At Perceptyx, we are always working to improve our products and ensure accuracy in our AI features. However, artificial intelligence may sometimes produce inaccurate, incomplete, or outdated results. We recommend reviewing any AI output for accuracy and suitability before use. Our AI is intended to assist, not replace, human review or professional advice.
Important: Comment Copilot is an optional feature that must be enabled by Perceptyx at the subscription level. If it needs to be enabled for your company, your Platform Administrator should contact the Perceptyx Customer Success Manager.
Comment Copilot leverages the power of OpenAI to quickly summarize employee comment feedback. It is limited to four predefined prompts set by Perceptyx, which deliver high-level summaries of key victories, challenges, and areas for improvement, helping fast-track your action-taking process.
With a single click, Comment Copilot can analyze your comment data based on one of the predefined prompts, fast-tracking your action planning process. To narrow the scope of your results, you can filter by theme. You can also apply demographic filters to uncover differences in experiences by demographic attributes like age, gender, location, department, etc., and apply keyword searches. The demographics available mirror any demographics you have access to in Advanced Reporting; however, Comment Copilot does not support manager hierarchy or response-based filtering at this time.
Note: Comment Copilot is available with the use of standard theme detection. For information about changing theme detection, see the Use Comment Analysis article.
Comment Copilot is designed to analyze only the text of employee comments. It does not process or interpret quantitative survey data (such as ratings or scores).
Note: Comment Copilot uses generative AI, which leverages OpenAI. When data is sent to OpenAI for analysis, only the comment text itself is shared, no demographic details, client IDs, or any other metadata are transmitted. For details about our approach to generative AI, please see the Perceptyx Perspective on Artificial Intelligence, Machine Learning, Natural Language Processing, and Generative AI article. Please note that Perceptyx does not train on customer data.
Comment Copilot is currently available for closed Point-In-Time events only. If enabled for your company, it is potentially available for all closed Point-In-Time events you have access to. However, platform administrators can disable Copilot for individual events or enable it for previous listening events.
Before any data is sent to OpenAI, we apply our Named Entity Recognition (NER) model to automatically mask names found in open-ended comments. This is a critical privacy safeguard required for processing comment data. As a result, once Comment Copilot is enabled for an event, any detected names will appear masked in the UI and in comment dashboards across both Analytics Studio and Advanced Reporting.
Note: For organizations that want to go beyond the four predefined prompts and prefer more interactive analysis, Perceptyx offers Narrative Analysis Agent, which enables users to ask natural-language questions to uncover key insights and then go deeper by asking follow-up questions or requesting verbatim examples. For more information, see the Use Narrative Analysis Agent article.
This article walks through:
Comment Copilot for Perceptyx-Led Events
For Perceptyx-led listening events, you access Comment Copilot through Analytics Studio.
Note: For some Perceptyx-led events, Comment Copilot may also appear in Advanced Reporting. See the Comment Copilot for Self-Led Events section below for information about using Comment Copilot in Advanced Reporting.
Overview
Comment Copilot provides the opportunity to quickly understand key takeaways from Point-In-Time listening event comments without having to read each comment. When enabled, a Copilot tab appears in the All Comments section of the Comment Analysis workspace.
Comment Copilot provides four preset summarization prompts, each of which converts a large set of comments into a brief summary:
Overall Summary
Top 5 Victories
Top 5 Challenges
Top 5 Ways to Improve
You can first apply a theme filter, demographic filters, and/or keyword searches to the comments and then click a prompt to return summaries for the resulting subset of comments - for example, Top 5 ways to improve departmental effectiveness, an overall summary about benefits in specific divisions, etc.
Note: Comment Copilot is powered by the OpenAI API.
Access Comment Copilot
Comment Copilot is an optional feature that must be enabled for your company and for the listening event you are working with. If you don’t see a Comment Copilot tab, check with your Platform Administrator to determine if it has been disabled for your listening event.
You access Comment Copilot via the Comment Analysis AI tool in Analytics Studio.
Note: All Event Administrators and Creators have access to Comment Copilot in events where it is enabled. Your Perceptyx Program Manager may have options to enable it for additional event-specific roles.
In the navigation bar, click Analyze.
Click Open Analytics Studio (top right).
The Welcome screen appears
Click Open Project, then click Next.
Click the name of the closed Point-In-Time project you want to analyze, then click Apply.
The Analytics Studio workspace opens with the event selected.
In the side navigation panel, click Comment Analysis.
In the All Comments section, click the Copilot tab.
Use Comment Copilot
You can use Comment Copilot with or without a theme filter, demographic filters, or keyword searches. Applying filters/keywords first helps you conduct deeper, more targeted analysis.
No Filters or Keywords
Open Analytics Studio and open the Point-In-Time project you want to analyze.
In the side navigation panel, click Comment Analysis.
In the All Comments section, click the Copilot tab.
Click an AI prompt.
The summary displays above the prompts.
To view other available summaries, click the other AI prompts.
Apply a Theme Filter
You can apply one theme filter at a time.
Open Analytics Studio and open the Point-In-Time project you want to analyze.
In the side navigation panel, click Comment Analysis.
Click a theme in the Filter by Theme list or word cloud.
In the All Comments section, click the Copilot tab.
Click an AI prompt.
The summary displays above the prompts.
To view other available summaries, click the other AI prompts.
Apply Demographic Filters
You can apply one or more demographic filters, on their own or alongside a theme filter and/or keyword search, to analyze comment data across your entire population or focus on specific groups. This allows you to uncover patterns, differences, or concerns unique to certain roles, locations, departments, and more.
