FIN Analysis Process

Instructions

1. Open the Fin AI dashboard at the Conversations tab.
2. Update the filter to select:
   • CX score
   • Custom range: select the dates for the sprint you're analyzing
   • Rating: 1* and 2*
3. Take a look at the conversations to try and understand them and form your own opinions about what could have been improved (docs or Fin guidance).
4. Use the Fin Conversation Analyst GPT to help you get another perspective on improvements to make. Use the following prompt: "Analyze this conversation and suggest doc improvements and Fin guidance.", then copy and paste the conversation.
5. Create JIRA tickets based on your own analysis and the GPT's analysis for anything that we can improve in the docs, or any guidance that we could provide Fin.
   
   • Link the JIRA tickets to the JIRA ticket for that Sprint.
   • For guidance tickets, prepend the summary with "Guidance:" and assign them to Caroline.
   • For docs tickets, assign them to the relevant member of the docs team (or just DocTeam).
   • For all tickets, add the label "FIN".

Rota

Round 1

• Nick - sprint starting 7th October for time: 23rd September - 6th October
• Jackie - sprint starting 21st October for time: 7th October - 20th October
• Sharon - sprint starting 4th November for time: 21st October - 3rd November
• Caroline - sprint starting 18th November for time: 4th November - 17th November

Round 2

• Nick - sprint starting 2nd December for time: 18th November - 1st December
• Jackie - sprint starting 16th December for time: 2nd December - 15th December
• Sharon - sprint starting 30th December for time: 16th December - 29th December
• Caroline - sprint starting 13th January for time: 30th December - 12th January

Round 3

• Nick - sprint starting 27th January for time: 13th January - 26th January
• Jackie - sprint starting 10th February for time: 27th January - 9th February
• Sharon - sprint starting 24th February for time: 10th February - 23rd February
• Caroline - sprint starting 10th March for time: 24th February - 9th March

Round 4

• Ebenezer - sprint starting 24th March for time: 10th March - 23rd March
• Jackie - sprint starting 7th April for time: 24th March - 6th April
• Sharon - sprint starting 21st April for time: 7th April - 20th April
• Caroline - sprint starting 5th May for time: 21st April - 4th May

Round 5

• Ebenezer - sprint starting 19th May for time: 5th May - 18th May
• Jackie - sprint starting 2nd June for time: 19th May - 1st June
• Sharon - sprint starting 16th June for time: 2nd June - 15th June
• Caroline - sprint starting 30th June for time: 16th June - 29th June

Fin spreadsheets

• Original conversation spreadsheet
• Latest conversation spreadsheet