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AI Chat Guide for Crowd Users

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 1. 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. 2. 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. 3. 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. 4. 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. 5. 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. 6. 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 1. 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. 2. 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. 3. 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. 4. 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.

How to Invite Teammates to Your Crowds Workspace

Inviting your Teammates to your Workspace Collaborating with your team on user research projects is essential for gathering diverse insights and perspectives. Crowds makes it easy to invite teammates to your workspace with different permission levels based on their role in your research process. How to Invite Team Members Step 1: Access Your Dashboard Settings 1. Log into your Crowd account on your main dashboard 2. Look for the three dots (⋯) at the bottom left corner of your screen 3. Click on the three dots to open the settings menu Step 2: Navigate to Invite Colleagues 1. From the menu that appears, click on "Invite Colleagues" 2. This will open your Team management section Step 2: Send Invitations 1. Click the "Invite team member" button 2. Enter your teammate's email address 3. Select their role (Editor or Viewer) 4. Send the invitation Your teammates will receive an email invitation to join your workspace with the permissions you have assigned. Understanding User Roles & Permissions 👑 Owner (You) - Full Control What Owners Can Do: - Complete workspace control - modify, delete, or configure any aspect - Manage all team members - invite, remove, and change user roles - Delete entire workspace - ultimate authority over workspace lifecycle - Access all content - view all observations, feedback, and research data - Billing management - handle subscription and payment settings ✏️ Editor - Active Collaborators What Editors Can Do: - Modify workspace content - edit research studies, surveys, and tests - Add observations and feedback - contribute insights to research projects - Send email invitations - invite new participants to studies - Create and manage studies - set up new research projects - Access most features - use majority of Crowds tools and functionality What Editors Cannot Do: - Delete the entire workspace - Change billing settings - Remove the workspace owner 👁️ Viewer - Read only Access What Viewers Can Do: - View all workspace content - see research studies, results, and data - Provide observations - add comments and feedback on research findings - Participate in discussions - engage with team insights and findings What Viewers Cannot Do: - Modify or edit workspace content - Create new studies or tests - Invite other team members - Access workspace configuration settings Editor Seats by Plan Each Crowds plan includes different numbers of editor seats. Here's what is included plan: Starter Plan - $29/month - 1 Editor seat included (the owner) - Additional editor seats: $20/seat - Unlimited viewer seats - Learn more about Starter Plan features → Growth Plan - $149/month - 3 Editor seats included (owner + 2 editors) - Additional editor seats: $20/seat - Unlimited viewer seats - Learn more about Growth Plan features → Scale Plan - $599/month - 10 Editor seats included (owner + 9 editors) - Additional editor seats: $20/seat - Unlimited viewer seats - Learn more about Scale Plan features → Enterprise Plan - Custom Pricing - Custom editor seats based on your needs - Unlimited viewer seats - Contact sales for Enterprise pricing → Managing Your Team Viewing Team Members In your Team settings, you can: - See all team members with their roles and last activity - Filter by role using the "All members" dropdown to view Owners, Editors, or Viewers - Search team members using the search bar - Monitor team activity to see who's actively using the workspace Changing User Roles As a workspace owner, you can easily change teammate roles: 1. Go to your Team settings 2. Find the team member you want to modify 3. Click on their current role 4. Select their new role (Editor or Viewer) 5. Changes take effect immediately Managing Pending Invitations Keep track of team invitations in the "Pending invites" tab to see: - Who has not accepted their invitation yet - When invitations were sent - Option to resend or cancel pending invitations Best Practices for Team Collaboration Assign Roles Strategically - Make researchers and UX designers Editors so they can create and modify studies - Give stakeholders Viewer access so they can see results without accidentally changing settings - Limit Owner permissions to project leads or team managers Communication & Workflow - Use Crowds' notification system to stay updated on team activities - Leverage audit trails to track who made what changes - Set up Slack integration for seamless team communication Security Considerations - Regularly review team access and remove inactive members - Use appropriate permission levels - do not give Editor access if Viewer is sufficient - Monitor workspace activity through the audit trail Getting Started Ready to invite your team? Simply navigate to Profile settings > Invite colleagues and start building your collaborative research environment today Need help? Contact our support team or check out our comprehensive help center for more detailed guides on workspace management and team collaboration.

