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How to use the AI Feedback Assistant

The guided overview highlights the main controls available in the AI Feedback Assistant. Use these controls to define which feedback the assistant should analyze, ask questions about your survey responses, and manage the generated output.

ai-feedback guide

1. Time Filter

Use the Time filter to choose the response period the assistant should include in its analysis.

For example, you can focus the assistant on recent feedback or include a broader historical period. Changing the time span affects which survey responses are available for the assistant to summarize.

Use this filter when you want to analyze feedback from a specific period, such as the last month, quarter, year, or all available responses.

2. Campaign Filter

Use the Campaign filter to choose which campaigns should be included in the analysis.

This allows you to narrow the assistant's focus to feedback from specific campaigns instead of summarizing all available feedback. The selected campaigns determine which responses the assistant can use when generating answers.

Use this filter when you want to compare feedback from a specific campaign, exclude older campaigns, or focus only on currently active campaigns.

3. Responses Included

The Responses included indicator shows how many survey responses are included in the current prompt context.

This number changes based on the selected time span and campaign filters. It helps you confirm that the assistant is analyzing the expected amount of feedback before you ask a question.

A higher number of responses usually gives the assistant a broader data foundation, while a lower number may provide a more focused analysis.

Before asking a question

Check the number of responses included before you submit your prompt.

If the number is lower or higher than expected, adjust the time filter or campaign filter before asking the assistant to analyze the feedback.

4. Restart Chat

Use Restart chat to start a new conversation with the assistant.

Restarting the chat clears the current conversation and removes the previous chat context. This is useful when you want to change topic, start a new analysis, or avoid having earlier prompts influence the next answer.

Restarting the chat does not delete survey responses or change your account data. It only clears the current assistant conversation.

5. Copy Output

Use Copy output to copy the current AI-generated response.

This is useful when you want to reuse the summary in internal notes, reports, presentations, follow-up tasks, or customer experience planning.

Always review the copied output before using it in business decisions, customer communication, or reporting. AI-generated summaries should be treated as supporting insight and may require human validation.

6. Chat Window

The Chat window displays the conversation between you and the AI Feedback Assistant.

This is where you can read the assistant's analysis, review summaries, and follow the reasoning based on the selected survey feedback. Longer answers may require scrolling inside the chat window.

The assistant's answers are based on the selected feedback data and the current conversation context.

7. Prompt Box

Use the Prompt box to ask questions or give instructions to the assistant.

The first prompt should be topic-related so the assistant knows what part of the feedback to analyze. This focuses the AI's analysis on a specific theme within the customer feedback.

After the first response, you can ask follow-up questions to refine the results or explore specific details. This allows you to "interview" your data to find the root cause of certain sentiments.

Good first prompts include:

  • What are customers saying about the product?
  • What are the main reasons for detractor feedback?
  • How do respondents describe our customer service?
  • What are the most common complaints in the selected campaigns?
  • What positive themes are mentioned by promoters?
  • How do respondents feel about the speed and quality of our customer service?
  • What do respondents say about our platform?
  • Do respondents mention our competitors' pricing in their comments?

Good follow-up prompts include:

  • Can you summarize that in three bullet points?
  • Which issues seem most urgent?
  • What actions should we prioritize based on this feedback?
  • Are these comments mostly about service, product, price, or delivery?
  • Can you separate the feedback into detractor, passive, and promoter themes?
  • Based on the feedback, what specific actions can I take to resolve the issues my customers are experiencing?
  • Can you list the three most common complaints mentioned regarding our response times?
  • Based on those comments, why do users feel the platform is difficult to navigate?
Prompting best practice

Ask one focused question at a time.

Specific prompts usually produce more useful answers than broad or unclear prompts. For example, "What do detractors say about delivery times?" will usually give a more targeted answer than "Tell me everything about our feedback."

  1. Select the relevant time period.
  2. Select the relevant campaigns.
  3. Check the number of responses included.
  4. Ask a focused question in the prompt box.
  5. Review the answer in the chat window.
  6. Ask follow-up questions if you need more detail.
  7. Use copy output if you want to reuse the answer.
  8. Use restart chat when you want to begin a new analysis.