New Feature

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.

Nobody can watch every signal, every day. So Caplena now actively scans your reports and flags what's worth your attention — like a radar —  Risks to fix, and opportunities to scale. That means less digging through reports to find what changed. You see it and can act instantly.

Where you'll see them

• In your report — a collapsible side rail on the right, shows insights next to the insight element they came from.
• On the insights board — a global page collecting every insight across all your reports & views.
• On the insights detail page — a page that shows a specific insight, the linked insight element and linked tasks users can act on.

An insights' life-cycle

1. Discovery — On a regular interval, the Insight Agent scans your report views. If it finds something worth flagging, a card appears in the rail. If not, nothing shows — no noise

2. Updates — Live insights are rechecked on the same schedule, so the numbers stay current for as long as the finding remains relevant-

3. Retirement — Once an insight stops being relevant, it's retired and removed from the view. A new one can appear later if the data shifts again.

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

Read our documentation to get more details on the new insights feature.

Some visualizations don't fit a preset. Now you don't need one to fit — just describe the chart you want, and AI builds it: type, data, styling, all of it.

• Find it in the list of available insight elements and select Custom
• Not quite right? Use Refine your chart... to adjust with a follow-up prompt

The sky's the limit — see how it works.

You no longer have to explain to the Insight Agent what you want it to work on. A small magic-wand icon now sits next to the parts of your project where the Agent can help — click it, and the Agent opens with a ready-to-run prompt already filled in for that exact element. We're starting with the Topics view, and you'll see the wand appear next to more elements across Caplena over time.

What's new

Look for the ✨ icon next to these elements in your Topics view:

• AI quality score → "Optimize the AI quality score"
• Add topic → "Suggest more topics for category {CATEGORY}"
• Edit topic → "Analyze and improve assignment of topic {TOPIC} in category {CATEGORY}"
• Topic description → "Improve description for topic {TOPIC} in category {CATEGORY}"

Each prompt is automatically filled with the right context — the category and topic you're looking at — so you can send it as-is or tweak it first. When you click the icon, the Agent panel opens automatically so you can see the prompt land and hit send.

Why it matters

The Insight Agent can already optimize topics, sharpen descriptions, and lift your AI quality score. The hard part was knowing where to start and how to phrase the ask. These shortcuts remove that step: the Agent now meets you exactly where the work is, with the context already in hand.

Give it a try in any Topics view — just look for the wand.

The Insight Agent can now inspect your topic collection and suggest ways to improve it.

It looks for problems that are easy to miss by hand — vague topic descriptions hurting AI score or leaving rows unassigned, gaps in coverage, redundant or overlapping topics, and conflicts with rows you've manually reviewed. When it finds something, it can act directly: tightening descriptions, adding new topics, or merging duplicates.

Before making a change, it can simulate the effect on a subset of rows first, so you can see the impact before committing — useful for answering questions like "why isn't topic X being assigned to rows containing Y?"

Every change the Agent makes is logged in the topic assignment history, so you always know what changed and why.

What it can do ✨

• Tune topic descriptions to reduce unassigned rows and improve AI score
• Suggest and add new topics to close coverage gaps
• Simulate changes on a sample of rows before applying them
• Remove or merge redundant/overlapping topics
• Flag conflicts with manually reviewed rows

Not yet supported (coming soon👷🏼‍♀️) 

• Sentiment support
• Simulating brand-new topics

Getting started with realistic data just got a lot more flexible. You can now either pick from a curated list of pre-built demo projects — spanning different industries and research types — or generate your own from scratch by describing your use case and letting Caplena create a fully analysed project tailored to it.

Whether you're onboarding a new team, exploring a use case before committing real data, or just want to see what Caplena can do, demo projects are now a first-class way to get there.

Keep your topic collection in sync across projects — without rebuilding from scratch.

Large trackers evolve, but changing a live topic collection is risky: one edit can affect trend lines, reports, and stakeholder trust. The Learning Relationship gives you a structured way to manage that evolution. Link a development project to your production project, experiment on a representative sample, and push only validated changes back into your live tracker.

How it works

Link two projects in Settings: In Topic Settings, select a source project under Learning Relationship — typically a development project that mirrors your production tracker at a smaller sample size.

Re-sync when you're ready: Use Re-Sync Topics from Learning Relationship to see your current topics next to the linked project's topics. Enable Show Differences to highlight exactly what has changed — topics to update, delete, or add. Nothing is applied until you choose to merge. One click pushes the validated changes into your current project

Want to set this up for your tracker? Reach out to your CSM — they'll help you get started.

