play icon for videos
Use case

Sopact Sense

Register for sopact sense

80% of time wasted on cleaning data

Data teams spend the bulk of their day fixing silos, typos, and duplicates instead of generating insights.

Data teams spend the bulk of their day fixing silos, typos, and duplicates instead of generating insights.

Disjointed Data Collection Process

Hard to coordinate design, data entry, and stakeholder input across departments, leading to inefficiencies and silos.

Lost in Translation

Open-ended feedback, documents, images, and video sit unused—impossible to analyze at scale.

TABLE OF CONTENT

Author: Unmesh Sheth

Last Updated:

October 28, 2025

Founder & CEO of Sopact with 35 years of experience in data systems and AI

Sopact Sense Complete Guide

Sopact Sense: Complete Use Case Guide

Explore data collection, 360° feedback, document intelligence, and enterprise deployment solutions

Sopact Sense AI Playground

Experiment with AI-powered analysis before committing to full implementation

The AI Playground lets you test Sopact Sense capabilities with your own data before setting up complete workflows. Upload sample surveys, documents, or datasets to see how AI analysis works in real-time.

1 Upload Your Data

Bring CSV files from existing surveys, upload PDF reports, or paste interview transcripts directly into the playground.

2 Write Analysis Prompts

Describe what you want to extract in plain English: themes, sentiment, confidence levels, rubric scores, or custom metrics.

3 See Instant Results

AI processes your data in minutes and shows results immediately—no setup, no commitment, no credit card required.

4 Compare Approaches

Test different prompts and analysis methods to find what works best for your specific use case and data structure.

5 Export & Share

Download results as CSV or share analysis links with stakeholders to demonstrate capabilities before implementation.

6 Move to Production

When ready, convert your playground experiments into full data collection workflows with one click.

Perfect for proof-of-concept and stakeholder buy-in

Many teams use the AI Playground to demonstrate value to leadership before investing in full implementation. Show how AI can analyze your existing survey data, extract themes from past reports, or benchmark interview transcripts—all without changing your current processes.

Data Collection & Reporting

Turn months of manual work into minutes of automated insight

1

Clean Data → Instant Reports

Sopact Sense automates manual processes that traditionally take months—such as application reviews or report generation—and turns them into workflows completed in minutes.

While tools like Google Forms or SurveyMonkey focus only on collecting data, 80% of the actual effort goes into cleaning, integrating, and reporting.

Sopact Sense eliminates this gap. It continuously ensures clean, structured data and leverages AI to provide immediate insights.

1

Keep stakeholder feedback data clean and complete. Unique IDs prevent duplicates, fragmented records, and manual cleanup bottlenecks.

2

Automatically centralize data and prepare it for AI. No more exporting, merging, and reformatting across different tools.

3

Reduce time to gain insights—from months to minutes. Real-time analysis replaces delayed retrospectives.

Perfect For:

Application Reviews

  • Grant applications
  • Accelerator applications
  • Rubric-based scoring
  • Bias reduction workflows

Impact Reporting

  • Pre/post program analysis
  • Automated report generation
  • Funder-ready dashboards
  • Real-time stakeholder insights

Program Evaluation

  • Multi-site data aggregation
  • Cohort comparison tracking
  • Outcome measurement
  • Continuous learning cycles

Scholarship Management

  • Application to graduation tracking
  • Financial aid monitoring
  • Academic progress reports
  • Post-graduation outcomes

Organizations running application or scholarship programs drastically reduce time and bias

By automating reviews with consistent rubrics and AI-powered analysis, teams make faster and more accurate decisions while maintaining complete transparency in evaluation criteria.

360° Feedback

Continuous insight throughout the stakeholder lifecycle

2

AI-Native Platform for Integrated Feedback

This use case may resemble customer or employee experience products like Qualtrics, but Sopact Sense differs fundamentally.

It is an AI-native platform that seamlessly integrates qualitative data (from documents, interviews, and surveys) with quantitative signals—enabling ongoing insight throughout the stakeholder lifecycle.

Its simplicity, scalability, and built-in AI support make it easy for teams to become fully self-driven in data learning and performance improvement.

Perfect For:

Training Programs

  • Pre/post skill assessment
  • Confidence tracking
  • Job placement outcomes
  • Cohort comparison

Customer Experience

  • NPS & CSAT tracking
  • Churn prediction analysis
  • Onboarding to renewal tracking
  • Health score monitoring

Employee Feedback

  • Onboarding sentiment analysis
  • Performance check-ins
  • Exit interview themes
  • Culture pulse surveys

Accelerator Applications

  • Startup cohort management
  • Mentor feedback integration
  • Progress milestone tracking
  • Investment readiness scoring

Built-in AI makes teams fully self-driven

Its simplicity, scalability, and AI support enable ongoing insight throughout the stakeholder lifecycle—helping teams become self-sufficient in data learning and performance improvement without waiting on external analysts.

