Use the Smart Summary feature to accurately summarize your employees' voices for a survey question so you can focus on deeper comment analysis and post-survey engagement.
In this article:
Overview
Use the Smart Summary feature within the Comments report, to accurately summarize your employees' voices for a survey question so you can focus on deeper comment analysis and post-survey engagement.
This feature is especially helpful for larger organizations where comment volume can be overwhelming for smaller teams.
To help with survey analysis, Smart Summaries complies with active filters and slices. Additionally, other than the survey's specified minimum threshold, there is no minimum or maximum number of comments to use the Smart Summary.
Requirements
- Available to admin and survey-admin users
- Non-admin users can be granted access via Access Roles, learn more
To grant a non-admin access to the Smart Summary:
- Open the Access Role's settings view
- Click and enable Assign Access for Reporting Access
- Click and enable View Comment Summaries
- This gives users in the role to view the Smart Summaries generated by other users
- Optionally, if users should have additional abilities, i.e. generate, remove, or edit summaries, click and enable Manage Comment Summaries
- This toggle requires that View Comments be enabled
- Click Save
Generate a Smart Summary
To generate a Smart Summary for a question:
- From the Comments report, use the search fields to identify a question
- In the Smart Summary card for a question, click Generate Summary
- This process may take a moment depending on the volume of comments
- Review the generated summary and share with relevant stakeholders
Regenerate & Manage a Smart Summary
If you are not satisfied with the generated summary, there are a few actions you can take.
To edit and/or manage a summary:
- A. Edit Summary: Click to open the summary in a text field- make any edits and click Save
- Edited summaries are visually indicated with a Summary tag and reveal the editor when hovered over
- B. Regenerate/Remove Summary: Click the Smart Summary's ⋮ icon to reveal additional options:
- Regenerate This Summary: Click to generate a new summary
- Remove This Summary: Click to delete the summary
Known Errors
The following are known errors and potential workarounds when using the Smart Summary.
Generic Error
Error message:
Sorry, an error occured while generating the comment summary. Please try again later.
Potential Solutions:
- Click the ⋮ icon and Regenerate Summary
Too Many Comments/Characters
This error can occur if the number of characters exceeds the current limit of 120,000 characters.
Error message:
Sorry, but there are too many comments to generate a summary. There is a character limit of 120,000 characters. Please filter the results and try again.
Potential Solutions:
- Filter the results to lower the number of characters and try again
- Click the ⋮ icon and Regenerate Summary
Content Filtering Policy
This error can occur if comments that contain abusive language, sensitive information, threats of violence, etc. are included in the comment pool.
Error message:
Sorry, something in these comments goes against this feature's content policy. Unfortunately, there's no way to know which comment triggered this error, but you could try again — which sometimes works — or use a filter to reduce the number of comments included.
You can also try using Keyword Detection to easily view sensitive comments via specified keywords.
Potential Solutions:
- Filter the results to lower the number of comments, identify inappropriate comments, and try again
- Click the ⋮ icon and Regenerate Summary