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Get Qualitative analysis summary for Surveys
  • 12 Feb 2025
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Get Qualitative analysis summary for Surveys

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Article summary

Analyzing survey data manually consumes significant time. Organizations often struggle to identify positive and negative responses from surveys. Whatfix's Qualitative analysis summary provides an AI-generated report based on survey responses from end users. It generates positive and negative viewpoints after analyzing the survey data.

Note

The following domains must be whitelisted to capture survey responses:

  • https://survey-api-eus.whatfix.com (for the US region)
  • https://survey-api-eu.whatfix.com (for the EU region)

Prerequisites

  • A minimum of 5 responses to the survey is required.
  • A Whatfix Premium plan is necessary.

Limitations

The following limitations apply to the Qualitative analysis summary:

  • The Qualitative analysis summary generates only for surveys in the Production stage.
  • As the summary is AI-generated, it may exhibit inconsistencies.
  • The Qualitative analysis summary takes an average of 2 minutes to generate the full summary.
  • The Qualitative analysis summary generates five positive and five negative viewpoints based on end users' responses.

Use the following steps to access the Qualitative analysis summary:

  1. On the Whatfix Guidance dashboard, click Guidance analytics.
    ia_guidance_analytics
  2. Click Surveys.
    new_guidance_analytics_surveys

Note
  • For any report, use the filter to narrow down reporting to specific criteria. By default, the filter displays data for the last 3 months.
    survey_analytics_date_filter.png
  • To filter survey analytics data for different CLM stages, see Get Analytics Data across CLM Stages.
  • In the Survey Analytics List View, surveys list based on their creation date rather than the response date. Therefore, if the creation date is not within the selected date range, a highly engaged survey may not appear at the top of the list.
Info

Surveys analytics shows the following information:
survey_analytics_page.png

  1. Click the Survey for which you want to view the Qualitative analysis summary.
    Qas_Click_survey

  2. Click Summary.
    Qas_Click_summary_tab

Note
  • The Qualitative analysis summary automatically begins analyzing survey responses from end users.
    ia_dashboard_qualitative_analysis_survey

  • After analyzing the survey data, the Qualitative analysis summary generates a full summary.
    Qas_feedback_summary

  1. After the summary is generated, click Show more.
    Qas_feedback_summary_DD
Note

The summary includes positive and negative viewpoints from the responses.
ia_dashboard_qualitative_analysis_positive

How does Qualitative analysis summary work?

The Qualitative analysis summary uses Large Language Models (LLMs) to generate positive and negative viewpoints on survey responses from end users.

Feedback about the generated summary can be provided by giving it a thumbs-up or thumbs-down.
ia_dashboard_qualitative_analysis_was_this_helpful

If a thumbs-down is given on the analysis summary, Whatfix enables users to provide feedback.
Qas_feedback02


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