consistency across all relevant reports, reducing manual effort and the risk of errors.

Thanks

• Team Feedier

We are excited to introduce the new Dashboard module (previously Activity Page) and Action Plans (previously Assignments) !🎉

Dashboard Page

The Activity Page has been redesigned and redone as “Dashboard”, aligning with updated designs and introducing enhanced functionality for KPI management. This new module will improve by 100x the performance of the old Activity Page.

Key Features of the new Dashboard

Updated Navigation

• Activity Page is now under the new Overview navigation dropdown, along with:

  1. Dashboard

  2. Ownership

  3. Geographic

  4. Pushes

• Dynamic KPI Layout

  • Up to 3 KPIs per row.

  • Unlimited rows for additional KPIs.

  • New rows are created dynamically when a KPI exceeds 3 in the current row.

• Interactive KPI Cards

  • Edit Icon:

    • Opens the configuration tab for the selected KPI.
      

      

  • Delete Icon:

    • Removes the KPI from the dashboard.

      

KPI Configuration Options

1. KPI Type

   • Dropdown includes all KPIs of the team.

   • A navigation button links to the Custom Formula Page.

2. Timeline

   • View over time is now fixed in the configuration.

3. KPI Filters

   • Add multiple filters using the existing filters component.

4. Comparison Filter

   • Checkbox enables a comparison filter input.

   • Only one filter can be added here for comparison.

New Action Plans → Old Assignments

The feature previously known as "Assignments" has been rebranded to Action Plans with updated functionality, design, and naming conventions.

Key Updates to Action Plans

1. Action Plan Creation

• The new action plan design ensures the following:

  • Default view shows the new action plan creation screen.

  • Empty State:

    • Displays a description to guide you on creating a new action plan.

  • Filters and Scope Placement:

    • Filters and scope inputs have been relocated to the bottom of the screen.

2. Action Plans new design

• Action Plan Name

  • Every time a new Action plan is created the name will be generated by Eureka AI

  • Name generation combines:

    • Prompt.

    • Filters applied during plan creation.

  • The name is still editable to your needs.

• Scope and Filters:

  • Display scope and filters used to generate the result.

• Main Actions:

  • Update Action Plan:

    • Re-triggers the action plan generation.

  • Add to Existing Report:

    • Attach the action plan to a report already created.

  • Create Report:

    • Generates a new prefilled report based on the action plan filters, and adds the Action plan in the first page.

  • See Related Responses:

    • Redirects to the Text Analysis module, displaying the responses used for the Action Plan created.

• Date Versions Dropdown:

  • Lists all saved versions of the action plan.

• Attributes Display

New Result Impact Calculation:

• Impact the Action Plan has over the responses used to create the result.

• Formula:
  Impact % = (Answers candidates for the result / Answers matching the filters) * 100

3. Auto-Saving Action Plans

• Action Plans now auto-save upon generation.

4. New Action Plan Component Design in Reports

• Redesigned Action Plan component in reports includes:

  • Editable Action List and Summary:

    • Entire summary and action list editable.

  • Scrollable Component:

    • Allows vertical scrolling for longer action plans.

  • Half-Page Option:

    • Compact view option for better layout management.
      

      

Actions on Topics

We’ve enhanced the usability of the Topics Table in the Text Analysis module by making topics and sub-topics more accessible and easier to manage. The new functionality introduces quick actions directly on topic and sub-topic badges, ensuring efficient workflows without needing to navigate through multiple views.

What’s New?

Quick Actions Menu on Topic Badges

• A three-dot menu is now available on all topic and sub-topic badges within:

  • Topics Tab in Text Analysis.

  • Subtopic Tab under Individual Topic Visualization.

Available Actions

1. Edit:

   • Opens the Edit Topic Modal, allowing you to update topic details.

2. Add as Filter:

   • Adds the selected topic as a new filter in the Filter Modal for streamlined analysis.

3. Create Action Plan:

   • Generates an Action plan based on the selected topic and any applied filters (Global and Text Answer filters).

4. Delete:

   • Opens the Delete Topic Modal for removing the topic.

   • Always appears as the last option in the dropdown for consistency.

Ownership of Topics

To provide greater clarity and transparency, we’ve introduced Topic Ownership Details in the Text Analysis module. This enhancement will help you differentiate between AI-suggested topics and created by you ones, while also providing essential context about the origin of each topic.

How It Works

1. Viewing Ownership Details:

   • Ownership details (team, user, date, and AI suggestion status) are displayed alongside each topic label in the Text Analysis module.

   • For AI-suggested topics, the label “Suggested by Eureka” is shown next to the topic name.

2. Differentiating Topic Sources:

   • AI-Suggested Topics:

     • Automatically labeled when stored as Eureka AI-generated.

     • Appears in the topic label and tooltip.

   • Manually Created Topics:

     • These do not carry the “Suggested by Eureka” label.

3. Icons and Visual Indicators:

   • Team and user information are complemented by icons for quick identification.

