🎯 AI & Insights Action Roundtable

Qualtrics Summit X4 | March 18, 2026 | ~43 minutes

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Facilitators

Gabe Ho — Lead Product Marketing for AI, Qualtrics
Amisha — Qualtrics Product Team
Melissa — Qualtrics Product Team

Key Pain Points Discussed

Bias toward the data consumers — Organizations make excuses for feedback rather than receiving it
Accountability gap — Who owns taking action on insights? Getting stakeholders to care
Volume overwhelm — Too much data, not enough time to analyze manually
Soft skills needed — Building relationships to get others to care about dashboards
AI features are siloed — Don't feel flexible or interconnected enough to build a story

Alan's Key Contributions

"The bias of the consumers of the data... we are prone to make excuses for people's experiences rather than just receive them. Our energy goes into justifying why what we have is the right way and basically they're wrong. We challenge the feedback rather than just receive it."

"In education, we have this misguided thing that we're supposed to make everybody feel good, so educators are more likely to give crappy feedback, which is really weird."

"I'd like to see the agentic connections... if we can get the 60% easy questions to be handled without us... might the agent be able to handle the frequent requests without intervention?"

Power BI Approach

Alan builds dashboards with persona-based views — one for administrators, one for providers — so each gets context-specific insights in under 20 seconds. Then compares personas to find conflicting vs. common themes.

Desired Capabilities Discussed

Capability	Why It Matters
Salesforce integration	Enrich reports with customer data/profiles
Persona-based summaries	Different stakeholders need different contexts
Automatic data-to-insights conversion	Reduce prep time
Agentic AI for frequent requests	Handle 60% of easy questions without human intervention

Challenges with Current AI Tools

Insights Explorer — Not conversational, not flexible; must pull back with new filter to deep dive
AI features feel siloed — Don't interact with each other, preventing narrative building
Response clarity — Some using it, but limited
Workaround: Export to Excel, analyze with Copilot instead

Data Governance Challenges

Low survey response rates — 25% response is typical
PII/compliance issues — Contract numbers masked, limits deep dives
External AI use: Alan uses external tools to define data relationships, exports markdown instructions to avoid reintegration exercise each time

Roundtable Themes

Accountability — Getting stakeholders to not just receive data but act on it
Story-building — AI features need to connect to create narratives, not just output metrics
Persona-based insights — Customize for admin vs. provider vs. board
Data enrichment — Need external systems (Salesforce) integrated

Guide created: March 18, 2026 | Source: Note_20260318_1201_otter.ai