Navigating the Insights Dashboard

This article covers the Insights dashboard, where you view, manage, and analyze all of your conversations (Oomiji's term for surveys). From this screen, you can track response rates, review completion data per question, and access tools to export, copy, or manage each conversation.

To reach the Insights dashboard, click Insights in your toolbar.

Why "Conversations" Instead of "Surveys"

Oomiji uses the term "conversation" rather than "survey" throughout the platform. Traditional surveys often include many questions, but response rates drop significantly after 8 to 12 questions. Conversations are designed to be shorter (2 to 5 questions), which helps maximize the number of completed responses and produces more usable data for segmentation and follow-up.

What You See on the Insights Dashboard

The top of the dashboard (titled "Customer Insights" in the UI) displays three aggregate metrics across all of your conversations: Average success rate, Average starts, and Average completions.

The upper right of the dashboard includes a Create Conversation button (with a dropdown for conversation type), a View Reports button, and a grid/list toggle for switching how conversation cards are displayed.


Each conversation card includes:

  • Status and launch date (e.g., Active, launched on Month ##, 20XX)
  • A link icon (🔗) next to the conversation name for copying the conversation URL, and a dropdown arrow (⌄) for expanding or collapsing the card's detail view
  • Question list with a colored completion bar and percentage for each question
  • Summary metrics at the bottom of the card: Success rate, Conversations started, Conversations completed, and Total questions answered

If a conversation has not yet received any responses, the card will display "This conversation has 0 responses." in place of the chart and metrics. This is normal for newly created or freshly activated conversations.

You can toggle between two views for each conversation by clicking the Time Chart / Completions button next to the conversation name.

  • Completions shows the percentage of respondents who answered each question.

If completion rates drop sharply between consecutive questions, that question may be causing respondents to abandon the conversation. Consider shortening, simplifying, or repositioning that question.

  • Time Chart shows how completions accumulated over time. Use Time Chart to identify whether responses came in steadily or spiked around a specific send date; a flat line after an initial spike may indicate your distribution channel has been exhausted and it is time to resend or redirect.
Time Chart
Completions

Managing Conversations from the Dashboard

Each conversation has a three-dot menu (⋯) next to its name. Click it to access the following actions:

  • Edit allows you to modify the conversation's questions, design, and settings.
    • ❗If the conversation has already received responses, Oomiji will display a warning: minor spelling or grammatical corrections are safe, but changes to question order, meaning, or type will negate all prior responses. Plan your conversation structure carefully before launch to avoid losing collected data.
  • View opens the conversation in your browser exactly as respondents will see it. Use this to preview the experience before sending.
  • Observations takes you to the detailed results page, where you can view response charts, filter by question, and create segments of respondents based on their answers (see Building and Managing Segments for how segments work)
  • Analyze opens the AI analysis dialog, where you provide context about your conversation and the AI categorizes open-ended responses. This option only appears for conversations that include open-ended questions and have collected sufficient responses. If you do not see Analyze in the menu, your conversation either does not contain an open-ended question type or has not yet reached the minimum response threshold.  For a full walkthrough, see Viewing and Analyzing Conversation Results.
  • Export Data downloads all collected responses as a CSV file. This is useful for offline analysis or for importing response data into another tool.
  • Remove Responses deletes all collected responses from the conversation.

Use this after testing: before you launch a conversation to your real audience, send it to yourself and a few colleagues to confirm everything works, then use Remove Responses to clear out test data so it does not skew your results.

Deactivate stops the conversation from collecting new responses. The conversation remains on your dashboard and all existing data is preserved. If you deactivate a conversation, this option changes to Activate, allowing you to resume collection at any time.

Copy duplicates the conversation, creating a new draft with the same questions and settings. Use this as a starting point when you want to reuse elements from an existing conversation without rebuilding from scratch.

Delete Conversation permanently removes the conversation and all associated response data. This action cannot be undone. If you are unsure, use Deactivate instead.

AI Analysis of Open-Ended Responses

If your conversation includes open-ended questions (questions where respondents type freeform answers rather than selecting from predefined choices), Oomiji's AI can automatically categorize and analyze those responses.

Auto-categorization triggers automatically within the first 7 days after a conversation is activated, provided the conversation has received at least 50 responses. If the threshold is met, the analysis runs and a manual Refresh button appears afterward, allowing you to re-run the analysis once every 24 hours as new responses come in.

If the conversation does not reach 50 responses within the first 7 days, auto-categorization will not trigger and the manual Refresh button will not appear. In that case, the AI analysis is not available for that conversation.

This feature works at the individual question level, analyzing the freeform language from each open-ended question separately. Combined with closed-ended responses, this allows you to segment respondents by both their structured answers and the themes in their written feedback, without requiring a data analyst.

What's Next

  • To learn how to build a conversation, see Creating and Configuring Conversations     
  • To understand the different question types available, see Choosing Question Types for Your Conversation    
  • To learn how conversation responses connect to contact records and segmentation, see Building and Managing Segments

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