Who can use this feature?

Users

Available on:

Culture Amp subscriptions that include Engagement and Effectiveness (180 Effectiveness surveys only)

Overview

AI Coach in Surveys enables you to go from insight to action within your Engagement report. It helps you:

Explore key themes for action from a survey, saving time and effort.
Get recommendations on concrete next steps to drive action planning.
Craft communications to share results and action plans with your team, simplifying communication.
Enhance decision-making with data-driven insights tailored to your survey results.

This quick guide will orient you on how to use AI Coach in Surveys, Culture Amp’s AI tool, for real-time support in turning Engagement insights into meaningful actions and effective communication.

Tip: If you’re using the general version of AI Coach, check out the AI Coach user guide.

Your Privacy with AI Coach

Your interactions with AI Coach are private. No one else in your organization, including your manager or administrators, can see your interactions or the content you share.
Culture Amp retains de-identified customer data securely within the Culture Amp platform to monitor and improve AI Coach over time.
This helps us enhance capabilities in high-demand areas and continuously refine the coaching experience.
We prioritize safety and fairness in AI, with safeguards actively in place, and we're committed to strengthening them over time.
No conversation data is stored outside of the Culture Amp environments
No data is logged by 3rd party large language providers, or used to train 3rd party LLM models.

How to Start Using AI Coach in Surveys

Step 1: Access AI Coach in Surveys

Navigate to the Engagement survey results you want to explore and take action upon.
Click the Coach button in the top right corner of the report. A side panel will open on the right.

Step 2: Review the Consent Message

The first time you use AI Coach in Surveys, you will see a consent message. Review it and click Yes I consent to continue.

Step 3: Start a Conversation

In the message box, type your question, a topic you want to explore, or your own reflection.
Press Enter or click the paper plane icon to send your message.

Note: Suggested prompts will appear when you first open AI Coach in Surveys to help you get started, such as "Explore key survey themes".

Step 4: End a Conversation

To finish your conversation, simply type End session or ask AI Coach in Surveys to wrap things up.

Tip: You can also ask AI Coach in Surveys to summarize your conversation to get a quick summary of your notes.

Step 5: Start a New Conversation

Click the New chat icon at the top right of the AI Coach in Surveys panel.

Note: You can always find your past conversations by clicking the Chat History icon.

Step 6: Share Your Feedback

We'd love to hear your thoughts on AI Coach in Surveys! This feedback is reviewed by the Culture Amp Product Team to improve responses, but is not visible to admins.

After a response from AI Coach in Surveys, click the thumbs-up or thumbs-down icon.
Fill out the feedback form and click Send Feedback.

Manage Your Chat History

AI Coach in Surveys treats each chat as a separate session. It will remember information during an active conversation, but won’t carry over context between chats.

To manage your conversations, click the Chat History icon in the top right of the AI Coach in Surveys panel. From there, you can:

Resume a conversation: Click on any previous chat to open and continue it.
Rename a chat: Click the ellipsis (...) next to a conversation, select Edit name, enter a new title, and click Save.
Delete a chat: Click the ellipsis (...), select Delete chat, then click Confirm to permanently remove it.

Prompts to Get Started

Category	Example Prompts
Quickly Surface Themes for Action	"What are the most important themes from our survey I should pay attention to?"- "Where are we performing well and where can we improve?" "Coach, can you highlight patterns in feedback about recognition and reward?"
Create Action Plans	"Help me identify actions and next steps for my team." "Let’s brainstorm actions to improve collaboration among remote teams." "What actions could I take to increase confidence in leadership within my team?"
Craft Communications	"Can you draft a message to share our results and action plan with the team?" "Can you draft a Teams message summarizing key changes based on focus areas?" "Help me create a one-page summary celebrating our strengths and outlining next steps."

What Data Does Coach in Surveys Use?

AI Coach in Surveys draws directly from the Engagement survey report you’re viewing to provide tailored recommendations. It currently uses:

Question text and factor names
Favorable, Unfavorable and neutral percentage scores
Impact ratings
User-flagged focus questions

At this stage, AI Coach only considers favorable scores from your current report.

🟢 Data Now Available

Category	Data Type	Available Now
Core Results and Scores	Engagement score / factor level scores	✅
	Rating question scores	✅
	Branched question scores (rating only)	✅
	Question text and factor name	✅
	Favorable, Unfavorable and neutral percentage scores	✅
	Impact rating for questions	✅
	Focus agent recommended questions	✅
	User-flagged focus questions	✅
	Overall participation rate	✅
Comparison and Trend Data	External benchmarks	✅
	Internal comparison (one comparison only, see note below)	✅ *
	Demographic comparisons	✅
Filters, Demographics, and Connected Data	Rating question and factor scores with filters applied (e.g., Department = Sales)	✅
	Data from Experience Surveys (Onboarding and Exit)	✅ *
	Data from other Attributed (snapshot) surveys	✅
	User demographic information: Preferred Name Job title Manager status (manager yes or no) To show Manager status requires a validated employee hierarchy and will show: Individual contributor (if no direct reports) Manager (if has direct reports) Leader of scale (if manager of managers)	✅
	Self-reporting demographics (only if they are available as report filters.)	✅

*Note:

Data from Experience Surveys (Onboarding and Exit) includes rating questions only. Time filters aren’t available, so results are shown across the entire survey.
AI Coach in Surveys uses only one historical internal survey comparison for context.
- The comparison must be configured as a comparison on the survey.
- It must have more than 20 responses (to exclude test surveys).
- If multiple comparisons meet these conditions, Coach uses the one with the most recent launch date.
- Changing the comparison filter in the User Interface does not affect which comparison Coach uses, it’s determined automatically based on the logic above.

