Qualtrics Platform
Customer Journey Optimizer
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Insights Explorer

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.

Atención: Para utilizar esta función, Permitir funciones de IA generativa de terceros debe estar activado en la Configuración de la organización. Un administrador de organización debe activar esta configuración.

About the Insights Explorer

The Insights 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 Insights explorer from the app-switcher in your Qualtrics account.

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refining our products, artificial intelligence may at times generate output that is inaccurate, incomplete, or outdated.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 Insights 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 (however, topics are not required). 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

Log into your Qualtrics.com account.
Go to the Insights explorer.
Click Generate an insight.
Choose what kind of insight you want to generate. Sus opciones son:
- 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.
Name your insight.
Haga clic en Siguiente.
Select the Qualtrics project.

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.
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.
Haga clic en Siguiente.
If you’d like, you can use one of our preset filters to narrow down the data you’re analyzing.
Click Generate.
The insight may take time to prepare. Once it says it’s Ready, you can click View to see the results.

Insights 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.

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.

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

Qtip: Comments are only available for 30 days after generating insights.

Preguntas frecuentes

Muchas de las páginas de este sitio han sido traducidas del inglés original utilizando la traducción automática. Aunque en Qualtrics hemos realizado nuestra diligencia debida para obtener las mejores traducciones automáticas posibles, la traducción automática nunca es perfecta. El texto original en inglés se considera la versión oficial, y cualquier discrepancia entre el inglés original y las traducciones automáticas no son legalmente vinculantes.