How to Set Up AI Insights Letter

Step 1: Open AI Analytics

From your SEA Survey dashboard, click AI Analytics in the left navigation.

Step 2: Open Manage Report

Click the Manage Report button to open the report configuration modal.

Step 3: Select the survey to analyze

In the modal, use the Survey dropdown to choose which survey the AI should analyze in each report.

Step 4: Set the date range for each report

Choose the date range the AI will analyze each time the report runs. For example, the last 7 days or last 30 days.

Step 5: Enable AI Insights Letter

Toggle on AI Insights Letter to include AI-generated insights in your email report.

Step 6: Edit analysis questions

Add the questions you want the AI to answer in each report. You can add multiple questions, each one will be answered in the email.

Token note: Token cost = number of responses × number of questions. For example, 100 responses and 3 questions = 300 tokens per send.

Step 7: Save your settings

Click Save to confirm. AI Insights Letter will be sent automatically according to your report schedule.

Tips

• If you already have a Manage Report set up, AI Insights Letter is enabled by default thatyou can disable it anytime from Manage Report.
• Keep your question list focused. Fewer, well-targeted questions use fewer tokens and produce clearer reports.
• You can update your questions or toggle AI Insights Letter on/off at any time without affecting the rest of your report schedule.