Insights Explorer

Attention: This feature is only available to users on the new simplified pricing and packaging plans or customers who actively participated in the Preview Program for this feature. For more information, see Qualtrics Public Preview. If you have questions about your Qualtrics pricing and packaging plan, reach out to Account Services.

About Insights Explorer

Insights Explorer is an AI-powered text analytics tool that uses your open-ended feedback to identify top themes, create headlines, and generate helpful summaries. This feature can help you understand large text datasets faster than ever, and is a great starting point for analysts working with unstructured feedback data.

You can access Insights Explorer from the app-switcher in your Qualtrics account.

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Qtip: While we have guardrails in place and are continually refining our products, artificial intelligence may at times generate output that is inaccurate, incomplete, or outdated. Prior to using any output from Qualtrics’ AI features, you must review the output for accuracy and ensure that it is suitable for your use case. Output from Qualtrics’ AI features is not a substitute for human review or professional guidance.

Before You Create Insights

Attention: The Allow third party generative AI features setting must be enabled within Organization Settings before you can use this feature. This setting must be enabled by a Brand Administrator.

To use this feature with projects you own, you need the Use Insights Explorer user permission enabled in your Qualtrics account (this permission is enabled by default for Brand Administrators). For any projects shared with you, you’ll also need the “View Text Analysis” collaboration permission enabled to generate insights from that project. You may also find it useful to have processed your data through Text iQ, although any open text field can be used.

Any type of project with open text fields can be used for generating insights. That includes:

• Survey projects
• Imported Data projects
• CX Dashboards
• Engagement
• Lifecycle
• Ad Hoc Employee Research
• Ticket Datasets 
• XM Discover projects

  

  Qtip: If you have questions about using XM Discover projects with Insights Explorer, please reach out to Account Services.

Attention: We recommend having at least 100 feedback responses in your dataset before you can generate insights, which will maximize theme cohesion and clarity. Insights Explorer can sometimes operate below that threshold if you have rich feedback; if you have a smaller dataset, then choose the “Concise summary” insight.

Supported Languages

Insights explorer supports data in English, French, Spanish, German, and Japanese for your data input. Your dataset can contain multiple languages that will be analyzed without requiring manual translation beforehand.

Qtip: Insights Explorer dynamically routes jobs based on the insight definition and data selected. Depending on the selections and dataset languages, the data may be routed either through a first-party model or through a third-party model. For more details, please see the FAQs below.

Outputs are available in all XM platform supported languages. By default, the output will be in your account language which is set in your user settings. If your output is in a supported language, you can toggle between the translated output and the default English.

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Creating New Insights

Follow the below steps to use Insights Explorer:

Log into your Qualtrics.com account.

Go to Insights Explorer.

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Click Generate an insight.

Choose what kind of insight you want to generate. Your options are:

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• Top themes to look out for: Generate a high level summary of 3-5 themes with accompanying subthemes, as well as example feedback for each. This output is the most detailed, and is useful if you need a quick report, or if you’re just starting to explore a new dataset.
• Headlines: Get 3-5 catchy highlights that tell you how to follow up. Each insight comes with an example of a customer verbatim that matches it.
• Concise summary: Get a brief paragraph that summarizes the main takeaways of your dataset.

Name your insight.

Click Next.

Select the Qualtrics project.

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Qtip: All the Qualtrics data you have access to will appear in this list, not just ones with Text iQ. However, you will not be able to generate an insight if you try to select data without open text.

Select an open text field. An open text field is the specific question you want to analyze, where you let respondents write out their feedback.

Qtip: Common open text fields include text entry questions, text embedded data, and open text dashboard fields.

Click Next.

If you’d like, you can use one of our preset enrichment filters to narrow down the data you’re analyzing. Note that enrichment filters are only available when Text iQ is enabled or from an XM Discover project.

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Click Generate.

The insight may take time to prepare. Once it says it’s Ready, you can click View to see the results.

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Qtip: Insights are generated by sampling the available comments, not by analyzing all of them. Therefore, multiple insights generated from the exact same data (same filters, sources, etc.) can yield different results.

Video Walkthrough

Need help using Insights Explorer? Check out this 2-minute walkthrough video:

For questions and discussions about Insights Explorer, visit the Qualtrics Experience Community AI Center, where you can connect with other Qualtrics users about all things AI.

Insights Filters

You can use filters to narrow down your data when you generate insights. You can only choose from the list of filters provided. You can add multiple filters at a time.

These filters are based on text and enrichment data, such as:

• Date range
• Actionability
• Effort
• Emotion
• Emotional intensity
• Sentiment
• Topics
• Embedded data filters (Text Set, Number Set, or Multi Answer Text Set)

Suggested filters are created based on these enrichments. For example, “Frustrating experiences” refer to feedback where the customer shows high effort and where the emotion frustration is detected.
You can adjust the filters applied to your insight at any time. Adding a new filter will cause the insight to regenerate. See the Editing Insights section of Managing Existing Insights for instructions.

Qtip: As you filter down your data, the insight explorer will show you the number of comments that match the filters for Qualtrics data, or the number of sentences for Discover.

Qtip: Insights explorer supports enumerable filter types in the Qualtrics Platform. If you can’t find your embedded data while creating a filter, check that the field type is a Text Set, Number Set, or Multi Answer Text Set. Fields in field groups are not supported. XM Discover attributes are not fully supported. We recommend using structured model rules instead.

Managing Existing Insights

Viewing Insights

The insights you see on the Insight Explorer page are unique to your account. On this page, you can view insights you’ve generated in the past. You can also:

• Filter insights by project.
• See the date insights were generated.
• See whether insights are ready to view (status).
• Search insights by name.

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You can use the Generate an Insight task to regenerate an insight on a recurring basis. This generates a new version of the insight that you can switch between. Click Create workflow to be brought to the Workflows page, and follow the previously linked instructions to create your workflow.

If you’ve generated multiple versions of your insight, then you can switch between them using the dropdown at the top of the page.

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When you click View, you’ll see the insights generated.

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Qtip: Comments are only available for 30 days after generating insights.

Editing Insights

You can edit the filters applied to your insights after they are created.

After clicking on an insight, click Edit to adjust the filters.

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Select Add a filter and select a filter from the dropdown. See Insights Filters for more information on the available filters.

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Click Next.

Review your insight.

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When you’re satisfied, click Generate. Your insight will now regenerate, which may take some time.

Renaming and Deleting Insights

Click the 3 dots next to an insight to rename it or delete it.

Attention: Deleting an insight removes it permanently from your user account. Do not delete an insight if you think you might need it later.