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Insights Hub

Learn more about using Insights Hub to automatically categorize all your feedback from different sources.

Agnieszka avatar
Written by Agnieszka
Updated yesterday

Click through the interactive demo to learn how to use Insight Hub 🍿

Insights Hub is a tool that gathers, categorizes, and analyzes feedback from multiple sources to automatically detect customer sentiment, identify technical issues reported by users, and help you better understand your customers' needs and wants.

The Insights Hub uses AI to categorize all your feedback into actionable Insights, and most popular Topics.

Let AI do the work for you. It will automatically detect customer sentiment, identify technical issues and bugs reported by users, and help you better understand your customers' needs and wants.

In this guide, you'll learn about:

  • what feedback sources you can connect to the Insights Hub,

  • what part does AI play in analyzing the feedback,

  • how the Insights Hub can work with Dashboards and the Research Assistant, to get even better results.

Connect a feedback source

A feedback source is an external tool where your customers leave opinions, reviews, or requests. Those can be review pages, customer calls and chats, or surveys.

Instead of keeping the feedback scattered across many tools, sync them to the Insights Hub to get an overview of what your customers are telling you.

Navigate to Insights Hub at the top of your Survicate Panel.

Here, you can create a survey whose responses will be present in the Insights Hub, or connect integrations to automatically import customer interactions, call recordings, or reviews, as well as add or upload feedback manually:

You can connect many sources to your Insights Hub to consolidate and analyze data from many tools.

Keep reading to learn what you can achieve with each feedback source.

Integrations

Connecting an integration lets you automate the flow of feedback from the source you choose

Click on Add feedback ➡️ Integration:

and connect any of the available sources:

More information about each of the available Insights Hub integrations and their setup instructions can be found in our dedicated guides.

💡 Some of the integrations are only available on selected subscription plans.

Surveys

If you get a lot of feedback in your Survicate surveys, it's a great idea to store it in one place to organize it better. With Survicate as a source in Insights Hub, you can:

  • Store your Survicate survey feedback and organize it with tags, as well as see it categorized into Topics and Insights;

  • Create notes from responses from your analysis;

  • Store all insights collected from multiple sources in one place to make sure no feedback goes unnoticed.

  • Connect a survey by clicking Add feedback ➡️ Survey:

💡 Only a survey with the last response collected earlier than 1 year ago can be connected to Insights Hub.

💡Only surveys with a Text-answer question or a Comment field can be connected to Insights Hub, as responses without text answers or comment fields aren't synced to the Hub.

💡 You can connect each survey that has collected no more than 10,000 open-text responses.

💡 If you don't wish to sync all survey answers to the Hub, you can go to a survey's Analyze ➡️ Overall results tab, find the text feedback you'd like to pass to Insights Hub and click the ⭐️ icon near the answer.

Other ways that you can import feedback into the Insights Hub are:

Transcribe recording

Transcriptions allow you to import audio and video files from your device. Insights Hub transcribes the file and extracts insights. You can store and analyze the insights along with feedback from other sources.

The Insights Hub not only saves you time and the need to manually go through every call or interview, but also lets you know what issues or subjects customers talk about.

The features allows you to upload files in any language!

Click Add Feedback in the Hub and select Transcribe recording. Upload or drag & drop an audio or video file from your device.

The maximum size of the uploaded file can be 2GB. Supported formats are .mpa, .mpeg, .mp4, .wave, .wav, .ogg.

After the file is uploaded, you'll be asked to select the language of the audio or video and click Start transcription:

The uploaded file will be transcribed in a matter of seconds - after a moment, you will see the transcription added to your Insights Hub as a piece of feedback.

By opening this piece of feedback, you'll be able to see insights we automatically extracted from the file, as well as switch to the Full content view to read the whole transcript with the conversation divided into Speakers (whose names you can edit):

Insights, automatically extracted from the transcription, will be assigned to Topics in the Hub.

📌 Depending on your subscription plan, transcription length limits apply.

Upload a CSV file

Click on Add Feedback ➡️ Upload file and Select the file you wish to upload. Please remember it should be under 20MB:

All feedback in the uploaded CSV file should be in one column. Otherwise, some of it won't be imported.

Please note text fields should be surrounded by quotation marks (") in the file.

Other columns of the imported file can include additional data, such as User traits, Response traits, and Topic names that you can map to your preferred fields in the Hub:

The first two fields in the pop-up window are mandatory to fill out. Here, you can specify which column of your CSV file is the feedback you wish to import, and what date should be assigned to the pieces of feedback.

