1. Purpose of This User Manual

2. Getting Started: Xebo.ai Login

Step 1: Access the platform

Step 2: Enter credentials / SSO (if applicable)

Step 3: Navigate to Text Genie module

3. Guide to using Text genie

3.1 Creating a text Genie

1. Open the Text Genie module
   From the top navigation bar, click Text Genie.

This opens the Text Genie list page where you can view existing Text Genie projects.

2. Start creating a new Text Genie
   Click Create Text Genie (top-right).
   
   

The Text Genie Configuration window will open.

3. Enter the Text Genie name
   In the Dashboard Name field, enter a name for your Text Genie.
4. Select the survey(s) to analyze
   Under Select survey(s), choose the survey (or multiple surveys) you want to analyze.
   You can use the search option inside the dropdown to quickly locate a survey.

5. Add question(s)
   Under Add a Question, select the question(s) you want to include and click Add.

6. Add questions from additional surveys (if required)
   If you want to include questions from another survey, repeat Step d and Step e:

• Select another survey under Select survey(s)
• Then add the relevant question(s) under Add a Question and click Add

7. Review your selections
   Confirm that the selected survey(s) and question(s) appear in the configuration window.
   If options are available to edit or remove selections, use them before proceeding.
8. Generate the Text Genie dashboard
   Click Next to begin generating insights.

A loading state appear (e.g., Populating… We are generating data please wait) while the system processes responses.

9. Open the generated dashboard
   Once processing is complete, the Text Genie dashboard will open for the project you created.
   You will also be able to see the created Text Genie in the list page.

3.2 Adding More Sources to a Text Genie 

If you want to expand your existing Text Genie analysis, you can add more sources (additional surveys and questions) to the same dashboard.

1. Open an existing Text Genie dashboard
   From the Text Genie module, open the Text Genie project you want to update.

b. Click Add Source
On the Text Genie dashboard, click Add Source (top-right).
The Text Genie Configuration window will open.

c. Select the survey to analyze
Under Select survey(s). Choose one survey that you want to add as a source.
You can use the search option inside the dropdown to quickly locate the survey.

d. Add question(s)
Under Add a Question, select the question(s) you want to include and click Add.

e. Add questions from additional surveys (if required)
If you want to include questions from another survey, repeat Step c and Step d:

• Select another survey under Select survey(s)
• Then add the relevant question(s) under Add a Question and click Add

f. Review your selections
Confirm that the selected survey(s) and question(s) appear in the configuration window.
If options are available to edit or remove selections, use them before proceeding.

g. Save changes
Click Save to apply the updated configuration.
The system may take a few moments to update the dashboard and regenerate insights.

3.3 Global filter (applies across Text Genie pages)

What it is:
The global filter lets users narrow down the entire Text Genie analysis (Home, Feedback, RCA) using multiple filter types such as Date/Week/Month, Theme, Sentiment, NPS, and Embedded Data.

How it works:

A. Users select filter category, then choose the values they want to filter by.

B. They can either:

Apply → instantly applies the selected filters to the current view

Save & Apply → applies the filters and saves that filter set for reuse later

Saved filters: When a filter is saved, users can open Show saved filters to view previously saved filters and quickly apply them again without rebuilding the selection.

3.4 Sharing the dashboard (public/share link)

Users can share the project view via a link and choose the language format before sharing:

• Click the share icon to open the share modal.

• Select English or Arabic for the shared view.

• Click Copy → the link is copied to the clipboard so it can be pasted and shared immediately

4. Homepage (overview)

The Home tab is the default landing page of a Text Genie project. It provides an at-a-glance view of key insights and interactive sections that help you explore feedback patterns quickly.

4.1 Summary

The Summary section provides an AI-generated overview of the key points found in the selected feedback. It consolidates common themes, recurring issues, and notable highlights into a single narrative so users can quickly understand what respondents are saying—without reading every individual response.

4.2 Sentiment Trend

1. Sentiment Trend: This chart shows the average sentiment for each time period (for example, a specific week). Avg. Sentiment represents the overall sentiment score for the selected time bucket.
   

b. Theme Sentiment Analysis 
This chart shows the average sentiment for each theme for the selected time period. 

4.3 Browse Theme by Impact Volume 

Overview

The Browse Theme by Impact Volume section helps you explore feedback based on themes and sub-themes, so you can quickly identify which areas have the most feedback and drill down into specific topics.

This section is typically used to:

• See which themes have the highest volume of feedback
• Drill down into sub-themes within a theme
• View the individual feedback responses related to the selected theme/sub-theme

Selecting a Theme and Sub-Theme

a. Select a Theme
From the Themes list (left panel), click a theme to focus on a specific area (for example, community services, pricing, facilities, etc.).

b. Select a Sub-Theme
Once a theme is selected, the Sub-Themes list (middle panel) will show more detailed categories under that theme.
Click a sub-theme to narrow the analysis further.

c. View Feedback for the selection
After selecting a theme and sub-theme, the feedback panel (right side) displays responses tagged under the chosen theme/sub-theme.
This helps you review exactly what users are saying about that specific topic.

