Initiatives

Initiatives is a feature in the Build section that helps you turn customer feedback into actionable product strategy. You describe a topic or project area, and Deck's AI pipeline analyzes your feedback data — themes, subthemes, insights, NPS responses, and customer segments — to generate a structured initiative document with an overview and supporting evidence.

Accessing Initiatives

Navigate to Build → Initiatives in the sidebar. You'll see a list of all initiatives for your organization, along with their status, sentiment signal, and linked insight count.

Click any initiative to open its detail view.

Changing Initiative Status

You can change an initiative's status directly from the list — no need to open the detail page. Click the status badge in the Status column to open a picker, then select the new status. The change takes effect immediately.

Creating an Initiative

1. From the Initiatives list, click New Initiative.
2. Enter a title and, optionally, a goal — a one-line statement describing the desired outcome.
3. A detail page opens in an empty state.
4. Click Generate with AI to open the generation modal.
5. Enter a topic or project description (e.g., "Improve the onboarding flow for enterprise customers").
6. Click Generate — Deck's AI agents will analyze your feedback data and write the initiative for you.

While generation is running you'll see a live Generating state that shows each step the AI pipeline is taking (gathering evidence, synthesizing themes, writing the overview, etc.).

Creating from an opportunity

You can also create an initiative directly from an opportunity in Build → Opportunity Backlog:

1. Open an opportunity detail page.
2. Click the ⋯ menu in the top-right.
3. Select Create Initiative.
4. Deck opens the same initiative dialog with the title and goal pre-filled from the opportunity so you can edit before saving.

When you create the initiative this way, Deck also links it back to the original opportunity so it appears in that opportunity's Related Initiatives menu.

Initiative Structure

Each initiative has a Goal field at the top and three content tabs:

Editing Initiative Content

Both the Overview and Evidence tabs use a rich-text editor built on Plate.js. You can:

• Format text with headings, bold, italic, lists, and code blocks
• Insert links, media, and callouts
• Use / (slash commands) to insert blocks
• Drag and drop blocks to reorder content

Content saves automatically as you type. A small status indicator in the header shows when a save is in progress or has completed. If a save fails, the indicator alerts you so you can retry.

Deleting an Initiative

Open the initiative detail page, click the ⋯ menu in the top-right corner, and select Delete. You'll be asked to confirm before the initiative is permanently removed.

Initiative Statuses

How AI Generation Works

When you trigger AI generation, Deck runs a multi-phase pipeline:

1. Evidence discovery — Deck expands your topic into multiple search queries and retrieves relevant data across all your feedback sources: insights, themes, subthemes, NPS verbatims, support tickets, and customer segments. This phase is fully deterministic — no AI tokens are consumed, so it completes in seconds.
2. Deep exploration — An AI agent explores your feedback data further using the initial discovery as a guide. It searches with natural customer-language queries, drills into relevant themes, and iterates across your data to gather comprehensive evidence before writing begins.
3. Content generation — The collected evidence is synthesized into structured content for the Overview (strategic narrative) and Evidence (supporting data) tabs.

Segment-scoped generation

If an initiative has one or more segments assigned, AI generation automatically scopes its evidence gathering to those segments. This means the generated content reflects feedback specifically from your target customer groups rather than your entire user base.

The generated content reflects the actual feedback data in your Deck workspace at the time of generation. You can regenerate at any time to refresh the analysis.