How Survey Insights Analyzer is built.
Turns West Michigan Customer Experience survey data into executive-quality insight — themes, trends, and NPS across every dimension of a client visit, grounded only in the survey files themselves.
Survey Insights Analyzer — WMCE visit analytics
A Copilot Studio agent for the sales and Client Experience teams that reads West Michigan Customer Experience (WMCE) survey data and reports what’s working, what isn’t, and where the client-visit experience can improve. It’s grounded exclusively in three sources — the WMCESurveys SharePoint library and two Excel files — with web search off, so every insight traces back to the survey record. It can also draft the follow-up email in HTML via the built-in Draft Email action.
Hover or tap an agent above to see its pipeline and what it returns for this bid.
◆Survey Insights Analyzer— Theme extraction · trends · exec summary
Extracts themes from open-ended responses, identifies positive and negative experience patterns across roughly thirteen visit dimensions — from SME interactions to transportation, food & beverage, and likelihood-to-recommend (NPS) — and produces executive summaries with data citations. It quantifies findings against real scores and response counts, never fabricates, excludes COVID-era virtual visits, and flags any insight drawn from data older than 24 months.
- SourceWMCESurveys SharePoint library · every analysissurvey documents + data
- SourceSurvey Insights.xlsx · theme + dimension analysisstructured responses
- SourceSurvey Tracker.xlsx · longitudinal / comparativevisit-level tracking
- KnowledgeWMCE dimension framework · always~13 dimensions · exclusion & recency rules
- ToolDraft Email (built-in action) · on requestHTML follow-up draft
Why it matters · What the Client Experience team would assemble by hand across spreadsheets becomes a cited, executive-ready read — grounded only in the survey files.