Skip to main content

A guide to Action plan

Transform your Feedbacks into actions

Julien Chil avatar
Written by Julien Chil
Updated over a month ago

Menu โ†’ Action Plan


Who can access ?

Roles

Access

๐Ÿ‘‘ Admins

Full access

๐Ÿ› ๏ธ Editors

Full access

๐Ÿ‘€ Viewers

Edit their own action plans

๐Ÿ”’ Restricted Viewers

Edit their own action plans

What are Action Plans ?

Action Plans are AI-based analyses designed to transform you Feedbacks into actionable improvement in order to reduce frictions.

๐Ÿ’ก Checkout here to learn more about the scores computed on the action plan.

โ€‹

What happen if I reject an action ?

Approving and rejecting actions helps the AI to improve the areas of improvements detected in the future.

This feature allows you to track which actions you have decided to focus on. Rejected improvements will be strikethrough. They will not be included in the action plan reports and will be moved to the bottom of the list.

How to trace back to the feedback that generated this action ?

Showing the related verbatims tied to an action is a powerful way of finding where the customer friction occurs in your organization.

๐Ÿ’ก You can directly transform your action plan into a report to share it among your organisation.

Did this answer your question?