General

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.

We’ve added a brand-new Caplena Broad Color Theme to give your reports more visual flexibility and a richer color palette.

The new theme expands the range of topic and chart colors, making it easier to:

• Clearly distinguish categories and segments
• Create more expressive, client-ready reports
• Maintain visual clarity even in complex analyses

You can manage and assign the Caplena Broad Color Theme from Settings → Themes, just like any other theme. Once applied to a project, it will automatically reflect across all associated reports for report viewers.

The response to our Insight Agent has been incredible! This surge in usage recently pushed our LLM providers to their limits, occasionally leading to resource constraint errors or timeouts.

We’ve been working around the clock to build a more resilient and contineously improving system for you. We are excited to announce a major infrastructure upgrade: advanced multi-region datacenter load balancing (that’s just fancy dev-speak for: "the Agent is now much harder to break, even when it’s busy" 🤓).

• What this means: The Insight Agent now intelligently routes requests to the most available datacenter, bypassing provider bottlenecks and ensuring stable performance even during peak hours.
• Performance: You'll notice significantly fewer errors and smoother analysis for large datasets.
• Compliance: Most importantly, our EU-only data residency remains unchanged. All data processing and storage continue to stay strictly within the European Union.
• Continuous Learning: A quick reminder that your Thumbs Up/Down ratings help the Agent refine its logic to better suit your specific tasks, project goals, and needs. We appreciate the feedback!

At Caplena, our goal has always been to turn the "noise" of open-ended text into clear, actionable insights. To keep pushing the boundaries of what AI can do for your feedback analysis, we are focusing all our energy on Caplena v3.

As part of this transition, we will be officially switching off the Caplena Legacy App on March 31, 2026. To ensure your workflows remain uninterrupted and to take advantage of our most powerful features yet, we encourage all users to start using v3 over the coming weeks.

Why the Move?

Caplena v3 isn't just a fresh coat of paint; it’s a completely re-engineered core designed for the era of Large Language Models (LLMs). Here is what you get in the new platform:

• Integrated LLM Power: Out-of-the-box human-level coding quality and your personal AI agent to explain the "why" behind your data.
• Smart Columns: A powerful new way to categorize and map data using custom logic and AI, giving you more flexibility than ever before.
• Advanced Reporting & Views: Create multiple views with unique sets of filters and segments—one for each stakeholder, region, or product team.
• Workflow Integrations: Connect seamlessly with Qualtrics, Medallia, Slack, Microsoft Teams, and 20+ other integrations.
• And much more! 🚀

How to Transition

All your projects are already in Caplena v3—no migration needed, and your historical data and custom codebooks are fully preserved. Just follow the steps below:

1. Go to the Caplena v3 project home
2. Choose your project(s)
3. Create new reports with one click to visualize results and ask questions using the Insights Agent.

Need a hand with the move? Our support team is standing by to help with your migration.

You can now connect Caplena directly to Google Cloud Storage.

This new integration lets you import feedback and text data straight from your Google Cloud Storage buckets into Caplena. Whether you’re working with continuous data exports, archived feedback, or structured text files, Caplena fits seamlessly into your existing cloud setup

👉 Set up the integration in your integrations settings and get started.

Caplena parle désormais français !

You can now use Caplena’s interface in French, making it easier for French-speaking teams to explore feedback, uncover insights, and collaborate across regions. From navigating projects to working with reports and insight elements, everything feels more natural in your preferred language. 🇫🇷 🥐

This update is part of our ongoing commitment to make insights accessible to global teams — wherever they work and whichever language they think in.

👉 Switch the interface language in your account settings and start exploring Caplena en français today.

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.

Tired of jumping between views to narrow down your data? We’ve revamped and unified filters across the entire Caplena platform—so filtering is now smoother, smarter, and more consistent than ever:

🧩 Filter by Topics & Categories

Pinpoint themes or topic sets right within your reports—no need to switch between Topics and Reports view.

🔢 New Smart Numbers Filter

Need to look at scores, ratings, or counts? Our smart numeric filter lets you quickly slice data by exact values or ranges.

📅 Two Great Date Range Filters

• Static Range (e.g. Jan 1–Mar 31, 2025)
• Rolling Range (e.g. Last 7 days, Last quarter) Perfect for trend analysis without manual date entry.

If you’ve ever thought, “Wait, which project is this again?” — this one’s for you.

We know the challenges:

• Your enterprise team manages multiple departments, but all reports look identical
• You’re an agency juggling clients, but reports still carry your branding instead of theirs
• You work across markets or product lines and need a clearer way to keep things distinct
• You care about consistency, but manual formatting isn’t scalable

Introducing Customized Themes — now you can define how your projects look, with full control over color schemes and visual identity.

What’s New?

👥 Enterprise Teams
Assign unique themes per department or business unit. Make it instantly clear what belongs where — no guesswork needed.

🏢 Agencies & Consultants
Easily match your reports to each client’s branding. Deliver insights that feel custom-built and professional, every time.

🌍 Multi-Market & Product Teams
Keep regions or product lines visually separate. Less confusion, more context.

🎛️ Keep Your Workspace Clean & Organized
Themes help you maintain structure across large workspaces. Neat, efficient, and always aligned.

👉 Set themes in your account settings and apply them via project settings.

Made a mistake with a file upload? Or want to track what came from which integration? We've got you covered. You can now filter by upload name and type!

• Quickly isolate data from a specific file or integration
• Effortlessly “undo” or clean up an accidental upload
• Great for managing multiple data sources with confidence

You can now invite unlimited reporting-only users to your Caplena workspace — ideal for sharing insights with larger teams, departments, or external stakeholders.

Whether they're inside or outside your organization, anyone can now access your reports without editing rights — helping you scale insight sharing without limits. 🚀

• No limits on reporting-only viewers
• Great for broader access without editing rights
• Updated Team page to manage reporting-only users with ease

Tired of scrolling through endless dropdown menus? Now you can mark your favorite columns and have them appear right at the top for faster selection. No matter if within reports or an InsightChat conversation!

Simply head to the Data Table, pick your most-used columns, and ⭐ favorite them for effortless access.