Document & Interview Intelligence

Turn 5-100 page reports into instant, actionable insights at scale

3

Redefining Qualitative Data Analysis

This feature completely redefines traditional CQDA (Computer-Assisted Qualitative Data Analysis) approaches. Instead of clunky, time-consuming processes, it enables you to derive both qualitative and quantitative insights in minutes.

Traditional workflow: Receive partner reports → Read 50-100 pages manually → Code themes inconsistently → Try to benchmark across submissions → Analysis takes weeks and varies by analyst.

Sopact Sense workflow: Receive documents → Upload to platform → AI applies rubrics automatically → Chat with your data to find themes instantly → Benchmark across hundreds of submissions with consistent criteria.

Perfect For:

ESG Assessment

  • ESG due diligence
  • ESG gap analysis
  • Compliance review
  • Partner benchmarking

Grant & Impact

  • PDF grant assessment
  • Impact assessment reports
  • Funder due diligence
  • Multi-site evaluation

Interview Aggregation

  • Aggregate 100+ entrepreneur interviews
  • Thematic pattern analysis
  • Cross-interview benchmarking
  • Sentiment & pain point extraction

Impact Assessment

  • Proprietary framework automation
  • Custom rubric application
  • Theory of Change validation
  • Outcome measurement at scale

From thematic analysis to NPS scoring—all in one place

Extract thematic and sentiment analysis, calculate NPS and CSAT scores, apply rubric scoring, perform redlining and gap analysis. It's designed for complex assessment, evaluation, and measurement workflows that help organizations continuously learn from stakeholder feedback.

Enterprise Intelligence

White-label solution for enterprises with custom frameworks

4

Deploy Sopact Under Your Own Brand

This is Sopact Sense's white-label solution—ideal for partners or enterprises that have their own frameworks for assessment, evaluation, or measurement.

If your organization has proprietary evaluation methodologies, industry-specific rubrics, or established measurement frameworks, Enterprise Intelligence lets you deploy all Sopact use cases under your own brand.

Key Capabilities:

In-House Deployment

  • On-premise hosting options
  • Custom domain and branding
  • Your evaluation frameworks
  • Full data sovereignty

Custom Workflows

  • Industry-specific templates
  • Proprietary rubrics
  • Custom AI models
  • Specialized reporting

Partnership Model

  • White-label platform
  • Co-branded solutions
  • Revenue sharing options
  • Joint go-to-market

API Integration

  • Connect to existing systems
  • Custom data pipelines
  • Third-party tool integration
  • Automated workflows

Sopact provides the underlying automation and intelligence infrastructure

You maintain control over your frameworks, branding, and client relationships while leveraging Sopact's proven data collection, AI analysis, and reporting capabilities. Perfect for consulting firms, industry associations, and large enterprises with established methodologies.

Ready to Transform Your Data Collection?

Start with the AI Playground or schedule a personalized demo

Sopact Sense Implementation Guide

Implementation Guide

Step-by-step instructions to set up your Sopact Sense use case. Most teams go live in less than one day.

Use Case 1: Reporting
Use Case 2: 360 Feedback
Use Case 3: Documents

Data Collection & Reporting

Set up automated feedback analysis and real-time reporting. Perfect for impact measurement, training evaluation, and customer satisfaction tracking.

  1. 1

    Create Your Survey

    Build your feedback form with quantitative questions (ratings, multiple choice) and qualitative fields (open-ended responses). Include validation rules to ensure clean data at the source.

    Forms Designer
    Example: Training satisfaction: 1-5 scale
    Key takeaway: Open-ended text
    Would you recommend? Yes/No
  2. 2

    Set Up AI Analysis for Text

    Add an AI analysis field to automatically extract themes, sentiment, or specific metrics from open-ended responses. Write a simple prompt describing what you want to extract.

    Sopact Sense AI
    Prompt: "Extract confidence level (low/medium/high) from this participant's reflection about their skills."
  3. 3

    Launch Collection & Monitor Responses

    Share your survey link or embed it on your website. As responses arrive, Intelligent Cell analyzes them in real-time—no manual coding required.

    Real-time Analysis
  4. 4

    Generate Report with AI

    Click "Generate Report" and write plain-English instructions for the report you need. The AI generates a designer-quality output combining charts, quotes, and insights.

