Activate Overview

Modified on Wed, 27 Nov at 8:30 AM

Activate is a premium experience within the Perceptyx Platform, designed to transform how organizations act on insights. It has two key features designed to help managers and employees across the organization close the gap between insights and impact:

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

Intelligent Nudges: Science-backed, behavioral-based prompts sent to every employee - managers and individual contributors - that drive follow-up on action plans within the flow of work.

Additionally, for Administrators, the Act Metrics Dashboard provides a global view of how employees are engaging with action plans and nudges, themes among nudge preferences, and view rates. HR users with appropriate permissions 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 information.

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

This article walks through:

AI-Assisted Action Planning
Intelligent Nudges
Nudge Engagement Data in the Act Metrics Dashboard

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 intelligent action plan. Depending on the company’s configuration options, they may also receive a prompt via email, Teams, or Slack.

The Perceptyx AI Engine 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, view all items from the survey and select different ones for action planning, or view the full survey results. After choosing the item(s) to work with, Activate creates the action plan and provides the opportunity to optionally add up to two commitments, write notes, and choose up to three follow-up dates for their commitments.

Additionally, each plan will generate nudges for the 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, the Perceptyx AI Engine creates action plans for the top recommended items and begins sending nudges.

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 last 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 topic in the Work with Intelligent Nudges article.

Nudge Interaction

As employees interact with Intelligent Nudges, they can provide feedback that Perceptyx uses to refine our 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.

Nudge Preferences

All users can set their own nudge preferences via the Act page.

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. Perceptyx uses this information to further personalize the nudges the user receives.

For more information and step-by-step instructions, see the Set Nudge 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. This feed displays nudges 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 Work 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 and HR users with appropriate permissions. HR users can see only action planning information, not nudges or nudge engagement data.