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 ➡️ Integration ➡️ 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 Feedback Hub and click Allow.
Send feedback from Slack to Insights Hub
In Slack, click More actions in a message's menu and go to Connect to apps and select Send to Insights Hub.
If you do not see it please choose More message shortcuts... and search for Send to Insights 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, start a Project. Give it a research question, select this integration as one of your sources, and click New Research Project.
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:
If you find a specific Insight specifically 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 reviews this Insight is based on.
Dashboard
In the Dashboard 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 widget. In the creation view, you can choose the chart type, specify the dates you want to include, and add a breakdown to your data.
Once you create your first widget, you can add more via the +Add Chart button in the upper right-hand corner of the screen:
❗ If you want to use the Insights Breakdown, please note that only the tracked insights will be included.
Research Assistant
The Research Assistant can answer your question based on data from various sources that you synced to the Research Hub and used in this Research project.
Data
In the Data tab of your Research Project, you can adjust or add new data sources to the Project. You can connect more integrations, connect selected surveys, add files, or transcriptions.
If you add more data to your project and want to include it in the report, click Regenerate. Please note that a report has to be approved for the Regenerate button to appear:
Setup
In the Setup tab of your Research Project, you can update the project's name, type, sources, description, and more. Please note that making these changes may regenerate the Report and Insights.
🧠 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.