We've completely reworked how you create and manage segments in Caplena — making it faster, more flexible, and a lot more powerful.

Create Segments Your Way

The new Segment Editor gives you two ways to get started: manually or via AI prompt.

If you know exactly what you're looking for, the Manual path lets you build segments by combining filters — topics, categories, sentiment, rating, date range, and more. You get precise control over exactly which responses land in each segment.

Prefer to move faster? Use the new Create Through Prompt option: just describe what you're looking for in plain language, and Caplena will generate the segment for you. Great for exploring your data or quickly setting up common groupings without having to configure each filter by hand.

Create Multiple Segments at Once

One of the most requested improvements: you can now create multiple segments in a single flow, rather than going back and forth through the editor one by one. Select the values you want to work with and create segments from them in bulk — a big time-saver when you're setting up a new project or reorganizing an existing one.

Full Control Over Segment Appearance & Visibility

Once a segment exists, editing it is straightforward. You can update the name, adjust the filters, and pick a custom color from a full color picker (in manual- or in auto-assign mode) — so your segments are easy to tell apart at a glance in charts and tables. 

You can also control visibility: choose which segments are shown or hidden in your views, keeping things clean when you're working with a large number of groups.

The updated Segment Editor is available now across all projects via Edit Master. Give it a try and let us know what you think.

We've optimized rendering for table-based insight elements — especially when displaying a large number of topics. If you've been using the "All topics" selection in your reports, you should notice significantly faster load times and smoother interactions.

Automating your workflow just got much easier. You can now schedule alerts, notifications, and recurring tasks directly through the Insight Agent using a natural conversation.

Instead of navigating through multiple settings, simply tell the Insight Agent what you need, and it will set up the recurring task for you.

What’s New:

• Conversational Scheduling: Just ask the Insight Agent to schedule an alert or recurring task. For example, simply type: "Send me a week-on-week KPI summary each Monday at 08:00" and the agent handles the rest.
• Auto-Optimized Prompts: The Insight Agent automatically translates your quick request into an optimized prompt to ensure you get the best possible data summary in your inbox.
• Customizable Delivery: Open any scheduled alert to modify its frequency (One-off, Weekly, Monthly, Quarterly), adjust the time, or change the recipient to yourself or another team member.
• Centralized Alerts Dashboard: Keep track of all your active recurring tasks, agent prompts, and notifications in a dedicated "Alerts" overview page.

How to use it:

Open the Insight Agent inside any project and type your scheduling request. Once the agent confirms, your new alert will appear in the Agent Alerts section on the left-hand panel. You can click on it at any time to edit the details or trigger a test alert to see exactly what the notification will look like.

Get a clear, consolidated view of your team's platform engagement. The new Usage dashboard brings Caplena's cross-project visibility to team administration, keeping resource tracking lean and intuitive.

Key Features:

• Cross-Project Tracking: Filter activity by Project, User, or specific Report.
• Flexible Timeframes: Track engagement & compare usage data across custom rolling periods or absolute date ranges.
• Granular Breakdown: Review exact usage numbers per user and project in the detailed data table.

How to access: Go to your Team settings > Usage.
Note: This tab is only visible to users with Team Manage permissions.

To get the most accurate answers from Caplena’s Insight Agent—especially when querying your data via Slack, Microsoft Teams, or ChatGPT, the AI needs to understand the blueprint of your project.

We’ve rolled out a few structural updates to reduce AI guesswork and make the Insight Agent even more powerful:

• 10x More Project Context: We’ve increased the character limit for your Project Context from 500 to 5,000 characters. You now have the space to thoroughly brief the AI on the specific nuances, background, and goals of your dataset.
• Default Date & Score Columns: You can now explicitly define which columns represent your primary timeline (e.g., Review Date) and primary metric (e.g., Rating). By setting these defaults once, the AI immediately knows how to accurately track trends and weigh sentiment without needing extra prompting.

