Interact with Intelligent Nudges

Modified on Mon, 23 Jun at 3:29 PM

Nudges are personalized, science-backed action recommendations—powered by AI and delivered in the flow of work—that help employees turn insight into impact. Whether generated for organization-wide listening events or 360 feedback results, nudges guide individuals toward small, meaningful actions that drive positive behavior change and lasting business results. 


Designed to augment action plans as well as help individuals reach personal goals, nudges are delivered seamlessly in the flow of work, making them quick and easy to implement. As employees interact with Intelligent Nudges, they can provide feedback that Perceptyx uses to refine our nudges over time and make them more targeted and personalized.


Note: Program administrators work with Perceptyx to configure nudge delivery timing. Our default configuration is 10 am on Tuesdays, based on strongest engagement rates.


Administrators can view nudge engagement data to see how employees are engaging with nudges, which themes are chosen most often for personal focus areas, and nudge view rates over time. For more information, see the Review/Monitor Action Taking in Advanced Tools article.


Note: Intelligent Nudges are available only with the purchase of Activate or Grow (for 360 events). For more information, see the Activate Overview article or the Grow Overview article.



This article walks through:


Anatomy of a Nudge

Nudges contain several components that each serve a specific purpose:




  • The Intro: Ties each nudge to a priority area identified by you or your organization.


  • Why This Nudge: Shares the tie back to a personal focus area, action plan item, or organizational focus area.


  • The Recommendation: Provides one concrete action you can do this week.


  • The Reason: Backs up the recommendation using research from people science experts.


  • Learning Links (if enabled): Select nudges may include links to internal company resources if enabled by your organization.


  • The Action: Measures your commitment to act. You can select YesNo, or I already do this.


  • AI Coach (if enabled): Start a conversation with AI Coach to get personalized, on-demand support. For more information, see the Use AI Coach article.


  • Quick Links (email nudges only): Jump into the Act platform page or personalize your nudges from the links.



Interact with Intelligent Nudges

Depending on your company’s platform configuration and use of messaging/collaboration apps, you may be able to view and interact with nudges in several places:


In the flow of work:

  • Email

  • MS Teams

  • Slack


In the People Insights Platform:

  • The Home page

  • The Action Feed

  • Action plan details


Some nudge components, like Learning Links or AI Coach, are available only if your company has enabled these features. (For more information on these features, see the Add & Manage Custom Learning Links to Nudges [Admins Only] and Use AI Coach articles.) The quick links appear only in nudges received via email.


All nudges include the Action options, which provide valuable feedback Perceptyx uses to continuously improve their relevance and effectiveness.



Nudges in Email


  1. Open the nudge email.

  2. Review the nudge.

  3. Click YesNo, or I Already Do This.

  4. If you want to view the nudge in the Act Dashboard in the platform, click View Act Dashboard.

  5. To specify your nudge preferences so they align more closely with your role and personal focus areas, click Personalize Nudges.



Note: You can unsubscribe from email nudges by clicking the Unsubscribe link at the bottom of the nudge and following the on screen prompts to confirm the action. Unsubscribing does not affect nudges delivered via Microsoft Teams or Slack, or other notifications sent by Perceptyx. 



Nudges in MS Teams


  1. Click the nudge notification in your MS Teams app.

  2. Review the nudge.

  3. Click YesNo, or I Already Do This.




Nudges in Slack


  1. Click the nudge notification in your Slack app.

  2. Review the nudge.

  3. Click YesNo, or I Already Do This.




Nudges on the Home Page


  1. Log in to the People Insights Platform.

  2. Navigate to the Home page, if necessary.

  3. Review the nudge in the Your Next Steps section.

  4. Click YesNo, or I Already Do This.





Nudges in the Action Feed

  1. Log in to the People Insights Platform.

  2. Navigate to the Act page.

Intelligent Nudges display in the Action Feed section in reverse-chronological order, with the most recent nudge at the top. Commitment reminders display in the Action Feed as well.

  1. Review the nudge.

  2. Click YesNo, or I Already Do This.


 



Nudges Within Action Plan Details

The cards that appear in the Active Action Plans section of the Act page display the number of nudges received for each action plan. You can view the nudges by viewing the action plan details.



  1. Log in to the People Insights Platform.

  2. Navigate to the Act page.

  3. In the Active Action Plans section, click View Details for an action plan. 

The action plan details display the nudges that have been sent for that particular action plan.



  1. Review the most recent nudge.

  2. Click YesNo, or I Already Do This.




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