Enterpret
Product Updates

Metadata System Updates 60 minutes --> 15 minutes!

Updates to metadata now take 15 mins to percolate to the entire platform, instead of 60 minutes!

Metadata Management Improvements

• Updated references to use a global user ID, allowing for consistency across data sources without needing to rename the original metadata
• Deprecated the Common Field created by Common Name with the introduction of Unified Fields‍
• Made Unified Field description mandatory to ensure all metadata fields are adequately described for better clarity and usage.

Usability Upgrades

‍Field Alignment‍

The checkbox is now moved next to the title, with an increased width for the description area, creating a unified and visually appealing interface.

Query Builder‍

Enhancements in the query builder now include functional arrow keys for navigating through text, making editing more intuitive and efficient.

Enhanced Global Filter Prompts on Dashboards

Editors who modify global filters on a Dashboard and attempt to close the tab without saving are now prompted to confirm if they wish to leave without saving changes. This ensures intentional navigation and prevents accidental loss of modifications.

Enhanced advanced Calculations on Quantify

Users can now apply numeric criteria to quantify data while grouping by another field. For example, users can:

• Identify top Complaint Reasons based on the time a support agent takes to resolve conversations on Zendesk (see example in the title image)
• Calculate the NPS by region or product area
• Quantify the average rating for different app versions

Refined Summary Generation in Search experience

The "Summarize with Wisdom" button now triggers the generation of summaries in Search. This change helps streamline the user experience by eliminating automatic summary generation, which previously caused a jittery scroll and served as a distraction.

Improved metadata management

As part of our commitment to provided the best user experience possible, we shipped the following enhancements to metadata management:

Enhanced visibility control: Managing visibility of data fields is now more intuitive with a one-click toggle available directly from the metadata management table.

Data insights: New metrics display the total number of unique values for a field and its coverage, available in the metadata detail drawer.

Case-insensitive search: The search functionality within the metadata management table is now case-insensitive, allowing for a smoother user search experience.

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Wisdom is your AI-powered copilot that delivers deep customer insights in a simple, intuitive chat interface. With Wisdom, anyone on your team can quickly get answers to key questions about your customers without the technical complexity of a business analytics tool.

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Learn more about why we built Wisdom and a peek into what we have planned for the future over at our blog.

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Improved Slack Integration Management

‍Users now have the flexibility to disconnect Slack directly from the application. This option is available in the 3-dot menu, allowing for easier management of third-party integrations.

Shipped Persistent User Preferences

‍To ensure a more personalized and convenient experience, we've implemented a feature that saves the user's last preference for viewing content. Specifically, if you prefer "Show Summary" over "Show Feedback," your choice will now be remembered and set as the default option. This preference is saved, eliminating the need to switch repeatedly.

Delivered Metadata Management Enhancements

‍We've made improvements to metadata management to ensure a smoother and more efficient user experience. This includes optimizing user experience with one click when editing metadata fields and clickable starred option.

UI Enhancements for Better Usability

• Improved user experience with Feedback Card Drawer width reduction: To alleviate confusion and improve the user experience, we've adjusted the width of the feedback card drawer. This change helps users recognize they are not on a new page and makes the feedback link easier to copy with a more visible "Copy Feedback Link" button and shortcut.
• Added "Merge with Another Reason" in Prediction Menu: Users can now streamline their workflow by merging feedback reasons directly from the feedback record, enhancing efficiency and data organization.
• Adjusted Tooltip Color for better readability: To improve readability and visual appeal, we've updated the tooltip link colors for better visibility and understanding.
• Enhanced Feedback Record visuals: The distinction between the count of suggested reasons and the visual indicator (orange dot) on feedback records has been refined for clearer analysis.

Perform powerful cross-source feedback analysis with Unified Fields

Consolidate of multiple metadata fields across sources, into a single unified entry on Enterpret.

• Merge fields from different sources into one
• Create Unified Fields to merge and analyzing feedback across different sources by geographic location, product line, sentiment, individual user profile ,etc.
• Note: Only Admins can manage this feature

Learn more in the Unified Fields Help Center article

Update Integration Descriptions for sharper more accurate Summaries and Reasons

We've introducing the ability to add and edit descriptions for each of your integrations.

• Include Integration Descriptions to boost our prediction models' accuracy
• Mandatory for Salesforce and Slack integrations and while highly recommended for others
• This update has no impact on existing integrations, but adding descriptions improves insights!

Learn more in the Integration Description Help Center article

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Enterpret <> Qualtrics Integration

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‍Easily connect your Qualtrics surveys with Enterpret’s robust data pipeline to analyze, and act on survey responses.‍

Learn more in the Qualtrics Integration Help Center article