General

Insights surface what's worth knowing; Tasks turn them into assigned, trackable work. Create one from an insight in one click, or start from scratch — either way, you and your team can now collaborate on your daily work!

Creating a task

• From an insight — open its menu and create a task directly, or add one from the insight's detail page. Give it a title, priority, and optionally a due date and owner (defaults to you). Tasks created from an insight also get an auto-close toggle — on, and the task closes itself when the insight retires or is dismissed; off, you close it manually.
• From scratch — open the global Tasks list (side navigation), click create task, and pick the report and view it belongs to. The Tasks list is also where you see everything outstanding — filter by owner, group by priority, due date, or project, and tick items off directly. Good for a Monday-morning triage of what's on your plate

This new feature is in private bata, currently enabled across selected organizations. Want to give it a try? Contact support@caplena.com.

For more information on tasks and how they interact with insights, read our documentation.

Speed matters when you're digging through feedback — the less time you spend waiting, the more time you spend finding the insight that matters. We've optimized our database layer, delivering 2x–5x faster performance across the platform. Expect snappier load times on Reports and the Insight Agent, especially on large projects with heavy data volumes.

Enterprise customers can now purchase additional credits directly under Settings → Billing → Manage credits — no need to go through your account team.

Choose a credit amount, confirm, and credits are added instantly.

Ask the Insight Agent a question about how Caplena works — it'll answer directly, no need to leave your project and dig through documentation.

We've launched a redesigned documentation experience at docs.caplena.com — easier to navigate, faster to search, and built to match the rest of the Caplena experience.

Clearer structure

Content is organized into six focused sections — Get Started, Topic Assignment, Insights & Reports, Data & Project Management, Integrations, and Settings — so you can find what you need without digging.

Better search

Full-text search is faster and more accurate, so you spend less time browsing and more time doing.

Consistent look and feel

The docs now match the visual style of caplena.com, giving you a more seamless experience across the product.

Note: Your existing bookmarks still work
All previous links redirect automatically. If you come across a broken link, please let us know at support@caplena.com.

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.

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.