    Sopact Sense AI
    Instruction: "Create an impact report showing average satisfaction scores, confidence level distribution, and top 3 themes from feedback."
  5. 5

    Share Live Link with Stakeholders

    Copy the report URL and share it with funders, board members, or partners. The link stays live and updates automatically as new data arrives.

    Shareable Reports

What You've Built

A self-service feedback system that goes from data collection to shareable insights in minutes instead of weeks. No more exporting to Excel, manually coding responses, or waiting on analysts.

360 Feedback

Connect multiple surveys across a participant journey using unique IDs. Perfect for scholarship lifecycle, training programs, and accelerator management.

  1. 1

    Create Contacts (Your Unique ID System)

    Set up a Contacts form to register participants. This creates a unique ID for each person that links all their future survey responses automatically.

    Contacts
    Fields: Name, Email, Cohort, Start Date
  2. 2

    Build Pre, Mid, and Post Surveys

    Create separate forms for each touchpoint. Include consistent metrics you want to track over time (e.g., confidence level, skills assessment) plus stage-specific questions.

    Forms Designer
  3. 3

    Establish Relationships

    Link each survey to your Contacts object. This takes 2 seconds—just select "Contacts" from the relationship dropdown. Now all responses connect to the same person automatically.

    Relationships
  4. 4

    Send Unique Links at Each Stage

    Every participant gets their own link for each survey. This prevents duplicates and lets you follow up if data is incomplete—no more "Please fill this out again."

    Unique Links
  5. 5

    Analyze with AI

    Use AI to summarize each participant's journey in plain language. Find patterns across the entire cohort—no manual matching required.

    Sopact Sense AI
    AI Output: "Sarah's confidence increased from low to high; she built 3 projects and reported improved job readiness."

What You've Built

A complete 360-degree view of every participant without manual data merging. Track individual progress and cohort trends in one unified system.

Document & Interview Intelligence

Extract insights from PDFs, reports, and interview transcripts at scale. Perfect for ESG due diligence, grant assessment, and impact assessment.

  1. 1

    Create Document Collection Form

    Set up a survey with file upload fields. Participants submit their reports, ESG documents, or interview transcripts directly into your centralized system.

    Forms Designer
  2. 2

    Configure AI Analysis with Prompts

    Add AI analysis fields that process each uploaded document. Write prompts for the specific insights you need—summaries, rubric scores, compliance checks, theme extraction.

    Sopact Sense AI
    Prompt: "Read this partner report and score it on: Impact Evidence (1-5), Data Quality (1-5), and Budget Transparency (1-5). Explain each score."
  3. 3

    Collect & Auto-Analyze Documents

    As documents arrive, AI processes them automatically. A 50-page report gets analyzed in minutes, with consistent rubric application across all submissions.

    Real-time AI Processing
  4. 4

    Chat with Your Data

    Use the AI chat interface to ask questions across all documents at once: "Which partners mentioned climate resilience?" or "Show me low-scoring submissions."

    AI Chat
  5. 5

    Benchmark & Compare

    Generate comparative reports showing how partners stack up against each other. Export data to your BI tool or share findings directly from Sopact Sense.

    Sopact Sense AI

What You've Built

A document intelligence system that turns hundreds of pages into searchable, comparable insights. No more reading every report manually or applying inconsistent evaluation criteria.

Sopact Sense Use Case Comparison

Use Case Comparison

Compare all three Sopact Sense workflows side-by-side to find your perfect fit.

Feature
Use Case 1
Reporting
Use Case 2
360 Feedback
Use Case 3
Documents
Primary Use
Fast, automated impact reporting
Continuous stakeholder tracking
Large document analysis
Data Type
Surveys, feedback forms
Pre/Mid/Post surveys
PDFs, transcripts, reports (5-100 pages)
Problem Solved
Weeks of manual analysis delay decisions
Scattered data across touchpoints
No capacity for qualitative analysis
Key Benefit
Real-time insights from mixed data
Unified participant journey
Chat with hundreds of documents
Primary Tool
AISopact Sense AI Analysis
AISopact Sense AI Analysis
AISopact Sense AI Analysis
Setup Time
2-4 hours
4-6 hours
3-5 hours
Analysis Speed
Minutes (from weeks)
Real-time per participant
Minutes per document
Best For
Nonprofits, CSR teams, training programs
Scholarship programs, workforce development, accelerators
ESG teams, funders, grant evaluators
Example Scenarios
ESG reporting, NPS analysis, program evaluation
Scholarship lifecycle, training programs, churn analysis
ESG due diligence, grant assessment, impact assessment
BI Integration
Export ready
Export ready
Export ready
Unique ID Mgmt
Optional (per response)
Required (Contacts)
Optional (per document)
Follow-up Workflow
Standard
Advanced (unique links)
Standard

1 When to Choose Reporting

You need fast, repeatable insights from feedback. Your team spends weeks cleaning data and coding responses manually. Stakeholders want shareable links, not static PDFs.

