CX VERSION 1.87

ENHANCEMENTS

The following system-wide enhancements have been made to ConcentrixCX to improve the user experience. These require configuration & coordination with your ConcentrixCX implementation & deployment teams.

What’s New in Dashboard Builder 2.0

  • Metric-level filtering
  • Program-level filtering
  • Updated normalization verbiage & workflow

Metric and Program Filtering

One of the most requested Dashboard Builder 2.0 enhancements is now available.

Users can now apply filters directly at both the metric level and program level within Enterprise Metrics and Custom Metrics widgets. This provides significantly more flexibility when building dashboards, allowing individual metrics or data sources to be filtered independently without impacting the entire dashboard.

Benefits include:

  • Compare different filtered populations within a single widget
  • Build more focused metrics without creating duplicate dashboards
  • Reduce dashboard complexity while increasing analytical flexibility
  • Create more meaningful comparisons across projects, programs, or audience segments

This enhancement provides more granular control over dashboard analysis and helps users answer complex business questions with fewer widgets and less manual effort.

Updated Normalization Workflow & Verbiage

The normalization toggle is now labeled Exclude Non-Answer Responses for percentage calculations. Selecting this option removes non-answer responses – such as Don’t Know, Refused, and Not Applicable – from the percentage base, so calculations use only the remaining responses. A tooltip will display to provide additional guidance to users, and some projects may have user documentation uploaded to clarify to help users decide when to apply the option based on their project’s reporting requirements.

Benefits include:

  • Faster widget configuration
  • Reduced risk of configuration or calculation errors
  • More consistent reporting and calculations across users and dashboards


The following system-wide enhancements have been made to ConcentrixCX to improve the user experience. These do not require any configuration.

What’s New in Smart Summaries v1

  • Analyze up to 75,000 comments in a single request
  • Intelligent processing for datasets exceeding 75,000 comments
  • In-application notifications when summaries are ready
  • E-Mail notifications when summaries are ready
  • Downloadable PDF summaries
  • No configuration changes required

Smart Summaries v1: Analyze Up to 75,000 Comments

Smart Summaries has been significantly enhanced to support much larger datasets, increasing the maximum number of comments that can be analyzed from a maximum of 1,000 comments to up to 75,000 comments within a single request.

This enhancement allows users to generate meaningful AI-powered summaries across broader datasets, longer date ranges, and larger populations without needing to manually reduce the scope of their analysis.

Benefits include:

  • Analyze substantially larger comment volumes in a single request
  • Generate summaries across broader date ranges and larger populations
  • Reduce the need for manual segmentation prior to analysis
  • Surface themes, highlights, and lowlights from significantly larger datasets

Intelligent Processing for Very Large Datasets

When a request contains more than 75,000 eligible comments, the system automatically selects a random subset from the complete set of matching comments. The selected comments are then used to generate the summary.

This approach allows Smart Summaries to support large comment volumes while applying the same selection method across the full set of eligible comments. The resulting summary reflects the randomly selected subset rather than every comment included in the original request.

New Processing & Notification Experience

To support larger datasets, Smart Summaries now utilizes an enhanced background-processing workflow. When a summary request requires additional processing time, the analysis continues in the background and users are notified once results are available. Users are not required to remain on the page while processing completes.

Once complete, users will receive:

  • An in-application notification
  • An email notification
  • Access to the completed Smart Summary report and downloadable PDF output

No Change for Existing Smart Summary Workflows

For Smart Summary requests containing approximately 1,000 comments or fewer, the existing workflow remains unchanged. Users can continue generating summaries exactly as they do today with no change to the user experience, configuration, or project setup.

Automatic Upgrade

No configuration updates are required. The enhanced Smart Summaries experience will be automatically enabled for projects and views where Smart Summaries are already available today. Existing users will immediately benefit from the expanded processing capabilities and enhanced notification workflow



BUGS

The following bugs have been resolved. These do not require any configuration.

Metrics Report Sorting: When sorting columns within a metrics report, the Total/Average row was previously included in the sort results. This issue has been resolved, and the Total/Average row will now remain fixed at the top of the report while all other rows sort as expected

Project Health View Title: Corrected an issue that caused the Project Health view title to be removed from the navigation bar after refreshing the page. The view name will now display consistently regardless of how the view is accessed or refreshed.

Dashboard Builder Horizontal Bar Charts: Fixed an issue that caused data labels to become truncated in certain horizontal bar chart configurations. Data labels will now display consistently when viewing dashboards across supported screen layouts.