Activate Overview

Modified on Thu, 9 Apr at 11:44 AM

Activate is Perceptyx’s employee activation agent, designed to transform how organizations act on insights. It has three key features designed to help managers and employees across the organization close the gap between insights and measurable impact:

AI-Assisted Action Planning: Action plans are automatically suggested for every manager by Activate to help managers focus on the most important areas to take action.

Intelligent Nudges: Science-backed, personalized coaching suggestions that drive follow-up on action plans or other priorities within the flow of work.

On-Demand Coaching: A chat-based interface that provides personalized, on-demand coaching based on behavioral science, helping each employee succeed by building the habits that drive your company’s success. This is an opt-in feature that can be enabled for specific users.

Note: The available Activate features may vary depending on your organization’s deployment. Differences can include the data sources driving nudges, the audience receiving nudges, the use of AI-assisted action planning, and access to on-demand coaching.

Additionally, for Administrators, the Act Metrics Dashboard provides a global view of how employees are engaging with action plans, nudges, and coaching (if enabled), themes among nudge preferences, and view rates. HR users with appropriate permissions and leaders (e.g., managers of managers) can also view the Act Metrics Dashboard to track action plan detail and engagement data for the teams they support. However, they cannot view nudge or coaching information.

Activate helps organizations turn their listening insights into effective action by influencing behaviors and creating positive habits at every level in the organization.

Note: The Activate action planning experience for 360 Feedback listening events is slightly different than it is for Point-In-Time events. For details, see the Use 360 Feedback with Activate article.

This article walks through:

AI-Assisted Action Planning
Intelligent Nudges
Nudge Engagement Data in the Act Metrics Dashboard
On-Demand Coaching
On-Demand Coaching Engagement Data in the Act Metrics Dashboard (Admins Only)

To view an overview video:
Overview Video

AI-Assisted Action Planning

AI-assisted action planning takes the insights generated across listening events and proactively identifies the top areas managers should focus on and suggests an action plan to address those items.

Following a listening event, when reporting becomes available, managers receive a prompt on the Act page to start and customize an AI-assisted action plan. Depending on the company’s configuration options, they may also receive a prompt via email, Teams, or Slack.

Upon clicking Start Action Plan, Activate recommends the survey items that are most likely to drive impact at that point in time, based on the most recent listening data available for that manager and their team.

From here, the manager can choose to proceed with one or more of the recommended items and can optionally add up to two commitments, write notes, and choose up to three follow up dates for their commitments.

Note: The manager can alternatively choose other items for action planning. Clicking Select Different Items displays the Advanced Reporting site, where the manager can select a different item and start the action planning process.

Additionally, each plan will generate nudges for the manager and their team (for Point-In-Time events) to help them move forward and successfully complete the plan.

For more information and step-by-step instructions, see the Create an Action Plan article.

Note: If a manager does not create an action plan within 30 days, Activate creates action plans for the top recommended items and begins sending nudges. Managers can still create their own action plans.

Intelligent Nudges

Intelligent Nudges are science-based, personalized action recommendations powered by AI and delivered in the flow of work, that drive business impact by creating positive changes in behavior. They close the loop from insight to impact by activating everyone in an organization to take action and develop the habits that help them—and their organization—succeed.

While AI-assisted action planning identifies where managers should focus attention and suggests appropriate action plans, Intelligent Nudges augment the process by proactively delivering behavioral-based nudges to managers and employees, giving them the skills and knowledge they need to take those actions and develop better habits over time. All nudges are delivered within the flow of work (for example, in the Action Feed area of the Act page, or via Microsoft Teams, Slack, email, etc.), making them quick and easy to implement.

The first line of the nudge identifies the action plan, personal focus area, or organizational behavior the nudge is meant to help improve.

Note: Administrators can add custom learning links to nudges to direct recipients to additional resources, such as LMS courses, career development tools, your company benefits portal, etc. For details, see the Add and Manage Custom Learning Links for Nudges (Admins Only) article.

