Improvement

You can now apply the same powerful filters you use at the report level — but directly inside each individual Insight Element.

What this means for you:

• 🔍 Zoom in on specifics: Slice and dice a single chart, table, or visualization without touching the rest of your report.
• 🎯 Compare perspectives: Apply different filters across elements to surface contrasting insights side by side.
• ⚡ More control, less clutter: Keep your global report view clean while applying filters at the element level.

In short: you now get the best of both worlds — global consistency plus local flexibility. 🚀

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.

Valuable insights start with rich data. That’s why we built a powerful data enhancement feature — think Excel at scale, supercharged by LLMs. With Smart Columns, you can now:

🤖 Use LLMs to apply a prompt to each row (e.g.: Extract structured insights like product names or brands) from free-text feedback, fix spelling mistakes)
✨ Map values from one column to another (e.g.: Transform scales to scores)
🧮 Run formulas across existing columns (e.g.: Merge likes & dislikes)

Your new columns update automatically whenever source data changes — no manual edits required.
Whether you're standardizing formats or using AI to tag content, Smart Columns do the heavy lifting.

🔍 Try it out via the “Smart Columns” section in your side bar navigation.

Ever wished you could rewind your topic changes? Now you can!

🔁 Jump to any point in time — See exactly how your topics and assignments looked

👀 Review detailed change logs — Know what was reviewed, added, updated, or removed

🧩 Restore with confidence — Bring back a previous version in one click if things go sideways

This is perfect for cleaning up messy edits, testing new codebooks, or simply giving your team peace of mind. Your topic timeline is now in your control.

Uploading a topic collection from file? You can now optionally include a description column for each topic.

😌 Simply choose the column in the dropdown when uploading your file. These descriptions help explain the meaning or intent behind each topic, and are visible throughout the platform.

Cleaning up your topic list just got easier. You can now see the number of mentions per topic in the Topic Assistant’s table view. Sort by count to quickly spot low-volume topics. Perfect for finding outliers!

✨ Bonus: Easily bulk-delete underperforming topics in one go. Less noise, more clarity.

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.

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. 

You now have two powerful modes:

🎯 New Topic Suggestions
Add fresh topics on top of your existing collection. Just write a prompt (e.g., “Return all brand names”), review the AI’s suggestions, and add the most relevant ones in seconds.

📚 Redo Topic Collection
Want to start over? Let the AI rebuild your entire topic collection from scratch, based on your prompt — perfect for testing new approaches or exploring your data from a different angle.

No more tedious manual editing. Just tell the AI what you’re after, and it creates the structure for you.

Now available in your Topic Assistant.

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