Widget de comentarios (Studio)

About Feedback Widgets

Feedback widgets display customer feedback and interactions right on a Studio dashboard. Users can click the interactions most interesting to them to view a larger document and learn more about the interaction. You can customize your widget to highlight the most relevant feedback, or set it up to interact with other widgets.

Creating a Feedback Widget

This widget gives you many different ways to display your feedback. Below we’ll cover the basic steps to set this widget up, with links out to more information on each option.

1. You’ll start in the Visualization tab.
2. To give the widget a title, select Custom Title.
   Qtip: Click Auto Title to keep the automatically generated report title.
3. Seleccione el intervalo de fechas para el informe. Para ver todas las opciones disponibles, consulte Filtros de intervalo de fechas.
   Consejo Q: Establezca su widget para ignorar el intervalo de fechas del dashboard para asegurarse de que el intervalo de fechas del dashboard sustituye el intervalo de fechas definido aquí.
4. Choose a Ver. This determines the portion of each feedback response shown in the widget.
5. Select the Total (N=) checkbox to display the total number of documents being displayed in the widget.
   Consejo Q: Para obtener más información sobre el volumen de documentos, consulte Visualización del volumen total en widgets (Studio).
6. Select a feedback display style. These settings will vary based on the View you selected.
7. Decide what context to display. This is different document metadata you can choose from.
8. Click Ok to finish.

Selecting a Feedback View

The “view” determines how feedback appears in your widget, and how much appears at once. Depending on the view you choose here, different display options will be available.

• Sentences: Show individual sentences. This view can also provide insight into the sentiment and effort scores of sentences.
  
• Context: Display sentences in the context of 2 adjacent sentences (1 sentence before and 1 after). This view can also provide insight into the sentiment and effort scores of sentences.
  
  Qtip: For sentence and context views, you’ll often see multiple sentences from the same document will often appear as separate entries. In the context screenshot, you can see how the first 2 bubbles are referring to the same review. That’s because both of these sentences meet the filters’ criteria.
• Verbatim: Show an entire verbatim or textual feedback field. Si un documento solo contiene 1 literal, la vista textual será la misma que la vista del documento. This view doesn’t highlight sentiment and effort.
  
• Document: Display an entire document.
  

Metadata for Each View

This table shows the metadata you can display as context in each view. Note that the display options are also listed for many of these, since they affect this list. (For example, bubble and table displays often can’t display the same data.)

Choosing Feedback Display Options

Once you’ve chosen a feedback view, you have a few more options you can adjust to determine how feedback is displayed.

Burbuja

The Bubble setting is available for sentence, context, and verbatim views. It displays information as columns of speech bubbles.

For the bubble display, you can set the number of columns the bubbles appear in, and the number of items per page. If you add more items per page than can fit, the widget will scroll.

Tabla

The Table setting is available for sentence, context, and verbatim views. It displays responses as one column of rows on a table. You can also add columns of metadata to your tables.

For the table display, you can set the number of items per page. If you add more items per page than can fit, the widget will scroll.

Clasificación

For many of the widget views, you can change how information is sorted.

The sorting options are listed in the order they appear:

• Sentiment: Only compatible with sentence and context.
• Effort Score: Only compatible with sentence and context.
• Document Date: Compatible with all views, including sentence, context, verbatim, and document.

Pane Options

These settings are only available if you’re using a verbatim view in the Pane setting, or if you’re using document view. These settings make new panes appear on your widget.

We’ll list the settings, with each number corresponding to the pane that’s added in the screenshot below.

1. Results pane: See a list of all documents, and click them to go to them. When this pane is turned off, you can only navigate one document at a time using the page buttons at the bottom of the widget.
2. Context pane: See the attributes, topics, scores, enrichments, and other metadata you’ve selected that are attached to each document. For more on how to set this up, see the next section.

Adding Context to Feedback

When you set up your feedback widget, you get to decide what information you want to display in addition to your feedback.

When you open the document explorer, the context pane shows additional information about a feedback document, such as topics and metadata.

In table-style widgets, context appears in new columns. Each field gets its own column.

