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Digital Assist Overview

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Qtip: This page describes functionality that we intend to release starting October 23, 2024. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.
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.
Attention: Digital Assist is part of Digital Experience Analytics, which is available for specific licenses. If you are interested in gaining access to this for your brand, contact your Brand Administrator.

About Digital Assist

The Digital Assist App provides a centralized view of user behavior on your website, allowing stakeholders to easily see insights and identify any drop-off points in the user experience to make informed website adjustments. Within Digital Assist, users can see funnels, heatmaps, and session replays.

digital assist overview page

Requirements

Project Requirements

  • You must have Digital Experience Analytics set up and Session Replay enabled in each Website / App Insights project you want to use Digital Assist with.
  • You must have sessions collected in your project after August 2, 2024.
Qtip: If session replay was enabled in the past but isn’t currently enabled, there may still be session replay data available for use in Digital Assist.

User Requirements

  • For a user to access Digital Assist, they must have the Access Digital Assist permission within the digital project. See Sharing Digital Assist for more information.

Accessing Digital Assist

For most users, accessing Digital Assist will be as easy as logging into your Qualtrics account.

If you’re an administrator or have permission to create projects, you may also have access to the Qualtrics platform. In that case, you can access the applications available to you when logging in.

digital assist highlighted in the app selection menu

Select Digital Assist to navigate to Digital Assist.

Once you’re logged in, you can still navigate between applications at any time. Click the button in the top-right to see your options. Select Digital Assist to navigate to Digital Assist.

digital assist highlighted from the available options when clicking the top-right navigation menu

Digital Assist has 5 tabs that let you view comprehensive digital insights. For more information on each tab, see the linked support page.

digital assist overview tab, with each available tab numbered

  1. Project Selector: Select any one of your Website & Insights Projects from the top-left drop-down. You must have access to a project to view it within Digital Assist.
    Qtip: These projects must have Session Replay enabled. See Requirements for more information.
  2. Overview: View timely and relevant digital behavior insights that highlight the problematic areas of your website for your team to take action.
  3. Funnels: Identify major drop-off points along the conversion funnel, and view funnel analytics with frustration signals and replays.
  4. Heatmaps: See a visual representation of what users are doing on your web pages, such as where they click and how far they scroll.
  5. Replays: Watch session replays to understand customer behavior in digital properties.

Sharing Digital Assist

To share Digital Assist, navigate to a Digital project that has Digital Experience Analytics enabled.

  1. Go to the Users tab.
    users tab within a digital project
  2. To enable Digital Assist for a user that the project has been shared with, select Access Digital Assist. You can also add additional users with the Collaborate button.