Understanding Your Crowd Dashboard

Your Crowd dashboard is designed to give you instant visibility into how your users behave, what they're telling you, and where your biggest opportunities lie. Think of it as your mission control for making data-driven decisions that grow your business. Everything You Need at a Glance When you first log into Crowd, your Home dashboard presents a comprehensive 30-day snapshot of your website's performance and user behavior. This isn't just data for data's sake; every metric here connects directly to actionable insights you can use to improve your user experience. Key Performance Metrics The top section of your dashboard displays four critical metrics that tell the story of your website's performance: Unique Visitors What it shows: The number of individual people who visited your site Why it matters: This metric reveals your reach and helps you understand if your marketing efforts are bringing new users to your site. For example, A 28% increase indicates strong growth in your audience. Average Session Duration What it shows: How long visitors typically spend on your site (52.07 seconds in the screenshot below) Why it matters: Longer sessions usually indicate higher engagement, but context matters. A 13% decrease might signal issues with user experience or content relevance that need investigation. Bounce Rate What it shows: The percentage of visitors who leave after viewing only one page (77% in this example) Why it matters: A high bounce rate isn't always bad; it depends on your site's purpose. However, a 2% increase might indicate areas for improvement in page relevance or loading speed. Page Views What it shows: Total number of pages viewed across all sessions (334 with an 18% increase in the screenshot below) Why it matters: Growing page views combined with more unique visitors suggest healthy user engagement and content discovery. AI-Powered Key Findings The "Key findings" section is where Crowd's AI analysis shines, automatically identifying patterns and opportunities in your data: Looking Good: Bounce Rate and Engagement Improvement Your AI has identified positive trends in user engagement. This finding suggests recent changes or content are resonating better with your audience. Monitor: Browser Usage Trends The system has detected shifts in how users access your site across different browsers. This intelligence helps you prioritize technical optimizations and ensure consistent experiences. Opportunity: Global Reach and Device Performance AI analysis reveals potential for growth in specific markets and opportunities to optimize mobile user experience, with directly actionable insights for expanding your reach. Understanding Your Content Performance Top Pages Analysis The dashboard identifies your most-visited pages, providing insights into user engagement and content performance. Use these metrics to optimize your content hierarchy and enhance underperforming pages through strategic internal linking or promotion. (Example in screenshot: Homepage (/), Pricing (/pricing), Unmoderated Tests) Pro Tip: Use this data to understand your content hierarchy and identify pages that might need more internal linking or promotion. Recent Feedback: The Voice of Your Users The feedback section captures user sentiment through active research studies and widget responses, offering valuable insights to inform strategy and product development. Regularly review feedback in the feedback hub to identify trends and prioritize user-driven improvements. (Example in screenshot: Untitled Study, My MVP...) Action: Review responses in the feedback hub to identify trends and prioritize user-driven improvements. Quick Actions: Your Growth Accelerators The Crowd dashboard offers various quick actions that dynamically adapt to your specific needs, enabling you to gather tailored user insights, analyze data in real-time, and collaborate effectively with your team. These actions, accessible directly from your dashboard, evolve based on your unique goals to enhance user experience and drive business growth. Smart AI Chat: Your Personal Data Analyst The prominent AI chat feature at the top of your dashboard is more than a search box, it's like having a data analyst available 24/7. You can ask complex questions about user behavior and get intelligent, contextual answers based on your actual data. Try asking: - "What's causing our bounce rate changes?" - "Which user segments are most engaged?" - "How can we improve our conversion rate?" Main Navigation Structure Home & AI Chats - Home: Your central command center with key metrics and insights - AI Chats: Access to conversational data analysis—ask questions, get answers Feedback Collection Tools - Research Studies: Create and manage surveys, tests, and structured feedback collection - Interviews: Schedule, conduct, and analyze user interviews for deep qualitative insights - Widgets: Deploy feedback collection tools directly on your website or app User Behavior Intelligence - Heatmaps: Visual representations of where users click, scroll, and focus attention - Session Recordings: Watch actual user sessions to understand behavior patterns - Analytics: Comprehensive metrics and performance tracking - User Activities: Individual user journey tracking and behavior analysis Team & Growth Resources - Product Roadmap: Stay aligned with Crowd's development and new features - Account & Team Management, Access your account controls through the profile menu: Profile Settings: Manage your personal account preferences, notifications, and display options. Workspace Settings: Configure team-wide settings, data retention policies, and integration preferences. Invite Colleagues: Add team members with appropriate permission levels (Editor or Viewer) to collaborate on user research and insights. Resources & Support: Quick access to help documentation, video guides, and support channels. Your Dashboard is Living Intelligence Remember, your Crowd dashboard updates every 24 hours, ensuring you always have fresh insights into user behavior. The AI continuously analyzes your data, surfacing new findings and opportunities as they emerge. This isn't just a reporting tool, it's your strategic partner in building better user experiences. Every metric connects to an action you can take, every insight points toward an improvement you can make, and every piece of feedback represents an opportunity to better serve your users. Getting the Most from Your Navigation: - Start each session at Home for an overview, then drill into specific areas based on what you discover - Use AI Chats when you have specific questions about patterns you notice - Move between Feedback and Insights sections to connect what users say with what they do - Regularly check User Activities to understand individual user journeys Start exploring your dashboard beyond the surface numbers. Your users are telling you their story through their behavior, and your dashboard helps you understand that story and write a better ending. For support, contact our team via in-app chat or email support@crowdapp.io.