Open Analytics Studio and open the Point-In-Time project you want to analyze.
In the side navigation panel, click Comment Analysis.
Click Filter (top right).
The Filters dialog box appears. You can select one or more demographics to create a filter. You can also use the Search Filters box to search for a specific demographic.
Click the arrow for a demographic to display its available options.
Note: You can also search for a specific demographic by typing the demographic name in the search box and clicking Search. The demographics available mirror any demographics you have access to in Advanced Reporting.
Select the checkbox for each demographic value you want to include in the filter, then click Add Selected Filters.
The dialog box updates to display the filter(s) you have chosen.
You can apply additional demographics as filters before closing the dialog box.
When you have selected all the demographics you want to use in the filter, click Apply Filters.
The filter is applied to the comments.
In the All Comments section, click the Copilot tab.
Click an AI prompt.
The summary for the filtered comments displays above the prompts.
To view other available summaries, click the other AI prompts.
Note: To remove a filter, click X next to the demographic in the Filters area at the top of the workspace.
Apply a Keyword Search
You can apply a keyword search to your comments and then use Comment Copilot to view summaries for the returned comments.
Open Analytics Studio and open the Point-In-Time project you want to analyze.
In the side navigation panel, click Comment Analysis.
In the All Comments section, display the Comments tab.
Click the Search by Keyword box, type your keyword or phrase, then click Search.
The comments update to show those that match your search criteria.
Click the Copilot tab.
Click an AI prompt.
The summary for the comments displays above the prompts.
To view other available summaries, click the other AI prompts.
Comment Copilot for Self-Led Events
For self-led events, you access Comment Copilot from Advanced Reporting. The data is tied directly to the Comments Report, ensuring full and accurate analysis.
A few important points to keep in mind:
You can use Comment Copilot only if it is enabled for the event and you have appropriate permissions.
When you access Copilot, any demographic filters in your Advanced Reporting will be applied. You can apply additional thematic filters or keyword searches.
You cannot modify the demographic filters in Comment Copilot. To change them, return to Advanced Reporting to modify your demographic filter selection(s).
Some filters are not currently supported in Comment Copilot (manager hierarchy and response-based)
Overview
Comment Copilot provides the opportunity to quickly understand key takeaways from Point-In-Time listening event comments without having to read each comment.
Comment Copilot provides four preset summarization prompts, each of which converts a large set of comments into a brief summary:
Overall Summary
Top 5 Victories
Top 5 Challenges
Top 5 Ways to Improve
You can first apply a theme filter and/or keyword searches to the comments and then click a prompt to return summaries for the resulting subset of comments - for example, Top 5 ways to improve departmental effectiveness, an overall summary about benefits in specific divisions, etc.
Note: Comment Copilot is powered by the OpenAI API.
Access Comment Copilot
For self-led events, you access Comment Copilot in Advanced Reporting.
In the navigation bar, click Analyze.
In the All Reports section, locate the closed event you want to analyze.
Display the Actions dropdown, then select View Report.
Advanced Reporting opens.
From here, you can access Comment Copilot in one of two ways:
From the left navigation panel
In the left navigation panel, click Comment Copilot.
Comment Copilot opens with the first comment question in the event selected for analysis.
From the Comments Report
In the left navigation panel, click Comments Report.
On the Summary tab, click Summarize for the question you want to analyze.
Comment Copilot opens with that question selected for analysis.
Note: All event admins and creators have access to Copilot in events where it is enabled.
Use Comment Copilot
You can use Comment Copilot with or without a theme filter, demographic filters, or keyword searches. Applying filters/keywords first helps you conduct deeper, more targeted analysis.
No Filters or Keywords
Click an AI prompt.
The summary displays below the prompts.
To view other available summaries, click the other AI prompts.
Note: If you select additional prompts, the summaries display adjacent to each other. The summaries clear only if you select a different question or apply/edit filters.
If you want to analyze a different question, display the Selected Question dropdown, then select another question.
Apply a Theme Filter
You can apply one theme filter at a time.
If necessary, select the question you want to analyze.
In the Filters section (bottom left), display the Themes dropdown, then select a theme.
Click Apply Filters.
The selected theme displays in the Including section, along with the number of comments.
Click an AI prompt.
The summary displays below the prompts.
To view other available summaries, click the other AI prompts.
Note: To remove a filter, click X next to it in the Including section or click Clear Filters (top right).
Apply Demographic Filters
You can apply one or more demographic filters within Advanced Reporting and they will be reflected - but not editable - in Comment Copilot. Applied demographic filters display in the Filters section at the top of the screen. Any thematic filters you apply appear in the Filters section below the selected question.
You can use demographic filters to analyze comment data across your entire population or focus on specific groups. This allows you to uncover patterns, differences, or concerns unique to certain roles, locations, departments, and more.
For detailed information about applying demographic filters in Advanced Reporting, see the Filter Your Data article.
Apply a Keyword Search
You can apply a keyword search to your comments and then use Comment Copilot to view summaries for the returned comments.
Select a question, and optionally apply a filter.
In the Filters section, click the Comment Keyword box, type your keyword or phrase, then click Apply Filters.
The comments for the selected question are filtered by your search criteria and the Including section displays the number of comments.
Click an AI prompt.
The summary for the comments displays below the prompts.
To view other available summaries, click the other AI prompts.
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