Within Explore, there are two ways of generating feedback reports:
- Prompted reports. Use the prompt interface, which includes templates, to ask a question or identify themes across your feedback using natural language. These use Pendo's AI capabilities.
- Filter-only reports. Apply filters to return all feedback that matches your criteria without writing a prompt. Select Add filter in the interface to apply multiple filters, then select Generate.
For more information on how Explore works, see Explore feedback with AI in Listen.
This article outlines best practices for writing prompts and applying filters to get the most relevant results with Explore.
Overall best practices
Important: Filters aren't automatically applied when mentioned in a written prompt. You must manually apply filters to specify the dataset you want to apply to.
- To process all feedback on a specific topic, generate a filter-only report.
- To summarize themes or answer a natural language question, create a prompted report.
- For best results, combine filters with natural language prompts for accuracy in the data processed and a more tailored report.
Best practices for natural language prompts
For best results when entering a natural language prompt in Explore:
- Start general, then narrow down your request by asking more specific questions.
- For example, select a segment and ask "What are the top jobs to be done for this cohort?" After you generate a report, you can then ask "Tell me more about [insert topic]" based on the results.
- Be specific about the type of insight you're looking for.
- For example, "What features do users mention most often after completing onboarding?"
- Ask direct questions about sentiment, themes, or outcomes.
- For example, "What are common complaints about mobile navigation?" or "Summarize the top 5 pain points users expressed."
- Use product and feature names that match what users are likely to say. Include synonyms if phrasing varies.
- Limit prompts to a single question at a time. Compound or multi-part prompts may be interpreted in unexpected ways. You can ask your questions sequentially.
Best practices for using filters with prompts
Filters narrow the dataset that your prompt applies to. Use them in combination with written prompts to improve the relevance of your AI-generated results.
- Specify feedback sources to be targeted.
- Combine filters with segments. Leveraging segments based on product usage within a set timeframe, paired with Product Areas filtered will yield more accurate results.