   • A date icon clarifies when the topic was created.

Thanks

• Team Feedier

We are excited to introduce the new KPI manager module and the correlation of attributes and topics in Reports!🎉

Kpi Manager

The KPI Manager Module is designed to centralize the creation, management, and application of custom formulas, empowering you to tailor performance metrics according to their unique needs. Accessible via the Settings page, this new feature offers a robust interface for managing KPIs and enhances their integration across reports.

Key Features

1. KPI Manager Page

• Purpose: A dedicated space to manage and organize custom formulas with ease.

• Components:

  • List View:

    • Columns:

      1. Name and Description:

         • Name and description of the formula.

      2. Formula:

         • Long formulas truncated with a tooltip to reveal the full content.

      3. Created By:

         • Displays the account of the formula creator.

      4. Created On:

         • Shows the date the formula was created.

      5. Actions:

         • Edit: Opens the formula modal with pre-filled inputs.

         • Delete: Opens a confirmation modal to delete the formula.

2. Add Formula Modal

• Purpose: Simplifies the process of creating or editing custom formulas.

• Fields:

  • Name:

    • Required alphanumeric input for identifying the formula.

  • Description:

    • Optional free text input for additional context.

  • Help Link:

    • Help article with the language of the new formulas to track KPI’s.

  • Formula Input:

    • Field where you define your formula.

  • Suffix:

    • Optional text input for units or labels (e.g., %, $, etc.).

  • Format Selector:

    • Options for displaying the formula’s output (e.g., decimal, whole numbers, etc.).

• Buttons:

  • Create: Disabled until all required fields are completed.

  • Cancel: Discards input and closes the modal.

3. Integration in Reports

• Display Locations:

  • KPI Component:
    

    

    • Custom formulas are selectable within the component.

  • Score Table:
    

    

    • Formulas are displayed without deviation indications (eg. +25%) for now.

• Formula List:

  • All custom formulas from the team are available in input dropdowns.

  • Dropdown includes a “Go to Create Formula” button, redirecting you to the KPI Builder.

Attribute Correlation with Topics

Our platform is evolving to bridge the gap between Text Analysis insights and the attributes you rely on. This enhancement enables you to correlate identified topics with attribute values seamlessly, offering richer, more actionable insights.

What's New?

1. Correlation of Topics and Attributes in Reports

• Expanded Analysis Options:

  • You can now select topics or topics vs. attribute values as breakdown options on the axes in our correlation component.

  • These enhancements bring contextual relevance to the data, aligning insights with organisational attributes.

2. Topic vs. Topic Analysis

• Feature:

  • Compare topics directly against other topics to identify patterns, overlaps, or divergences.

  • Limit: you can select up to 8 topics per axis for optimal clarity.

• Value:

  • Quickly identify relationships or discrepancies between key topics.

3. Topic vs. Attribute Values

• Feature:

  • Compare an attribute's values against topics on the axis:

    • X-Axis: Displays selected attribute values.

    • Y-Axis: Displays selected topics (up to 8 topics).

  • Intersection:

    • Displays the number of feedbacks that share the selected topic and attribute values.

• Enhanced Displays:

  

  • Supports the four existing calculation types:

    1. Volume: Count of responses.

    2. Volume %: Proportion of responses as a percentage.

    3. Sentiment: Sentiment score.

    4. Satisfaction: Satisfaction score.

Report name generation by Eureka AI

Creating reports is now smarter and faster with the introduction of AI-powered naming suggestions. By analyzing your-inputted filters during report creation, Eureka AI generates meaningful, context-aware names for reports, reducing manual effort and improving organizational consistency.

What’s New?

Intelligent Report Naming with Eureka AI

• Dynamic Naming:

  • The system generates report names based on the filters applied during report creation.

  • Names are pre-filled in the report-saving modal, replacing the default “Untitled Report.”

• Key Benefits:

  • Saves time by auto-generating descriptive report names.

  • Ensures naming consistency across reports.

  • Improves searchability and organization.

How It Works

1. AI Integration:

   • Eureka AI evaluates filters applied in the report (e.g., survey names, segments, time periods).
     

     

2. Pre-Filled Name:

   

   • When saving a report, the Save Modal displays the suggested report name based on the applied filters.

3. Editable Input:

   • You can modify the pre-filled name if needed while still retaining the AI’s suggestion.

Attribute filtering in Text Analysis module

On the Attribute Tab introduced in the Text Analysis page, we’ve enhanced it with a customizable filtering feature. This allows you to select the attributes most relevant to your analysis, improving focus and usability.

What’s New?

1. Attribute Input for Table Customization

• You can now filter which attributes are displayed in the attribute-topic relation table.

• By tailoring the table to your needs, you can better analyze meaningful correlations.

2. Intelligent Defaults

• Favorite Attributes:

  • If the team has set favourite attributes, these will be displayed by default.

• Fallback Behavior:

  • If no favourite attributes are selected, all attributes will be shown as the default.

Thanks

• Team Feedier