Use Comment Copilot

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 However, artificial intelligence may sometimes produce inaccurate, incomplete, or outdated results.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.

Comment Copilot is an optional feature in Analytics Studio that leverages the power of OpenAI to quickly summarize employee comment feedback. With a single click, Comment Copilot can analyze your comment data and identify key sentiments, victories, challenges, and areas for improvement, 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. 

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 analyzes comment content only (no demographics, client ID, metadata, etc.). 

Note: Comment Copilot uses generative AI. 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, a Comment Copilot tab appears in the All Comments section of the Comment Analysis workspace. 

Note: Analytics Studio is available for Administrator and Creator users only. 

This article walks through:

• Comment Copilot Overview
• Access Comment Copilot
• Use Comment Copilot

Comment Copilot 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

You access Comment Copilot via the Comment Analysis AI tool in Analytics Studio. 

Note: Comment Copilot is an optional feature that must be enabled by Perceptyx. If your company does not request enablement, Comment Copilot will not appear in Analytics Studio.

1. In the navigation bar, click Analyze.

2. Click Open Analytics Studio (top right).

The Welcome screen appears

3. Click Open Project, then click Next. 

4. 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.

5. In the side navigation panel, click Comment Analysis.

6. 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

1. Open Analytics Studio and open the Point-In-Time project you want to analyze.

2. In the side navigation panel, click Comment Analysis.

3. In the All Comments section, click the Copilot tab.

4. Click an AI prompt.

The summary displays above the prompts.

5. To view other available summaries, click the other AI prompts.

Apply a Theme Filter

You can apply one theme filter at a time.

1. Open Analytics Studio and open the Point-In-Time project you want to analyze.

2. In the side navigation panel, click Comment Analysis.

3. Click a theme in the Filter by Theme list or word cloud.

4. In the All Comments section, click the Copilot tab.

5. Click an AI prompt.

The summary displays above the prompts.

6. To view other available summaries, click the other AI prompts.

Apply Demographic Filters

You can apply one or more demographic filters - by themselves or in addition to a theme filter and/or keyword search.

1. Open Analytics Studio and open the Point-In-Time project you want to analyze.

2. In the side navigation panel, click Comment Analysis.

3. 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.

4. 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.

5. 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.

6. When you have selected all the demographics you want to use in the filter, click Apply Filters.

The filter is applied to the comments.

7. In the All Comments section, click the Copilot tab.

8. Click an AI prompt.

The summary for the filtered comments displays above the prompts.

9. 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.

1. Open Analytics Studio and open the Point-In-Time project you want to analyze.

2. In the side navigation panel, click Comment Analysis.

3. In the All Comments section, display the Comments tab.

4. 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.

5. Click the Copilot tab.

6. Click an AI prompt.

The summary for the comments displays above the prompts.

7. To view other available summaries, click the other AI prompts.