Lesson 10 · Understand your customers

Find insights with Signals

Ask a question, filter the evidence, share the view.

1 min 19 s7 stepsLesson 4 of 8 in Understand your customers

You’ll be able to

  • Ask your signals a question
  • See the themes behind the feedback
  • Share a filtered view with a link

Read the docs

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The help pages for this lesson, kept up to date. Read them here without leaving the lesson.

Filtering and Analyzing Signals
Master advanced filtering and analysis tools to uncover insights from your signals
Signal Filtering & Properties
Filter, search, and organize signals using advanced queries and natural language
Clustering & Insights
AI-powered theme detection and visual analytics for customer feedback
Signal Visualization & Citation
Create dashboards, visualize trends, and trace signals back to source content

Transcript

Insights is where you go when you have a question about your customers.

Open Insights, then Signals. Every request, complaint and compliment from your calls, tickets and chats lands in one list.

Click into the search bar and start with a smart filter, like Feature Requests.

Or ask in plain words. Negative feedback about pricing from enterprise customers. BuildBetter turns your question into filters you can see and change.

Narrow it further with Filter. Quick Filters cover the last thirty days, negative sentiment, high severity and external customers.

Click Show Insights to see the patterns. Clusters group signals into themes, and the tabs show how severe they are and how people feel.

Hover a cluster to read what it's about. Click it, and the list filters to that theme.

Every filter lives in the link, so copy it and your team sees the same view. Or click Download CSV to take it anywhere.

Next up, Collections and permissions.