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Getting Started with zenInsights: A Practical Guide

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Maria Herrell
Updated 2 weeks ago

zenInsights is an AI-powered analytics tool that transforms customer feedback into actionable insights. This guide will help you maximize its potential to enhance your business operations, customer satisfaction, and product offerings.




Access zenInsights

  1. Log into your zenloop account
  2. Navigate to the dashboard
  3. Look for the zenInsights feature in the main menu

Choose Your Data Source

Option A: Select Surveys

  1. Navigate to the zenInsights section
  2. Choose your target surveys for analysis
  3. Select multiple surveys if needed for comprehensive insights

Option B: Upload External Data

  1. Prepare your feedback data in CSV format
  2. Click the upload option in zenInsights
  3. Select and upload your file

Generate Insights

  1. Click "Generate Analysis" after selecting your data source
  2. Wait 2-3 minutes for the AI analysis to complete
  3. Access your detailed insights dashboard


Understanding Your Results

The analysis provides:
  • Prioritized action items
  • Category-specific recommendations
  • Impact scores for proposed changes
  • Trend analysis and patterns

Set Up Regular Reporting

Email Report Configuration

  1. Access the reports settings
  2. Choose your preferred frequency (weekly/monthly)
  3. Select key metrics to include
  4. Add team members to the distribution list

Report Components

  • Key improvement areas
  • Performance Trends
  • Progress tracking
  • Comparative analysis

Implementation Strategy

  1. Review high-priority insights
  2. Create action plans for each key finding
  3. Assign responsibilities to team members
  4. Set implementation timelines
  5. Monitor progress through dashboards


Troubleshooting Common Issues

Technical Challenges

  • Data Upload Errors: Verify CSV format compatibility
  • Loading Times: Allow up to 5 minutes for large datasets
  • Access Issues: Check account permissions

Analysis Support

  • Custom Reports: Contact support for advanced needsD
  • System Updates: Check release notes regularly

😞 😐 😃