2 When to Choose 360 Feedback

You track the same people across multiple stages (scholarship lifecycle, training programs). You're manually matching responses in spreadsheets. You need to see individual progress AND cohort patterns.

3 When to Choose Documents

You receive long reports for ESG due diligence, grant assessment, or impact evaluation. Reading and scoring them manually takes weeks. You need consistent rubric application at scale.

Sopact Sense Use Case Decision Flow

Find Your Perfect Use Case in 3 Questions

Answer these questions to discover which Sopact Sense workflow matches your data collection needs.

What type of data are you collecting?

Survey responses & feedback forms Short-form responses, ratings, and some open-ended questions
Multiple touchpoints from same people Pre/Mid/Post surveys, scholarship lifecycle, enrollment to exit
Long documents & transcripts Partner reports (5-100 pages), interview transcripts, PDF submissions

What's your biggest data challenge?

Waiting weeks for insights Manual analysis delays decision-making, reports always lag behind programs
Scattered data across tools Can't connect responses over time, manual matching across spreadsheets
No capacity for qualitative analysis Large documents sit unread, inconsistent coding, no way to benchmark partners

What outcome do you need?

Automated reports I can share immediately Real-time dashboards, designer-quality outputs, shareable links
See individual progress + cohort patterns Track each person's journey, compare groups, measure change over time
Extract insights from complex documents Chat with data, apply rubrics at scale, benchmark across submissions
Use Case 1

Data Collection & Reporting

Perfect for teams that need fast, repeatable reporting combining numbers with stories. Collects clean data once and flows directly into AI-driven analysis.

Select Sopact Sense AI Analysis Below:
  • Real-time validation prevents messy data at source
  • Automated reports generated in minutes, not weeks
  • Shareable links for stakeholders (always updated)
  • NPS, CSAT, sentiment analysis without manual coding
Use Case 2

360 Feedback

Ideal for tracking stakeholder journeys across multiple touchpoints. Links every survey to a unique ID so you see complete progress over time.

Select Sopact Sense AI Analysis Below:
  • Unified view of Pre/Mid/Post without manual matching
  • Summarizes each participant in plain language
  • Shows cohort-level patterns automatically
  • Follow-up workflows to correct incomplete data
Use Case 3

Document & Interview Intelligence

Built for teams drowning in PDFs, reports, and transcripts. Aggregates 5-100 page documents and applies consistent analysis at scale.

Select Sopact Sense AI Analysis Below:
  • Chat with your data to find themes and quotes instantly
  • Apply rubrics to benchmark hundreds of submissions
  • Extracts insights from complex documents automatically
  • Gap analysis across partners (ESG, CSR compliance)
Use Case Best For Primary Tool Time Savings
Data Collection & Reporting Training programs, ESG reports, customer feedback Select AI Analysis Weeks → Minutes
360 Feedback Scholarship lifecycle, training programs, accelerators Select AI Analysis Manual matching → Automatic
Document Intelligence ESG due diligence, grant assessment, impact assessment Select AI Analysis Hours of reading → Instant insights

1. Sopact Sense AI: Feedback Analysis (NPS, CSAT, Sentiment, Themes, Classification)

1. Sopact Sense AI: Feedback Analysis

Real-time qualitative analysis powered by Sopact Sense AI agents
INCLUDES: NPS Analysis | CSAT Tracking | Sentiment Detection | Thematic Coding | Feedback Classification
1

Select Analysis Method

Intelligent Suite Interactive Trainer - Sopact

2. Intelligent Suite Interactive Trainer

Explore how Sopact Sense AI analyzes qualitative data in real-time. Choose a method, review sample data, and see instant results.

INCLUDES: Select a method to see available features
1

Select Analysis Method

Upload feature in Sopact Sense is a Multi Model agent showing you can upload long-form documents, images, videos

AI-Native

Upload text, images, video, and long-form documents and let our agentic AI transform them into actionable insights instantly.
Sopact Sense Team collaboration. seamlessly invite team members

Smart Collaborative

Enables seamless team collaboration making it simple to co-design forms, align data across departments, and engage stakeholders to correct or complete information.
Unique Id and unique links eliminates duplicates and provides data accuracy

True data integrity

Every respondent gets a unique ID and link. Automatically eliminating duplicates, spotting typos, and enabling in-form corrections.
Sopact Sense is self driven, improve and correct your forms quickly

Self-Driven

Update questions, add new fields, or tweak logic yourself, no developers required. Launch improvements in minutes, not weeks.