# Caplena Documentation

> Caplena is your intelligence layer for
customer feedback
Get full control over how open ends become deep insights. Command powerful text analysis, flexible enrichment, and agentic capabilities so every team can act on the Voice of Customer.

- [Caplena Documentation](https://docs.caplena.com/index.md): Find answers quickly and move from setup to insight.
- [Quick Start](https://docs.caplena.com/get-started/getting-started-with-caplena.md): Turn open-ended feedback into actionable insights in minutes.
- [Network Requirements](https://docs.caplena.com/get-started/network-requirements.md): Find out which domains to whitelist to ensure Caplena works on corporate networks.
- [Setting Up a Project](https://docs.caplena.com/get-started/starting-a-new-project/setting-up-a-project.md): Learn how to create and configure a new project in Caplena.
- [File Import](https://docs.caplena.com/get-started/file-import.md): How to prepare and upload your dataset to Caplena.
- [Semi-Open Mode: Quick Guide](https://docs.caplena.com/get-started/starting-a-new-project/semi-open-mode-quick-guide.md): Analyze list-based responses quickly and consistently.
- [Chat Conversation Analysis](https://docs.caplena.com/get-started/analyze-chat-conversations/chat-conversation-analysis.md): Turn raw transcripts into structured, readable conversations.
- [Project Settings Overview](https://docs.caplena.com/get-started/project-settings/project-settings-overview.md): A complete guide to project settings in the Caplena setup flow.
- [Anonymization](https://docs.caplena.com/get-started/project-settings/anonymization.md): Protect personal data and safely analyze or share sensitive feedback.
- [Languages and Translations](https://docs.caplena.com/get-started/project-settings/languages-and-translations.md): Enable automatic translation and work with multilingual data across your project.
- [Setting a Project to Live](https://docs.caplena.com/get-started/project-settings/setting-a-project-to-live.md): How to make a project available for querying through outbound integrations
- [Key concepts: Categories, topics & sentiment](https://docs.caplena.com/topic-assignment/understanding-the-basics/main-concepts-categories-topics-sentiment.md): Understand the building blocks of analysis in Caplena before you start.
- [Starting the analysis](https://docs.caplena.com/topic-assignment/understanding-the-basics/starting-the-analysis.md): Generate your first topic structure and start making sense of your data.
- [Using the Topic Assistant](https://docs.caplena.com/topic-assignment/understanding-the-basics/using-the-topic-assistant.md): AI-powered suggestions to refine your topic structure — add missing topics, merge overlaps, and surface rare themes.
- [How the LLM Topic Assignment Works](https://docs.caplena.com/topic-assignment/new-ai/how-the-new-llm-topic-assignment-works.md): Understand how AI assigns topics and refine results by improving topic descriptions.
- [AI Advanced Output (Phrase Extraction) ](https://docs.caplena.com/topic-assignment/new-ai/ai-advanced-output-phrase-extraction.md)
- [Prompt-Based Topic Generation](https://docs.caplena.com/topic-assignment/new-ai/prompt-based-topic-generation.md): Use natural language prompts to generate tailored topics or rebuild your topic collection from scratch.
- [How to Ensure High-Quality Results with the LLM](https://docs.caplena.com/topic-assignment/new-ai/how-to-ensure-high-quality-results-with-the-new-llm.md): Learn how to guide Caplena's LLM-based AI for precise topic assignments in just a few runs.
- [Tracker Setup: Best Practices](https://docs.caplena.com/topic-assignment/new-ai/tracker-setup.md): How to manage large-scale trackers efficiently using a development and production project setup.
- [How to Use Bulk Assign](https://docs.caplena.com/topic-assignment/advanced-functionality/how-to-use-bulk-assign.md): Easily assign topics and update review statuses across multiple rows at once
- [Topic Assignment History](https://docs.caplena.com/topic-assignment/advanced-functionality/topic-assignment-history.md): Easily revert topic assignments or structure to any point from the past 60 days
- [Learning Relationships Between Projects](https://docs.caplena.com/topic-assignment/understanding-the-basics/learning-relationships-between-projects-legacy-ai-vs-new-ai.md): How topic inheritance works in the Legacy AI and the New AI
- [Group Identical Rows](https://docs.caplena.com/topic-assignment/understanding-the-basics/group-identical-rows.md): Simplify your workspace by collapsing duplicate responses into a single row — without affecting your data or analysis.
- [Insight Agent](https://docs.caplena.com/insight-and-reports/insight-agent/insight-agent.md): Learn how to uncover insights instantly with AI-powered agent.
- [Topic Critique Agent](https://docs.caplena.com/insight-and-reports/insight-agent/topic-critique-agent.md): Ask Insight Agent to review your topic collection and suggest — or apply — improvements.
- [Getting the Most Out of the Caplena Insights Agent](https://docs.caplena.com/insight-and-reports/insight-agent/getting-the-most-out-of-the-caplena-insights-agent.md): How to Get Better Results from the Caplena Insights Agent
