Improvement

We’ve separated the global Report Master from your custom Views for a cleaner, more intuitive workflow. Plus, sharing just got a major upgrade. Let's dive in:

• 🧱 Edit Report Master: Think of it as your global foundation: Manage insight elements & sections per drag & drop, create segments and apply filters. The settings will automatically cascade down to all of your Views.
• 🔎 Configure Views: Select segments, apply filters, and lock them exactly as you are used to. Keep the Views sidebar perfectly organized by easily dragging & dropping your Views into any order.
• 🚀 Share: You can now instantly share a single View, a custom selection of Views, or the entire Report.

Powerful for Experts, Effortless for Everyone — now where work happens. Insight Agent is now available in Slack, Microsoft Teams, Copilot, and ChatGPT (MCP), so anyone can ask questions and get reliable insights without leaving their daily tools.

This is a big step toward democratizing insights across your organization: experts move faster with on-demand analysis, while non-research teams self-serve clear, actionable answers — no dashboards, training, or back-and-forth required. Less chasing data. More turning feedback into decisions. 💪

How it works

• Create a shared channel (e.g., #customer-feedback-insights)
• Ask questions by tagging the agent with @Caplena in 1:1 messages or public channels
• Here is an example question: @Caplena What topics had the biggest impact on the NPS change in the last 4 weeks?

Advantages

• Help teams discover what the bot can do (and copy great prompts)
• Learn from each other’s use cases over time
• Discuss insights together — and jump in if you disagree
• Keep decisions and learnings accessible for everyone

👉 Set up the integration in your Integrations Settings and get started.

We’ve rolled out a major upgrade to AI Advanced Output (Phrase Extraction) across all projects — powered by our new LLM.

It’s now enabled by default and no longer comes with additional cost! 👏

Why this matters? 
Advanced AI output adds reasoning and phrases so you can see which parts of the text are relevant for each topic.

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!

You can now import feedback from any QuestionPro CX survey directly into Caplena — no extra setup needed.

What’s new?

• Connect your QuestionPro account once
• Pick any survey you want to analyze
• Pull responses instantly into Caplena
• Keep your data fresh with automated syncs

How to try it

Select Integrations → QuestionPro during your data source setup, connect your workspace, and select the survey(s) you want to import.

No more worrying about skewed results or unbalanced samples — you can now apply weighting variables directly in your reports.

Here’s what’s new:

⚖️ Weighted results — Upload a numeric weighting column and let Caplena apply the variables automatically across NPS scores, percentages, and other key metrics. 
📊 More accurate reporting — Ensure results remain representative, even when sample compositions shift between waves.
💡 Consistent KPIs — Keep your data aligned with the way you already report internally.

Whether you’re tracking customer sentiment over time or comparing markets, weighting variables help you get truer insights.

>> Simply upload your weighting column and select it when creating your report.

We know every audience needs a slightly different story. That’s why we built Views — a smarter way to organize, personalize, and share your reports.

With Views, you can now:

• Create multiple Views of the same report — one for each stakeholder, region, or product team.
• Apply unique filters and segments without affecting the original report.
• Lock filters or hide segments to keep key perspectives fixed while still allowing others to explore further.
• Share Views securely — inside your team or externally via link, with optional password or expiration date.
• Turn Insight Chat on or off, allowing viewers to explore your report more interactively, or keep it off for a focused, read-only experience.

No more endless versions or one-size-fits-all dashboards. Just clear, focused insights — customized for every audience. 🚀 Available now under your report’s “Views” panel.

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.