AI Action Plan For Orlo Insights Reports
Generate AI action plans for your inbound community engagement data. Summarise the top themes and generate actionable plans for your next steps.
hings to consider ✅
- AI action plans work on any saved template report or custom insights report.
- AI action plans are not available on templated reports until they are saved to a public or private report area.
- Users will need the 'Orlo Insights' tab enabled in the Settings area to view the AI action plan report button.
- Please note: These are AI-generated reports, and we recommend verifying the results before distributing them.
Benefits 🙌
- Demonstrate Tangible Impact: Move beyond data collection to "close the loop" with your audience by using AI action plans for tangible, actionable insights.
1) Navigate to the Listen dropdown at the top of the Orlo navigation bar and select Reports.
2) Select the Orlo Insights custom report that you want to generate an AI Action Plan for.
3) Once in the report, click the AI Action Plan button in the top-right corner of the report. An email containing the AI Action Plan download link will be sent to your email address.