AI Widget

The AI Widget enables you to explore customer experience data using AI-powered, chat-based interactions directly within your dashboard.

You can ask questions about your data and explore supported metrics through conversational prompts. The AI determines the appropriate data source, either Survey or Segments, based on the request and the available data.

The widget supports a range of analytical questions through chat and provides theme settings to customize its appearance.

1. Open your Customer Experience dashboard.
2. Click Add Widget.
3. Select AI Widget.
4. Start a chat with the AI by entering a question or request about your customer experience data.
5. Allow the AI to determine the appropriate data source based on your request.
6. Review the response and continue the conversation to explore additional insights.
7. Configure the widget theme using the available settings.
8. Save the widget.

You can use natural-language questions to explore customer experience data through the AI Widget.

1. Enter a question or request in the chat interface.
2. Describe the metric, topic, or customer experience information you want to understand.
3. Review the AI's response.
4. Ask follow-up questions to explore the results in greater detail.

The AI interprets the request and uses the appropriate available data source to generate its response.

The AI Widget supports analysis of available metrics through chat. The specific metrics depend on the user's request, the selected data source determined by the AI, and the available data.

You can ask questions about customer experience performance and request analysis of relevant metrics supported by the underlying data.

Yes. The AI Widget supports conversational analysis, allowing you to ask follow-up questions to explore a topic further.

Use follow-up prompts to clarify a result, investigate a related question, or request additional analysis of the available customer experience data.

Widget-level filters depend on the data source selected by the AI and the context of the analysis.

Available filters may include:

• Segment: Focus on a specific segment.
• Question: Filter survey data using a question and its supported answer options.
• Custom variable: Filter data using a custom variable and its selected values.
• Survey: Select one or more surveys when the Segments source is used.

Applicable filters narrow the data available for analysis. The AI Widget's filtering options depend on the source and the supported functionality.

Dashboard filters apply to every widget on the dashboard, including the AI Widget.

Dashboard filters can include:

• Date range
• Segments
• Custom variables
• Question responses
• Response status

You can configure up to 10 dashboard filters in addition to the date range. Applicable filters are combined, and widget-level filters can narrow the selected data but cannot expand it beyond the dashboard filter selection.

The dashboard date range determines the reporting period applied to the dashboard data.

The AI Widget uses the data available under the applicable dashboard filters and the supported filtering behavior for the selected source. Results may therefore change when the dashboard date range or other filters change.

Yes. The AI Widget provides a Theme setting to customize its visual appearance using the available theme options.

Choose a supported theme to keep the widget consistent with the overall dashboard presentation.

• Ask clear, specific questions about the customer experience data you want to analyze.
• Specify the metric, topic, or customer group relevant to your analysis.
• Use follow-up questions to investigate results in greater detail.
• Review the dashboard filters to understand the data available to the AI.
• Use consistent dashboard filters when comparing insights across widgets.
• Choose a theme that aligns with your dashboard presentation.

Do I need to select a data source manually?

No. The AI determines whether to use Survey or Segments based on your request and the available data.

Can I explore different metrics?

Yes. You can ask questions about supported metrics through the chat interface. Availability depends on the request, data source, and available data.

Can I ask follow-up questions?

Yes. You can continue the conversation to explore related questions and additional insights.

Do dashboard filters apply to the AI Widget?

Yes. Dashboard filters apply to every dashboard widget, including the AI Widget.

Can I customize the AI Widget's appearance?

Yes. Use the Theme setting to customize the widget's appearance using the available options.