Co-pilot

Co-pilot is your personal data analysis assistant, designed to help you get instant insights without manual exploration. Instead of spending time navigating through dashboards and reports, you can now simply ask a question and get real-time answers. 

Whether you need to analyze key CX metrics, generate charts, summarize dashboards, analyze open-ended feedback, compare data for deeper analysis, Co-pilot instantly delivers the insights you need. It also provides recommendations, helping you spot trends and make smarter decisions effortlessly.

List of capabilities of Co-pilot 

The following are the different capabilities of the Co-pilot feature. For better clarity and understanding, we have categorized them into four groups.

For years, Coffee Cafe had been a go-to spot for coffee lovers. But something was changing—foot traffic was declining across outlets, and NPS had dropped in just three months.

Fewer people were visiting stores, and even loyal customers weren’t recommending it as much. The leadership team needed to understand why—and fast.

Instead of spending weeks manually sifting through data, the CX team turned to Co-pilot to uncover the issue in minutes.

Co-pilot is the best option in this use case as it helps to quickly analyse feedback. 

We will deep dive into 3 main use cases to understand Co-pilot. 

• Co-pilot in Executive Dashboard
• Co-pilot in CogniVue
• Co-pilot in Survey Results Analysis 

Co-pilot in Executive Dashboard

Using the above example let’s now see how to use Co-pilot for Executive Dashboard

The Executive Dashboard allows you to collate, compare, and correlate data from multiple survey sources in one centralized view. By bringing all key metrics together, it enables businesses to identify trends, uncover patterns, and make data-driven decisions. With an intuitive interface, it ensures a holistic understanding of customer feedback.

In Executive Dashboard, Co-pilot helps synthesize data across surveys, highlighting key trends and patterns to support strategic decision-making. It provides quick, actionable insights from a unified customer feedback view.

Let’s see how. 

1. Navigate to ‘Co-pilot’ on the right side of the dashboard.

   

   
   
2. Enter prompts to get in depth analysis. In this process, you can explore specific widgets or create custom visualizations for a selected time period.

   

Sample prompts:
These are sample prompts that can be entered

• Summarize key trends from Q1 to Q4
• Compare NPS across regions
• Identify unusual drops in NPS over the last 6 months
• Give insights to improve NPS 
• Give a NPS trend chart for the last 3 quarters

Summarizing the capabilities of Co-pilot in Executive Dashboard

• Analyze specific widgets for insights.
• Compare and analyze survey data.
• Get insights from specific sections of survey
• Identify patterns and track changes over time.
• Organize data by region, product, or store type
• Detect unusual drops or spikes in data

Note: For analyzing existing charts, the following chart types are supported for chart creation:

• Bar
• Area
• Pie
• Gauge
• KPI
• Line

Co-pilot in CogniVue

CogniVue processes unstructured text feedback to uncover key themes, key drivers of sentiment, and areas needing attention. It helps businesses
gain actionable insights, enabling faster and more informed decisions to enhance customer experience.

In this example we can use Co-pilot to extract actionable insights from large volumes of open-ended customer feedback efficiently

3. Navigate to Insights and go to CogniVue.
Using Key Driver Analysis, you can enter prompts to explore specific topics in depth. 

Sample prompts:
These are sample prompts that can be entered

• What are the primary reasons behind negative customer sentiment?
• Suggest improvements based on customer feedback
• Analyse the strengths and weaknesses
• How has the sentiment around waiting time changed in the last 6 months? 

Summarizing capabilities of Co-pilot in CogniVue

• Summarize Topics 
• Recommendations for Improving Topics 
• Identify the most effective steps to take next
• Summary of Whole CogniVue 
• Track Topic Changes Over Time 
• Prioritize Actions for NPS Improvement 
• Identify Negative Topics
• Discover positive and negative sentiment drivers
• Group Topics by Variables/Survey Questions 

Co-pilot in Survey Results Analysis

Survey Responses is the final step in the survey process, and is part of the Results section. It provides an overview of the analysis, reports, and individual responses and helps understand customer feedback in detail.

In our example, we can use Co-pilot to deep dive and further understand the demographics, sentiments, location-wise trends, and individual responses.

Sample Prompts
These are sample prompts that can be entered

• Identify sentiment trends from responses in North America
• Provide recommendations based on customer suggestion
• Show respondents who have shared a negative experience 

Capabilities of Co-pilot in Survey responses

• Sentiment Analysis of Responses
• Survey Trend Analysis 
• Automated Survey Summarization 
• Recommendations for Action 
• Compare Responses Across Segments 
• Keyword-Based Filtering 

Tips and Best Practices

1. You can choose from different chart types by clicking on the chart icon. There are four chart options available for selection.

• • • Line chart
    • Area chart
    • Bar chart
    • Pie chart 

      

1.1 Click the arrow icon to maximize the chart view.

1.2 Click the three-dot menu to download the chart as an image or export it to the dashboard.

2. You can also view the approach used by clicking on the ‘Understand approach’ icon. This will display the parameters, the question used for plotting the chart, and the selected time period.

3. Use '@' to select a specific survey or widget to refine your query when using the Executive Dashboard. 

Limitation

Please note that Co-pilot currently does not support predictive analysis. 

Related resources

1. You can refer to this article on Executive Dashboard for an in-depth understanding. 
2. You can refer to this help article on CogniVue. 
3. You can refer to this help article on analysing survey responses.
   
   Feel free to reach out to us if you have any questions.We are just a chat away!