In this article:
Overview
Use the Summary Assistant 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, summaries comply 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 Summary Assistant.
Additional Resources:
Requirements
- Available to full admin and survey-admin users
- Non-admin users can be granted access via Access Roles, learn more
Grant Permission
To grant a non-admin user access to the Summary Assistant:
- Open the Access Role's settings view
- Click and enable Assign Access for Reporting Access
- Click and enable View Comment Summaries
- This allows users in the role to view generated summaries, the sentiment, and the comment count
- 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
Using Summary Assistant
Summary Assistant uses generative AI to summarize your employees' comments for a survey question, helping you 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.
Summary Assistant complies with active filters and slices. Other than the survey's specified minimum response threshold, there is no minimum or maximum number of comments required to generate a summary.
Learn more about Summary Assistant.
View a Summary
To view a summary for a question:
- From the Comments report, use the search fields to identify a question.
- In the Summary Assistant card, review the generated summary and share it with relevant stakeholders.
- If necessary, click the ⋮ icon to regenerate or remove the summary.
How summaries are generated
Summaries are shared across users with access to the same team's data. For open surveys, summaries can automatically update when new comments are submitted. For closed surveys, summaries remain unchanged.
If a summary is edited or removed, automatic generation stops. Users must click Regenerate to create an updated summary.
Who can generate summaries?
- Admins, survey admins, and survey managers: Automatic generation is enabled by default.
- Other roles: Automatic generation must be enabled in their access role settings.
- Users without automatic generation: Must click Generate if they are the first to access the team's comments.
View a Summary
To review a summary for a question:
- From the Comments report, use the search fields to identify a question
- In the Summary Assistant card, review the generated summary and share with relevant stakeholders
- If necessary, regenerate or remove a summary by clicking the ⋮ icon.
Known Errors
The following are known errors and potential workarounds when using the Summary Assistant.
Generic Error
Error message:
Sorry, an error occurred 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 1,500,000 characters.
Error message:
Sorry, but there are too many comments to generate a summary. There is a character limit of 1,500,000 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