Generate insight reports with Productboard Pulse

Jake Sawyer

Updated May 21, 2025 13:46

The following capabilities are available with Productboard Pulse.

In today's data-driven world, even the most advanced enterprises struggle to unlock the full value of their customer feedback. The flood of data from countless channels can bury critical insights, leading to misaligned product strategies and missed opportunities within competitive markets.

Productboard Pulse's conversational AI helps you cut through the noise by responding to your prompts, answering follow-up questions, and generating a report based on your filters. You can then save that report as a document to be shared across your Productboard workspace.

Note: Admins, makers, and contributors can prompt Productboard AI and ask it questions about insights, but only admins and makers can generate and save a report based on those prompts.

Creating a report

To create an insight report using Productboard Pulse:

Open any insights board.
Adjust the board's filters to identify the subset of notes you want to include in the report. Feedback from any note which is excluded by the filter will not be analyzed.
Click the Analyze button to open the Productboard Pulse chat.
In the prompt field, describe how you'd like Productboard Pulse to craft the report. You can @-mention specific customers, users, or segments if you want to narrow down your analysis. You can also use the @ button on the right side of the input area to browse the entities.

Note: @-mentions work on top of board filters, meaning your prompt's response will be limited by both the filters on the board and any @-mentions in the prompt itself.

Example: "Give me a list of biggest pain points of customers from the @enterprise segment and include their direct quotes and their names." In this case, the AI will only analyze feedback notes from customers included in the Enterprise segment.
(Optional) After the AI has finished writing its response, type another question into the prompt field to have it respond again. For example, you could ask it to identify the most important pain points out of the ones it listed previously.

Saving and sharing a report

When you're done prompting the AI and have everything you need, you can use the buttons at the bottom of the response to copy the output to your clipboard or save it as a document.

When you click Save as document, a new document will be generated in the same teamspace as the insights board you just analyzed. It will have a title similar to "Analysis of [original insights board]". For more information on working with documents, see Collaborate on documents within Productboard.

On citations

To boost traceability and trust, Productboard adds citations to AI-generated content. Citations appear beside each AI-generated bullet point or paragraph in both the Productboard Pulse analysis sidebar and any documents created from that analysis. When clicked, they provide clear references to the sources of insights, feedback, and data that inform your product decisions.

In the citation window, you can use the arrows to cycle through each cited note, or click Read note to open the note directly. You can always return to your point of origin using the back arrow at the top of the note panel.

By linking AI output to its original source, whether it's a customer interview, support ticket, or survey response, product teams can maintain transparency and build trust with stakeholders.

Citations also enable teams to validate the relevance and authenticity of information, ensuring that prioritization decisions are well-founded. This level of traceability fosters collaboration, alignment, and confidence across the organization, ultimately leading to better product outcomes.

Use case examples

There are tons of ways you could use Productboard Pulse's report generation. Here are two examples of how you could configure your filters to help you tackle specific use cases.

Quarterly Voice of Customer reports

Review last quarter's feedback to help you prepare this quarter's plan by setting your time filter to catch all notes created in the last 90 days. If you have segments, consider creating an insights board for each segment for comparison.

Post-release evaluations of qualitative feedback

Once enough time has passed after you release a feature, it can be helpful to review what people have been saying about it.

First, set your time filter to the date of the release.

Then, create a filter to help you corral notes related only to the feature in question. There are a few different ways to approach this depending on your situation

If you're really good about linking feedback to features as it comes in, you can use a Hierarchy filter to grab all notes that have been linked to the feature you're investigating.
If you're a little behind on linking insights but you have a robust tagging system, you can filter for tags related to the feature. This will catch notes even if they haven't been processed yet.
If you don't have a solid tagging system down yet, you could create a Content filter and give it keywords related to the feature in question. This will surface notes that contain some, all, or none of the keywords, according to your settings.

See Filter the Insights board to find relevant feedback for more on filtering.

Accessing the AI agent from Slack

You can access Productboard's AI agent directly within Slack to analyze customer feedback, generate insights, and co-author voice of customer documents.

To activate the AI agent for Slack:

Ensure you have a paid Slack plan (required for AI Agent access).
In Productboard integration settings, by Slack, select [+] or install Productboard app from
Slack Marketplace.
Authorize the integration.

For more information, check out this post on our blog.

Current limitations

Our AI models work with the content of feedback notes, details about the customer who provided the piece of feedback, and segment information. Currently, the models don't yet have knowledge about other note attribute such as tags, note owner, creation date, or state.