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Add New Source via Documents

You can add user interviews, support or sales conversations, and other feedbacks through Uploaded Docuemnts in the Sources page, accessible from the nav bar.

When adding individual docs, Inari will requires 3 fields while uploading:

  • Customer Name: the full name of the customer that submitted the feedback
  • Date Received: the date that the feedback was sent by the customer
  • Feedback: the actual content of the feedback aggregated in one column

You can also bulk upload documents by dragging multiple documents into the file uploader at once. When bulk uploading, Inari will pre-analyze the document and fill out the customer name and date based on the metadata provided.

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Space Triage

You can assign or Triage a piece of feedback into a specific Space when adding a new data source or updating the Space value in the feedback’s detail panel.

Feedbacks that are Triaged into a Space will be used as context when generating new insights and issues in that Space. Existing insights and issues in a given space will also be auto-linked to feedback triaged into that space.

This allows for more concentrated and higher-quality insights and issues to be generated since triaging allows for higher-quality clusters to arise.

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Summaries

You can optionally create a Summary - this will create a brief summary of the top takeaways and useful quotes from the full customer interaction.

We recommend only setting this on for long documents or customer conversations with long back and forth messages - the summary will pull the top 4 takeaways and snippets. For shorter documents, summaries will often be duplicative and run the risk of hallucinating quotes so we strongly encourage not to use them for short feedback.

CSVGong