XM Discover Search

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About XM Discover Search

Attention: XM Discover search is not enabled out-of-the-box; you can add it as part of a custom homepage.

XM Discover search is an intelligent search assistant designed to help you find quick XM Insights without building dashboards and setting up widgets. When enabled, XM Discover search appears as a search bar at the top of the Studio homepage.

Using XM Discover Search

Go to the Studio homepage.
Locate the search box at the top of the Studio homepage, next to the What would you like XM Discover to search for today? phrase.
Start typing your query. As you type, XM Discover search provides suggestions for you below the search bar.
Select one of XM Discover search’s suggestions from the menu or press Enter to run a text search on your current query.
Text Search: Suggestions tagged as “Text Search” run a keyword search across your data. To learn how text search works, please see Using the Text Filter.
Numeric and Text Attribute Value: Suggestions tagged with an attribute name are specific values of an attribute.

Attention: Attributes need to be explicitly included in XM Discover search to appear among suggestions.
XM Discover search returns a set of quick reports and a list of dashboards or books relevant to your query.
Qtip: Like other Studio widgets, you can drill into data points for details or to link to or share individual records.

Target & Variance Repor...

Target and variance reporting can help you quantify how each level of your organization stacks up to its targets and how these targets vary in comparison to the actual KPIs. To leverage target and variance reporting, you need to:

Ad Hoc Searches (Designer)

Ad hoc searches allow you to explore project data without making changes to category models or filters. Creating an ad hoc search works the same way as creating a category rule.

XM Discover Basic Overview

You can use XM Discover to analyze your customer feedback taking place in conversations across different channels, including cases, chat, voice transcriptions, emails, surveys, ratings, and reviews on third party websites, social media, and online communities. Topic models and machine learning algorithms enable you to gain actionable insights into the root cause of customer problems so that you can act quickly to solve these problems.XM Discover consists of 3 applications: Connectors, Designer and Studio. Access to these applications is based on your user license, permissions and contract.

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Search Types (Designer)

Searches allow you to explore project data. Different search techniques can be used to return results that enable you to explore, categorize, and filter customer feedback. For instructions on performing searches, see Ad Hoc Searches.

Studio Navigator Search

The Studio Navigator search can help you easily find and navigate to different areas of the Studio platform.

XM Discover Search

About XM Discover Search

Using XM Discover Search

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