The email source allows you to pass messages from your inbox directly to your Insights Hub. We will automatically transfer the entire conversation in separate messages, providing the full context in which the feedback was given.
Enable the Email inbox source
Step 1. Navigate to Insights Hub at the top of your Survicate Panel. If you haven't added any data to the Hub yet, click on Add feedback and Connect source.
If you already have some data in your Insights Hub, go to Add Feedback in the Hub and click on Connect source.
Step 2. Choose Email Inbox from the list of sources.
Step 3. On the next page, click Connect.
Step 4. Once completed, in Settings you will see a unique email address, with which you can forward the insights to the Insights Hub from your inbox.
Send emails as Insights Hub notes
Step 1. Any feedback you'd like to redirect from your inboxes to Insights Hub should be forwarded to the unique email address that you can find in Settings (as shown in the above section of this guide).
Step 2. We will automatically add a note with this forwarded email to your Insights Hub.
Using the Insights Hub
🚀 Now that you have synced Emails to Insights Hub, the Hub will categorize and analyze feedback from this and other sources, to:
automatically detect customer sentiment;
identify technical issues and bugs reported by users and segment them into Topics and actionable Insights;
understand your customers' needs and wants better.
Feedback will be automatically segmented into Topics:
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 individual feedback pieces that are included. You can also share a chosen Topic with your team, delete it, or apply filters and/or searches to further analyze the data:
Inside a Topic, you may notice the Insights tab as well. These are further categories into which the AI assistant splits your feedback:
Feel free to turn one or more of the Insights into a separate Topic to best suit your needs.
If you think a specific piece of feedback doesn't fit well into the Insight it's in, you can remove it:
By clicking on one of the feedback pieces, 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:
At any point, you can click on the Add feedback button to connect another data source or to add a note manually.
Check out this section of our Help Center to read more about feedback sources available in the Insights Hub.
The Insights Hub also comes with a Research Assistant where, thanks to AI, you can quickly and effectively find answers to all your questions and the responses are supported by the feedback pieces you integrated into the Insights Hub and your survey responses.
📞 If you have any questions or need assistance - feel free to reach out to our team via chat or email: support@survicate.com