Additionally, Administrators can use the Nudge Generator to create nudges based on existing learning and development materials to reinforce learning retention. For details see the Creating Nudges with Nudge Generator (Admins Only) article.

Administrators can also temporarily boost nudges aligned to a specific theme and to a specific audience in response to emerging organizational needs revealed in listening data or upcoming events impacting the organization. For details, see the Add and Manage Nudge Boosts (Admins Only) article.

Nudge Interaction

As employees interact with nudges, they can provide feedback that Activate uses to refine nudges over time. Each nudge includes the I Plan to do This section with Yes, No, and I Already Do This options that employees can click to provide feedback. These interactions are incorporated into the nudge engagement data that is available to Administrators on the Act Metrics dashboard.

If enabled, employees can also initiate a coaching session to help them understand the nudge and how to put it into practice. For more details, see the On-Demand Coaching section of this article.

Coaching Preferences

All users can set their own coaching preferences to personalize their nudge experience.

Clicking Update Preferences (bottom right) launches a brief survey in which users can provide optional, voluntary information about their role and select up to three personal focus areas. Activate uses this information to further personalize the nudges the user receives.

For more information and step-by-step instructions, see the Set Coaching Preferences article.

Nudges in the Action Feed and Action Plan Cards

In addition to receiving nudges via email, MS Teams, and/or Slack, users can view their nudges at any time in their Action Feed on the Act page, along with action plan prompts and reminders. If there are multiple nudges, the feed displays them in reverse chronological order, with the most recent nudge at the top.

Additionally, the cards that appear in the Active Action Plans section for each active action plan display the number of nudges received for that action plan.

Clicking View Details in an action plan card displays the nudges sent for that particular action plan, again in reverse chronological order.

For more information and step-by-step instructions, see the Interact with Intelligent Nudges article.

Nudge Engagement Data in the Act Metrics Dashboard

With Activate, Administrator users can view nudge engagement information (in addition to action plan engagement information) in the Act Metrics dashboard. Nudge engagement information includes the following data:

Summary Metrics: A global view of how employees are engaging with nudges.
Activity Personas: An easy-to-understand view of how employees are engaging with nudges. Each employee is assigned one of four personas based on their engagement (Activator, Consistently Active, Sometimes Active, or Inactive).
Nudges Sent for Personal Focus Areas: A view of which themes are most commonly selected as personal focus areas in nudge preferences.
Nudges Viewed Over Time: The nudge view rate over time.

Note: The Act Metrics Dashboard is available to Administrators, HR users, and leaders. HR users and leaders can see only action planning information, not nudges or nudge engagement data.

For more information and step-by-step instructions, see the Review/Monitor Action Taking in Advanced Tools article.

On-Demand Coaching

If enabled for a user, they can initiate an on-demand coaching chat session at any time, in a wide variety of languages.

Note: While we don’t publish a formal list of supported languages, on-demand coaching leverages OpenAI’s generative AI technology, and its language capabilities are generally consistent with those supported by ChatGPT.

Activate can also proactively engage users at key moments (e.g., time to create an action plan) within their flow of work to invite them into a coaching session relevant to their immediate context.

A user-friendly interface makes it easy to ask questions or use guided prompts.

Users can type a question into the Message Activate box and click the arrow icon or click one of the predefined prompts to help them apply feedback, prepare for a challenging conversation, or brainstorm action planning ideas. They can also optionally rate the usefulness of a response by clicking a Thumbs Up or Thumbs Down icon. This feedback helps Activate provide tailored guidance in future sessions.

For more information and step-by-step instructions, see the Use On-Demand Coaching article.

On-Demand Coaching Engagement Data in the Act Metrics Dashboard (Admins Only)

Admin users can assess how employees are engaging with Activate for on-demand coaching conversations. The Act Metrics Dashboard displays aggregate data about how many employees engaged with on-demand coaching over the last 90 days and how many conversations were initiated.