Crowd is not only a powerful user insight tool but also an AI-powered platform that transforms raw data into actionable insights. With the AI Chat - Chat with Your Data feature, you can dive deep into your customer behavior, preferences, and feedback by engaging in interactive conversations with your collected data. This guide will walk you through how to leverage AI Chat to gain unparalleled insights, streamline decision-making, and enhance your business strategy.

Why Use AI Chat?

Imagine having a conversation with your data that reveals hidden trends, pinpoints customer pain points, and suggests actionable improvements, all in real time. AI Chat empowers you to:

Uncover Hidden Insights: Ask specific questions about customer behavior and get detailed, data-driven answers.
Save Time on Analysis: Let AI analyze vast datasets instantly, sparing you hours of manual data crunching.
Make Informed Decisions: Use AI-generated insights to refine marketing strategies, improve user experience, or enhance product offerings.
Personalize Your Analysis: Focus on the exact data sources and timeframes that matter to your goals.

This feature is designed to help you understand your customers like never before, making it an essential tool for businesses aiming to stay competitive.

Note that to use AI Chat, you must first install the Crowd script on your website, as it begins collecting insight data from the moment of installation.

Getting Started with AI Chat

There are two primary ways to access the AI Chat feature in Crowd: through the "Ask anything about your customers or search insights" search bar on the dashboard or via the AI Chat option on the left panel. Both methods allow you to interact with your data, but they offer slightly different workflows.

Method 1: Using the "Ask Anything About Your Customers" Search Bar

Access the Search Bar:

a. On your Crowd dashboard, locate the "Ask anything about your customers or search insights" search bar.

b. Click on the search bar to open a modal designed for AI Chat interaction.
Enter Your Question:

a. In the modal, you’ll find a field to input your question. For example, "What are the main reasons customers abandon their carts?"

b. Consider using the "Try Asking" suggestions displayed in the modal. These questions are generated based on your website’s data (where Crowd is installed) and are tailored to your website’s unique context, ensuring relevance.
Set Up the Chat:

a. Chat Title: Enter a descriptive title for your chat (e.g., "Cart Abandonment Insights").

b. Data Source: Select the relevant data source(s) to analyze. Ensure the source aligns with your question (e.g., for cart abandonment, choose User activities). AI will deeply search the selected sources to provide accurate answers.

c. Date Range: Choose a timeframe for the analysis. Options include the last 24 hours, 3 days, 7 days, or 30 days. This helps AI focus on the most relevant data, especially since Crowd has been collecting insights since installation. For instance, selecting "Last 7 days" ensures recent trends are prioritized.
Start Analysis:

a. Click "Start Analysis" to create a chat widget. This widget becomes your interactive space to ask multiple questions about the chosen data source.

b. Note that the number of chats you can create is limited based on your pricing plan. Upgrade your plan to unlock more chat sessions and maximize your insights.
Engage with AI:

a. Within the chat widget, ask follow-up questions like, "Which products have the highest abandonment rates?" AI will respond with detailed insights, often including metrics, trends, tables and explanations.
Edit Your Chat:

a. To refine your analysis, edit the chat by adjusting the title, adding/removing data sources, or changing the date range. AI will regenerate responses based on the updated parameters.

Method 2: Using the AI Chat Button

Access the AI Chat Home Page:

a. On the left panel of your Crowd dashboard, click the "AI Chat" option to navigate to the AI Chat home page.
Create a New Chat:

a. Click "Create Chat" to open a modal.

b. Chat Name: Enter a name for your chat (e.g., "Customer Feedback Analysis").

c. Data Source: Select the data source(s) relevant to your inquiry. For example, choose customer feedback logs to analyze satisfaction trends.

d. Date Range: Specify the timeframe (last 24 hours, 3 days, 7 days, or 30 days) to streamline AI’s search.
Interact in the Chat Interface:

a. Once created, the chat interface opens, allowing you to ask questions about your selected data source. For example, "What are the top complaints from the last 30 days?"

b. AI will provide detailed responses, often with supporting data like percentages or specific examples.
Edit the Chat:

a. Modify the chat by editing the name, data sources, or date range. AI will update its responses accordingly to reflect the new criteria.

STEP 1

STEP 2

STEP 3

Discover the Magic that is AI Chat

AI Chat - Chat with Your Data is not just a feature—it’s a revolutionary tool that redefines how businesses and organizations harness user insights with Crowd. Discover why this powerful capability will captivate your imagination and transform your strategy:

Unveil Real-Time Customer Secrets: Dive into the minds of your customers with instant, conversational access to hidden preferences and behaviors. Ask, "Why are users abandoning my checkout?" and get answers in seconds, revealing trends you never knew existed—empowering you to act before competitors do.
Revolutionize Decision-Making with Predictive Power: Go beyond static reports with AI’s predictive insights. Chat with your data to forecast customer needs, like anticipating demand spikes, and make proactive decisions that keep you ahead of the curve.
Empower Everyone with AI Expertise: No technical skills required—AI Chat brings the power of advanced analytics to every team member. Simply ask questions in plain language, and watch as AI decodes complex datasets, making you a data expert overnight.
Unlock Limitless Growth Potential: Whether you’re a startup or a global enterprise, AI Chat scales with your ambitions. Explore deeper insights as your data grows, driving innovation, boosting customer satisfaction, and fueling scalable business success.

Maximizing the Value of AI Chat

To get the most out of AI Chat, consider the following tips:

Choose Relevant Data Sources: Align your data source with your question to ensure accurate insights. For example, use website navigation logs to analyze user flow issues.
Leverage Suggested Questions: The "Try Asking" suggestions are tailored to your website’s data, making them a great starting point for meaningful inquiries.
Refine with Date Ranges: Narrow your focus to recent data (e.g., last 3 days) for timely insights, or broaden it (e.g., last 30 days) for long-term trends.
Ask Follow-Up Questions: Use the chat widget to dig deeper. For instance, after learning about cart abandonment reasons, ask, "Which demographic is most affected?"
Upgrade for More Chats: If you’re hitting chat limits, upgrading your pricing plan unlocks additional sessions, allowing you to explore more questions and datasets.

Troubleshooting Common Issues

No Insights Available: Ensure Crowd is installed on your website, as data collection begins only after installation. If recently installed, wait for 24 hours for sufficient data to accumulate.
Irrelevant Responses: Verify that your selected data source matches your question. For example, don’t use purchase data to analyze website navigation issues.
Chat Limit Reached: Check your pricing plan’s chat limit. Upgrade to a higher plan for more sessions.
Slow Responses: If AI is taking too long, reduce the date range or select fewer data sources to streamline the analysis.

Related Resources

How to Install Crowd on My Website: Learn the steps to install Crowd on your website to enable data collection
Organizational Use Cases for AI Chat: Discover how organizations leverage AI Chat for deeper insights
User Activity Insights: Explore usage patterns to complement your AI Chat analysis

Next Steps

Start exploring AI Chat today to uncover deep customer insights that drive growth. Experiment with different questions, data sources, and timeframes to see what works best for your business.
For support, contact our team via in-app chat or email support@crowdapp.io.

AI Chat Guide for Crowd Users