Where to find it:
You can update these anytime in the Data View, or simply confirm them when setting your project to Live to connect with everyday tools like Slack, Microsoft Teams, or ChatGPT.

Sometimes you need the blueprint of your project, not just the raw feedback data. We’ve added a new export option that allows you to download the structural overview of your Caplena projects directly to Excel.

This is especially useful for maintaining internal documentation, auditing your data architecture, or sharing project setups with stakeholders who don't need access to the granular text responses.

What’s included in the Excel export?

• Project Overview: High-level details and settings of your current project.
• Data Sources: A clear log of where your feedback is originating from.
• Columns: The exact structure, naming conventions, and metadata of your dataset.

How to use it:

1. Navigate to the Data view in your project.
2. Click the Export icon (or trigger an export for your filtered rows).
3. In the export modal, select the new Project Metadata tab.
4. Hit Export to download your file.

We’ve separated the global Report Master from your custom Views for a cleaner, more intuitive workflow. Plus, sharing just got a major upgrade. Let's dive in:

• 🧱 Edit Report Master: Think of it as your global foundation: Manage insight elements & sections per drag & drop, create segments and apply filters. The settings will automatically cascade down to all of your Views.
• 🔎 Configure Views: Select segments, apply filters, and lock them exactly as you are used to. Keep the Views sidebar perfectly organized by easily dragging & dropping your Views into any order.
• 🚀 Share: You can now instantly share a single View, a custom selection of Views, or the entire Report.

Powerful for Experts, Effortless for Everyone — now where work happens. Insight Agent is now available in Slack, Microsoft Teams, Copilot, and ChatGPT (MCP), so anyone can ask questions and get reliable insights without leaving their daily tools.

This is a big step toward democratizing insights across your organization: experts move faster with on-demand analysis, while non-research teams self-serve clear, actionable answers — no dashboards, training, or back-and-forth required. Less chasing data. More turning feedback into decisions. 💪

How it works

• Create a shared channel (e.g., #customer-feedback-insights)
• Ask questions by tagging the agent with @Caplena in 1:1 messages or public channels
• Here is an example question: @Caplena What topics had the biggest impact on the NPS change in the last 4 weeks?

Advantages

• Help teams discover what the bot can do (and copy great prompts)
• Learn from each other’s use cases over time
• Discuss insights together — and jump in if you disagree
• Keep decisions and learnings accessible for everyone

👉 Set up the integration in your Integrations Settings and get started.

We’ve launched a new integration with Trusted Shops, one of Europe’s leading trust and review platforms for online shops. You can now automatically import and analyze your Trusted Shops customer reviews in Caplena. All verified reviews are processed with AI-powered topic and sentiment analysis, transforming raw feedback into structured, actionable insights within minutes.

👉 Set up the integration in your Integrations Settings and get started.

We’ve introduced a new permission that gives you granular control over credit deduction. Admins can now define which roles are allowed to trigger actions that consume credits — adding an extra layer of governance and cost control across your workspace.

This ensures that powerful AI capabilities remain accessible, while maintaining full transparency and budget oversight.

Insights are most powerful when they show up at the right moment — in the tools you already use. With these new integrations, Caplena fits seamlessly into your daily workflows, helping teams move from feedback to action with less friction.

Simply select the projects you want to connect and query your insights directly from your go-to tool.

💬 Slack & Microsoft Teams

Share project updates, alerts, and insight summaries in the channels your organization already relies on — keeping everyone aligned without switching tools.

🤖 MCP Integration

Connect Caplena to MCP-enabled AI workflows to build custom automations and intelligent insight pipelines — tailored exactly to how your teams work.

We’re excited to introduce our new native integration with Decipher / Forsta — making it easier than ever to bring open-ended survey data into Caplena and turn it into structured, client-ready insights.

If you’re running studies in Decipher, you can now seamlessly connect your project and start analyzing verbatims in minutes — no manual exports, no formatting headaches.

👉 Set up the integration in your Integrations Settings and get started.