There are 3 types of Sentiment that can be added to an Interaction and reported on via the Dashboard.
Annotation Sentiment - which influences the Relationship Health Score of a Stakeholder
AI generated Sentiment
User Sentiment
Annotation Sentiments can be added to Annotation Tags:
Hover the mouse over an approved Tag and click the plus icon
2. Type in the pop-up window to add related Stakeholders, and use the drop-down to select their Sentiment. Click anywhere outside of the pop-up window to save
3. It should automatically color code like so:
Click on the colorful Sentiment Score odometer in the top right corner of your interaction to add User or AI Generated Sentiment.
Click on Generate to set the AI Sentiment score
Input the User rating
3. Click outside of the pop-up window to Save. You will now see your sentiment scores and annotations along with linked stakeholders! Hover the mouse over the dial to view all three sentiment scores.
For further help on adding sentiment scores, please see the video below:
Sentiment Dashboard Widget: Use the highlighted dropdown to select a type of Sentiment to view.
Reporting on Sentiment:
Select 'Filter' on the interaction record:
Select 'Sentiment'
Use the toggle to search for any/all of the sentiment types
Based on your search filters, the list of interactions will show in a list view for you to see or export.
You can also view your interactions by sentiment color on the map view, by selecting the map icon in the top right corner of the interaction records page. You can then use the 'Search' bar to search by key words of interactions e.g. by Country.