🟡 Data Not Available/Coming Soon

Category	Data Type
Core Results and Scores	Single-select question scores
	Multi-select question scores
Comparison and Trend Data	Factor trend over time
	Question trend over time
	Trend graph data
	“This survey” comparison type (e.g., Company overall — visible in admin report only)
	External comparisons
	Hierarchical comparisons
Qualitative Insights	Comments
	Question-based AI comment summaries (including representative comments and sentiment)
	Theme-based comment summaries (with sentiment analysis)
Filters, Demographics, and Connected Data	Question scores by demographic, or combined demographics (For example: Heatmap, or Heatmap with filters applied)
	Tier 1 languages (multilingual)
	Additional demographics
	Data from 360 Effectiveness Surveys
	Data from other Culture Amp tools (e.g., Goals, 1-on-1s, Performance, Coach General)
	System set or custom action inspirations

Best Practices for Using AI Coach in Surveys Effectively

✔️ Write naturally: Use everyday language, just as if you were chatting with a colleague. AI Coach in Surveys adapts to your tone and communication style.
✔️ Add context: The more specific you are, the more tailored the response will be. AI Coach in Surveys only knows what you share so be specific so it can give you useful guidance
✔️ Experiment: Try different questions or reword your requests to explore different options.
✔️ Create artifacts: Ask AI Coach in Surveys to create a goal, an action plan, or draft a communication to take action on your survey results more efficiently.
✔️ Refine: Want an improvement to an artifact? Ask AI Coach in Surveys to refine or improve it.
✔️Treat Coach like a colleague: Ask for advice, rephrasing, or responses in a particular tone (e.g., “Advise me like a people leader in retail.”)

Limitations: Things to Keep in Mind

While AI Coach in Surveys is a powerful guide, some aspects still require a human touch. Consider these limitations:

Coach doesn’t replace your judgment
Use your own understanding of your team and survey results. AI Coach can guide, but you know your unique context best.
Always review results yourself
AI Coach supports you but cannot complete your review of survey results. It only considers the questions you ask, so your insights and context remain essential.
Works with the current report only
AI Coach focuses on the survey report you’re viewing and doesn’t access other Culture Amp data or historical surveys beyond what’s included in the current report.
No company policy integration
AI Coach doesn’t reference your organization’s specific policies or approaches. Factor these into your decisions separately.
Coach focuses on themes and action
Some survey details aren’t available to AI Coach. For more information, see What Data Does AI Coach in Surveys Use?
Action implementation is still in your hands
AI Coach can inform and draft action plans and communications, but actually implementing them in actions, goals, and communications is your responsibility.

FAQs

Which surveys is AI Coach in Surveys available on?

AI Coach in Surveys is designed specifically for Engagement surveys (snapshot/attributed type surveys). While it can provide support for other Engagement-type surveys, such as Experience (Onboarding and Exit), it is not available for 360 Effectiveness Surveys. It helps turn insights into action with tailored recommendations and communication guidance.

What reports is AI Coach in Surveys available on?

You can use AI Coach in Surveys on any survey report you have access to, whether it’s a draft, a live survey, or a past survey report that’s been shared with you.

Can I export or save the action recommendations?

While there is not in built functionality to export, as a workaround you can ask AI Coach in Surveys to summarize your conversation and then copy and paste the information to save it. We're working on more direct export options for the future.

Does Coach create actions or goals in Culture Amp for me?

Not at the moment. Coach provides insights and recommendations, but you’ll need to manually create, track, and manage any action plans or goals in Culture Amp after reviewing your survey results.

Is AI Coach in Surveys tailored to me and my role in the org?

Yes! Coach uses your role and manager status to provide more relevant, personalized recommendations. During a session, it can also remember additional context you share.

You can easily adjust Coach’s perspective by prompting it, for example:
"Actually Coach, I want to explore the results to help debrief a leader in the Finance Department."

Is Coach tailored to my survey report?

Yes. Coach only provides insights based on the data you have access to in your survey report.

Is it expected that AI Coach in Surveys may give slightly different answers when I view the same survey again?

Yes! Coach uses generative AI, so responses can vary slightly each time. Even with the same data, you may notice differences in phrasing or approach between sessions.

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💬 Need help? Just reply with "Ask a Person" in a support conversation to speak with a Product Support Specialist.