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 However, artificial intelligence may sometimes produce inaccurate, incomplete, or outdated results.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

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 help you quickly understand employee feedback by summarizing open-ended comments from closed Point-In-Time listening events. With a single click, Comment Copilot can analyze your comment data based on one four predefined prompts, helping to fast-track your action planning process.

Note: Comment Copilot is available with the use of standard theme detection. 

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 Overview
• Access Comment Copilot
• Use Comment Copilot

Comment Copilot Overview

Comment Copilot summarizes employee comments using four predefined prompts:

• Overall Summary

• Top 5 Victories

• Top 5 Challenges

• Top 5 Ways to Improve

Each prompt transforms a large set of comments into a concise, easy-to-digest summary, helping you quickly identify patterns and prioritize action.

For more targeted insights, you can refine the comments being analyzed before generating a summary. You can:

• Apply a theme filter to focus on a specific topic

• Use demographic filters (from Advanced Reporting) to analyze specific groups

• Add a keyword search to narrow results to specific terms or phrases

These options allow you to explore feedback at both a high level and in more focused ways. For example, identifying top challenges within a specific department or summarizing feedback about a particular theme.

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 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) 

Access Comment Copilot

You access Comment Copilot in Advanced Reporting.

1. In the navigation bar, click Analyze.

2. Click View Report in the Recent section or in the All Reports table for the closed event you want to analyze.

Advanced Reporting opens.

From here, you can access Comment Copilot in one of two ways:

From the left navigation panel

1. 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

1. In the left navigation panel, click Comments Report.

2. 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

1. Click an AI prompt.

The summary displays below the prompts.

2. 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.

3. 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.

1. If necessary, select the question you want to analyze.

2. In the Filters section (bottom left), display the Themes dropdown, then select a theme. 

3. Click Apply Filters. 

The selected theme displays in the Including section, along with the number of comments.

4. Click an AI prompt.

The summary displays below the prompts.

5. 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.

1. Select a question, and optionally apply a filter.

2. 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.

3. Click an AI prompt.

The summary for the comments displays below the prompts.

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