We have been using JPD to gather and quantify the asks we get on the CX side of our business prior to having prioritization planning with our R&D teams. Because the insights come from so many channels (ex. Gainsight managed customers, Community posts, Zendesk managed customers, NPS campaigns, etc.) we have been looking to quantify the number of asks from each channel.
As we have a growing list of insights from various channels attached to each request, I am looking to add custom fields on each request for specific channels. I was trying to explore if there was a way in the automation to extract information from Insights to update custom fields and was wondering if there was any guidance here.
For example:
If someone adds an Insight from our Community (which would always come from our Community URL) is there a way for automation to update a custom field named "Count of community requests" on the ticket? The idea here would be able to build reports/lists based on the top requested Ideas, per feedback channel.