Best practices for using Action Plans
Exploration → Action Plans
In this article, we present the features of our Eureka AI action plan system and how you can maximise its potential by giving it action plans to carry out through the use of filters and prompts.
Feedier's action plan uses real-time data to provide you with the best possible answers. It is important to note that the action plan is only designed for specific tasks.
Return list of main topics:
Provides a list of the most frequently mentioned topics in customer reviews related to your search criteria.
List of main improvements:
Presents the main improvements suggested in customer feedback in relation to the specified search item.
Main positives list:
Identifies and lists the most positive points expressed in customer feedback relating to your search criteria.
Summary:
Generates a concise summary of customer feedback relating to the specified search item.
Before you start using action plan [Administrators Only]
Profile → Organization
In order to get the most accurate results to your organisation, it’s important to input the following to support the prompt on action plan:
Add the name of your organisation (if not added already)
Add principal category of feedback collected
Add a clear and detailed description of your organisation.
Understanding the available actions within the action plan
Task drop-down list: In this drop-down list, you can choose between the 4 tasks: Main improvements, Main positive points, synthesis, and Main topics.
Search prompt entry: In this search field, you can enter text to make the results more precise, or leave it blank.
Global Filter: Here you can set filters to funnel the feedback you wish to see eg. survey x, or time period after 01/10/24.
Saved action plans: You can bookmark your searches, and they will appear on the left hand side of the screen.
Results: A summary, followed by key themes with attached pertinent feedback can be found here.
Attributes: Based on the summary generated, attributes that are strongly linked are marked in green, generally linked in grey, and loosely linked in red.
Running through an example
Select the desired task → for example: Main improvements
Enter a prompt → for example: Customer Service
Choose the filters you wish to apply to the search → for example: Time period equals last 30 days.
Click Generate.
How do you save an action plan?
Click on the bookmark icon to the right to save the action plan. Once saved, it will appear in the list of saved action plans. Saved action plans are visible only to you.
How can you retrigger the same action plan you did before?
You can always revisit your triggered action plans by clicking on the date and selecting an earlier date.
Pre filled Reports based on an action plan
Our new feature allows you to create a pre-filled report based on a Eureka AI action plan in one click, selecting the "Create Report" icon in the action plan page will do it. The report will include the action plan result on the first page and a pre-filled section with all related feedbacks.
This ensures comprehensive and relevant data representation.
Steps to create the report:
After selecting the icon, the Feedier Report modal creation opens:
Eureka AI action plan Component
Introducing the action plan Component in Feedier Report: seamlessly integrate Eureka AI action plans into Feedier Reports. This feature lets you display and manage saved action plans and results directly in your reports. Initially, it will show saved action plans and results, allowing for a streamlined and organised reporting process. Future iterations will include options to add new results and generate results from new requests with global filters.é
How it works:
Have a saved action plan in action plan Page
Create a Report
Create a Eureka AI action plan Component:
Component Creation:
Select Your Saved action plan
Choose the Data Version: Display the desired result version.
Title Configuration: Default title is the prompt + task, but customisable.
Displayed Title
Applied Filters: View filters applied to the action plan.
Data Version: Displayed result version.
Additional tips:
When using a prompt or filter before triggering an action plan, the relevance of an action plan is much higher as all text answers used to generate the action plan are related to the same topic, this is much better than leaving the action plan empty.
Search for specific terms close to your context. Avoid generic search criteria. For example, a bank might not be looking for improvements on "cards" but rather on "credit or debit cards".