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Agentic chat Cited answers across your whole business

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Overview

Elevea vs.

At a glance Goals, KPIs, & intelligence in one system

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Company

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Action Planning

An insight nobody acts on is just a note

Highlight any finding and turn it into an owned action or goal in two clicks — with the evidence attached, an AI-drafted plan to start from, and progress tracked until it’s done.

See how it works
Why it matters

Great insights, lost in the follow-through

The offsite produces priorities. The survey produces a deck. Then the work scatters across inboxes and task tools — cut off from the reason it mattered — and nobody can say what changed.

  • Evidence travels with the work

    The source excerpt and link stay attached — so six months later, everyone still knows why it’s on the list.

  • A first draft in seconds

    AI suggests actions, goals, or key results — with owners — for you to edit and approve.

  • Measure what changed

    Promote actions to tracked goals and see the result in the next round of interviews.

How it works

From finding to finished

Insight to action

Two clicks from “we heard” to “we’re doing”

Highlight text in a summary, an insight, a response, or a chat answer, right-click, and create an action or goal — or link one that exists. Ask for AI suggestions and Elevea drafts up to five, with suggested owners, for you to review.

  • Source excerpt and backlink stay on the record
  • Nothing is created until you approve it
  • Link to existing work instead of duplicating
Multiplayer actions

A shared board for the quick wins

Not everything needs to be a goal. Actions are lightweight — owner, due date, priority — and can be public to the organization and assignable to anyone, or private to you. Group them by study, team, or owner to see what’s moving.

  • Priority: urgent, high, medium, or low
  • Views for everything, my team, or just me
  • Group by the study that started them
Close the loop

Know whether it worked

When an action needs real accountability, promote it to a goal with a KPI — Elevea will chase the owner for updates. Then ask about it in the next round of interviews and see whether the signal changed.

  • Goals with owners, milestones, and KPIs
  • Each cycle becomes context for the next
  • Follow-through you can report on
What’s different

Action planning, built in

Survey tools end at the report, and task tools don’t know why the work exists. Elevea connects both ends.

Survey + task tools Elevea
From insight to action Survey + task tools:Copy, paste, and re-explain Elevea:Highlight, right-click, done
Context Survey + task tools:Lost in the hand-off Elevea:Source excerpt and link stay attached
Drafting the plan Survey + task tools:A blank page Elevea:AI-suggested actions and owners
Measuring impact Survey + task tools:Not connected Elevea:Goals, KPIs, and the next interview round
“The ability to link goals and actions to the interview responses is incredibly helpful. It helps me make sure that these insights aren’t dying in a spreadsheet somewhere, but that they’re driving real action that I can track, all in one place.”
Division President~1K-employee company
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FAQ

Frequently asked questions

What’s the difference between an action and a goal?

Actions are lightweight to-dos — owner, due date, priority. Goals add hierarchy, status, milestones, KPIs, and automated update-chasing. Start with an action and promote it when it needs that accountability.

Where can I create actions from?

From study summaries, topics, insights, responses, rating results, and chat answers — highlight the text, right-click, and create an action or goal.

Does the AI create actions automatically?

No. AI suggestions are drafts you review and edit; only what you approve is created.

Can actions be private?

Yes. Each action is either public to your organization or private to you.

Turn what you hear into what you do

See how Elevea connects insight, action, and results.