With your email inbox connected to Research Hub, customer emails are automatically imported into Survicate and put to work. They're categorized into Insights and used as a source for AI-generated reports, so you're not just archiving conversations, you're transforming them into feedback your teams can act on.

Step 1. Navigate to the Hub in your Survicate Panel and click on Data Sources:

Step 2. In the Integrations tab, find Email Inbox on the list of sources, and click the Connect button:

Step 3finisg. Once completed, in Settings, you will see a unique email address, which you can use to forward emails directly to Research Hub:

Step 1. Any feedback you'd like to redirect from your inboxes to Research 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 to your Hub with this forwarded email.

Now that you've connected your email inbox, those emails can be used in your Research Projects. Once you create a Project, emails are analyzed alongside your other feedback sources to draw conclusions, surface patterns, and identify pain points. The structure of your report depends on the project description you provide during setup. Once your Project is created, you'll see six tabs:

The report is the main part of the project, as it's created based on the information and criteria you provided while adding a new project. Below, you can see an excerpt of an exemplary report including email feedback:

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

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:

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.

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.

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.