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Getting Started with zenInsights: A Practical Guide
Getting Started with zenInsights: A Practical Guide
Virna Harri avatar
Written by Virna Harri
Updated over a week ago

Getting Started with zenInsights: A Practical Guide

zenInsights harnesses AI to analyze customer feedback, providing you with actionable insights. Here’s how to utilize this feature to improve your operations, customer satisfaction, and product offerings.

Step 1: Access zenInsights

To start using zenInsights, you need to log into your Zenloop account. Look for the zenInsights feature within the dashboard.

Step 2: Select Surveys or Upload Data

  • Selecting Surveys: Navigate to the zenInsights section and choose which surveys you wish to analyze. You can select multiple surveys to gather comprehensive insights.

  • Uploading Data: If you have feedback data in a CSV file, you can upload this directly into zenInsights. Simply click on the upload option and select your file.

Step 3: Generate Insights

Once you’ve selected your surveys or uploaded your data, zenInsights will analyze the information using AI. The process may take a few moments, after which insights will be displayed on your dashboard.

Step 4: Review Recommendations

After the analysis, you'll receive a list of areas needing attention based on your feedback data. Each recommendation will include suggestions for improvement. It’s important to review these carefully to understand the actions you can take.

Step 5: Create Email Reports

  • Setting Up Reports: You can set up weekly or monthly email reports from the zenInsights dashboard. Choose the frequency and format of your reports.

  • Tracking Progress: Use these reports to compare your current performance against past periods, helping you track the effectiveness of implemented changes.

Step 6: Implement Changes

Based on the recommendations provided, plan and execute strategies aimed at addressing the highlighted areas. These could range from operational changes, customer service improvements, to product enhancements.

Step 7: Monitor and Adjust

  • Monitoring: Keep an eye on your email reports and dashboard to monitor the impact of the changes you’ve implemented.

  • Adjusting: Based on your observations and continued insights from zenInsights, make necessary adjustments to optimize performance.

Additional Tips

  • Regularly Check Insights: Make it a habit to regularly review new insights generated by zenInsights to stay ahead of potential issues.

  • Engage with Your Team: Share insights and recommendations with relevant team members. Collaborative effort is key to effectively implementing changes.

By following these steps, you can leverage zenInsights to transform customer feedback into actionable strategies, enhancing your business's performance and customer satisfaction.

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