How to extract keywords from Salesforce CSAT Survey Comments using generative AI

Keyword Identification
Salesforce

As a business, understanding customer satisfaction is crucial to retain customers and improve your services. However, analyzing large volumes of Salesforce CSAT survey comments can be time-consuming and overwhelming. Fortunately, with the help of generative AI, you can quickly and easily extract the most important keywords from your survey comments to gain insights and take action. In this post, we will guide you through the process of keyword extraction using generative AI.

What is Keyword Extraction?

Keyword extraction is a technique used in natural language processing (NLP) that involves identifying the most relevant and important words or phrases in a piece of text. It can be performed manually, but it can also be automated using machine learning algorithms. These algorithms learn to recognize patterns and features in the text that are associated with important words or phrases and can be trained on a labeled dataset of text.

Keyword extraction can be used to analyze and summarize large volumes of text data quickly, allowing you to identify the most important themes and information. It has many applications, such as search engine optimization (SEO), content analysis, and topic modeling.

Example Use Cases

Keyword extraction can be valuable for many teams, such as customer support, product, marketing, and operations. Here are some example use cases for extracting keywords from Salesforce CSAT survey comments:

  • Identifying common themes and issues in customer feedback
  • Improving customer satisfaction by addressing recurring issues
  • Identifying areas for improvement in your products or services
  • Identifying opportunities for innovation and growth

Accessing and Analyzing Your Salesforce CSAT Survey Comments

To access your Salesforce CSAT survey comments, you can export them from Salesforce in CSV format. Once you have your data, you can use generative AI tools to analyze the data and extract the most important keywords.

Using AirOps to perform Keyword Identification

With AirOps, you can easily extract relevant keywords and phrases from your text-based data using the Keyword Identifier data app. Here's how:

  1. Select "Keyword Identifier" from the Data Apps page. The input required for Keyword Identifier is the "text_field" which is the input text data.

  2. Decide where you want the analysis to be performed and stored. The Keyword Identifier data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_KEYWORD_IDENTIFIER.

    Here is an example SQL query:

    SELECT
    AIROPS_KEYWORD_IDENTIFIER(text_field) as result
    FROM
    your_table
  3. Execute the keyword extraction analysis by running the SQL query. The output will contain an array of keywords and phrases extracted from the input text data.

    Example Input:

    "Hello, I am having trouble with my account. I cannot seem to log in and I have tried resetting my password multiple times."

    Example Output:

    "keywords": ["trouble", "account", "log in", "resetting", "password", "multiple times"],"summary": "A customer is having trouble logging into their account and has tried resetting their password multiple times."

Using AirOps to perform Sentiment Analysis

With AirOps, you can easily perform sentiment analysis on any text data such as reviews, support tickets, or sales calls using Sentiment Analyzer. Here’s how:

  1. Select "Sentiment Analyzer" from the Data Apps page. The only input for Sentiment Analyzer is some text to analyze.

  2. Decide where you want the analysis to be performed and stored. The Sentiment Analyzer data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_SENTIMENT_ANALYZER.

    Here is an example SQL query:

    SELECT
    AIROPS_SENTIMENT_ANALYZER(text_field) as result
    FROM
    your_table
  3. Execute the sentiment analysis by running the SQL query. The output will contain a sentiment score and sentiment summary, as well as a list of positive and negative keywords extracted from the input text data.

    Input:

    "I'm sorry to say that I had a terrible experience with your product. The customer service was unresponsive and the product didn't work as advertised."

    Output:

    "positive_keywords": [],"negative_keywords": ["terrible experience", "customer service", "unresponsive", "product", "didn't work", "advertised"],"score": -0.8,"sentiment": "Very Negative"

Using AirOps to perform Text Classification

With AirOps, you can easily perform classification using generative AI. Here’s how:

  1. Select "Text Classifier'' from the Data Apps page. Below are the possible inputs for Text Classifier.text_field: The input text data.categories (optional): Categories can be specified as a comma-separated list. Leave empty for automatic determination.multi_category: Set to “true” if the text can belong to multiple categories, or “false” if it can only belong to one category.

  2. Decide where you want the analysis to be performed and stored. The Text Classifier data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_CLASSIFIER.

    Here is an example SQL query:

    SELECT
    AIROPS_CLASSIFIER(text_field, categories, multi_category) as result
    FROM
    your_table
  3. Execute the classification analysis by running the SQL query. The output will contain a list of keywords extracted from the input text data that are relevant to the identified categories and a list of categories that the input text data belongs to based on the provided categories or automatic determination.

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