Rules help you customise Wisdom to work exactly the way you need it to. By creating rules, you can ensure Wisdom consistently follows your preferences and provides answers tailored to your workflow.
Shape how Wisdom responds
Always provide verbatim quotes
Back up insights with actual customer language.
Whenever I ask a question I always want the answer to include multiple actual verbatim quotes my users
Planning mode
Get Wisdom to ask clarifying questions before running queries.
Always ask follow up questions for best clarification of the questions so that you can provide the best answer
Rank where possible
Get ranked lists with numbers, not just themes.
e.g., top 10 features ranked by number of feedback records within a given timeframe
Bugs vs. features
Separate what's broken from what's missing.
Where relevant, always provide an assessment of bugs vs. feature requests to instruct what needs fixing vs. what needs building
Add business data to every answer
Financial Data Inclusion
Surface revenue data alongside feedback to prioritise high-value customers.
When metadata is available on feedback, user or account data, always provide ARR, Contract Value, Spend, Revenue growth, pipeline efficiency, customer value, retention, growth rate, MRR, deal size, win rate in addition to insights when available
Geographic Segmentation
Understand how customer expectations differ by region.
Always consider the location country and compare the requested metadata with available geographic data. Provide me how customer feedback expectations differ depending on geography.
Competitor Analysis
See where you stand against competitors on every feature request.
Always compare feature requests to our 2 top competitors in the market & show me where our company stands.
Reduce support costs
Cost Per Contact
Attach a dollar amount to every support interaction.
When analysing Phone Calls, Human Agent Calls, Care Center Calls, always state the full cost of mutually exclusive and collectively exhaustive, non-duplicated cost per interaction at #$$$ per call.
Self-Service Recommendation
Turn support complaints into self-service opportunities.
When generating insights, always provide self-service recommendations from complaints or help requests, always identify the user's underlying goal, propose the most relevant help-center or in-product guidance first, and ensure the recommendation reduces future support volume by addressing the root cause, not just the symptom.