Action Plans are AI-based analyses designed to help you effectively prioritize improvements. Each proposed improvement comes with a Relevance Score and a Financial Impact Assessment, making it easier to implement changes that generate real value.
Feedier's Action Plans use real-time data to provide you with the best possible insights. It is important to note that the Action Plan is primarily designed for specific tasks only. You will find:
Summary:
Provides a concise overview based on customer feedback related to the searched item.List of Key Actions:
Highlights the main improvements suggested by customer feedback regarding the specified search item.Additional Decision-Making Information:
Offers insights to help prioritize actions based on their representation in customer reviews (Relevance Score), their potential financial impact, and the effort required in your business context (Effort Score).The ability to generate updated versions of these action plans.
Generate the action plan
To Generate Your Action Plan, Follow These Steps:
In the navigation menu, click on Exploration, then Action Plan.
Add your filters (survey, satisfaction, NPS, attribute, etc.).
If needed, enter a theme to refine your search → Results will be more precise if you use a prompt. Example: Improvements related to cleanliness.
Click on Generate.
Your action plan will be automatically saved and organized on the left side of the page. It will only be visible in your list and can be shared via reports.
You can later update your action plan without creating a new one. If you want to compare an action plan based on the same filters over a specific time interval, you can do so by clicking "Update Action Plan".
You can also generate your Action Plans from the Text Analysis page, based on a Theme.
Feature Details
Once the Action Plan is generated, several data points are visible:
1. Impact score
The Impact Score measures the ratio between relevant feedback (specifically related to the user’s input) and all feedback returned after applying the filters. It provides an overall view of the importance or impact of the user’s query in relation to all potentially applicable question-response data.
Interpretation:
A high score (close to 100) means that most of the filtered text responses are relevant to the user’s input.
A low score (close to 0) indicates that only a small proportion of the filtered text responses are relevant to the user’s input.
Feedback is used in the Action Plan only if it is relevant and actionable.
2. Relevance Score per Action
The Relevance Score measures the number of text responses shared between the user’s query and the improvement areas identified in the question-response data. This indicator shows how well the user’s query aligns with the targeted improvement areas.
Interpretation:
A high score indicates a significant overlap between the user’s query and the targeted improvement areas.
A low score suggests that the user’s query addresses fewer of the existing improvement targets.
3. Approval and Rejection of Improvements
This feature allows you to track which actions you have decided to focus on. Rejected improvements will be crossed out in the user interface, excluded from action plan reports, and moved to the bottom of the improvement list.
4. Financial impact
This feature helps you understand the monetary impact of your customers' sentiments and provides actionable recommendations to guide your strategic decisions.
✅ Financial Impact is based on sentiment analysis in text data:
Negative sentiment → Revenue at Risk (potential financial loss).
Positive sentiment → Revenue Opportunity (growth potential).
How to add the financial impact :
You can set the Average Customer Value (ACV) in your team's advanced settings.
ACV must be a positive number (up to two decimal places).
A dropdown menu allows you to select the currency (USD, EUR, GBP), with EUR as the default currency.
Sub-teams inherit the ACV settings from their parent team unless manually changed.
5. The effort score
The Effort Score (ranging from 1 to 5) represents the system’s estimated evaluation of the level of effort required (cost, energy, and time) to implement the recommendations related to each improvement area. This score is generated by an AI model that assesses the complexity and resources needed.
Interpretation:
A high score indicates that implementing the improvement requires significant resources or considerable time.
A low score suggests a simpler intervention that is less resource-intensive and quicker to implement.
This score can be manually adjusted: the AI automatically generates an effort score based on your business context, but it may not always be perfectly accurate. You can click on a point to increase or decrease the score according to your judgment. The AI will gradually adapt to your adjustments, becoming increasingly accurate and aligned with your use case over time.
Ex: Improving the process of connecting with an advisor may represent more or less effort depending on whether the change needs to be made at a specific agency or if it concerns the general process of your business.
Add action plans to reports
Once your action plan is created, you can either:
Add it to an existing report.
Create a new report from this action plan.
Creating a report from an action plan will generate a pre-filled report that matches the filters used in your action plan.
Once on the report, you will have the same visibility of your action plan as on the "Action Plans" page. The improvements that have been rejected will not appear.
Automatically update action plans
By default, an action plan is generated once using the applied filters and will not update in real time. This allows you to maintain a history of generated action plans and check whether the actions taken have had a real impact on customer feedback (e.g., a decrease in relevance score).
However, two types of reports may require the automatic update of an action plan:
Live Reports → If you have created a report where the data automatically updates over time, meaning as soon as new feedback is recorded, the action plan also needs to be updated to account for these new feedbacks.
Reports Sent Automatically via Autopilot → If you have created a template report to be sent weekly or monthly, and an action plan is included, it must be updated and based on the same time filters as the generated report.