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Steps to Use Leanbase Compass Effectively

Steps to Use Leanbase Compass Effectively

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Step 1: Connect all the platforms where customer conversations happen

Ensure to connect all your customer feedback platforms to provide full context to issues, making sure that nothing is missed. 

Step 2: Focus on Topics — AI Insights, Human Clarity

Topics are the heart of Compass — insights generated by AI, refined by your team. They're the best way to understand what’s actually going on across your user base.

How to leverage topics effectively:

  1. Start your day with the Topics feed and Home Dashboard report to view overall statistics of the topic. What’s trending? What’s new? What’s growing in volume?

  1. Create your own custom view to see topics your way: Saving your time, jump on your last step! 

  1. Track topic trends your way: Spot high-priority topics, most mentioned ones, and trending issues — at a glance!

  1. Zoom into topic details instantly: Jump from list to deep-dive — view full conversation, add context, tag teammates, assign follow-ups.

  1. Keep collaboration flowing: Track progress, get notified on updates, and drive topics to resolution — together.

  1. Resolve or archive topics once addressed to keep your workspace clean and focused.

Wisdom move: Treat topics as your evolving backlog of customer-driven opportunities and risks.

Step 3: Leverage AI Assistant for quick issue resolution suggestions

Let AI guide you step-by-step — save time, focus on action!

  1. Summarize issues: Instantly generate a clear summary of key problems from conversations.

  1. Analyze root causes: AI identifies potential causes to help you understand what’s driving the issue.

  2. Suggest solutions:Receive actionable solution ideas you can implement or discuss with your team.

  1. Regenerate anytime: If the context evolves or suggestions aren’t a fit, refresh with one click for updated insights.

Professional tips: Use whose suggestions as the starting point, then refine with the expertise of the team to achieve the best results.

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Ready to start?

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Note: For more details, visit the Leanbase Help Center or explore the support articles at Leanbase.com.