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Configure CX Center

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IMPORTANT UPDATE: Our documentation is being updated to match the new July 2023 release (v6.37) navigation changes. Technical Communication team is working diligently to align everything as soon as possible. Thanks for your support.

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​​Overview

This article walks you through the process of how to configure the Feedback Data and Topic tabs in the CX Center Admin page, and also explains how to configure the sources and topics for text analytics purposes.

Here, you can also select the time frame, sources, revenue information and add topics and keywords to capture and provide better analytics on a particular topic.

Business Use Case

  • As a CX User, you want to understand customer sentiment based on Survey feedback and Timeline feeds coming from various categories. For example, you may want to analyze Onboarding feedback and the likelihood of Renewal for the next quarter, so your admin can define these topics in the CX Center to analyze the customer sentiment. With CX Center , you can derive insights such as:
    • Trend analysis on your data to examine how customer sentiments are changing over time (eg. quarter to quarter). 
    • For deeper insights, you may want to drill down into specific Surveys like NPS®, CSAT or Timeline entries for EBRs, to identify the topics/keywords that are most important and see how they are related to your customer sentiments.

To configure CX Center , navigate to Administration > CX Center . Click Get Started. There are two sections: Data Configuration and Topics.

Data Configuration

To configure Feedback Data:

  1. Time Frame: Select the required date to fetch data for advanced analytics.
    Note: You can only select a maximum of 18 months historical data.
  2. Source: Select the required source(s) from the available sources: Surveys and Timeline. Once the source is selected, CX Center collects the feedback data, performs the text analysis, and provides sentiment scores.
    1. Surveys: Fetches entire response data from Surveys.
    2. Timeline: You can select the required timeline activities to fetch the data.
  3. Revenue: From the Company object, you can select the required Currency field. In the CX Center page, the selected Currency field is displayed in all the widgets that contain revenue information. 

Topics

You can add Topics and Keywords to get better results based on your requirement. Once you add Topics and Keywords, all the associated topic names and keywords in the text feedback data is analyzed, sorted and displayed under the configured topic. By default, CX Center ships few OOTB topics and keywords. These are standard topics and keywords which are most commonly used in SaaS and Customer Success platforms. Hence, CX Center provided these topics and keywords for easy access. You can Edit or Delete these topics and keywords as required.

Listed below are the OOTB topics and keywords:

Topics Keywords
Competitors competition, compete, differentiator, differentiation, other vendor
Action Items follow up, revert, get back, find out, send over, hear back, help, guidance, feedback, suggestion
Ease of Use ui, ux, clicks, effort, design, configure, configuration, maintain, manage, setup, intuitive, un-intuitive, simplify
Support ticket, issue, bug, request, blocker, resolve
Onboarding implement, implementation, launch, roll-out, roll out, deploy, deployment, delivery, onboard, integrate, integration, connect, enablement, training, induction, services
Price cost, costly, cheap, expensive, inexpensive, investment, pricing, discount, fee, license, licensing, contract, roi

In the Topics page, you can see the following options:

3. Numbers [2].png

  1. Topic: Displays the name of the Topic.
  2. Associated Keywords: Displays all the Keywords associated with that particular Topic.
  3. Created By: Displays the name of the user who created the topic. 
  4. Search Topic: Type-in the Topic Name to display the search results.
  5. Context Menu: Click the Context Menu icon to view the following actions:
  • Edit: Allows you to Edit the selected topic.
  • Delete: Allows you to Delete the selected topic.
    Note: To delete multiple topics at once, select the Topic checkbox and click Delete Topics.

  1. Add Topic: Click Add Topic to create a new topic. 

  • Type-in the Topic name in the Enter Topic text box.
  • Type-in the Keyword in the Add Keywords text box. Press Tab to enter more Keywords.
    Notes:
    • You can also select the Keywords from the suggestions.
    • Suggestions are basically derived based on the similarity as determined by Natural Language Processing AI. Suggestions start appearing once the very first text processing has been completed.
  • Click ✓ to save. 

Once the configuration is saved, in every 4 hours interval, CX Center fetches the data for text analysis, processes the text and then users can see the customer sentiments on the CX Center home page. For information on how to explore analytics, refer to the CX Center Home article. 
Notes:

  • Text processing takes time and directly depends on the volume of data.
  • CX Center doesn’t support native NLP for non-English text. User needs to ensure that the Topics and Associated Keywords configured are in English.

Additional Resources

  • For information on how to explore analytics, refer to the CX Center Home article.
  • For more information on the overview details of CX Center , refer to the CX Center Overview article.
  • For information on the most frequently asked questions on CX Center , refer to the CX Center FAQs article.
NPS, Net Promoter, and Net Promoter Score are registered trademarks of Satmetrix Systems, Inc., Bain & Company and Fred Reichheld.

 

 

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