Learn how to use and manage Medallia Insights Assistant

The system operates as an interactive conversational chat card interface.

The managing activities include:

• Asking business questions

• Interacting with answers

• Tracing sources

• Accessing and managing Chat History

• Opening a new chat

• Exporting results

Conversational Workflows

1. The Launch Experience: Upon navigating to the Insights Assistant home screen, the user is presented with a clean dashboard containing a central Dialog Box text line.

   

2. Query Execution: Users type open-ended questions (e.g., "Rank topics with the highest volume of responses from last month" or "Show me what people are saying about my Staff").
3. Automated Processing: The underlying architecture resolves filter constraints using an Entity Search Tool before invoking specific module tools to query data and output structured summaries.
4. Interacting with Answers:
   • Responses are formatted as direct summaries followed by a metric list or card visualization.
   • Users can rate answers dynamically using a built-in feedback loop ("Is this answer useful? Yes/No").