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Qualtrics Assist (CX)

Qtip: This page describes functionality that we intend to release starting July 2, 2025. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.

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 Qualtrics Assist (CX)

Qualtrics Assist (CX) is a dashboard assistant that enables CX and VoC teams to analyze comments from open text survey responses and reviews. When combined with science-backed Qualtrics AI, users can uncover qualitative and quantitative insights from their dashboard results quickly and reliably, while also identifying topics of interest.

Attention: Qualtrics Assist is currently only compatible with data from response ticker widgets on the same dashboard page. Qualtrics Assist will not use data from other pages or any other widget type when answering questions.

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refining our products, artificial intelligence may at times generate output that is inaccurate, incomplete, or outdated.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.

Configuring Your Dashboard for Qualtrics Assist (CX)

In order to use Qualtrics Assist in CX Dashboards, your dashboard must meet the following requirements:

A response ticker widget is configured in the dashboard.
Qtip: Legacy response ticker widgets are not compatible with Qualtrics Assist. You may need to rebuild your response ticker widget in order to use this feature.
A TextiQ topic model is mapped in the dashboard fieldset.
The dashboard has less than 40 million text fields.

Qtip: Qualtrics Assist is not currently compatible with private dashboard pages or embedded Discover dashboard pages.

Setting Up Qualtrics Assist in your CX Dashboard

Qtip: Your Brand Administrator must enable the Qualtrics Assist CX permission before you can set up Qualtrics Assist.

Navigate to your CX dashboard.
Go to the dashboard settings.
Navigate to the Dashboard AI section.
Click the switch next to Enable all dashboard generative AI features by default.
Attention: Once Qualtrics Assist CX is turned on for a dashboard, all users with access to the dashboard can use Qualtrics Assist CX on that dashboard. This feature cannot be controlled by roles.
Select Qualtrics Assist.

Using Qualtrics Assist (CX)

When you are using a dashboard with Qualtrics Assist enabled, you’ll see the icon in the lower-right corner.

Click on the Qualtrics Assist icon.
Type a question into the textbox on the right. Alternatively, select a prompt.
Click the send icon.
To close the Qualtrics Assist window, click the X in the upper-right corner.
If you’d like to delete your conversation and start over, click the three-dot menu and select Reset.

Qtip: Qualtrics Assist in CX Dashboards is limited to the filters applied to the dashboard page. For example, if your dashboard has a filter for responses in the last three months, Qualtrics Assist will only use data from the last 3 months. It will not read data outside of the filters applied.

Example Questions

You can ask Qualtrics Assist any question about the data in your dashboard, but the responses will depend on the data you have configured. Here are some common examples of questions you can ask:

“Summarize what people are saying.”
“What are users talking about the most?”
“What are users complaining about the most?”
“What are the top issues?”
“What are users saying about ____?”

Qtip: Since Qualtrics Assist in CX Dashboards is currently only compatible with response ticker widgets, it will not be able to answer questions about specific metrics (e.g. NPS). Also, Qualtrics Assist cannot currently understand requests to filter the data that it looks at. For example, it can’t respond to “What are users saying in the last month?” or “What are mobile users saying?”.