This article will guide you through the steps of using our new editor. The Editor will give you a fully customized experience for all your needs in terms of creating a survey. Contents Dimensions Statements General Settings Dimensions Once you open the Editor, a default dimension will appear. By selecting the Dimension field, you can […]
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External Client
This article will show you the process of connecting as an external client to securely access and interact with our API. This is valuable for organizations looking to automate data exchange, enhance system interoperability, and streamline their operational workflows. Navigating to the Integrations screen Open Settings Click on Integrations The short video below shows how […]
Search Statements
This article will guide you through the process of the Search Statement feature – a powerful new way to build your custom capability. Use smart keywords and semantic search to instantly find and add the most relevant survey statements. Navigating to Search Statements Open Custom Capability Select the Use Sentences or Keywords option In the […]
Overview Metrics
This article will guide you through the metrics on the Overview Screen. Metrics are quantifiable measurements used to evaluate performance, trends, and insights across various areas of an organization. They provide data-driven evidence that helps leaders understand engagement, satisfaction, sentiment, and operational effectiveness. Your Index and Your Percentile The CA Index is a proprietary metric […]
Team Members
This article will guide you through managing team members. The Team Member feature enhances team management by allowing you to move members between teams, assign them to multiple teams, or remove them as needed. It provides clear visibility into team compositions, ensuring efficient organization. Additionally, unassigned members can be easily placed into their appropriate teams, […]
Maturity Framework
This article will guide you through creating and managing Maturity frameworks. The maturity framework offers a structured approach to assess and track team progress. By defining and visualizing maturity levels, teams gain a clearer understanding of their capabilities and areas for improvement. Create Maturity Framework To start creating Maturity frameworks, first, navigate to Settings and […]
Data Categories in Reports
The Categories allow survey creators to define categories like location, preference, or role when setting up a survey. Upon completion of the survey, the feature allows for the aggregation of data not just as a whole but segmented according to these categories. This means that survey creators can filter the results based on these categories […]
Satisfaction Index Survey
This article will guide you through the steps of using the Satisfaction Index survey. Promoter Feedback survey measures how satisfied customers are with a company’s products, services, or overall experience. By gathering feedback on key aspects of customer interactions, the CSI provides a clear score that helps identify areas for improvement and track satisfaction levels […]
Instant Insights Report
This article will guide you through Report Screen and what options are available. With Instant Insights, you can gather quick, anonymous feedback from your team, ask them anything, and view their real-time responses. It’s the perfect tool for collecting instant data and gaining valuable insights! Navigating to the Report Once you are done with the […]
Creating Instant Insights Surveys
This article will guide you through the process of creating Instant Insights Surveys. With Instant Insights, you can gather quick, anonymous feedback from your team, ask them anything, and view their real-time responses. It’s the perfect tool for collecting instant data and gaining valuable insights! Create questions and answers First and foremost, navigate to the […]