- [Creating Reports](https://docs.caplena.com/insight-and-reports/creating-and-customizing-reports/creating-reports.md): Learn how to create a report in Caplena to generate powerful visual insights.
- [Customizing Report](https://docs.caplena.com/insight-and-reports/creating-and-customizing-reports/customizing-report.md): Learn how to structure, customize, and present your Caplena report.
- [Row-level weights](https://docs.caplena.com/insight-and-reports/creating-and-customizing-reports/row-level-weights.md): Applying weights in Caplena Reports
- [Custom Theme](https://docs.caplena.com/insight-and-reports/creating-and-customizing-reports/custom-theme.md): Tailor your visuals to match your brand
- [Case Limit](https://docs.caplena.com/insight-and-reports/creating-and-customizing-reports/case-limit.md): Protect respondent anonymity by hiding insights with too few cases
- [Sharing Reports](https://docs.caplena.com/insight-and-reports/sharing-reports/sharing-reports.md): Share insights with your team and external stakeholders.
- [Setting Up Alerts](https://docs.caplena.com/insight-and-reports/alerts/setting-up-alerts.md): Learn how to set up alerts to track topic trends and discover new issues automatically.
- [Reading Your Shared Report: A Walkthrough](https://docs.caplena.com/insight-and-reports/creating-and-customizing-reports/untitled-page.md): A walkthrough for recipients of a shared report: how to read the charts and use the controls to find real insights.
- [Custom Insight Elements](https://docs.caplena.com/insight-and-reports/insight-elements/custom-insight-elements.md): Describe the chart you want in plain language, and let AI build it for you, with real prompt examples, including before/after fixes.
- [Insight Elements - General Overview & Settings](https://docs.caplena.com/insight-and-reports/insight-elements/insight-elements-general-overview-settings.md): Overview of Insight Elements in Caplena: Types, Use Cases, and Customization Options
- [Insight Elements Values Explained](https://docs.caplena.com/insight-and-reports/insight-elements/insight-elements-values-explained.md): Why topic totals may exceed category totals
- [Topic Breakdown / Heatmap](https://docs.caplena.com/insight-and-reports/insight-elements/topic-breakdown-heatmap.md): Compare topics across segments, brands, or regions to identify trends and significant differences.
- [Understanding Scores](https://docs.caplena.com/insight-and-reports/insight-elements/understanding-scores.md): Understand and visualize your key metrics: from NPS to Star Ratings
- [Topic Correlations & Correlation Explanation](https://docs.caplena.com/insight-and-reports/insight-elements/topic-correlations-correlation-explanation.md): Understand how Caplena measures the strength of relationships between topics, and how to interpret the results.
- [Driver Analysis](https://docs.caplena.com/insight-and-reports/insight-elements/driver-analysis.md): Understand which topics have the greatest influence on KPIs like NPS, satisfaction, or star ratings.
- [Net Sentiment Score](https://docs.caplena.com/insight-and-reports/insight-elements/net-sentiment-score.md): How to Interpret and Visualize Net Sentiment in Caplena
- [Markdown Block](https://docs.caplena.com/insight-and-reports/insight-elements/markdown-block.md): Learn how to format text, add images, and create multi-column layouts in your reports.
- [Proactive Insights](https://docs.caplena.com/insight-and-reports/insights-and-tasks/proactive-insights.md): Surface AI-generated findings automatically inside your reports and review them all in one project-level list.
- [Tasks](https://docs.caplena.com/insight-and-reports/insights-and-tasks/tasks.md): Assign and track follow-up work against a Proactive Insight, or against anything else you want to act on in a report.
- [Managing an Existing Project: Settings & Permissions](https://docs.caplena.com/data-project-management/project-management/managing-an-existing-project-settings-permissions.md): Everything you need to manage your project's privacy, access, and setup, all in one place.
- [Append Rows to an Existing Project](https://docs.caplena.com/data-project-management/adding-replacing-data/append-rows-to-an-existing-project.md): Easily upload new data to your existing project, no need to start over or reconfigure your analysis.
- [How to Add Additional Columns for Analysis After Upload](https://docs.caplena.com/data-project-management/adding-replacing-data/how-to-add-additional-columns-for-analysis-after-upload.md): Missed a TTA column during import? Here's how to bring it in later—no reupload of the full dataset needed.
- [Add & Replace Columns in Your Dataset](https://docs.caplena.com/data-project-management/adding-replacing-data/add-replace-columns-in-your-dataset.md): Use Add & Replace to update specific rows or columns in your dataset
- [Data Tab Overview](https://docs.caplena.com/data-project-management/data-tab-sources/data-tab-overview.md): Everything you can do in Caplena's Data Tab, from editing to exporting
- [Data Source Page](https://docs.caplena.com/data-project-management/data-tab-sources/data-source-page.md): Easily unify feedback from surveys, reviews, and integrations, no matter the source.