Additionally, you can map data from the file's certain columns as user or feedback attributes, which will be visible next to each feedback piece in the Hub:

When importing a CSV file, you can choose a column that contains predefined Topic names. Insights Hub will automatically recognize the values in that column and create the Topics you uploaded. If you already have some Topics in your Hub, it will assign feedback pieces to those existing Topics.

Please note that there is a limit of 200 unique topics per file. If the file contains more than 200 topics, the column cannot be used for import.

Create a note manually

Click on Add Feedback ➡️ Create note manually and add the Feedback content:

💡 Selecting the Topic and filling out User email is optional.

This option lets you quickly add feedback to your Insights Hub.

Adding more feedback sources

At any point, you can click on the Add Feedback button to connect another data source, upload a CSV file or a recording to be transcribed, or add a note manually:

Check out this section of our Help Center to read more about feedback sources available in the Insights Hub.

🚀 Feedback will appear in the Insights Hub in real time.

See Insights in the Feedback Hub

All data you decide to send to the Insights Hub from various sources will be presented as pieces of feedback for you to analyze.

Additionally, as you can see in the screenshot below, feedback will be automatically segmented into Topics and categorized into Insights:

This segmentation is done thanks to AI, which prepares the most suitable categories based on the feedback you send to Insights Hub.

Feel free to click on one of the Topics to analyze which feedback is included. You can see who created the Topic, download all the feedback pieces from it, share a chosen Topic with your team, or delete it:

Inside each Topic, you will notice the Insights tab as well. These are further categories into which the AI assistant splits your feedback.

Feel free to edit, download, or turn one or more of the Insights into a separate Topic to best suit your needs:

Insights are regenerated when new data comes in that influences the existing insights or can be used to generate new insights.

Topics and Insights are in English, regardless of the language(s) of the feedback.

By clicking on one of the feedback pieces in an Insight, you will be presented with more details about this piece of feedback, and you will have the option to share its link or delete it.

Clicking the up or down arrow lets you easily see the previous and following notes.

💡 Tip: use O on your keyboard to see the previous note and P to see the next one.

🚀 Read on to learn how to filter feedback, make the most out of Topics, and more!

Managing Topics

AI creates Topics based on the feedback you sync into the Insights Hub, but you can also add or manage Topics yourself.

Here, you'll learn how it's possible to manage Topics in the Insights Hub.

Add a new Topic

At any point, you can add your own Topic, add a description which will help us assign correct feedback to this Topic, and enable or disable auto-assignment of feedback.

If you prefer to only assign feedback to this Topic manually, you can toggle off the Feedback auto-assignment option.

Topic recommendations

When you enter your Insights Hub, every week you will see a pop-up window with recommended Topics, which you can choose to add to your Topics list.

When new Topic recommendations are ready, you will see a green badge indicating new recommendations.

Remove the Topics you don't want to add to your list by clicking the icon and add the remaining ones:

🚀 Using custom Topics will help you get the best possible Insights, not just the ones generated in more standard Topics.

Share a Topic

You can share a chosen Topic with your Survicate teammates. Clicking on the Share topic button will generate a hyperlink that, when shared with your colleagues, will lead them to this Topic in the Insights Hub:

Download feedback from a Topic

After opening a Topic, you will be able to download one Insight:

or all feedback from the Topic:

Both exports can be downloaded as XLS or CSV files, which you can share with colleagues who may not have access to Survicate.

The export will contain columns with data about the Feedback content, author, source, information about which Insights and Topics it's assigned to, and more.

Manage feedback in a Topic

If you think a specific piece of feedback doesn't fit well into the Topic it's in, you can remove it:

This note will not be completely removed from all feedback in your Insights Hub - just from this Topic.

Remove a Topic

Delete a Topic that you don't find useful or valuable:

Please note that this action is irreversible.

Managing Insights

Insights are created and assigned to Topics based on the Topic description, and the feedback you sync into the Insights Hub, but you can also add or manage Insights yourself.

Keep on reading to learn how you can manage Insights.

Pin Insights

You can pin an Insight to make sure that it won't disappear when new feedback causes Insights to be regenerated.

Additionally, a pinned Insight is placed on top of other Insights within a Topic, making it easier to find.

All Pinned Insights can be found together as well:

Remove Insights

If you don't like the AI-generated Insight, it can now simply be removed from the list:

Edit Insights

You can modify the name and the description of each Insight. Additionally, renaming an Insight or its description will cause the AI model to adjust the way it assigns new feedback in the future to this Insight:

Download Insights

You are able to download one Insight with the Feedback that's assign to it:

or all feedback from the Topic:

Both exports can be downloaded as XLS or CSV files, which you can share with colleagues who may not have access to Survicate.

