Understanding and Creating Opportunities in Birdie

What Are Opportunities in Birdie?

In Birdie, an Opportunity represents a specific insight derived from customer feedback that highlights emerging trends, critical issues, or areas for improvement. These insights enable teams to delve into granular details, understand root causes, and identify actionable areas that can enhance the overall customer experience. By effectively managing Opportunities, organizations can prioritize initiatives that directly impact customer satisfaction and business growth.

Page Structure of an Opportunity

Each Opportunity in Birdie is organized into several key components:

1

Title and Description

A clear and concise title accompanied by a detailed description outlining the nature of the Opportunity.

2

Metrics Header

A summary section displaying essential metrics related to the Opportunity, such as the number of associated feedback items, customer impact scores, and trend analyses.

3

Associated Areas

The Opportunity can be linked to one or more areas of interest within the organization, facilitating a comprehensive understanding of its relevance across different sectors. Learn more about Areas…

4

What's Happening

An AI-generated summary that provides an overview of the data, offering immediate insights into the Opportunity's context and significance.

5

Segments

Specific segments of feedback linked to the Opportunity, allowing for targeted analysis. For more information on segments, refer to the Segments Documentation.

6

Charts

Visual representations of data, including graphs and charts, that illustrate patterns, trends, and correlations pertinent to the Opportunity.

7

Skye

Birdie's AI assistant is integrated into the Opportunity page to help users deepen their understanding of the identified issue. Within an Opportunity, Skye can:

• provide in-depth insights into the nature and extent of the problem,

• detect related or underlying issues associated with the current Opportunity,

• suggest potential actions or focus areas to effectively address the identified problems,

• highlight emerging trends or patterns in the feedback that may influence the Opportunity.

8

Comments

A collaborative space where team members can discuss insights, propose actions, and share observations related to the Opportunity.

By understanding and utilizing these components, teams can effectively analyze and address Opportunities to drive continuous improvement within their organization.

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How to Create Opportunities in Birdie

In Birdie, there are two ways to create an Opportunity:

1

From an Area of Interest

If you already know of a problem that you want to quantify and explore further:

• Navigate to the desired Area of Interest.

• Click the "Add Opportunity" button.

• Provide a title and description for the new Opportunity.

For more detailed guidance on working with Areas of Interest, see the Areas of Interest Documentation.

2

Via the Skye Chat

To add an Opportunity through the Skye chat:

• Ensure you are within an Area or within an existing Opportunity (applied filters will shape Skye's search results).

• Ask Skye to search for Opportunities; she will present a list.

• Click the "+Add" button on an Opportunity entry to add it to your workflow.

For details on using filters and leveraging Skye, see the Filters Documentation and the Skye Usage Documentation.

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Explore the Power of Opportunities

Step into Birdie and discover how the Opportunity feature can transform your customer feedback into actionable insights. By leveraging our intuitive interface and advanced tools like Skye, you can pinpoint critical issues, quantify challenges, and drive impactful improvements across your organization. Get started now and unlock a new level of understanding that fuels better decision-making and continuous growth!