We are excited to introduce the Caplena MCP Server, seamlessly integrating your preferred AI applications with Caplena’s Insight Agent. This new capability empowers you to leverage insights within your AI app to help taking action based on customer feedback.

Key Features

Seamless AI App Integration

Versatile Connectivity: Connect Caplena's Insight Agent to leading AI applications such as Claude, Copilot, Codex, ChatGPT, and more. Our MCP supports a wide range of AI tools, ensuring that you can leverage our insights wherever you work.

Dynamic Usage: Use insights generated by our Insight Agent directly within your AI application. Whether it’s replying to colleagues’ questions about customer feedback via email, creating a comprehensive PowerPoint report with embedded insights, or prioritizing your project backlog based on customer feedback, Caplena MCP has you covered.

Requirements for Access

Project Status: To take full advantage of Caplena MCP, ensure that your projects are set to "live" status. Only live projects can be accessed and utilized via the MCP, ensuring that you are working with the most current and relevant data.

Getting Started

Activate the MCP in the Integrations Page

Connect Your AI Applications: This step is specific to your AI app, ask it with a prompt or consult the documentation on how to install an MCP server.

Utilize Insights: Start using Caplena insights in your AI applications to enhance communication and decision-making.

Use Caplena to analyze Zendesk support tickets effortlessly

Key Features:

1. Easy Setup: Connect your Zendesk account to Caplena in just a few clicks.

2. Daily Sync: Automatically sync ticket data for up-to-date analysis.

3. Advanced Text Analytics on conversations: Gain insights into trends, issues, and sentiments. Powered by our conversation analysis feature.

Check our documentation to see how to connect your Zendesk account in Caplena to get started.

The LLM-powered translation in Caplena now understands your project — not just your words.

Context-aware, from the start

Translation has always been tricky when your data contains industry jargon, brand names, or survey-specific terminology. Generic translation tools don't know that "Comfort" is a fabric softener brand, or that "awareness" in your survey means something very specific.

That's why we've added context to the translation process. Caplena in the new LLM based translation now passes your project description and column descriptions directly to the LLM when translating — so it understands what it's translating, not just the words themselves.

Why this matters

For most everyday language, translation works well out of the box. But the real difference shows up in edge cases: brand names that shouldn't be translated, product-specific vocabulary, or subtle phrasing that carries meaning in your survey context. With added context, the LLM can make smarter, more faithful translation decisions — right where it counts.

How to use this?

Select the LLM based translation when creating the project.

You can now analyze full chat(bot) conversations — not just individual comments — directly in the Topics View.

See the full picture

When you enable Chatbot Conversations, Caplena displays each row as a threaded conversation between speakers, with bot and user messages shown in context. Every message is individually tagged with its topic and sentiment, so you can see exactly where a conversation shifts from a product question to a support request.

Easy speaker setup

Define who's who in your data by mapping name identifiers (like <<USER>> or <<BOT>>) to readable speaker names such as "Customer" and "Chatbot." Caplena supports WhatsApp-style timestamps and common chat export formats out of the box, and you can add as many speakers as you need.

Enable Chatbot Conversations in your project's Topics settings to get started.

We've completely reworked how you create and manage segments in Caplena — making it faster, more flexible, and a lot more powerful.

Create Segments Your Way

The new Segment Editor gives you two ways to get started: manually or via AI prompt.

If you know exactly what you're looking for, the Manual path lets you build segments by combining filters — topics, categories, sentiment, rating, date range, and more. You get precise control over exactly which responses land in each segment.

Prefer to move faster? Use the new Create Through Prompt option: just describe what you're looking for in plain language, and Caplena will generate the segment for you. Great for exploring your data or quickly setting up common groupings without having to configure each filter by hand.

Create Multiple Segments at Once

One of the most requested improvements: you can now create multiple segments in a single flow, rather than going back and forth through the editor one by one. Select the values you want to work with and create segments from them in bulk — a big time-saver when you're setting up a new project or reorganizing an existing one.

Full Control Over Segment Appearance & Visibility

Once a segment exists, editing it is straightforward. You can update the name, adjust the filters, and pick a custom color from a full color picker (in manual- or in auto-assign mode) — so your segments are easy to tell apart at a glance in charts and tables. 

You can also control visibility: choose which segments are shown or hidden in your views, keeping things clean when you're working with a large number of groups.

The updated Segment Editor is available now across all projects via Edit Master. Give it a try and let us know what you think.