AI-Powered Results Presentation

Let SurveyMethods’ AI analyze your survey results and generate actionable insights automatically.

Accessing AI Insights

  1. Go to your survey’s Analyze tab
  2. Click Present in the top navigation
  3. Click Generate Insights

What AI Provides

Executive Summary

A high-level overview of your survey results, including:

  • Response rate and completion metrics
  • Overall sentiment and satisfaction
  • Key themes and patterns
  • Notable outliers

Key Findings

AI identifies the most important patterns in your data:

  • Significant response patterns
  • Correlations between questions
  • Notable segments or groups
  • Trends over time (if applicable)

Question-Level Insights

Deep analysis for each question:

  • Response distribution analysis
  • Sentiment breakdown (for text)
  • Comparison to benchmarks
  • Actionable recommendations

Segmented Analysis

Compare insights across different respondent groups.

Setting Up Segmentation

  1. Click Configure Segments
  2. Select the question to segment by
  3. Choose which segments to compare
  4. Generate segmented insights

Segment Comparisons

See how different groups responded:

  • Side-by-side comparisons
  • Statistical significance indicators
  • Key differences highlighted
  • Segment-specific recommendations

Filtering Insights

Focus on specific subsets of your data.

Applying Filters

  1. Click Filter in the presentation view
  2. Add filter conditions
  3. Regenerate insights for filtered data

Filter Options

  • By question responses
  • By date range
  • By completion status
  • By custom fields

Exporting Presentations

Export Formats

  • PDF - Formatted presentation report
  • PowerPoint - Editable slides
  • Word - Document format

Export Options

  1. Click Export
  2. Select format
  3. Choose sections to include
  4. Download file

Scheduled Exports

Set up automatic exports:

  1. Configure export settings
  2. Set schedule (daily, weekly, monthly)
  3. Enter delivery email addresses

Customizing Insights

Adjusting Analysis

  • Regenerate specific sections
  • Add custom notes
  • Highlight key points
  • Reorder sections

Branding

Add your company branding to exports:

  • Logo
  • Colors
  • Custom headers/footers

Best Practices

Data Quality

  • Ensure sufficient responses (50+ recommended)
  • Clean up test responses first
  • Review for outliers

Interpretation

  • AI insights are starting points
  • Validate findings with domain knowledge
  • Consider context and nuance
  • Cross-reference with other data

Sharing

  • Use executive summary for leadership
  • Share detailed insights with analysts
  • Include methodology notes

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