Slack integration allows you to send important parts of conversations to the Research Hub with a single click.
Read on to learn how to set it up! 🚀
Enable the integration
Step 1. Navigate to Hub in your Survicate Panel ➡️ Data sources ➡️ Integrations ➡️ Slack ➡️ Connect.
Step 2. Click Connect in the top-right corner of the next page.
Step 3. In the pop-up window that you'll see next, you need to grant permissions. You can also choose which Slack workspace will be connected to Survicate Research Hub and click Allow.
Step 4. Once Slack is connected, you'll see the Settings tab. Here, you can find the Connected Slack accounts and turn on Enable Research Agent in Slack, so that members can ask questions in channels, threads and DMs:
Send feedback from Slack to Research Hub
In Slack, click More actions in a message's menu and go to Connect to apps and select Send to Research Hub.
If you do not see it please choose More message shortcuts... and search for Send to Research Hub.
Using the Research Hub
Now that you have synced Slack to Research Hub, your messages are available as a data source for your Research Projects. Once you create a project and include Slack as a source, the messages will be used to:
surface conclusions,
identify patterns,
generate your report.
Run a project
To put this feedback to work, create a Research Project. In the Hub, click + New research project and go through the steps: choose the Project type (One-Time Analysis or Continuous Monitoring), set the Data scope to Selected feedback, and pick the Time period. In Source filters, go to the Integrations tab and select Slack. Then add optional Data filters, describe your project's goal in Description, and click Run Research.
A Research Project is a focused analysis built around a specific research question. You define the question, choose which feedback sources to include, and run the analysis on your terms.
Select Slack when setting up a project to let Research Hub synthesize patterns from your conversations into your reports.
The report summarizes the key themes from your feedback, with each conclusion linked directly to the source quote.
💡To maximize its effectiveness, combine Slack with other sources within the same project, which will strengthen your findings.
Insights
All data you decide to send to the Research Hub from various sources will be presented as pieces of feedback for you to analyze. Feedback is automatically categorized into Insights. Use the filters at the top to switch between Tracked, AI discovered, and Resolved Insights. You can also add your own Insight with + Add insight:
If you find a specific Insight valuable and you want to know more about it, you can add the Insight to the Tracked list (by clicking the Track button). Once the Insight is moved to Tracked, you'll be able to see a full Summary:
In the second tab (Feedback), you can see specific messages this Insight is based on.
Next to the Insight's description, you can also see:
Added - the date the Insight was created,
Mentions - the number of times a piece of feedback was marked as relevant to this Insight,
Last 30 days - how many times this Insight came up across your feedback over the past 30 days.
Feel free to Track, and then Pin, Edit its description, Mark Resolved, or Delete an Insight:
Charts
In the Charts tab, you can create custom charts and dashboards within your Research Project. These charts and dashboards are specific to the feedback and analysis of particular research projects. Click + Add chart to create your first chart. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data. Then click Save widget.
Once you create your first widget, you can add more via the + Add chart button in the upper right-hand corner of the screen:
💡 Column and stacked column charts show trends over time. If you want to analyze totals, use a bar or pie chart. All charts show both numbers and percentages.
You can also add any chart to your report by typing / in the report.
❗ Charts are based on tracked Insights. If your project doesn't have any yet, Track the Insights you want to follow first.
Data
In the Data tab of your Research Project, you can see which feedback the project uses. If the project is based on All feedback, everything you add to Research Hub (survey responses, files, integration imports, and transcripts) is included automatically. Click Filter sources to limit which feedback is taken into account.
If you add more data to your project and want to include it in the report, click Regenerate. The report has to be approved for the Regenerate button to appear.
Regenerating erases your existing report, including any edits, and replaces it with a new version, so you'll be asked to confirm first:
Research Agent
The Research Agent can answer your question based on data from various sources that you used in this Research project.
It can also help with Survicate-related product questions!
To open the Agent, click on Ask Agent in the bottom right corner of your research project in the Hub:
💡 You can select a fragment of the report, and the Agent will focus on this given fragment to answer your question in context.
Setup
In the Setup tab of your Research Project, you can change your project's name. You can also see the project's type, sources, description, and more.
🧠 You can read more about Research Hub, its features, and settings in our main Research Hub article.
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com.