Understanding Clustering
Clustering automatically organizes your customer feedback into meaningful themes:AI-Powered Grouping
Machine learning identifies similar feedback and groups them by semantic meaning, not just keywords
Dynamic Analysis
Clusters update in real-time as new feedback arrives, keeping insights current
Trend Detection
Automatically identifies rising and declining themes to spot emerging issues early
Visual Analytics
Rich dashboards with 15+ visualization types for different analytical perspectives
How Clustering Works
1
Automatic Processing
As signals are extracted from calls, chats, and feedback, the AI analyzes their semantic content
2
Theme Identification
Similar feedback is grouped into clusters based on meaning, creating themes like “onboarding issues” or “pricing concerns”
3
Continuous Refinement
Clusters evolve as more data arrives, becoming more accurate and nuanced over time
4
Insight Generation
AI generates reports for each cluster with key insights, root causes, and recommendations
Clusters require a minimum of 3 similar signals to form, ensuring themes represent actual patterns rather than one-off feedback.
Navigating Clusters
Cluster List View
Access your clusters through the main clustering page:- All Clusters
- Trending Clusters
- Favorites
Browse all identified themes with:
- Cluster names and descriptions
- Signal counts and growth indicators
- Trending badges for rising themes
- Search and filter capabilities
Cluster Detail Pages
Click any cluster to explore in-depth:AI-Generated Reports
AI-Generated Reports
Each cluster includes timestamped reports with:
- Key Insights: Main patterns identified
- Root Cause Analysis: Underlying issues
- Business Impact: How this affects your company
- Recommendations: Suggested actions
- Trend Analysis: Growth or decline patterns
Customer Quotes
Customer Quotes
Representative feedback from real customers:
- Direct quotes with context
- Source attribution with timestamps
- Click-through to original recordings
- Sentiment indicators
Impact Analysis
Impact Analysis
Understand who and what is affected:
- Company breakdown
- User persona distribution
- Revenue impact potential
- Product area mapping
Creating Custom Dashboards
Build visual analytics dashboards tailored to your needs:Dashboard Builder
1
Start Building
Click “Customize Dashboard” to enter edit mode
2
Add Visualizations
Choose from 15+ card types and drag them onto your dashboard
3
Configure Each Card
- Select data source and filters
- Choose visualization style
- Set card width (full, half, third, quarter)
- Add titles and descriptions
4
Arrange Layout
Drag and drop cards to create your ideal layout
5
Save and Share
Save your dashboard and share the URL with teammates
Available Visualizations
Bar Charts
- Top clusters by volume
- Cluster growth comparisons
- Category breakdowns
- Time period analysis
Pie Charts
- Persona distribution
- Sentiment breakdown
- Category allocation
- Company distribution
Ridge Charts
- Sentiment distribution curves
- Severity patterns
- Bias analysis
- Emotion distributions
Heatmaps
- Cluster activity over time
- Cross-category correlations
- Temporal patterns
- Intensity mapping
Advanced Visualizations
- Timeline Charts
- Statistical Charts
- Metric Cards
Track cluster evolution:
- Signal volume over time
- Growth rate trends
- Seasonal patterns
- Event correlations
Filtering and Analysis
Query Builder
Create sophisticated filters using the visual query builder:Natural Language Queries
Natural Language Queries
Type queries in plain English:
- “Show negative feedback about onboarding from last month”
- “Find pricing concerns from enterprise customers”
- “What are new users complaining about?”
Advanced Filters
Advanced Filters
Build complex queries with:
- AND/OR logic combinations
- Date range selections
- Sentiment thresholds
- Company/persona filters
- Custom property matching
Saved Filters
Saved Filters
Save frequently used filter combinations:
- Name your filter sets
- Apply with one click
- Share with teammates
- Use across dashboards
Cluster Reports
Understanding AI Reports
Each cluster generates comprehensive reports containing: Trend Analysis- Current period volume vs. previous
- Percentage change calculations
- Growth trajectory predictions
- Seasonal pattern identification
- Main themes identified
- Common pain points
- Satisfaction drivers
- Emerging concerns
- Underlying issues identified
- Contributing factors
- System dependencies
- Process breakdowns
- Revenue implications
- Churn risk assessment
- Adoption barriers
- Competitive threats
Using Reports Effectively
1
Regular Review
Check trending clusters weekly to catch emerging issues early
2
Share Insights
Copy report content or share links with stakeholders
3
Track Progress
Monitor how clusters evolve after taking action
4
Create Actions
Use recommendations to drive product and process improvements
Best Practices
Monitor trending clusters weekly: Early detection of emerging issues prevents escalation
Create role-specific dashboards: Product, support, and sales teams need different views
Combine filters thoughtfully: Layer time, sentiment, and persona filters for deeper insights
Act on insights: Use cluster reports to drive concrete improvements
Share visualizations: Export dashboards for presentations and team alignment
Common Use Cases
Product Management
- Track feature request themes
- Identify usability issues
- Monitor adoption barriers
- Prioritize roadmap items
Customer Success
- Spot at-risk accounts early
- Identify common support themes
- Track satisfaction trends
- Prevent churn patterns
Marketing & Sales
- Understand objections
- Track competitive mentions
- Identify value propositions
- Monitor market trends
Leadership
- Strategic theme tracking
- Quarterly trend analysis
- Department performance
- Market intelligence
Data Requirements: Clustering works best with 100+ signals. Smaller datasets may not form meaningful clusters.
Automation Features
Clustering includes several automated capabilities:- Real-time Updates: Dashboards refresh as new data arrives
- Trend Alerts: Get notified of significant cluster changes
- Report Generation: Scheduled cluster analysis reports
- Integration Hooks: Connect cluster insights to workflows
Clustering transforms overwhelming amounts of feedback into clear, actionable themes, helping you understand what matters most to your customers at scale.