Deck Intelligence

Deck Intelligence is an in-app AI chat assistant that lets you query your feedback data in plain English. Instead of navigating reports manually, you can ask questions like "What are enterprise customers complaining about?" or "How has NPS changed for churned accounts?" and get a direct answer with links to the underlying feedback.

Availability

Deck Intelligence is available on Business and Enterprise plans. If you are on a lower tier, upgrading your subscription enables the feature immediately.

Questions consume credits from your organization's monthly allocation. If your organization runs out of credits and overages are disabled, Deck pauses new questions until an admin enables overages or the next billing period starts.

Opening Deck Intelligence

When Deck Intelligence is enabled for your workspace, chat appears inside the app shell. On desktop, it can open as a docked panel beside your workspace so you can keep browsing Deck while the assistant works. You can collapse the panel, resize it, or expand it into a full chat page.

Expanding opens a bookmarkable route (/{your-org}/chat) with conversation history on the left: start a new chat, jump between recent conversations, and (when enabled) manage connectors. On mobile, the same full-page route is used; history opens as a sheet. Closing or going back returns you to the product page you expanded from, and Deck keeps that page’s context for the assistant.

Some screens may still show the compact floating chat button when Deck cannot reserve a docked panel. The compact launcher uses a sparkle icon.

Conversation history is private to your account in this workspace and saved to Deck, so recent chats come back when you sign in on another browser or device. Teammates cannot see your conversations. Empty new chats are not saved until you send a message.

Asking Questions

Type your question in the input field and press Enter (or click Send). The assistant reads your organization's feedback data in real time and streams a response back. It selects the most relevant tools for the page you are on and the question you asked, so a question from a theme page can focus on themes and insights while a question from settings can focus on integrations or feature setup.

Deck Intelligence is framed as an embedded product manager: for roadmap and prioritization questions it aims for decision-oriented answers (bottom line, evidence, trade-offs, and a recommended next step), using signals such as volume, severity, segment concentration, NPS impact, and recency. Factual lookups stay concise. When evidence supports it, the assistant may recommend creating Opportunities or Projects — write actions still require your approval.

Good questions to try:

• "What themes are most common among detractors this month?"
• "Summarize the top complaints from Zendesk tickets in Q1"
• "Which customer segment has the highest NPS?"
• "What should we prioritize on the roadmap this quarter?"
• "Which problems look like strong Opportunity candidates?"
• "Are there any insights about the onboarding experience?"
• "What subthemes do you see in the Pricing theme?"
• "Which subthemes have the most negative sentiment right now?"

Working With Responses

You can copy completed user or assistant messages from the message actions that appear next to each bubble. Copied assistant answers include only the visible response text, so hidden follow-up metadata and source markers are left out.

You can also edit your own previous messages when Deck Intelligence is not currently responding. Saving an edit replaces that message and reruns the conversation from that point. If there are later messages in the thread, Deck will warn you before replacing them.

On the full chat page, longer conversations include a compact turn navigator anchored to your prompts. Use it to jump between major turns without losing the latest-response jump control.

While a new answer streams, Deck keeps the matching question anchored so the response grows underneath it. If you scroll manually or jump elsewhere in the transcript, Deck clears that anchor and lets you browse freely.

Citations

Every factual claim in the assistant's response is backed by a citation — a direct link to the insight, theme, NPS response, or customer service ticket the answer draws from. Citations appear as numbered references in the text and are listed in a collapsible Sources section before the answer.

Click any citation to open the original piece of feedback in a new tab.

When Deck Intelligence creates a new Project, Initiative, Opportunity, or Theme for you, a compact link card appears near the response sources so you can open the newly created asset directly from the chat. The link card is separate from the Sources list so it is never buried inside the citations.

Charts, Tables, and Media

For visual questions, Deck Intelligence can show trusted tables, charts, and media next to the written answer. These visuals come from Deck’s own read tools (not free-form AI drawings), so they stay aligned with the same data the Sources list cites.

Examples of what can appear:

• Charts for NPS category breakdowns and similar distributions
• Tables for theme or segment volume, insight lists, quote samples, and category overviews
• Video clips when an insight already has a trusted recording snippet

Artifacts appear after Sources and before the tool-use disclosure. Opening an older conversation replays the same snapshot that was saved with the message—Deck does not re-run the query just to redraw the chart or table.

Regular tool activity appears in a collapsible Tool Use section. Approval requests stay visible as inline cards so you can approve or deny changes without opening a collapsed section.

Page Context

Deck Intelligence is aware of which page you are on. When you open the chat while viewing a specific theme, subtheme, insight, interview, NPS view, Project, Initiative, or Opportunity, the assistant automatically focuses on that topic without you needing to repeat the context. When a specific entity is active, Deck shows its name above the input so you can see what context will be sent. You can still ask general questions — page context only narrows the default scope.

Using Connectors

When connectors are enabled for your workspace, use the Connectors button beside the chat input to connect supported external services. Choose Add a connector to search the available catalog, then complete the provider's authorization flow in the secure popup. Deck confirms the connection before continuing the conversation.

Connected services appear at the top of the Connectors menu. You can disconnect one from its toggle, reopen the catalog to reconnect or remove it, or choose Manage connectors to open your workspace integration settings.

You can also ask Deck Intelligence to use an external service directly. If a connection is missing or needs attention, the assistant shows a Connect or Reconnect card in the conversation. After you finish connecting, Deck adds a visible confirmation message and resumes your request automatically.

External actions use the same approval experience as Deck changes. Read-only actions can run without interruption when Deck can verify that they are safe. Actions that may create, update, delete, send, or otherwise change external data require your explicit approval in chat. If Deck cannot confidently classify an action as read-only, it asks for approval.

Confirming Changes

Deck Intelligence can help with a limited set of workspace changes, such as updating Build records, managing segments, or toggling supported settings. It can also perform approved actions in connected external services. Write actions are gated:

• When the assistant proposes a write, an inline approve/deny card appears in the chat with a summary of the exact action, target, and fields that would change.
• An admin must approve the action inline before it runs. Denying cancels the action and the assistant offers alternatives.
• Members can keep using read and analysis tools, but admin-only write tools will not run for them.

Suggested Questions

When the chat is empty, a set of Starter Questions appears. These are tailored to the page you are viewing and help you get started quickly. Click any suggestion to send it immediately.

Limitations

• The assistant only has access to data within your organization and services you explicitly connect. It cannot browse the open web.
• Available external actions depend on the connected service and the permissions granted during authorization.
• Very large date ranges may take a few extra seconds to process
• New questions require available credits or enabled overages
• Deck Intelligence only modifies data after an admin approves a supported write action inline. Most questions and analysis tools are read-only.

Privacy

All questions and responses are scoped to your organization. Connector identities are also separated by user and organization, so a connection is not shared across organizations. External-service credentials are managed by the connector provider rather than stored by Deck. Queries are processed by Deck's AI infrastructure and are subject to the same data handling policies as all other AI features in the product.