How to get started with Insights AI setup?
Businesses need to set up Insights AI to make better use of their data and improve decision-making. The process is simple: businesses must first set up their locations and connect relevant review sites. Once this is done, any account with these locations and review sites will automatically have Insights AI set up. The AI will then categorize and organize the data using keywords, ensuring it’s accurate through quality checks. AI-generated summaries will turn this data into valuable insights, helping businesses to make smarter choices and stay competitive.
SETTING UP OF BUSINESS LOCATIONS
Go to the 'Settings' icon in the top right corner.
Click 'Business' under Business Info.
Add all customer locations by clicking on the 'Manage Location' dropdown and selecting 'Add a Location.'
HANDY TIP:
Ensure that all locations are set to 'Active' mode.
NOTE:
Existing accounts should already have all the business locations listed. Please validate their accuracy, completeness, and active status.
For new accounts, follow the standard process of completing the business profile for each location.
To learn more about how to add new locations, follow this article: How to add new locations to a multi-location account?
ADDING REVIEW SITES
Navigate to a location, hover over the three dots, and select 'Edit.'
To add review sites, hover over to the Reviews tab, and select 'Review sites' under 'Monitoring.'
Click on 'Add Monitoring,' and a dialog box will appear on the right-hand side of the screen. Add the source and review site, then select 'Add.'
To learn more about how to add or delete a review site from monitoring, follow this article: How do I add or delete a review site from monitoring?
ADDING CATEGORIES AND KEYWORDS - AI-POWERED
Go to the 'Settings' icon at the top right corner, click on 'Insights' in the left navigation menu and select 'Category and Keywords.'
Click on 'Add new category.'
Enter the category name in the textbox.
Business users can select keywords from the AI-populated options on the right side or add specific keywords directly using the keyword field.
You can also block any specific keywords using the 'Blocklist' in the left navigation menu.
To learn more about how to create categories, follow this article: How do I create Categories?
Insights AI is all set. Now, go to the Insights AI module from the main menu, and it will display the scores populated, AI summaries being generated across all tabs, and tables and charts populating across different tabs and pages.
