Improvement

Introducing a small but mighty upgrade to your Caplena workspace: the Collapsible Sidebar!

Now you can easily hide the sidebar in reports to free up more screen space — perfect for deep dives, presentations, or just keeping things clean and focused.

What’s new?

• Collapse & expand the sidebar with one click
• Enjoy a larger workspace for your insights
• Focus on what matters most — your data

Simple. Clean. More space to explore your feedback universe. 🤓

Ouch — found a couple of wrong entries in your data? No problem. Keeping your data clean and up-to-date is now easier than ever!

With our new Replace Rows feature, you can effortlessly update existing data from uploaded files — without messy workarounds or duplicate entries.

What’s new?

• Quickly update existing data by replacing rows from your latest file via the Data section.
• Keep IDs, structure, and context intact.
• No more messy workarounds.

Perfect for tracking surveys, recurring feedback exports, or any evolving dataset. Just upload, replace, and stay in sync.

Understanding what truly impacts your customer satisfaction just got even easier! With our new Driver Analysis Insight Element joining the insight element family, you can now explore key drivers and compare impact across segments.

What’s New?

• AI-Generated Suggestions – Get tailored recommendations on how to improve key topics, ensuring you take the right actions to boost satisfaction.
• Segmented View – Compare impact across multiple segments (e.g., different brands or customer groups) to pinpoint variations in satisfaction drivers.
• Driver Impact vs. Mentions Scatterplot – Visually assess which topics have the most significant influence on satisfaction and where you should focus your efforts.
• Seamless Switching – Toggle between AI-generated improvement suggestions and the scatterplot for a comprehensive understanding of your data.

👉 Simply add the new driver analysis insight element within a report using satisfaction score.

Getting to the right insight just got even easier. You can now apply filters directly within the InsightChat, allowing for more focused, relevant conversations with your data.

• Filter by segments, time ranges, or custom fields
• Ask targeted questions and get precise answers
• Stay in context—no need to switch back and forth

Whether you're digging into a specific customer group or tracking changes over time, filters help you get the answers you need—faster and smarter.

Caplena just got even more powerful! In addition to analyzing open-ended feedback, you can now integrate and explore quantitative data in your reports—for a deeper understanding of your insights.

What are the two new Insight Elements?

• Numerical Distribution – Visualize numerical data distributions effortlessly, helping you uncover trends and patterns in survey ratings, scores, or any other quantitative input.
• Categorical Text Distribution Insight – Easily analyze and compare categorical data, such as multiple-choice responses, alongside your qualitative insights.

By combining quantitative and qualitative data in one place, you can now get a more holistic view of your feedback. Try it out today and level up your analysis! 🚀

We’re making it easier than ever to collaborate on reports—whether with your team or external stakeholders. With Caplena’s new sharing options, you can grant access while staying in control.

What are the sharing options?

• Internal Sharing – Share reports with specific team members by adding their email addresses and assigning View or Edit permissions.
• External Sharing – Generate a shareable link to give access to users outside your organization, with optional password protection and expiration dates for added security.

With these flexible sharing options, you can ensure the right people see the right insights—without compromising control. Read more.

We’re giving you more control over how Caplena’s AI evolves with a brand-new AI Update Toggle in the Topics View! Now, you can pause AI learning while still allowing automatic topic assignments—ensuring consistency and stability in your analysis.

How It Works:

• 🚫 No new learning – manual reviews and edits won’t influence the AI model.
• ✅ Auto-assignment continues – new data still gets categorized using the current AI model.
• 🔒 Stable AI scores – your existing model remains unchanged, preventing unexpected shifts in topic assignments.

This feature is perfect for maintaining predictability in your reports while still benefiting from AI-driven automation. Try it out today in the Topics View! 

Read this step-by-step guide on how to manage the AI update toggle.

Stay ahead of emerging topics in your data! Automatically detect new themes beyond the initial setup and keep a pulse on evolving trends in your tracking surveys and online reviews.