Improvement

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.

Ever felt like automatic topic suggestions were close... but not quite what you had in mind? We've got your back!

Introducing Prompt-based Topic Generation — your new secret weapon for steering topic detection exactly where you need it to go. Whether you want to zoom in on very specific themes or just give our AI a nudge in the right direction, this feature lets you shape the outcome with precision.

Here’s how it works:

💬 Customize the prompt
Use your own instructions to guide topic generation. Want to extract pain points? Surface brand mentions? Focus on pricing concerns? Just tell the system what you’re after.

🧪 Test first, apply later
Use the Playground to run your prompt on a sample of your data — no impact on the rest of your project unless you decide to move forward. 

Once you’re happy with your new prompt, apply it to your Entire project — either by selectively adding the most relevant topics based on the full dataset, or by going all-in and regenerating your entire topic collection.

🎛️ Two flexible modes

• Only: Stick strictly to your prompt. Perfect for laser-focused extractions.
• Also: Combine your prompt with Caplena's standard suggestions. Ideal for a broader scan with added intent.

💡 Great for:

• Analysts extracting specific business questions
• Teams looking to compare known themes across projects
• Power users wanting to refine noise-heavy data

Now available in your Topic Assistant — look for the "Prompt-based topic generation" toggle and start shaping your insights your way.

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.

Good news — You can now append new data even if the TTA columns don’t match exactly.

Why this matters:

🛠️ Less Prep Work
No more manually deleting or filling in blank TTA columns just to get your file to upload. Caplena will handle it for you — saving time and frustration.

📂 More Flexibility
Uploading a slightly different file structure? No problem. You’ll no longer hit errors just because a column is missing or extra. We’ll keep things moving.

🚀 Faster Workflows
This small change means fewer interruptions and smoother data handling, especially for recurring or multi-source uploads.

So go ahead — upload with confidence, even if things aren’t 100% identical. We’ve got your back.

Exporting your data for BI tools just got a whole lot smoother. You can now download Topics and Data in a format that plays nicely with Power BI (and other analytics tools too).

What’s included?

• Topic Names
  
• Categories
  
• Sentiment
• And more — all cleanly structured and ready to plug into your dashboards!

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

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 a satisfaction score.
🔗 For a detailed video on how to use the new element (with Pro-Tips from André), please check out this link.

Getting to the right insight just got even easier. You can now apply filters directly within the Insight Chat, 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.