Best practices for using Assignments

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In this article, we present the features of our Eureka AI assignment system and how you can maximise its potential by giving it assignments to carry out through the use of filters and prompts.

Before you start using Assignment [Administrators Only]

In order to get the most accurate results to your organisation, it’s important to input the following to support the prompt on Assignment:

• 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.
  
  

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Understanding the available actions within the Assignment

1. 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.

2. Search prompt entry: In this search field, you can enter text to make the results more precise, or leave it blank.

3. 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.

4. Saved Assignments: You can bookmark your searches, and they will appear on the left hand side of the screen.

5. Results: A summary, followed by key themes with attached pertinent feedback can be found here.

6. 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

1. Select the desired task → for example: Main improvements

2. Enter a prompt → for example: Customer Service

3. Choose the filters you wish to apply to the search → for example: Time period equals last 30 days.

4. Click Generate.
   
   

How do you save an assignment?

Click on the bookmark icon to the right to save the assignment. Once saved, it will appear in the list of saved assignments. Saved assignments are visible only to you.

You can always revisit your triggered assignments by clicking on the date and selecting an earlier date.

Pre filled Reports based on an Assignment

Our new feature allows you to create a pre-filled report based on a Eureka AI assignment in one click, selecting the "Create Report" icon in the Assignment page will do it. The report will include the assignment 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 Assignment Component

Introducing the Assignment Component in Feedier Report: seamlessly integrate Eureka AI assignments into Feedier Reports. This feature lets you display and manage saved assignments and results directly in your reports. Initially, it will show saved assignments 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:

1. Have a saved assignment in Assignment Page

    

2. Create a Report

    

3. Create a Eureka AI Assignment Component:

Component Creation:

1. Select Your Saved Assignment

2. Choose the Data Version: Display the desired result version.

3. Title Configuration: Default title is the prompt + task, but customisable.

4. Displayed Title

5. Applied Filters: View filters applied to the assignment.

6. Data Version: Displayed result version.

Additional tips:

• 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".

• Before acting on Assignment's recommendations, check the information used to formulate the recommendations.