Expand View (Expand icon)

The Expand option allows you to open an expanded view of the selected results, making it easier to review feedbacks in more detail.

When you use Expand, Text Genie displays all feedback related to the selected theme and sub-theme in an expanded format, so you can browse the complete set of responses without being limited to the condensed panel view.

4.3 Word Cloud

The Word Cloud section provides a visual way to explore the most prominent words/phrases within the feedback.

How exploration works (3 levels)

• Theme level: View word cloud signals across themes

• Sub-theme level: Click a theme to focus the word cloud on its sub-themes

• Keywords level: Click deeper (sub-theme / word group) to see the most relevant keywords and the corresponding feedback.

Feedback visibility
At each level (Theme → Sub-theme → Word cloud), users can view the related feedback on the right side, helping validate why a word or phrase is appearing.

4.4 Themes (theme cards/theme level insights)

Theme Cards provide a consolidated snapshot for each theme.

Each Theme Card typically includes:

a. Overall Sentiment (Theme level): a sentiment indicator representing how positive/neutral/negative the theme’s feedback is overall.

b. Summary: short theme-specific narrative of what respondents are saying under this theme.

c. Dominant Segments: one-line view of the most common segments/groups where this theme appears most strongly (based on available respondent attributes).

d. Issues: key problems detected for the theme.

Related Feedback: clicking this shows the feedback entries that support that issue

e. Actionables: recommended actions that can be taken based on the theme’s issues/opportunities.

f.  Sub-theme Level Distribution: shows how the theme’s feedback is distributed across its sub-themes (volume/share over the selected time grouping).

5. Feedback Page (overview)

The Feedback page is the response-level view of Text Genie, where users can browse individual feedback entries (open-ends and other question responses) along with their detected sentiment and theme/sub-theme classification. It helps users validate what Text Genie understood, and quickly drill into specific responses using search and filters.

5.1 Single feedback card — what it shows

Each feedback card contains:

a. Sentiment indicator (top-right): Shows the sentiment score/value and the sentiment label (e.g., positive/negative/neutral) for that response.

b. Response metadata (top area): Displays the response identifier and supporting context like source/survey name and timestamp (as shown in the card header).

c. Question + response text (main body): The question prompt and the respondent’s actual answer/feedback.

d. Theme and sub-theme tags (classification row): The tags represent which theme(s) and sub-theme(s) the feedback belongs to.

• A single feedback can be mapped to multiple themes and multiple sub-themes.

e. Change in Language

5.2 Editing the Theme/Sub-theme classification of a feedback

When the user clicks the edit icon on a feedback card:

a. A Classification modal opens.

b. The modal lists all available themes, and under each theme it shows the relevant sub-themes.

c. The user can add or remove sub-themes for that specific feedback by selecting/deselecting them.

d. On confirmation, the feedback’s classification is updated and reflected back on the feedback card.

6. RCA Page (Overview)

The RCA (Root Cause Analysis) page is meant to explain why a score changed (mainly NPS, and sometimes Sentiment) by:

• showing the trend over time, and
• highlighting the segments/themes that likely drove the uplift or decline, with ready-to-read insight cards.

6.1 Left side cards: Sentiment + NPS trends

• Sentiment card (left): A quick trend view for overall sentiment across the selected time grain (weekly/monthly etc.).

• NPS card (left): A quick trend view for NPS.

6.2 NPS score trend for a selected dominant segment

• NPS score over time (Y-axis = NPS score, X-axis = weeks) ,shown for the selected “driver” (theme/segment)

6.3 Summary block (below the chart)

That summary is a plain-language explanation of what changed and the likely contributors.

A clean way to describe it in the guide:

• What it is: A generated narrative that explains the score movement, calling out the biggest drivers (themes/segments) behind the change.
• What it’s anchored to: The currently selected dominant segment/driver (and the time comparison the engine is using).

6.4 Insight feed (the cards below) 

Those cards are essentially “change detection + explanation” entries.

Each card includes:

• a headline insight (why the metric moved),
• a delta value (example: +3.38 NPS or -0.6 NPS),
• a comparison window (e.g., (6 Oct - 13 Oct) vs (13 Oct - 20 Oct)),
• and a published date (important: this indicates a generated snapshot, not necessarily live).

Critical interpretation (this is the key):

• These cards are not just “general insights”—they’re explicitly comparing two periods and summarizing what changed + likely root causes.
• Multiple cards can exist because the system may be detecting changes across different time slices, or different drivers.