The Product Insights module is available as a part of Discovery module set. This module is only activated once your feedback module has more than 200 feedback. After getting 200 feedback, you will be presented with product area suggestions that you can accept and then activate your dashboard.

Think of ‘Product Areas’ as the locations of potential issues (e.g., Integrations) and ‘Insights’ as the specific problems encountered (e.g., issues with Salesforce authentication). Use product areas to pinpoint where problems may lie and insights to understand the nature of these problems.

Voctera is capable of ingesting feedback in all formats - customer emails, call transcripts, support tickets, sales dependencies, chat conversations, survey results and even notes from customer calls.  Voctera can be integrated with Slack, MS Teams, Gong, Grain, Intercom, Zendesk, HubSpot, Salesforce, Email or connect any other data source via our public feedback API.

Once Product Insights is activated, navigate to ‘Analyze’ to start. Here, you can organize your data based on feedback volume, revenue impact, or customer count, applying filters to hone in on specific insights or areas for a detailed analysis on charts and data tables.

You’re in full control: AI might not always get it right, so you can create, merge, or archive product areas and insights to ensure your data remains accurate and relevant.”

Yes, we offer an onboarding guide to help new users familiarize themselves with Voctera. You can find the onboarding guide here. Alternatively you can always reach out to us on taylor@voctera.com