Enabling the Context Pane

Depending on the widget view you choose, you enable the context pane in different ways.

When your widget’s in document view, or your verbatim is set to display panes, you can choose to hide or show the context pane using the Context Pane setting highlighted below.

You do not have to enable context for sentence and context views. The context pane always appears when you open a document. The same is true for most verbatim views, with one exception.

For table displays, context appears as new columns. If you haven’t added context to the widget, context will not appear.

Selecting metadata to display in the context pane

Here, we’ll cover how you can add metadata to every kind of feedback widget.

1. In the Add Context menu, select items you want to display:
   
   • Opinión: Mostrar la opinión general de la frase y permitir que los visualizadores apliquen filtros rápidos basados en la opinión.
   • Esfuerzo: Mostrar la puntuación del esfuerzo de la oración y permitir que los espectadores apliquen filtros rápidos basados en el esfuerzo.
   • Fuente: Muestre la fuente de comentarios (por ejemplo, Facebook o Twitter).
   • Fecha del documento: para visualizar la fecha de retroalimentación.
   • Temas: Visualizar temas relacionados.
   • NLP: muestra los atributos derivados automáticamente de las opiniones del motor XM Discover Natural Language Processing (NLP):
     • Palabras: Visualice los tipos de palabras específicos mencionados en los comentarios de los clientes.
     • Enriquecimiento: Muestra tipos específicos de contenido mencionado en los comentarios del cliente.
     • Idioma: Visualizar idioma de feedback.
   • Atributos: Visualice los atributos estructurados disponibles en el feedback del cliente.
   • Atributos derivados: para mostrar atributos derivados de otros atributos o modelos de clasificación.
   • Métricas: Visualizar cálculos estándar y métricas derivadas.
   • Tarjetas de puntuación: Muestre las rúbricas en la sección Puntuación inteligente del panel Contexto.
2. Click the plus ( + ) icon to display more options.
3. In the Context Display Options window, you can remove metadata by clicking the X next to them.
4. In some displays (like document), you can choose to display or hide the different metadata categories you’ve selected.
   
5. For some views and display options, you’ll see a gear button that leads to more settings. We’ll cover these options in the section below.

Qtip: In just about every widget setup, you can change the order of context you add by clicking and dragging the move icons, as shown below.

Sentences and Context Display Options

These are the settings available for sentence and context views.

1. URL: This determines if URLs in feedback attributes are displayed as URLs, images, or clickable hyperlinks.
   • Ninguno (predeterminado): muestra los valores de atributo como texto sin formato.
   • Imagen: Visualizar valores de atributo como imágenes. Consulte Visualización de imágenes en tablas para obtener más detalles.
   • Enlace: Visualizar valores de atributo como enlaces en los que se puede hacer clic.
     Consejo Q: Si desea visualizar una URL en el widget de opinión en la vista de tabla, proporcione la URL en un atributo que distinga entre mayúsculas y minúsculas en Designer.
2. Capitalization: This determines how feedback is capitalized in the widget.
   • Predeterminado: muestra los valores tal y como se proporcionaron.
   • minúsculas: Mostrar valores utilizando solo letras minúsculas.
   • MAYÚSCULAS: Visualizar valores utilizando solo letras mayúsculas.
   • Caso de frase: Ponga en mayúscula la primera letra de la primera palabra solamente.
   • Primera letra de cada palabra: ponga en mayúscula la primera letra de cada palabra. Las letras que siguen a un guion o un carácter de subrayado también se ponen en mayúsculas. Por ejemplo: Wind-Powered, April_Surveys.
3. Display Enrichment Pills & Formatting: Show enrichment badges (such as sentiment and effort) and sentiment formatting. Desactive este conmutador para ocultarlos.
4. Show Empty Attributes: Show attributes that do not have any value associated with the current document in the Attributes and Key Info panes. Turn this toggle off to hide empty attributes.
5. Click Update when you’re finished.

Verbatim, Document, and Topic Settings

In verbatim and document views, there’s only the URL and Capitalization settings described in the previous section. This is also what the setting looks like if you add topics and click the gear next to it.

