We know every audience needs a slightly different story. That’s why we built Views — a smarter way to organize, personalize, and share your reports.

With Views, you can now:

• 👁️‍🗨️ Create multiple Views of the same report — one for each stakeholder, region, or product team.
• 🎯 Apply unique filters and segments without affecting the original report.
• 🔒 Lock filters or hide segments to keep key perspectives fixed while still allowing others to explore further.
• 🔗 Share Views securely — inside your team or externally via link, with optional password or expiration date.
• 💬 Turn Insight Chat on or off, allowing viewers to explore your report more interactively, or keep it off for a focused, read-only experience.

No more endless versions or one-size-fits-all dashboards. Just clear, focused insights — customized for every audience. 🚀 Available now under your report’s “Views” panel.

Running an AI update no longer means updating everything at once. With AI Updates for Selected Topics, you can now update only selected topics — saving both time and credits.

Here’s how it works:

• 🧠 Caplena automatically identifies which topics have changed since the last AI run.
• 🏷️ You can choose to update selected topics, or still run a full update if you prefer.
• 💸 Save credits and stay in full control.

Whether you’re refining a few details or testing small changes, AI Updates for Selected Topics give you full control over what gets updated — and when. 🚀

You can now apply the same powerful filters you use at the report level — but directly inside each individual Insight Element.

What this means for you:

• 🔍 Zoom in on specifics: Slice and dice a single chart, table, or visualization without touching the rest of your report.
• 🎯 Compare perspectives: Apply different filters across elements to surface contrasting insights side by side.
• ⚡ More control, less clutter: Keep your global report view clean while applying filters at the element level.

In short: you now get the best of both worlds — global consistency plus local flexibility. 🚀

Insights-Chat just got a serious upgrade. It no longer just answers questions — it now walks you through your data like a true analyst would.

Here’s what’s new:

1️⃣ Context first – Every answer starts with a solid basis: context, underlying data points, and why they matter.
2️⃣ Quantitative insights – See the numbers, metrics, and trends behind the story.
3️⃣ Qualitative insights – Understand what customers are actually saying, surfaced down to the verbatim level.
4️⃣ Visual support – Charts and graphics illustrate the findings, making complex points easy to digest.
5️⃣ Next-step guidance – Insights-Chat now even suggests what you should analyze next, helping you dig deeper without losing momentum.

🚀 The result: a conversation that feels less like querying a tool and more like collaborating with a data analyst.

Valuable insights start with rich data. That’s why we built a powerful data enhancement feature — think Excel at scale, supercharged by LLMs. With Smart Columns, you can now:

🤖 Use LLMs to apply a prompt to each row (e.g.: Extract structured insights like product names or brands) from free-text feedback, fix spelling mistakes)
✨ Map values from one column to another (e.g.: Transform scales to scores)
🧮 Run formulas across existing columns (e.g.: Merge likes & dislikes)

Your new columns update automatically whenever source data changes — no manual edits required.
Whether you're standardizing formats or using AI to tag content, Smart Columns do the heavy lifting.

🔍 Try it out via the “Smart Columns” section in your side bar navigation.

Our ecosystem just got bigger! You can now connect Caplena with:

• Medallia – Voice of Customer insights
• Alchemer – (formerly SurveyGizmo) survey feedback
• Indeed – Candidate & employee experiences
• Glassdoor – Employer brand perception

These integrations are currently in beta — meaning they’re fresh, functional, and still evolving. But you can already start pulling in open-ended feedback from these platforms directly into your Caplena projects.

Ever wished you could rewind your topic changes? Now you can!

🔁 Jump to any point in time — See exactly how your topics and assignments looked

👀 Review detailed change logs — Know what was reviewed, added, updated, or removed

🧩 Restore with confidence — Bring back a previous version in one click if things go sideways

This is perfect for cleaning up messy edits, testing new codebooks, or simply giving your team peace of mind. Your topic timeline is now in your control.

Uploading a topic collection from file? You can now optionally include a description column for each topic.

😌 Simply choose the column in the dropdown when uploading your file. These descriptions help explain the meaning or intent behind each topic, and are visible throughout the platform.

You can now add new TTA (Text to Analyze) columns to existing projects.

This is great news if:

• You’re expanding your analysis with additional verbatims
• Your file structure evolves over time
• You want to analyze separate inputs in the same project

🎯 No more prep work to align all TTA columns, sparse structures are now fully supported.

Cleaning up your topic list just got easier. You can now see the number of mentions per topic in the Topic Assistant’s table view. Sort by count to quickly spot low-volume topics. Perfect for finding outliers!

✨ Bonus: Easily bulk-delete underperforming topics in one go. Less noise, more clarity.

Ever wonder which topics are frequently mentioned together — and how strongly they're linked? The new Topic Correlation insight element helps you spot these patterns at a glance.

• See top topic pairs and their correlation strength
• Explore connections visually via an interactive chord diagram
• And the best part? AI explains why two topics are connected — so you don’t just see what’s linked, but also understand the reason behind it.

Whether you're uncovering hidden relationships or streamlining your analysis, this view makes complex connections simple (and beautiful).

We know not every score needs a timeline. Whether you're working with star ratings, CSAT, NPS, or any other numeric scale, sometimes you just want a clean, at-a-glance breakdown without the clutter of time trends.

The new Generic Score without Time IE is a simple and powerful way to segment scores and instantly see what’s driving satisfaction (or frustration).

🧠 What’s inside:

• Segmented Score Buckets
  Group responses into buckets (e.g. 0–6, 7–8, 9–10) with full control over how you define the ranges.
• Fully Customizable
  Use your own score column, define the number of buckets, tweak bucket ranges, and choose your metric (e.g. Average, NPS-style).
• Auto-Generated Bucket Summaries
  Caplena automatically summarizes the top drivers for each score range. No more guesswork, see what’s pushing numbers up (or dragging them down) at a glance.