Quick Start

Turn open-ended feedback into actionable insights in minutes.

Caplena helps you quickly turn open-ended survey responses, reviews, and other unstructured text into clear, actionable insights. This quick-start guide will walk you through the essentials so you can start uncovering what really matters in your data.

🎥 Prefer Video?

Watch a quick video below for a guided demo:

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Step 1: Create a New Project

1. From your Project List, click New Project
2. Enter a project name (e.g., NPS Survey Analysis)
3. (Optional) Add project context – e.g., the goal, audience, or product you’re analyzing. This helps generate more relevant insights
4. Set the project language (this determines how responses are analyzed)
5. (Optional) Enable:
   • Translation – if your data includes multiple languages
   • Anonymization – to automatically mask personal information

Learn more about project setup →

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Step 2: Upload and Validate Your Data

1. Upload your file (Excel, CSV, etc.) or connect an integration
2. Caplena will auto-detect open text columns. Select which ones to analyze
3. You can use additional columns (e.g., age, gender) for filtering/segmentation
4. Click Validate, then Continue

Keep an ID column if you’ll re-upload updates later.

Learn more about data upload →

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Step 3: Generate Topics with AI

1. Click Start Analysis
2. Choose one of the following:
   • Start from scratch – Caplena auto-generates topics
   • Import a predefined topic collection
   • Reuse topics from a previous project
3. Review the topic structure. Caplena organizes topics into categories. You can:
   • Rename, merge, or delete topics
   • Update topic descriptions
   • Create custom categories

If sentiment detection is enabled, comments are automatically marked as positive, neutral, or negative.

Learn more about topic generation →

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Step 4: Review AI Assignments

1. Open the Topics view
2. Check topic descriptions to make sure they make sense
3. Check coverage – if ~90% of rows have topics, you’re in great shape
4. Spot-check 10–15 responses to make sure assignments make sense
5. (Optional) Use AI certainty – rows with low confidence might reveal topics that need better descriptions
6. Focus on weak spots – review topics with low coverage or unclear descriptions

Improving topic quality leads to stronger insights in reports.

Learn more about fine-tuning →

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Step 5: Visualize & Share Insights

1. Go to Reports and create a new one (from scratch or a template)
2. Use Edit Mode to customize charts or apply filters
3. Create segments to compare groups or timeframes
4. Share reports with internal or external stakeholders

Report-building guide →

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Step 6: Ask Questions with Insight Agent

Use Insight Agent to explore your data using natural language. Just type your question, e.g.:

“What are customers saying about delivery time?” “Why are promoters happy?”

Get quick answers and discover trends without manual digging.

Perfect for quick deep-dives or stakeholder demos.

Insight Agent overview →