Filter Topics

This setting is available in the Table setting for sentence and context views. Here, you can select classification models to display.

Selecting Specific Feedback to Display

After saving the feedback widget, you can manually select which feedback to include or exclude from the widget.

1. Abra el dashboard en modo de edición.
2. Click the actions menu.
   
3. Haga clic en Selección de comentarios.
4. Marque la casilla de selección junto a frases individuales, literales o documentos en la columna Seleccionar.
   
   Consejo Q: Puede hacer clic en Borrar todo para borrar todas las selecciones.
5. Active el conmutador Excluir para excluir la retroalimentación seleccionada. Desactive este conmutador para incluir la retroalimentación seleccionada.
6. Haga clic en Completado para confirmar la selección de comentarios.
   Consejo Q: Haga clic en Cancelar para cancelar la selección de comentarios.

Understanding the Document View

You can explore specific documents using an interface called the document explorer. You can open this view from your feedback widget in 2 ways:

• Selecting Feedback: No matter whether your feedback widget displays short sentences or longer context, you can double-click to see the document explorer.
  
• Document View: If you set your widget to document view during setup, it will always be in a document explorer format.
  

To learn how to use the document explorer, see the following resources:

• Navegar por el explorador de documentos
• Vistas de frases diferentes
• Navegación de opiniones por temas y enriquecimientos
• Explorador de documentos de Customizing
• Exportación de datos desde el Explorador de documentos
• Clipping, Saving, & Sharing Documents
• Visualización de tarjetas de puntuación por documento

Filters Available for Dashboard Viewers

Your dashboard viewers can filter the feedback by sentiment, effort, or emotional intensity using quick filters.

1. Vaya al dashboard.
2. Haga clic en el icono de filtro debajo del título del widget.
   
3. Expanda el menú Filtro rápido.
   
4. Seleccione 1 de las siguientes opciones de filtrado:
   
   • Todos los comentarios: Mostrar todas las frases (incluyendo los registros con verbatim vacío).
   • Opinión positiva: Visualice solo frases con una puntuación de opinión de frase positiva.
   • Opinión negativa: Muestre oraciones con una puntuación de opinión de la oración negativa.
   • Opinión detectada: Mostrar todas las frases excepto las stubs textuales vacías.
   • Easy Effort: Mostrar solo oraciones donde la puntuación del esfuerzo es fácil o muy fácil.
   • Esfuerzo duro: Visualice solo frases en las que la puntuación del esfuerzo sea dura o muy dura.
   • Esfuerzo detectado: Muestra todas las frases en las que se detecta una puntuación de esfuerzo.
   • Intensidad emocional alta: Mostrar solo oraciones donde la intensidad emocional es alta.
   • Intensidad emocional media: mostrar solo oraciones donde la intensidad emocional es media.
   • Intensidad emocional baja: Mostrar solo oraciones donde la intensidad emocional es baja.
   • Intensidad emocional detectada: Muestra todas las oraciones donde se detecta la intensidad emocional.

Filtering One Feedback Widget By Another

In Studio, you can use widgets as filters for other widgets. This functionality makes your dashboard much more interactive, enabling visitors to drill down into their data.

One common use case is to filter one feedback widget by another.

Troubleshooting Linked Feedback Widgets

If you decide to filter a feedback widget by another feedback widget, there are a few things to keep in mind:

• View: If your 2 feedback widgets are set to different views, this can affect what happens when you filter them by each other.
  Example: Using a sentence widget to filter what appears in a document widget.
• Filters: Quick filters and widget filters can affect the data displayed in the widget. If the 2 widgets have different filters from each other, they’re not going to always have similar results.
  Example: Your first widget is filtered to only show 2023 data. The second widget is filtered to only show 2024 data. If you clicked feedback in the first widget, you wouldn’t be able to return results in the second.
• Feedback Selection: Feedback selection lets you customize the exact documents included in a widget. If either widget has a customized feedback selection, you might not get the results you expect, since they’re pulling from different lists of documents.

Preguntas frecuentes