General

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.

Your data, your style! Caplena now lets you customize color themes within the app, giving you more control over how your insights are visually presented.

🟥 Personalized Look & Feel – Adjust colors to match your brand or preferences.
🟦 Enhanced Readability – Improve contrast and clarity for better data visualization.
🟧 Consistent Branding – Align report visuals with your company’s identity.

We're excited to unveil Insight Chat, our new conversational AI assistant designed to revolutionize how you explore and analyze your feedback projects. Here's what Insight-Chat brings to the table:

What’s New?

• Conversational Exploration – Engage in natural language conversations. Ask specific questions or let the AI show you relevant insights.
• Faster,  Decision-Making – No more manual digging—just ask, and get the answers you need.
• Instant Visual Insights – Receive immediate graphical representations of your data, including trend analyses and sentiment overviews, enabling quick comprehension and decision-making.

👉 Dive in and let your data conversations begin either through the navigation bar or a report! Read more.