- [Smart Columns Overview](https://docs.caplena.com/data-project-management/smart-columns-intro/smart-columns-overview.md): Transform and enrich your data using mappings, formulas, or LLM prompts
- [How to Combine Multiple Columns for Joint Analysis](https://docs.caplena.com/data-project-management/common-smart-columns-intro/how-to-combine-multiple-columns-for-joint-analysis.md): Analyze all your questions in one place, even if they live in different columns.
- [How to Combine Likes & Dislikes for Joint Analysis](https://docs.caplena.com/data-project-management/common-smart-columns-intro/how-to-combine-likes-dislikes-for-joint-analysis.md): Easily merge multiple columns (e.g., likes & dislikes) using Smart Columns, no extra tools needed.
- [Specific Topic Deep-Dive](https://docs.caplena.com/data-project-management/common-smart-columns-intro/specific-topic-deep-dive.md): Use Smart Columns to Precisely Classify or Extract Topic-Specific Feedback
- [Extracting Numeric Values From Customer Feedback](https://docs.caplena.com/data-project-management/common-smart-columns-intro/extracting-numeric-values-from-customer-feedback.md): Turning customer text into measurable numeric insights.
- [Creating a Helper Column (e.g. Wave or Year)](https://docs.caplena.com/data-project-management/common-smart-columns-intro/creating-a-helper-column-e.g.-wave-or-year.md): Add simple wave or year labels to keep your datasets organized and comparable.
- [AI-Generated Smart Columns](https://docs.caplena.com/data-project-management/common-smart-columns-intro/ai-generated-smart-columns.md): Create, adapt, and refine Smart Columns in seconds, without writing complex formulas.
- [Creating a unique ID using Smart Columns](https://docs.caplena.com/data-project-management/common-smart-columns-intro/creating-a-unique-id-using-smart-columns.md): Create a unique row identifier to safely update your data
- [Exporting Your Data](https://docs.caplena.com/data-project-management/data-export/exporting-your-data.md): Export your project data in the format that fits you best
- [Integrations](https://docs.caplena.com/integrations.md): Connect external platforms, automate data imports, and push insights to your team's tools.
- [How Integrations Work](https://docs.caplena.com/integrations/integrations-in-caplena-overview.md): How data sources, integration items, syncing, and credits work
- [Review platforms (Google Maps, App Stores, Tripadvisor, and more)](https://docs.caplena.com/integrations/review-platforms.md): Import public reviews from major platforms to keep your feedback up to date automatically
- [Survey & CX Platforms](https://docs.caplena.com/integrations/connected-accounts.md): Connect Qualtrics, Medallia, SurveyMonkey, Intercom, Salesforce, Zendesk and more for automatic daily sync
- [Slack & Teams](https://docs.caplena.com/integrations/outbound-accounts-microsoft-teams-slack-and-more.md): Bring Caplena's AI insights into Slack and Microsoft Teams — set up the bot, choose an access mode, and follow best practices.
- [Claude Desktop](https://docs.caplena.com/integrations/mcp.md): Connect Caplena to Claude Desktop (or another custom MCP-compatible client) and query your feedback data in natural language.
- [ChatGPT](https://docs.caplena.com/integrations/chatgpt.md): Connect Caplena Insight Agent to ChatGPT using the Model Context Protocol (MCP).
- [Microsoft 365 Copilot](https://docs.caplena.com/integrations/microsoft-copilot-studio.md): Connect Caplena Insight Agent to Microsoft 365 Copilot using MCP.
- [Introduction: Permission Types](https://docs.caplena.com/settings-administration/understanding-access/introduction-permission-types.md): Learn how Caplena’s role-based and project-specific permissions work.
- [User Types in Caplena: Core vs. Reporting-Only](https://docs.caplena.com/settings-administration/understanding-access/user-types-in-caplena-core-vs.-reporting-only.md): Understand the difference between Core and Reporting-Only users.
- [Understanding Role-Based Permissions](https://docs.caplena.com/settings-administration/permissions-deep-dive/understanding-role-based-permissions.md): This guide walks you through how to assign and update roles, and what each role allows.
- [Object-Level Permissions](https://docs.caplena.com/settings-administration/permissions-deep-dive/object-level-permissions.md): Give people access only to the projects or reports they need.
- [General Settings](https://docs.caplena.com/settings-administration/general-settings/general-settings-overview.md): Manage your account, organization, and platform preferences
- [Third-Party Services](https://docs.caplena.com/settings-administration/third-party-services.md): An overview of the third-party services Caplena uses
- [Single Sign-On (SSO)](https://docs.caplena.com/settings-administration/sso.md): Set up Single Sign-On (SSO) for your organization using SAML 2.0.
- [Limits & Warnings](https://docs.caplena.com/settings-administration/limits-warnings.md): Platform limits for projects, topics, and users
- [Credits](https://docs.caplena.com/settings-administration/credits.md): Understand how Caplena Credits work

## OpenAPI Specs

- [openapi](/openapi.json)

## Optional

- [Blog](https://caplena.com/en/blog)