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Location Assist Overview


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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 Location Assist

Location Assist is a centralized workspace where frontline staff, like location managers, can view and act on location insights. Within Location Assist, managers can see a program-wide overview, view insights and customer feedback, manage tickets, and more.

location assist home tab

Accessing Location Assist

For most users, accessing Location 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.

accessing location assist from the welcome menu when logging in

Select Location Assist to navigate to Location 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 Location Assist to navigate to Location Assist.

accessing location assist from the top-right waffle menu

Location Assist has up to 6 tabs that let you manage, view, and act on your data. Administrators can choose which tabs to enable for your organization, so you may see all of these tabs, or you may only see a few. For information on configuring tabs as an administrator, see Settings Tab (Location Assist).

  • Home: See a program-wide overview, including available actions and key metrics.
  • Check Insights: View insights and KPIs for your area of management.
  • View Feedback: View customer verbatims about your organization.
  • Manage Tickets: View and manage tickets and ticket queues.
  • Action Planning: View and manage action plans.
  • Survey Invitations: View survey distribution data.
    Example: Display a dashboard with respondent funnel reporting, or a dashboard with the frontline reminder widget.

Permissions

There are 2 permissions that control who has access to Location Assist. Administrators can use these permissions to restrict who can view and edit Manager Assist. These permissions can be enabled for Individual Users as well as User Types.

  • Use Location Assist App: This permission allows users to access Location Assist once it is activated for the organization. Brand Admins and CX Admins have this permission enabled by default.
  • Manage Location Assist App: This permission allows users to configure, preview, and activate Location Assist for their organization. Brand Admins and CX Admins have this permission enabled by default.