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Insight Explorer

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Attention: This feature is only available to users on the new simplified pricing and packaging plans or customers who actively participated in the Preview Program for this feature. For more information, see Qualtrics Public Preview. If you have questions about your Qualtrics pricing and packaging plan, reach out to your account team.

About the Insight Explorer

The Insight Explorer is an AI-powered text analytics tool that uses your open-ended feedback to identify top themes, create headlines, and generate helpful summaries. This feature can help you understand large text datasets faster than ever, and is a great starting point for analysts working with unstructured feedback data.

You can access the Insight Explorer from the app-switcher in your Qualtrics account.

Opening 9 dot bento menu far-right, topmost bar of page, then selecting insight explorer

Qtip: Right now, you can only generate insights for English feedback data.
Qtip: While we have guardrails in place and are continually refining our products, artificial intelligence may at times generate output that is inaccurate, incomplete, or outdated. Prior to using any output from Qualtrics’ AI features, you must review the output for accuracy and ensure that it is suitable for your use case. Output from Qualtrics’ AI features is not a substitute for human review or professional guidance.

Before You Create Insights

Qtip: To use this feature, you need the Use Insight Explorer permission enabled in your Qualtrics account. You will also need access to Text iQ.
Qtip: If you use XM Discover for your text analysis, talk to your account team to learn more about how to preview Insights Explorer for Discover.

Qualtrics Insights

If you’d like to use Qualtrics Platform data to generate insights, make sure you’ve already analyzed your project’s data in Text iQ. If you haven’t used Text iQ before, you can always use our expert-developed topics to get started.

Any type of project that’s compatible with Text iQ can be used for generating insights. That includes:

Attention: You need to have at least 100 feedback responses in your dataset before you can generate insights. This limit applies to filtered datasets, too.

Creating New Insights

  1. Log into your Qualtrics.com account.
  2. Go to the Insight Explorer.
    insight explorer page
  3. Click Generate an insight.
  4. Choose what kind of insight you want to generate. Your options are:
    new window that asks you to define the insight and set an insight name

    • Top themes to look out for: Generate a high level summary of 3-5 themes with accompanying subthemes, as well as example feedback for each. This output is the most detailed, and is useful if you need a quick report, or if you’re just starting to explore a new dataset.
    • Headlines: Get 3-5 catchy highlights that tell you how to follow up. Each insight comes with an example of a customer verbatim that matches it.
    • Concise summary: Get a brief paragraph that summarizes the main takeaways of your dataset.
  5. Name your insight.
  6. Click Next.
  7. Select the Qualtrics project.
    Project and open text field

    Qtip: All of your Qualtrics projects will appear in this list, not just ones with Text iQ. You will not be able to generate an insight if you try to select a project without Text iQ or with too few responses.
  8. Select an open text field. An open text field is the specific question you want to analyze, where you let respondents write out their feedback.
    Qtip: Common open text fields include text entry questions, text embedded data, and open text dashboard fields.
  9. Click Next.
  10. If you’d like, you can use one of our preset filters to narrow down the data you’re analyzing.
    Adding a filter and generating the insight
  11. Click Generate.
  12. The insight may take time to prepare. Once it says it’s Ready, you can click View to see the results.
    insight explorer lists insights, view button next to each

Insight Filters

You can use filters to narrow down your data when you generate insights.You can only choose from the list of filters provided. You can add multiple filters at a time.

These filters are based on text and enrichment data, such as:

Suggested filters are created based on these enrichments. For example, “Frustrating experiences” refer to feedback where the customer shows high effort and where the emotion frustration is detected.

Qtip: As you filter down your data, the insight explorer will show you the number of comments that match the filters for Qualtrics data, or the number of sentences for Discover.

Managing Existing Insights

The insights you see on the Insight Explorer page are unique to your account. On this page, you can view insights you’ve generated in the past. You can also:

  • Filter insights by project.
  • See the date insights were generated.
  • See whether insights are ready to view (status).
  • Search insights by name.

insight explorer. one insight has menu opened next to it to show rename and delete options

Click the 3 dots next to an insight to rename it or delete it.

Attention: Deleting an insight removes it permanently from your user account. Do not delete an insight if you think you might need it later.

You cannot regenerate an existing insight or change its filters, but can always generate new insights with the same datasets.

Attention: Insights do not update as new data comes in. Instead, they serve as snapshots of the data at a moment in time. You can always generate new insights as needed.

When you click View, you’ll see the insights generated.

insight is opened. tiny button to view feedback on right of page

To view the specific comments that were selected by your filters to build these insights, use View feedback.

FAQs