The export will contain columns with data about the Feedback content, author, source, information about which Insights and Topics it's assigned to, and more.

Resolve Insights

If an Insight references a user suggestion or a problem that has been addressed or fixed by your team, you can mark the Insight as resolved so that it disappears from the Insights list.

It also creates a list of Resolved Insights, where you can see insights that you've addressed:

Managing Feedback

You can sync feedback from numerous sources into the Insights Hub, but find out how you can manage it after it's been imported.

View Feedback

By clicking on one of the feedback pieces, you will see information such as Feedback details and User attributes, and you will have the option to share a link to this note, delete it, or move to the previous or the next note:

💡 Tip: use O on your keyboard to see the previous note and P to see the next one.

Export all Feedback

You are able to download all Feedback pieces as a XLS or CSV file by clicking this button:

The export will contain columns with data about the Feedback content, author, source, information about which Insights and Topics it's assigned to, and more.

Delete Feedback from the Insights Hub

To remove pieces of feedback you no longer need in your Hub, check the box next to it and then click the trashcan icon above:

You can also delete all feedback by additionally checking this box before clicking the trashcan icon:

Filtering data in the Insights Hub

You can filter the Feedback pieces and Insights by Date, Sentiment, Insight source, and Rating:

This way, you can find data from a certain time range and filter by Sentiment, SourceRating, or all at once.

To filter by date, you can either type the Start date and End date in the boxes above the calendar or mark the custom time period by clicking on the days:

The Search for feedback bar lets you scan through feedback by typing in specific keywords, reviews, authors' names, and many more.

Use Insights Hub with Dashboards

With our Dashboards, you can create Insights Hub widgets, showcasing data about your Topics, such as:

  • over-time trends for Insights and Topics;

  • sentiment distribution among all feedback, certain Topics, or Insights;

  • feedback distribution by a custom attribute.

Create Dashboards that provide a clear and structured way to analyze your Topics and Insights:

FAQ

How do we ensure data security and privacy in Insights Hub?

To ensure privacy and security for the feedback you import to the Insights Hub:

  • We don't import any personal data by default,

  • We utilize best practices when it comes to data encryption,

  • Our infrastructure is hosted on AWS, so the ISO 27001 and SOC 2 ensure the security of our infrastructure,

  • We use OpenAI Enterprise API. They do not train models on your data,

  • Development and maintenance of our product are ISO 27001 certified,

  • When building products and features, we consult all things related to customer data with our Security Team,

  • All Insights Hub integrations utilize OAuth 2.0 connections.

How does the Insights Hub differentiate between actionable insights and irrelevant feedback?

Firstly, we use large language models (LLMs). We train the system to concentrate on genuinely important information rather than just what's popular in the dataset.

For example, when importing conversation data from Intercom we filter them, so that only relevant insights get into Survicate.

When chatting with the Research Assistant, it has the access to all your survey results, but when categorizing single pieces of feedback into topics and insights we focus only on survey responses that contain open-text feedback.

Finally, the UI and UX let you explore your feedback in a extremely efficient way, so that you can easily focus on what's relevant and quickly skip trends that are irrelevant to your inquiry.

How does the Insights Hub handle feedback in various languages?

You can import data from various sources in any language. The feedback pieces will be visible in the Hub in their original language, while the Insights and Topics that feedback is categorized into, will be in English.

How often are the Insights updated?

Insights in each Topic are regenerated when new data came in that influences the existing insights or can be used to generate new insights.

After you connect sources, feedback will appear in the Insights Hub in real time. Additionally, if you upload data via CSV files or manually, all the new feedback pieces will allow the Hub to reevaluate existing Insights, regenerate them, and/or create new ones.

How to use the Research Assistant with Insights Hub?

Apart from automatically generated Topics and Insights, you also get to use the Research Assistant to make the most of your data.

You can analyze feedback stored in the Insights Hub and on your surveys with the Research Assistant.

Navigate to Research Assistant at the top of your Survicate Panel:

Here, thanks to AI, you can ask the Assistant to identify trends and key issues that the respondents report or to better understand customer opinions on your products, services, and business.

The answers are based on data from sources you connected to the Insights Hub, as well as feedback from the surveys on your Survicate account.

Feel free to ask follow-up questions if the first answer isn't clear or suitable enough.

You can even specify a timeframe to analyze, such as What was the most requested feature in the past 30 days?

Feel free to use one of the Suggestions!

📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.

Net Promoter, NPS, and the NPS - related emoticons are registered U.S. trademarks, and Net Promoter Score and Net Promoter System are service marks, of Bain & Company, Inc., Satmetrix Systems, Inc. and Fred Reichheld.

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