Insight Agent

The Insight Agent is an AI-powered feature in Caplena that lets you interact with your data using natural language. It provides instant responses, visualizations, and summaries to help you uncover actionable insights quickly.

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Why use Insight Agent?

It streamlines data analysis, enabling faster decisions and more customer-focused strategies to improve satisfaction and efficiency.

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How to access Insight Agent

You can open Insight Agent from three places in Caplena:

• Insight Agent tab — click the dedicated tab in the left sidebar to open the full Insight Agent interface
• Project overview — use the chat input at the bottom of the project overview page to ask questions directly
• Reports — access it from within any report to ask questions in the context of that report’s data

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The interface

Once open, the Insight Agent interface has two panels on the left:

• History — search and revisit past conversations, or start a new one. Conversations are stored for 60 days.
• Agent Alerts — view any alerts triggered by the agent

To start a new conversation, click the icon at the top of the History panel and choose:

• New conversation — start fresh with no filters
• New conversation with filters — narrow your analysis to a specific segment before you begin

The main area shows a chat input at the bottom. Type your question and press Enter to submit.

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Getting insights from your data

Insight Agent is fully conversational — you drive the analysis by asking questions and following up to go deeper. There’s no fixed flow; the more context and direction you give, the sharper the output. A good way to get started:

1. Orient yourself — “What are the most common themes in this project?”
2. Dig into something interesting — “Can you break down sentiment on delivery time by region?”
3. Follow up — “Show me specific examples from customers who mentioned that negatively.”

This works even for topics that haven’t been explicitly coded — Insight Agent will analyze the raw data to find relevant patterns.

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Ask product and how-to questions

In addition to analyzing your data, Insight Agent can answer questions about Caplena itself by pulling from the official Caplena documentation. Ask it things like:

• “What’s a smart column and when should I use one?”
• “How do I share a filtered report with a stakeholder?”
• “What’s the difference between drivers and sentiment share?”
• “How do I set up the Slack integration?”

When the agent answers from the docs, it cites the relevant pages so you can read more. This means you can stay in the conversation to learn product concepts, configuration steps, and best practices without leaving Caplena.

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Create and edit Smart Columns from chat

Insight Agent can build Smart Columns for you directly in the conversation — no need to leave the chat or write formulas yourself. Ask for a transformation in plain language and the agent will pick the right mode (mapping, formula, or LLM), draft the configuration, and preview the results before anything is saved live. A typical flow looks like this:

1. Describe what you need — for example, “Add a column that classifies each response as positive, neutral, or negative” or “Create a column that extracts the brand mentioned in the feedback.”
2. Review the preview — the agent runs the new column on a small set of rows so you can sanity-check the output before committing.
3. Iterate if needed — refine the prompt (“Only flag complaints, not neutral mentions”) and the agent will update the draft and re-preview.
4. Apply — once you confirm, the agent activates the column. For large projects, it can also run a free sample first so you can validate quality before consuming credits.

You can also ask the agent to edit an existing Smart Column — for example, “Update the sentiment column to also detect sarcasm” — and it will preview the change before saving. Smart Columns created or modified through the agent count toward your plan’s Smart Column slots in the same way as those created from the Smart Columns tab. See Smart Columns Overview for more on draft vs. live columns and slot limits.

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Understanding the insights

Insights highlight strengths (what customers value most) and weaknesses (recurring issues to address), based on topics with the highest positive and negative sentiment shares. Insight Agent also surfaces driver analysis — showing how specific topics impact customer satisfaction.

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Use Insight Agent in Slack or Microsoft Teams

You don’t have to be in Caplena to use Insight Agent. With the Slack and Microsoft Teams integrations, your team can ask questions and get instant AI-powered answers directly in the tools they already use — no tab switching needed. Set up the Slack or Teams integration →

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Share Insight Agent with stakeholders

When sharing a report, you can enable Insight Agent for recipients so they can ask their own questions — scoped only to the filtered data you’ve shared with them. This lets stakeholders explore insights independently without accessing your full dataset. Learn how to share a filtered report with Insight Agent →

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Shortcut: the magic-wand icon

In a few places across Caplena, you’ll see a small magic-wand icon () next to the surrounding UI. Clicking it opens Insight Agent with a prompt already filled in for that context — you can edit the prompt before sending, or send it as-is. The wand currently appears on:

• AI quality score (Topic Assignment page) — pre-fills “Optimize the AI quality score” so the Topic Critique Agent can suggest description or structure changes that lift the score.
• Add topic button in the topic browser — pre-fills a request to suggest more topics for the selected category.
• Topic edit menu (title and description fields) — pre-fills a request to improve the assignment or description of that specific topic.

Because these shortcuts are launched from a specific page, Insight Agent also picks up the page context automatically — so you don’t need to spell out which TTA column you mean when you’re already on the Topics page for that column. See Page context for details.

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Critique and improve topic assignment from chat

For questions about topic assignment quality — “Why isn’t this topic being assigned?”, “How do I improve the AI score?”, “The topics overlap, can you fix them?” — Insight Agent hands off to the Topic Critique Agent. It analyzes your topic collection, explains what’s off, and can edit the topic collection for you (with confirmation) to fix the issues it finds.

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Go further

For tips on how to write better prompts, avoid common pitfalls, and get the most targeted answers, see Getting the Most Out of the Insight Agent.