Insights

Insights, in the project's menu, groups the open-text feedback of the whole project into repeating insights. Every source of the project is counted together, in one list: your surveys and your general sources. Each insight has a short name and a one-line description, the only text on this screen the model writes, and a set of quotes underneath that back it up.

Quotes are evidence, not paraphrase

Every quote under an insight is a contiguous fragment copied character for character from a real response or item, never a summary and never a rewrite. A quote that isn't found verbatim in its answer is dropped, and an insight left with too few surviving quotes is dropped with it rather than shown on thin evidence.

Under each quote you see where it came from: source · question · date. For a general source, the question is the sentence you wrote under What is this feedback?. Clicking a quote opens it in context, alongside the rest of that response.

An insight's card shows up to five quotes; See all opens every answer grouped under that insight in a side panel.

Which source backs an insight

Backed by shows how many responses support the insight, with a bar split by source, each source in its own colour. One insight can be backed by a survey and by support e-mails at the same time; the split tells you which.

Narrowing to some sources

The All sources filter, next to the period picker, narrows the list to the sources you pick. It doesn't count anything again: the insights are the ones counted over all sources, and the filter shows what the selected sources contribute to each of them.

• An insight reads Backed by 4 from Support e-mails · 9 in all sources, and its quotes come only from the selected sources.
• An insight the selected sources back fewer than three times stays on the list, at the end, marked Below threshold for this source, without quotes. It hasn't disappeared: those sources just say too little about it.

The filter is part of the page's address, so a copied link opens the same view.

Weeks, months and comparing

Insights are counted per calendar week or month. Pick the granularity and the period at the top of the page. A period that hasn't ended yet is marked as open, with how much of it has passed: its picture can still change.

Each insight shows its count and what share of the period's answers that is. Pick an older period in Compare with… to see how each insight moved, in percentage points, and which insights are new or gone. An insight mentioned by fewer than three people in the compared period says Not compared instead of guessing at a change.

Tracked insights

Track an insight lets you name a topic yourself, such as "Gift wrapping", and say how to recognise it. Every count of the project looks for it, even when it's rare, and shows it in the same list as the other insights, marked Tracked, with its count and quotes.

• A tracked insight is counted from the next count of the current period, or sooner if you recompute that period. Until then it's listed as Not counted yet.
• Mentioned fewer than three times, it stays on the list as Below threshold, with how many mentions it has and how many are missing.
• The Tracked tab lists your tracked insights with their support in the selected period, and lets you edit or stop one. Editing the title or the instruction starts a new tracked insight; periods already counted keep the old one until you recompute them.

How many insights you can track is set by your plan and counts across all your projects; see Plans and billing.

Recomputing

Insights aren't regrouped on every page view. New answers in the current period are added to the existing insights; Recompute regroups every answer in the selected period from scratch. That is also how an insight's name can change, since the model is free to name the groups differently each time.

See Verification and the threshold for when RawQuotes refuses to name insights at all, and for the messages that can appear above the list.