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Getting started with Caplena

Turn open-ended feedback into actionable insights in minutes.

Caplena helps you quickly turn open-ended survey responses, reviews, and other unstructured text into clear, actionable insights. This quick-start guide will walk you through the essentials so you can start uncovering what really matters in your data.


Step 1: Create a New Project

  1. From your Project List, click New Project

  2. Enter a project name (e.g., NPS Survey Analysis)

  3. (Optional) Add project context – e.g., the goal, audience, or product you're analyzing. This helps generate more relevant insights

  4. Set the project language (this determines how responses are analyzed)

  5. (Optional) Enable:

    • Translation – if your data includes multiple languages

    • Anonymization – to automatically mask personal information

Learn more about project setup →

Step 2: Upload and Validate Your Data

  1. Upload your file (Excel, CSV, etc.) or connect an integration

  2. Caplena will auto-detect open text columns. Select which ones to analyze

  3. You can use additional columns (e.g., age, gender) for filtering/segmentation

  4. Click Validate, then Continue

 

💡Tip:

Keep an ID column if you'll re-upload updates later.


Learn more about data upload →

 

Step 3: Generate Topics with AI

  1. Click Start Analysis

  2. Choose one of the following:

    • Start from scratch – Caplena auto-generates topics

    • Import a predefined topic collection

    • Reuse topics from a previous project

Caplena will structure topics into categories. You can:

  • Rename, merge, or delete topics

  • Create custom categories

If sentiment detection is enabled, comments are marked as positive, neutral, or negative.

Learn more about topic generation →

 

Step 4: Review AI Assignments

  1. Open the Topics view

  2. Review and confirm/correct the topic suggestions

  3. Adjust your topic collection structure as needed

  4. This fine-tuning improves accuracy and insight quality

💡Tip:

Improving topic quality leads to stronger insights in reports.

Learn more about fine-tuning→

 

Step 5: Visualize & Share Insights

  1. Go to Reports, and create a new one (from scratch or a template)

  2. Use Edit Mode to customize charts or apply filters

  3. Create segments to compare groups or timeframes

  4. Share reports with internal or external stakeholders

Report-building guide→

 

Step 6: Ask Questions with Insight Chat

Use Insight Chat to explore your data using natural language.
Just type your question — e.g.:

"What are customers saying about delivery time?"
"Why are promoters happy?"

Get quick answers and discover trends without manual digging.

💡Tip:

 Perfect for quick deep-dives or stakeholder demos.

Insight Chat overview→

 

🎥 Prefer Video?

Watch a quick video below for a guided demo: